Analysts Set BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) Price Target at $107.63

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) has been assigned an average rating of “Hold” from the nineteen research firms that are presently covering the company, Marketbeat.com reports. One analyst has rated the stock with a sell rating, nine have given a hold rating and nine have assigned a buy rating to the company. The average twelve-month target price among analysts that have updated their coverage on the stock in the last year is $107.6250.

A number of equities analysts have commented on the stock. Barclays downgraded shares of BJ’s Wholesale Club from an “equal weight” rating to an “underweight” rating and dropped their target price for the stock from $115.00 to $90.00 in a research note on Wednesday, January 7th. DA Davidson upped their target price on shares of BJ’s Wholesale Club from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Jefferies Financial Group downgraded BJ’s Wholesale Club from a “buy” rating to a “hold” rating and dropped their price target for the stock from $120.00 to $90.00 in a research report on Wednesday, January 28th. William Blair reissued a “mixed” rating on shares of BJ’s Wholesale Club in a research report on Thursday, March 5th. Finally, Melius Research downgraded BJ’s Wholesale Club from a “buy” rating to a “hold” rating and set a $100.00 price target on the stock. in a research report on Friday, January 23rd.

Insiders Place Their Bets

In other news, SVP Joseph Mcgrail sold 2,050 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $91.19, for a total transaction of $186,939.50. Following the transaction, the senior vice president directly owned 14,769 shares in the company, valued at approximately $1,346,785.11. This trade represents a 12.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert W. Eddy sold 8,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $91.02, for a total transaction of $728,160.00. Following the transaction, the chief executive officer owned 306,330 shares in the company, valued at approximately $27,882,156.60. This represents a 2.55% 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. 1.40% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On BJ’s Wholesale Club

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Victory Capital Management Inc. boosted its stake in shares of BJ’s Wholesale Club by 57.2% during the fourth quarter. Victory Capital Management Inc. now owns 12,930,288 shares of the company’s stock valued at $1,164,114,000 after purchasing an additional 4,704,423 shares in the last quarter. Franklin Resources Inc. boosted its stake in shares of BJ’s Wholesale Club by 12.8% during the fourth quarter. Franklin Resources Inc. now owns 6,514,642 shares of the company’s stock valued at $586,513,000 after purchasing an additional 737,130 shares in the last quarter. State Street Corp boosted its stake in shares of BJ’s Wholesale Club by 7.7% during the fourth quarter. State Street Corp now owns 5,471,805 shares of the company’s stock valued at $492,627,000 after purchasing an additional 389,327 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its position in BJ’s Wholesale Club by 31.7% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,791,602 shares of the company’s stock valued at $446,817,000 after purchasing an additional 1,152,591 shares in the last quarter. Finally, Wellington Management Group LLP boosted its position in 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 valued at $310,834,000 after purchasing an additional 179,723 shares in the last quarter. 98.60% of the stock is currently owned by institutional investors.

BJ’s Wholesale Club Stock Performance

Shares of BJ’s Wholesale Club stock opened at $91.97 on Friday. The company has a quick ratio of 0.16, a current ratio of 0.75 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $11.93 billion, a PE ratio of 21.00, a price-to-earnings-growth ratio of 3.18 and a beta of 0.33. The stock’s fifty day moving average is $97.20 and its two-hundred day moving average is $94.09. BJ’s Wholesale Club has a 52 week low of $86.68 and a 52 week high of $120.33.

BJ’s Wholesale Club (NYSE:BJ) last issued its earnings results on Thursday, March 5th. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.03. The business had revenue of $5.58 billion for the quarter, compared to the consensus estimate of $5.54 billion. BJ’s Wholesale Club had a net margin of 2.70% and a return on equity of 27.55%. The company’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.93 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, analysts expect that BJ’s Wholesale Club will post 3.96 earnings per share for the current year.

Key Headlines Impacting BJ’s Wholesale Club

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

• Positive Sentiment: BJ’s opened its first Texas club in Forney and officially launched Texas operations; the Forney club gas station already opened and the club’s grand opening is scheduled for April 24 — expands BJ’s footprint into its 21st state, increasing potential membership and fuel sales. BJ’s Wholesale Club Marks Texas Debut with Grand Opening of Forney Location
• Positive Sentiment: Local and trade outlets highlight the Forney opening and BJ’s broader Texas expansion, emphasizing scale of the new club and plans for multiple North Texas openings — supports near-term membership and revenue growth expectations. BJ’s Wholesale Club Makes TX Debut With New Forney Store
• Positive Sentiment: Coverage notes BJ’s Forney store will be a large-format opening with additional North Texas clubs planned, which could support longer-term same-club sales and membership expansion. BJ’s Wholesale Club latest opening will be as big as they come
• Neutral Sentiment: CEO Robert W. Eddy sold 8,000 shares on April 15 under a pre-arranged Rule 10b5-1 plan (?$91.02 average); his remaining stake is large. This is a scheduled sale rather than an ad-hoc insider exit, which typically reduces negative signalling but still slightly lowers insider ownership. SEC Form 4 — Robert W. Eddy
• Neutral Sentiment: SVP Joseph McGrail sold 2,050 shares on April 15 under a 10b5-1 plan (?$91.19 average), reducing his stake by ~12.2%. Like the CEO sale, the pre-arranged nature mutes immediate negative interpretation. SEC Form 4 — Joseph McGrail

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.