BJ’s Wholesale Club (NYSE:BJ) Posts Earnings Results, Beats Estimates By $0.19 EPS

BJ’s Wholesale Club (NYSE:BJ) issued its quarterly earnings results on Friday. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.19, FiscalAI reports. The business had revenue of $6.23 billion during the quarter, compared to analyst estimates of $5.97 billion. BJ’s Wholesale Club had a net margin of 2.62% and a return on equity of 26.67%.

BJ’s Wholesale Club Trading Down 0.5%

Shares of BJ’s Wholesale Club stock opened at $91.35 on Friday. The firm has a market capitalization of $11.66 billion, a PE ratio of 21.00, a price-to-earnings-growth ratio of 3.25 and a beta of 0.21. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19. The firm’s 50 day moving average is $91.39 and its 200 day moving average is $93.75. BJ’s Wholesale Club has a 1 year low of $83.21 and a 1 year high of $106.69.

Analyst Ratings Changes

A number of analysts have recently commented on BJ shares. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of BJ’s Wholesale Club in a research note on Friday, August 14th. Weiss Ratings restated a “hold (c)” rating on shares of BJ’s Wholesale Club in a report on Wednesday, July 8th. UBS Group reissued a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday. William Blair downgraded shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research note on Monday. Finally, Citigroup lowered their target price on shares of BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating on the stock in a report on Tuesday, May 26th. Ten analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $105.33.

Insider Buying and Selling

In other news, EVP Scott Schmadeke sold 16,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $92.17, for a total value of $1,520,805.00. Following the completion of the transaction, the executive vice president directly owned 20,471 shares in the company, valued at approximately $1,886,812.07. This represents a 44.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Robert W. Eddy sold 73,016 shares of the business’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total value of $7,303,060.32. Following the sale, the chief executive officer owned 282,330 shares in the company, valued at $28,238,646.60. This represents a 20.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Institutional Trading of BJ’s Wholesale Club

Hedge funds and other institutional investors have recently made changes to their positions in the company. State Street Corp boosted its position in BJ’s Wholesale Club by 7.7% during the 4th quarter. State Street Corp now owns 5,471,805 shares of the company’s stock worth $492,627,000 after buying an additional 389,327 shares during the period. Wellington Management Group LLP lifted its holdings in shares of BJ’s Wholesale Club by 5.5% during the fourth quarter. Wellington Management Group LLP now owns 3,452,562 shares of the company’s stock worth $310,834,000 after purchasing an additional 179,723 shares during the period. Select Equity Group L.P. grew its position in shares of BJ’s Wholesale Club by 38.6% in the 2nd quarter. Select Equity Group L.P. now owns 2,411,459 shares of the company’s stock valued at $260,028,000 after buying an additional 672,122 shares during the last quarter. Dimensional Fund Advisors LP increased its position in shares of BJ’s Wholesale Club by 33.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,927,593 shares of the company’s stock worth $173,542,000 after buying an additional 480,714 shares during the period. Finally, Invesco Ltd. grew its stake in BJ’s Wholesale Club by 7.7% during the fourth quarter. Invesco Ltd. now owns 1,817,247 shares of the company’s stock worth $163,607,000 after purchasing an additional 130,531 shares during the period. 98.60% of the stock is currently owned by institutional investors.

More BJ’s Wholesale Club News

Here are the key news stories impacting BJ’s Wholesale Club this week:

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. BJ reported $1.10 in earnings per share versus the $1.04 consensus estimate, while revenue reached $5.66 billion compared with expectations of $5.44 billion. Revenue increased 9.9% year over year, although EPS declined from $1.14 in the prior-year quarter. BJ’s Wholesale Club fiscal 2026 second-quarter results
• Positive Sentiment: Comparable sales and membership trends strengthened. The company said value-conscious shoppers continued to support its clubs and gas stations, while comparable sales, membership-fee income and membership momentum performed well. Management characterized sales and profitability as ahead of expectations. BJ’s comparable sales and membership-fee income
• Neutral Sentiment: Expansion activity could support longer-term growth. BJ’s proposed demolishing a former Macy’s location, potentially preparing the site for a new warehouse club or related development. The proposal is not yet an operating or earnings catalyst. BJ’s proposed former Macy’s redevelopment
• Neutral Sentiment: Analyst sentiment remains cautious. Analysts maintain a consensus “Hold” rating, limiting the potential for a strong valuation-driven rally despite the quarterly beat. BJ analyst consensus rating
• Neutral Sentiment: An executive’s share withholding was for taxes. EVP Monica Schwartz reported withholding restricted-stock-unit shares to satisfy tax obligations, rather than an open-market sale; this is generally not a major fundamental signal. BJ executive share withholding

BJ’s Wholesale Club Company Profile

BJ’s Wholesale Club, headquartered in Westborough, Massachusetts, is a membership-based warehouse retailer offering a wide range of products and services primarily to small businesses and individual consumers. The company operates large-format clubs that provide value-priced groceries, health and beauty products, electronics, home goods, furniture, seasonal items and automotive supplies. In addition to its in-club offerings, BJ’s features fuel stations at many locations and operates an e-commerce platform for online ordering and home delivery.

Founded in 1984 as a division of Zayre Corp., BJ’s Wholesale Club quickly expanded throughout the Northeastern United States.