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 (EPS) guidance of 4.600-4.800 for the period, compared to the consensus estimate of 4.590. The company issued revenue guidance of -.

BJ’s Wholesale Club Stock Performance

BJ’s Wholesale Club stock traded up $3.90 during mid-day trading on Friday, reaching $95.20. 942,733 shares of the company’s stock were exchanged, compared to its average volume of 1,982,284. The business’s fifty day simple moving average is $91.39 and its 200 day simple moving average is $93.75. The company has a quick ratio of 0.18, a current ratio of 0.73 and a debt-to-equity ratio of 0.19. BJ’s Wholesale Club has a one year low of $83.21 and a one year high of $105.78. The firm has a market capitalization of $12.16 billion, a PE ratio of 21.89, a P/E/G ratio of 3.25 and a beta of 0.21.

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

Wall Street Analyst Weigh In

BJ has been the subject of a number of research analyst reports. Bank of America assumed coverage on shares of BJ’s Wholesale Club in a report on Wednesday, May 20th. They set a “neutral” rating and a $110.00 price objective for the company. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of BJ’s Wholesale Club in a research report on Friday, August 14th. Gordon Haskett raised shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a report on Wednesday, July 29th. Citigroup reduced their price objective on 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. Finally, UBS Group reissued a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday. Ten investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given 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.

Insider Transactions at BJ’s Wholesale Club

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

Trending Headlines about BJ’s Wholesale Club

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

• Positive Sentiment: BJ reported second-quarter adjusted earnings of $1.36 per diluted share, up from $1.14 a year earlier and above analysts’ estimates of approximately $1.16–$1.17. BJ’s Wholesale second quarter earnings top estimates
• Positive Sentiment: Revenue rose 15.7% year over year to $6.23 billion, exceeding the $5.97 billion consensus forecast. Higher profit and sales indicate continued demand for BJ’s value-oriented warehouse model. BJ’s Wholesale Club quarterly earnings results
• Positive Sentiment: Management raised its full-year adjusted earnings guidance, providing a favorable signal for future profitability and serving as the main catalyst behind the stock’s increase. BJ’s Wholesale Stock Pops on Earnings Beat, Raised Outlook
• Positive Sentiment: The company highlighted strong membership momentum, while comparable sales and membership-fee income also performed well. These trends are important because recurring membership revenue and customer traffic support BJ’s relatively resilient business model. BJ’s Wholesale gains after comparable sales and membership fee income shine in Q2
• Neutral Sentiment: Analysts maintained a broadly cautious “Hold” consensus, suggesting the earnings beat and improved outlook may already be partly reflected in BJ’s valuation. BJ’s Wholesale Club given consensus Hold rating
• Neutral Sentiment: An executive reported withholding shares to cover taxes on restricted stock units, a routine transaction that does not indicate a change in the company’s operating outlook. BJ’s executive reports share withholding for RSU tax payment

Institutional Trading of BJ’s Wholesale Club

A number of large investors have recently modified their holdings of BJ. Strive Financial Group LLC purchased a new stake in BJ’s Wholesale Club in the fourth quarter valued at approximately $25,000. Parkside Financial Bank & Trust raised its position in shares of BJ’s Wholesale Club by 147.9% during the 4th quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock valued at $26,000 after buying an additional 173 shares in the last quarter. Sunbelt Securities Inc. bought a new stake in shares of BJ’s Wholesale Club during the 3rd quarter worth $34,000. Los Angeles Capital Management LLC purchased a new position in BJ’s Wholesale Club in the fourth quarter worth $51,000. Finally, Danske Bank A S bought a new position in BJ’s Wholesale Club in the third quarter valued at $75,000. Institutional investors own 98.60% of the company’s stock.

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.