William Blair Issues Pessimistic Estimate for BJ Earnings

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Stock analysts at William Blair dropped their Q4 2025 EPS estimates for shares of BJ’s Wholesale Club in a note issued to investors on Thursday, November 21st. William Blair analyst P. Blee now expects that the company will post earnings of $0.85 per share for the quarter, down from their previous estimate of $1.04. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.97 per share.

Other analysts have also recently issued research reports about the company. Bank of America cut their price objective on BJ’s Wholesale Club from $95.00 to $90.00 and set a “buy” rating on the stock in a research note on Friday, August 23rd. TD Cowen upped their price objective on BJ’s Wholesale Club from $95.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday. JPMorgan Chase & Co. raised shares of BJ’s Wholesale Club from an “underweight” rating to a “neutral” rating and boosted their price target for the company from $76.00 to $78.00 in a report on Monday, August 26th. Jefferies Financial Group boosted their target price on shares of BJ’s Wholesale Club from $105.00 to $110.00 and gave the company a “buy” rating in a research note on Thursday, November 21st. Finally, UBS Group raised their price target on shares of BJ’s Wholesale Club from $102.00 to $108.00 and gave the company a “buy” rating in a research note on Friday. Six research analysts have rated the stock with a hold rating and ten have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $93.25.

BJ’s Wholesale Club Stock Performance

Shares of BJ stock opened at $98.33 on Monday. BJ’s Wholesale Club has a 12 month low of $63.73 and a 12 month high of $99.91. The company’s fifty day moving average price is $86.18 and its two-hundred day moving average price is $85.61. The company has a debt-to-equity ratio of 0.23, a current ratio of 0.76 and a quick ratio of 0.14. The firm has a market capitalization of $13.04 billion, a P/E ratio of 23.64, a P/E/G ratio of 4.54 and a beta of 0.24.

Institutional Trading of BJ’s Wholesale Club

A number of institutional investors and hedge funds have recently made changes to their positions in BJ. Blue Trust Inc. acquired a new position in BJ’s Wholesale Club during the second quarter valued at approximately $25,000. Davis Capital Management acquired a new position in shares of BJ’s Wholesale Club during the 3rd quarter worth about $25,000. UMB Bank n.a. boosted its stake in BJ’s Wholesale Club by 375.6% during the 3rd quarter. UMB Bank n.a. now owns 371 shares of the company’s stock valued at $31,000 after purchasing an additional 293 shares during the period. Reston Wealth Management LLC acquired a new stake in BJ’s Wholesale Club in the 3rd quarter valued at approximately $41,000. Finally, J.Safra Asset Management Corp bought a new position in BJ’s Wholesale Club in the 2nd quarter worth approximately $45,000. Institutional investors and hedge funds own 98.60% of the company’s stock.

Insider Transactions at BJ’s Wholesale Club

In related news, CEO Robert W. Eddy sold 11,000 shares of the stock in a transaction that occurred on Tuesday, September 3rd. The stock was sold at an average price of $79.40, for a total value of $873,400.00. Following the transaction, the chief executive officer now owns 445,792 shares in the company, valued at approximately $35,395,884.80. This represents a 2.41 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders have sold 33,000 shares of company stock valued at $2,734,820 over the last three months. Company insiders own 2.00% of the company’s stock.

BJ’s Wholesale Club Company Profile

BJ's Wholesale Club Holdings, Inc, together with its subsidiaries, operates warehouse clubs on the eastern half of the United States. It provides groceries, general merchandise, gasoline and other ancillary services, coupon books, and promotions. The company sells its products through the websites BJs.com, BerkleyJensen.com, and Wellsleyfarms.com, as well as the mobile app.