Callan Family Office LLC Buys Shares of 6,511 BJ’s Wholesale Club Holdings, Inc. $BJ

Callan Family Office LLC purchased a new stake in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 6,511 shares of the company’s stock, valued at approximately $568,000.

A number of other large investors have also recently made changes to their positions in BJ. BOK Financial Private Wealth Inc. bought a new position in BJ’s Wholesale Club during the fourth quarter valued at approximately $25,000. Strive Financial Group LLC bought a new stake in BJ’s Wholesale Club in the 4th quarter worth approximately $25,000. Parkside Financial Bank & Trust grew its position in BJ’s Wholesale Club by 147.9% in the 4th quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock worth $26,000 after purchasing an additional 173 shares during the period. Essential Partners LLC raised its stake in BJ’s Wholesale Club by 81.2% during the 1st quarter. Essential Partners LLC now owns 290 shares of the company’s stock valued at $29,000 after buying an additional 130 shares during the last quarter. Finally, Sunbelt Securities Inc. purchased a new stake in BJ’s Wholesale Club during the 3rd quarter valued at $34,000. 98.60% of the stock is currently owned by institutional investors.

BJ’s Wholesale Club Stock Down 4.1%

BJ opened at $94.45 on Wednesday. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18. 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 market capitalization of $12.06 billion, a PE ratio of 20.67, a PEG ratio of 3.34 and a beta of 0.21. The firm’s 50 day simple moving average is $91.77 and its two-hundred day simple moving average is $93.77.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings results on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.19. The business had revenue of $6.23 billion for the quarter, compared to analysts’ expectations of $5.97 billion. BJ’s Wholesale Club had a net margin of 2.64% and a return on equity of 27.40%. The company’s revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the company posted $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. As a group, equities analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.73 EPS for the current year.

Insider Buying and Selling at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 73,016 shares of the company’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 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available 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 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 completion of the transaction, the executive vice president directly owned 20,471 shares in the company, valued at $1,886,812.07. This trade represents a 44.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. DA Davidson raised their price target on BJ’s Wholesale Club from $105.00 to $108.00 and gave the stock a “buy” rating in a research note on Monday. Weiss Ratings reiterated a “hold (c)” rating on shares of BJ’s Wholesale Club in a research report on Wednesday, July 8th. JPMorgan Chase & Co. increased their target price on BJ’s Wholesale Club from $90.00 to $98.00 and gave the company a “neutral” rating in a report on Tuesday, May 26th. UBS Group raised their target price on BJ’s Wholesale Club from $109.00 to $115.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Gordon Haskett upgraded BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research note on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, BJ’s Wholesale Club presently has an average rating of “Hold” and a consensus target price of $106.06.

BJ’s Wholesale Club News Roundup

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

• Positive Sentiment: Q2 results exceeded expectations and guidance was raised. BJ’s reported earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue increased approximately 16% year over year to $6.23 billion. Record membership growth, higher traffic and strong fuel sales supported the results, and fiscal 2026 EPS guidance was set at $4.60-$4.80. BJ’s Q2 Earnings Beat on Traffic and Membership Momentum, Outlook Raised
• Positive Sentiment: Analysts increased their bullish targets. UBS raised its price target to $115 from $109 and maintained a Buy rating, while DA Davidson lifted its target to $108 from $105 and also kept a Buy rating. These actions indicate confidence that BJ’s membership-based model remains relevant and that recent fundamentals can support additional upside. UBS Raises BJ’s Price Target
• Positive Sentiment: Growth-stock screens remain favorable. Zacks highlighted BJ as a highly ranked growth stock, while market commentary cited stronger fundamentals, institutional buying and a broader analyst target near $105.33. BJ’s Wholesale Club Is a Top-Ranked Growth Stock
• Neutral Sentiment: Roth Capital reaffirmed a Neutral rating, although it raised its price target to $97, suggesting limited near-term upside relative to more optimistic analysts.
• Negative Sentiment: Valuation and cash-flow concerns are tempering enthusiasm. One analysis maintained a Hold rating, arguing that BJ’s premium valuation, slower core merchandise growth, rising expansion spending and pressured free cash flow limit near-term upside. These concerns may be contributing to the stock’s decline despite the earnings beat. BJ’s Wholesale Club: A Great Business at the Wrong Price

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.