BJ's Wholesale Club Holdings Inc (BJ) Trading Down 3.3% on Feb 2
BJ's Wholesale Club Holdings Inc (BJ) saw its shares decline by 3.30% on February 20th, trading at $95.91. This places the stock significantly below its 52-week high but still above its 52-week low. Analyst forecasts suggest an average target price of $104.44, implying an upside, while GuruFocus's GF Value estimate indicates a slight downside from the current price.
Woodley Farra Manion Portfolio Management Inc. Sells 18,748 Shares of BJ's Wholesale Club Holdings, Inc. $BJ
Woodley Farra Manion Portfolio Management Inc. reduced its stake in BJ's Wholesale Club Holdings, Inc. by 2.7% during the third quarter, selling 18,748 shares and leaving them with 683,362 shares valued at $63,724,000. Other institutional investors also adjusted their holdings, and an executive insider recently sold 7,000 shares. Analysts currently have a "Hold" rating on the stock with an average price target of $107.63.
39,074 Shares in BJ's Wholesale Club Holdings, Inc. $BJ Bought by Martin & Co. Inc. TN
Martin & Co. Inc. TN has acquired a new stake of 39,074 shares in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ), valued at approximately $3.64 million, with institutional investors now owning about 98.6% of the company. BJ's Wholesale Club reported strong Q3 earnings, beating EPS expectations and showing a 4.9% year-over-year revenue increase. Despite an executive's sale of shares, analysts maintain a "Hold" rating with an average price target of $107.63, while the stock traded down about 3.4% near $99.30.
Assetmark Inc. Boosts Stock Position in BJ's Wholesale Club Holdings, Inc. $BJ
Assetmark Inc. significantly increased its stake in BJ's Wholesale Club Holdings, Inc. ($BJ) by 4,780.4% in the third quarter, now holding shares worth approximately $7.77 million. This increase comes as BJ's Wholesale Club reported strong Q3 earnings, exceeding analyst expectations for both EPS and revenue, and provided optimistic FY2025 guidance. Despite a consensus "Hold" rating from analysts, institutional ownership remains high at 98.6%, with the stock currently trading at $102.65.
BJ's Wholesale Club Holdings, Inc. $BJ Shares Acquired by Amica Mutual Insurance Co.
Amica Mutual Insurance Co. increased its stake in BJ's Wholesale Club Holdings, Inc. by 18.9%, owning 118,540 shares valued at $11.05 million. Other institutional investors also increased their holdings, with 98.6% of the stock owned by institutions, while company insiders hold 1.4%, including a recent sale by EVP William C. Werner. Despite several analyst price target cuts, analysts maintain a consensus "Hold" rating with an average target of $107.63, following a recent EPS beat and positive FY2025 guidance.
TimesSquare Capital Management LLC Cuts Stock Holdings in BJ's Wholesale Club Holdings, Inc. $BJ
TimesSquare Capital Management LLC recently trimmed its stake in BJ's Wholesale Club Holdings, Inc. by 7.4% in the third quarter, selling over 86,000 shares but still owning more than 1 million shares valued at $101.1 million. Despite this reduction, BJ's remains the firm's 15th-largest position. The article highlights BJ's strong Q3 earnings beat and positive FY2025 guidance, but also notes potential short-term risks from a salmon recall.
Costco vs. BJ's Wholesale: Which Membership Retailer Looks Promising?
This article evaluates two major membership-based warehouse retailers, Costco and BJ's Wholesale, to determine which presents a more promising investment opportunity. It likely delves into aspects such as their business models, financial performance (e.g., revenue, membership fees), market share, growth strategies, and competitive advantages to offer an informed perspective to potential investors.
Costco vs. BJ's Wholesale: Which Membership Retailer Looks Promising?
This article analyzes Costco Wholesale Corporation (COST) and BJ's Wholesale Club Holdings (BJ) as investment opportunities within the membership retail sector. It likely compares their business models, financial performance, and market position to determine which stock might offer more promising returns for investors.
Coca-Cola Q4 Earnings Beat Estimates, Stock Falls on Revenues Miss
Coca-Cola reported better-than-expected earnings per share for Q4 2025, but its revenues missed analyst estimates, leading to a stock decline. Despite the revenue miss, the company saw growth in comparable EPS and organic revenues, attributing success to pricing strategies. Coca-Cola also provided its guidance for 2026, projecting organic revenue growth of 4-5% and comparable EPS growth of 7-8%.
BJ's Wholesale Club (BJ) Crossed Above the 200-Day Moving Average: What That Means for Investors
BJ's Wholesale Club (BJ) has crossed above its 200-day moving average, signaling a potentially bullish long-term trend for investors. The stock has rallied 11.6% in the past four weeks and holds a Zacks Rank #3 (Hold), with positive earnings estimate revisions further supporting the optimistic outlook. Investors are advised to monitor BJ for potential continued gains.
Envestnet Asset Management Inc. Purchases 25,326 Shares of BJ's Wholesale Club Holdings, Inc. $BJ
Envestnet Asset Management Inc. increased its stake in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) by 3.9% in the third quarter, purchasing an additional 25,326 shares and bringing its total holdings to 670,052 shares valued at approximately $62.48 million. Several other institutional investors also adjusted their positions, resulting in institutional investors owning 98.60% of BJ's stock. Analysts currently hold a consensus "Hold" rating for BJ's, with an average price target of $107.63.
BJ's Wholesale Club Holdings, Inc. $BJ Shares Sold by Renaissance Group LLC
Renaissance Group LLC significantly reduced its stake in BJ's Wholesale Club Holdings, Inc. by selling 322,426 shares, cutting its holding by 95.5% to 15,281 shares. This comes as BJ's reported Q3 earnings that surpassed EPS expectations and provided optimistic FY2025 guidance. Analyst sentiment remains mixed, with a consensus "Hold" rating and an average price target of $107.63.
Can BJ's (BJ) Keep the Earnings Surprise Streak Alive?
BJ's Wholesale Club (BJ) has a strong history of beating earnings estimates, with an average surprise of 4.55% over the last two quarters. The company's positive Zacks Earnings ESP of +0.69% combined with a Zacks Rank #3 (Hold) suggests a high probability of another earnings beat in its upcoming report, expected around March 5, 2026. Investors are encouraged to check the Earnings ESP for increased success in predicting earnings outcomes.
Is BJ's Wholesale Club (BJ) Price Reflecting Growth Prospects After Recent Share Rebound?
This article analyzes BJ's Wholesale Club Holdings' (BJ) current stock price relative to its growth prospects using two valuation approaches. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 17.1%, while a Price-to-Earnings (P/E) ratio comparison indicates it might be overvalued when considering its proprietary Fair Ratio. The article concludes by encouraging investors to use "Narratives" on Simply Wall St to develop personalized valuation models.
AGF Management Ltd. Makes New $3.14 Million Investment in BJ's Wholesale Club Holdings, Inc. $BJ
AGF Management Ltd. has made a new $3.14 million investment in BJ's Wholesale Club Holdings, Inc., acquiring 33,676 shares of the company's stock. Other institutional investors have also adjusted their holdings. Analysts maintain a "Hold" rating on BJ's, with the company recently beating EPS estimates and reporting a 4.9% year-over-year revenue increase.
BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Given Average Recommendation of "Hold" by Analysts
Analysts have given BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) an average "Hold" recommendation based on ratings from twenty research firms, with a consensus target price of $107.50. The company is actively pursuing aggressive store expansion, but analysts caution that the current valuation offers minimal room for error concerning execution or macroeconomic risks. While institutional ownership is high at 98.60%, insiders, including the CEO and an EVP, have recently trimmed their positions.
BJ's Wholesale Club Holdings, Inc. $BJ Shares Sold by Bessemer Group Inc.
Bessemer Group Inc. reduced its stake in BJ's Wholesale Club Holdings, Inc. by 2.7%, selling 106,392 shares, though institutional investors still own a significant 98.6% of the company. BJ's recently exceeded EPS expectations and reaffirmed its FY2025 guidance. However, insider William C. Werner sold 7,000 shares, and analysts currently hold a consensus "Hold" rating with a target price of $107.63.
BJ's Wholesale Club Holdings, Inc. $BJ Shares Sold by Principal Financial Group Inc.
Principal Financial Group Inc. has significantly reduced its stake in BJ's Wholesale Club Holdings, Inc., selling 187,057 shares and now owning 0.60% of the company, valued at approximately $73.15 million. This divestment comes amidst a "Hold" consensus rating from analysts, with an average price target of $107.63, and recent earnings showing BJ's beat EPS estimates with solid revenue growth. Institutional investors hold a substantial portion of the company's stock, though some have adjusted their positions.
BJ's Wholesale Club (NYSE:BJ) Shares Unloaded Rep. April McClain Delaney
Representative April McClain Delaney sold between $1,001 and $15,000 in BJ's Wholesale Club (NYSE:BJ) stock on January 28, 2026, alongside other trades in late January across various companies. BJ's Wholesale Club reported strong earnings last quarter, beating consensus, and provided positive FY2025 guidance. Despite insider selling and some analyst target cuts, institutional ownership is high, and the stock currently holds an average "Hold" rating with an average target price of $107.63.
Goldman Sachs Maintains BJ's Wholesale Club Holdings(BJ.US) With Buy Rating, Maintains Target Price $123
Goldman Sachs analyst Kate McShane has reiterated a Buy rating for BJ's Wholesale Club Holdings (BJ.US) and maintained a target price of $123. McShane holds a 60.3% success rate and a 5.9% average return on her recommendations over the past year, according to TipRanks data. This information is provided for educational purposes and should not be considered investment advice.
BJ's Wholesale Club Holdings Inc (BJ) Trading 2.99% Higher on Fe
BJ's Wholesale Club Holdings Inc (BJ) saw its shares trade 2.99% higher on February 3rd, closing at $95.06. This places the stock 21.50% below its 52-week high and 9.67% above its 52-week low. Analysts have an average one-year price target of $104.07, indicating a potential 9.48% upside, and the average brokerage recommendation is "Outperform."
Thrivent Financial for Lutherans Sells 27,917 Shares of BJ's Wholesale Club Holdings, Inc. $BJ
Thrivent Financial for Lutherans reduced its stake in BJ's Wholesale Club Holdings, Inc. by 3.3% in the third quarter, selling 27,917 shares and retaining 828,053 shares valued at $77.2 million. Despite mixed analyst sentiment, with a consensus "Hold" rating and a target price of $107.50, BJ's Wholesale Club recently exceeded Q3 earnings estimates. The company also reported a 4.9% year-over-year revenue increase and provided FY2025 EPS guidance of $4.30-$4.40.
BJ's Wholesale eyes expanding its small-format store concept (BJ:NYSE)
BJ's Wholesale Club (BJ) is expanding its small-format "BJ's Market" concept with a second location in Delray Beach, Florida. This move signals the retailer's confidence in a smaller, grocery-focused warehouse model for growth. The small-format stores offer advantages by allowing market infill, convenient locations, and serving as an innovation lab for optimizing assortments and operations.
Is BJ's Wholesale Club (BJ) Price Attractive After Recent Share Pullback And DCF Upside?
This article analyzes whether BJ's Wholesale Club (BJ) stock is attractive after a recent share pullback, evaluating it using Discounted Cash Flow (DCF) and Price/Earnings (P/E) ratios. The DCF model suggests the stock is 39.5% undervalued with an estimated intrinsic value of $151.26 per share, while the P/E ratio indicates it is slightly overvalued compared to its calculated "Fair Ratio." The article also introduces "Narratives" as a way for investors to integrate their financial forecasts and beliefs with valuation models.
BJ’s opening three stores in January — including smaller-format concept
BJ's Wholesale Club is expanding its footprint by opening three new stores in January 2026, including its second smaller-format BJ's Market location in Delray Beach, Florida. This smaller concept, at 55,000 sq. ft., focuses on a convenient grocery shopping experience. Additionally, BJ's is opening a traditional club in Chattanooga, Tennessee, and recently opened its 11th North Carolina location in Selma.
Hussman Strategic Advisors Inc. Purchases Shares of 21,000 BJ's Wholesale Club Holdings, Inc. $BJ
Hussman Strategic Advisors Inc. initiated a new position in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) during the third quarter, acquiring 21,000 shares valued at approximately $1.96 million. While other institutional investors made larger purchases, company insiders, including CEO Robert W. Eddy and EVP William C. Werner, sold significant portions of their holdings, reducing insider ownership to about 1.40%. BJ's recently outperformed EPS estimates, provided positive FY2025 guidance, and currently holds an average analyst rating of "Hold" with a consensus price target of $107.50.
A Glimpse Into The Expert Outlook On BJ's Wholesale Club Hldgs Through 11 Analysts
Eleven analysts recently provided their outlook on BJ's Wholesale Club Holdings (NYSE: BJ), with a mix of bullish, somewhat bullish, and indifferent ratings. The average 12-month price target is $101.64, representing a 10.05% decrease from the previous average. Analysts noted the company's positive revenue trend but highlighted challenges in net margin and high debt-to-equity ratio, while praising its strong return on equity and assets.
BJ's Wholesale Club (BJ) Downgraded to 'Hold' by Jefferies | BJ Stock News
Jefferies has downgraded BJ's Wholesale Club (BJ) from 'Buy' to 'Hold', significantly reducing the price target from $120.00 to $90.00. This adjustment reflects a cautious outlook on the company's future performance and is part of a broader trend of conservative analyst adjustments. Despite the downgrade, other analysts offer a varied outlook, with an average target price implying an 11.56% upside from the current price.
BJ's Wholesale Club slips after Jefferies pulls its bull rating (BJ:NYSE)
BJ's Wholesale Club (BJ) experienced a decline in early trading after Jefferies downgraded its rating on the company from Buy to Hold. Analyst Corey Tarlow cited a shift towards more competitive markets as a reason for the change in outlook.
Smaller BJ’s Market brings quick-stop groceries and $15 memberships to Delray
BJ’s Wholesale Club is opening its second smaller-format BJ’s Market in Delray Beach, Florida, on January 30. The new 55,000-square-foot store offers a convenient grocery shopping experience with fresh foods, sundries, and seasonal products, along with time-saving services like curbside pickup and same-day delivery. To celebrate the grand opening, new members can sign up for a 1-year BJ’s club membership starting at $15.
Same Unbeatable Value with Added Convenience: BJ’s Market Comes to Delray Beach, FL
BJ's Wholesale Club is opening its second BJ's Market location in Delray Beach, Florida, on January 30. This smaller-format store, half the size of a typical BJ's club, will offer essential fresh foods, produce, and sundry items with the value BJ's members expect, catering to convenient grocery shopping. The company is also partnering with Feeding South Florida to donate fresh food, continuing its commitment to community nourishment.
BJ’s Wholesale Club Announces Fourth Quarter Fiscal 2025 Earnings Conference Call Date
BJ’s Wholesale Club Holdings, Inc. announced it will release its financial results for the fourth quarter of fiscal 2025 before market open on Thursday, March 5, 2026. A conference call will be held on the same day at 8:30 a.m. ET to discuss the financial performance. The call will be accessible via live audio webcast on the company’s investor relations website.
BJ's Wholesale Club Poised Well on Speed and Digital Convenience
BJ's Wholesale Club is enhancing its digital capabilities to boost member engagement and revenue, leading to a 30% year-over-year increase in digitally enabled comparable sales. The company's unique fulfillment strategy, with over 90% of digital orders processed through clubs, ensures faster service and deeper member engagement, supporting record-breaking membership fee income and growth. BJ's plans to expand its physical footprint with 25-30 new clubs in the next two fiscal years while competitors like Costco and Walmart also show significant digital growth.
BJ's Wholesale Club Poised Well on Speed and Digital Convenience
BJ's Wholesale Club is prioritizing digital transformation to enhance member engagement and sales, evidenced by a significant increase in digitally-enabled comparable sales. The company's unique fulfillment strategy, with over 90% of digital orders handled through clubs, fosters efficiency and deeper member involvement, contributing to record membership fee income. BJ's continues to grow its membership base and plans to expand its physical footprint, while competitors like Costco and Walmart also show strong digital growth, indicating a broader industry trend towards digital convenience.
Execution Discipline Persists for BJ’s Wholesale Club, but Lagging Scale Limits Competitive Edge
BJ’s Wholesale Club maintains strong execution discipline within its membership-driven warehouse model, focusing on grocery shopping and a smaller pack-size strategy along the East Coast. Despite its solid performance, the company's lagging scale compared to larger rivals like Costco and Sam's Club limits its competitive advantage. The article suggests that while BJ's execution is successful, its shares are currently pricey given its scale disadvantages.
Strs Ohio Has $10.36 Million Stock Position in BJ's Wholesale Club Holdings, Inc. $BJ
Strs Ohio significantly reduced its stake in BJ's Wholesale Club Holdings, Inc. by 49.8% in Q3, now owning 111,125 shares valued at $10.36 million. Despite this, several other institutional investors increased their positions, with Massachusetts Financial Services Co. MA now holding over 4.79 million shares worth $446.8 million. BJ's Wholesale Club reported strong Q3 earnings, beating analyst estimates, and has an average "Hold" rating from analysts with a consensus target price of $108.67.
Y Intercept Hong Kong Ltd Takes $5.88 Million Position in BJ's Wholesale Club Holdings, Inc. $BJ
Y Intercept Hong Kong Ltd has acquired a new stake of 63,000 shares, valued at approximately $5.88 million, in BJ's Wholesale Club Holdings, Inc. during the third quarter. Institutional ownership of BJ's Wholesale Club is notably high at 98.60%, although some insiders such as CEO Robert W. Eddy and EVP William C. Werner have recently sold shares. Analyst sentiment for BJ's is mixed, with a "Hold" consensus rating and a target price of $108.67, while the company anticipates FY2025 earnings per share between $4.300 and $4.400.
Is BJ's Wholesale Becoming a Digital Powerhouse in Retail Clubs?
The article discusses the possibility of BJ's Wholesale transforming into a digital powerhouse within the retail club sector. This suggests a focus on the company's e-commerce and technological advancements to compete and grow in the modern retail landscape.
BJ’s New Clubs, Fuel Stations, and Digital Push Might Change The Case For Investing In BJ’s Wholesale Club Holdings (BJ)
BJ's Wholesale Club is expanding its footprint with new clubs and fuel stations, alongside enhanced digital shopping options. The company's strategy involves steady but disciplined growth in high-traffic suburban areas, supporting a broader rollout of up to 30 new locations by 2026. While the stock may be undervalued according to some estimates, investors should consider the execution and competitive risks associated with this expansion.
Melius Research Initiates BJ's Wholesale Club Holdings(BJ.US) With Hold Rating, Announces Target Price $100
Melius Research analyst Jacob Aiken Phillips has initiated coverage on BJ's Wholesale Club Holdings (BJ.US) with a 'hold' rating and set a target price of $100. Phillips has a 66.7% success rate and an average return of 10.2% over the past year, according to TipRanks data. The report emphasizes that the provided information is for educational purposes only and does not constitute investment advice.
Teacher Retirement System of Texas Buys 104,783 Shares of BJ's Wholesale Club Holdings, Inc. $BJ
The Teacher Retirement System of Texas increased its stake in BJ's Wholesale Club Holdings, Inc. by 20.7% in the third quarter, acquiring an additional 104,783 shares to own a total of 611,418 shares valued at approximately $57.0 million. This move brings their total holding to about 0.46% of the company, with institutional investors collectively owning 98.60% of the stock. BJ's recently beat quarterly EPS estimates and set FY2025 guidance, maintaining a consensus "Hold" rating from analysts with an average price target of $108.67.
BJ’s Wholesale Club: Bulk-Sized Opportunity at an Affordable Valuation. Buy the Stock.
BJ’s Wholesale Club stock offers good value at its current price, trading at 20 times earnings, a significant discount compared to competitors like Costco and Walmart. The article suggests that investors should buy the stock, viewing it as a bargain-priced alternative with a proven growth story.
Chattanooga Families Can Save at BJ’s Wholesale Club Starting January 30
BJ's Wholesale Club announced the opening of its sixth Tennessee location in Chattanooga on January 30, including a BJ’s Gas station that opened on January 14. The new club aims to offer families significant savings on everyday essentials and has partnered with the Chattanooga Area Food Bank to support the community. Members can enjoy various conveniences like curbside pickup, same-day delivery, and ExpressPay, along with exclusive introductory membership offers.
BJ’s expands in-store digital advertising screens for new category
BJ’s Wholesale Club is expanding its in-store digital advertising by adding interactive screens in aisles for personalized wine and cocktail recommendations. This builds on their existing Looma digital platform rollout, aiming to enhance product discovery and simplify purchase decisions for members. Kroger has also implemented similar Looma screens in its wine and spirits sections, reporting increased sales and high customer satisfaction during a multi-year pilot.
BJ's Wholesale Club Holdings, Inc. $BJ Shares Acquired by Massachusetts Financial Services Co. MA
Massachusetts Financial Services Co. significantly increased its stake in BJ's Wholesale Club Holdings, Inc. by 31.7%, acquiring an additional 1,152,591 shares to own a total of 4,791,602 shares worth approximately $446.8 million. This acquisition occurred despite some insider selling, with CEO Robert W. Eddy and EVP William C. Werner both paring down their holdings. BJ's Wholesale Club has reported strong financial results, beating quarterly EPS estimates and providing positive FY2025 guidance, maintaining a "Hold" consensus analyst rating with a target price of $109.29.
March 20th Options Now Available For BJ's Wholesale Club Holdings (BJ)
New options contracts for BJ's Wholesale Club Holdings (BJ) with a March 20th expiration date have begun trading. Stock Options Channel's YieldBoost formula identified a put contract at a $95.00 strike price and a call contract at a $100.00 strike price as being of particular interest to investors, offering potential annualized returns through selling-to-open puts or covered calls. The article details the mechanics and potential returns for these specific options.
BJ's Wholesale Club Holdings, Inc. $BJ Shares Sold by Global Retirement Partners LLC
Global Retirement Partners LLC significantly cut its stake in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) by selling 96% of its shares in the third quarter. While some institutional investors reduced their positions, other major funds like Norges Bank and Arrowstreet Capital increased their holdings, bringing institutional ownership to approximately 98.6%. Corporate insiders, including CEO Robert W. Eddy and EVP William C. Werner, also sold a portion of their shares recently.
BJ’s Wholesale Club Kicks Off the New Year with Grand Opening of Selma, NC Club
BJ’s Wholesale Club announced the grand opening of its 11th North Carolina location in Selma on January 23, with its gas station already open since January 7. The new club will offer members significant savings on everyday essentials and convenient shopping options like curbside pickup and same-day delivery. BJ's is also partnering with Inter-Faith Food Shuttle to combat food insecurity in the community.
SG Americas Securities LLC Has $6.34 Million Stake in BJ's Wholesale Club Holdings, Inc. $BJ
SG Americas Securities LLC significantly increased its stake in BJ's Wholesale Club Holdings, Inc. by 256.8% in Q3, bringing its total holding to 67,945 shares worth approximately $6.34 million. This increased institutional interest follows BJ's Wholesale Club's strong Q3 earnings, where it surpassed EPS estimates and provided optimistic FY2025 guidance. Despite mixed analyst ratings, the company's solid financial performance and substantial institutional ownership suggest continued market attention.
Cwm LLC Has $448,000 Stock Position in BJ's Wholesale Club Holdings, Inc. $BJ
Cwm LLC significantly reduced its stake in BJ's Wholesale Club Holdings, Inc. by 79%, now holding 4,806 shares valued at $448,000. This comes amidst notable insider selling by CEO Robert W. Eddy and EVP William C. Werner. Despite these sales, Wall Street analysts maintain a "Hold" consensus with an average price target of $109.64, and BJ's issued positive FY2025 EPS guidance.
