Vise Technologies Inc. Invests $835,000 in BJ’s Wholesale Club Holdings, Inc. $BJ

Vise Technologies Inc. acquired a new stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,568 shares of the company’s stock, valued at approximately $835,000.

Several other large investors have also bought and sold shares of the stock. First Citizens Bank & Trust Co. lifted its holdings in 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 worth $1,267,000 after buying an additional 105 shares during the period. Commonwealth Equity Services LLC increased its stake in shares of BJ’s Wholesale Club by 0.8% in the fourth quarter. Commonwealth Equity Services LLC now owns 12,827 shares of the company’s stock valued at $1,155,000 after buying an additional 108 shares during the period. Corient Private Wealth LLC increased its stake in shares of BJ’s Wholesale Club by 0.6% in the fourth quarter. Corient Private Wealth LLC now owns 18,491 shares of the company’s stock valued at $1,665,000 after buying an additional 113 shares during the period. PNC Financial Services Group Inc. raised its position in shares of BJ’s Wholesale Club by 1.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 10,015 shares of the company’s stock worth $902,000 after acquiring an additional 130 shares during the last quarter. Finally, Essential Partners LLC raised its position in shares of BJ’s Wholesale Club by 81.2% during the first quarter. Essential Partners LLC now owns 290 shares of the company’s stock worth $29,000 after acquiring an additional 130 shares during the last quarter. 98.60% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently commented on BJ shares. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. William Blair lowered shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a report on Monday, August 17th. Citigroup lowered their price target on shares of BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating for the company in a report on Tuesday, May 26th. JPMorgan Chase & Co. boosted their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 26th. Finally, DA Davidson set a $105.00 price objective on shares of BJ’s Wholesale Club in a research note on Tuesday, August 18th. Ten investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $105.33.

Key BJ’s Wholesale Club News

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

BJ’s Wholesale Club Stock Up 0.2%

Shares of NYSE:BJ opened at $96.61 on Monday. BJ’s Wholesale Club Holdings, Inc. has a 1 year low of $83.21 and a 1 year high of $105.78. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.73 and a quick ratio of 0.19. The business’s 50-day moving average is $91.50 and its 200-day moving average is $93.78. The company has a market capitalization of $12.34 billion, a price-to-earnings ratio of 21.14, a P/E/G ratio of 3.30 and a beta of 0.21.

BJ’s Wholesale Club (NYSE:BJ) last released its earnings results on Friday, August 21st. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.17 by $0.19. The business had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $5.97 billion. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The firm’s revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the firm posted $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Equities research analysts predict that BJ’s Wholesale Club Holdings, Inc. will post 4.68 earnings per share for the current year.

Insider Activity at BJ’s Wholesale Club

In related news, EVP Scott Schmadeke sold 16,500 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $92.17, for a total transaction of $1,520,805.00. Following the transaction, the executive vice president owned 20,471 shares in the company, valued at $1,886,812.07. The trade was a 44.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Robert W. Eddy sold 73,016 shares of the stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the transaction, the chief executive officer directly owned 282,330 shares in the company, valued at approximately $28,238,646.60. This represents 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. Company insiders own 1.10% of the company’s stock.

BJ’s Wholesale Club 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.