BJ’s Wholesale Club (NYSE:BJ) Issues FY 2026 Earnings Guidance

BJ’s Wholesale Club (NYSE:BJ) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 4.600-4.800 for the period, compared to the consensus EPS estimate of 4.590. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on BJ. Citigroup lowered their price target on 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. Weiss Ratings reiterated 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. Gordon Haskett upgraded shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a research note on Wednesday, July 29th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. Ten analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, BJ’s Wholesale Club currently has a consensus rating of “Hold” and a consensus price target of $105.33.

BJ’s Wholesale Club Price Performance

Shares of BJ opened at $96.61 on Friday. The firm has a market cap of $12.34 billion, a PE ratio of 22.21, a P/E/G ratio of 3.24 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 has a fifty day simple moving average of $91.50 and a two-hundred day simple moving average of $93.77. BJ’s Wholesale Club has a 1-year low of $83.21 and a 1-year high of $105.78.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings results on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.19. The firm had revenue of $6.23 billion for the quarter, compared to analysts’ expectations of $5.97 billion. BJ’s Wholesale Club had a return on equity of 26.67% and a net margin of 2.62%.The company’s revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, equities analysts anticipate that BJ’s Wholesale Club will post 4.53 EPS for the current year.

Insiders Place Their Bets

In other BJ’s Wholesale Club news, EVP Scott Schmadeke sold 16,500 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 20,471 shares of the company’s stock, valued at approximately $1,886,812.07. This represents a 44.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Robert W. Eddy sold 73,016 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 282,330 shares in the company, valued at $28,238,646.60. The trade was a 20.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

BJ’s Wholesale Club News Roundup

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

• Positive Sentiment: Quarterly results beat estimates. BJ reported adjusted earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue reached $6.23 billion compared with expectations of $5.97 billion. Earnings rose from $1.14 per share a year earlier, and revenue increased approximately 15.7% year over year. BJ’s Wholesale Club Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: Management raised fiscal 2026 earnings guidance. BJ now expects earnings per share of $4.60 to $4.80, above the prior consensus estimate of approximately $4.59. The improved outlook reinforces investor confidence in the company’s earnings momentum. BJ’s Wholesale Club tops Q2 expectations, raises earnings outlook
• Positive Sentiment: Value positioning is attracting shoppers. CEO Bob Eddy cited BJ’s value proposition at its gas stations and clubs as a major driver of results. Strong comparable sales, membership-fee income and membership momentum indicate that BJ is benefiting from demand among budget-conscious consumers. BJ’s CEO discusses value at the pump
• Neutral Sentiment: BJ continues expanding its store footprint, including a proposed Tyler, Texas location expected to create up to 150 jobs and plans advancing in New Hartford, New York. These projects could support longer-term growth but are unlikely to materially affect near-term earnings. BJ’s Wholesale Club Tyler location
• Negative Sentiment: Chief Commercial Officer Paul Cichocki’s retirement introduces a management-transition consideration, although the announcement did not indicate an immediate operational disruption. BJ’s Wholesale Club financial results and CCO retirement

Institutional Trading of BJ’s Wholesale Club

Several large investors have recently added to or reduced their stakes in the business. Virtu Financial LLC bought a new position in BJ’s Wholesale Club in the fourth quarter worth approximately $514,000. T. Rowe Price Investment Management Inc. boosted its stake in shares of BJ’s Wholesale Club by 8.8% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,184,739 shares of the company’s stock worth $106,663,000 after acquiring an additional 95,408 shares during the last quarter. Invesco Ltd. grew its position in shares of BJ’s Wholesale Club by 7.7% during the 4th quarter. Invesco Ltd. now owns 1,817,247 shares of the company’s stock valued at $163,607,000 after acquiring an additional 130,531 shares during the period. Strive Financial Group LLC bought a new stake in shares of BJ’s Wholesale Club during the 4th quarter valued at $25,000. Finally, First Citizens Bank & Trust Co. grew its position in shares of BJ’s Wholesale Club by 0.8% during the 4th quarter. First Citizens Bank & Trust Co. now owns 14,069 shares of the company’s stock valued at $1,267,000 after acquiring an additional 105 shares during the period. 98.60% of the stock is currently owned by institutional investors.

About BJ’s Wholesale Club

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.