Northwestern Mutual Wealth Management Co. Buys 18,030 Shares of BJ’s Wholesale Club Holdings, Inc. $BJ

Northwestern Mutual Wealth Management Co. boosted its stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) by 936.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 19,955 shares of the company’s stock after purchasing an additional 18,030 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in BJ’s Wholesale Club were worth $1,797,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently modified their holdings of the business. GAMMA Investing LLC boosted its position in shares of BJ’s Wholesale Club by 1.8% during the 4th quarter. GAMMA Investing LLC now owns 6,573 shares of the company’s stock valued at $592,000 after acquiring an additional 119 shares during the last quarter. Wealthcare Advisory Partners LLC increased its stake in BJ’s Wholesale Club by 2.6% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 5,170 shares of the company’s stock worth $465,000 after purchasing an additional 129 shares during the period. Sequoia Financial Advisors LLC increased its stake in BJ’s Wholesale Club by 4.1% in the 3rd quarter. Sequoia Financial Advisors LLC now owns 3,483 shares of the company’s stock worth $325,000 after purchasing an additional 137 shares during the period. Linden Thomas Advisory Services LLC increased its stake in BJ’s Wholesale Club by 1.3% in the 4th quarter. Linden Thomas Advisory Services LLC now owns 11,613 shares of the company’s stock worth $1,046,000 after purchasing an additional 144 shares during the period. Finally, HighPoint Advisor Group LLC increased its stake in shares of BJ’s Wholesale Club by 3.3% during the fourth quarter. HighPoint Advisor Group LLC now owns 4,656 shares of the company’s stock valued at $419,000 after buying an additional 150 shares during the period. Institutional investors own 98.60% of the company’s stock.

BJ’s Wholesale Club Stock Performance

NYSE BJ opened at $84.14 on Thursday. The firm has a market cap of $10.74 billion, a price-to-earnings ratio of 19.34, a price-to-earnings-growth ratio of 3.15 and a beta of 0.27. The company has a quick ratio of 0.18, a current ratio of 0.73 and a debt-to-equity ratio of 0.19. The business has a 50-day moving average price of $94.29 and a 200-day moving average price of $94.34. BJ’s Wholesale Club Holdings, Inc. has a twelve month low of $83.65 and a twelve month high of $115.43.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Friday, May 22nd. The company reported $1.10 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. The firm had revenue of $5.66 billion during the quarter, compared to analyst estimates of $5.44 billion. BJ’s Wholesale Club had a return on equity of 26.67% and a net margin of 2.62%.The business’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, equities research analysts predict that BJ’s Wholesale Club Holdings, Inc. will post 4.51 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently issued reports on BJ. William Blair reissued a “mixed” rating on shares of BJ’s Wholesale Club in a research note on Thursday, March 5th. Evercore reissued a “positive” rating on shares of BJ’s Wholesale Club in a report on Thursday, March 5th. The Goldman Sachs Group dropped their target price on BJ’s Wholesale Club from $139.00 to $123.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. JPMorgan Chase & Co. boosted their price target on BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research note on Tuesday. Finally, Bank of America initiated coverage on BJ’s Wholesale Club in a research note on Wednesday, May 20th. They issued a “neutral” rating and a $110.00 price target for the company. Nine equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $105.27.

Insider Buying and Selling

In related news, SVP Joseph Mcgrail sold 2,050 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.19, for a total transaction of $186,939.50. Following the completion of the transaction, the senior vice president directly owned 14,769 shares of the company’s stock, valued at approximately $1,346,785.11. This represents a 12.19% decrease in their ownership of the stock. The sale was disclosed in a filing 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 firm’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $91.02, for a total value of $728,160.00. Following the completion of the sale, the chief executive officer directly owned 306,330 shares of the company’s stock, valued at $27,882,156.60. The trade was 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. 1.10% of the stock is currently owned by corporate insiders.

Trending Headlines about BJ’s Wholesale Club

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

• Positive Sentiment: BJ’s is continuing to expand in key growth markets, including new locations in Florida and a planned push closer to Southwest Ohio, which supports long-term unit growth and market share gains. BJ’s Wholesale Club bets big on Florida with 3 new locations
• Positive Sentiment: Several recent articles argue the stock may be setting up for a rebound as valuation has compressed and catalysts such as easier comparisons, value initiatives, and expansion could help results improve later in the year. Why BJ’s Wholesale Club Stock Could Be Ready for a Rebound
• Neutral Sentiment: Citigroup lowered its price target to $100 from $118 but kept a buy rating, signaling continued upside potential despite a more cautious near-term view. Benzinga analyst note on BJ’s Wholesale Club
• Neutral Sentiment: JPMorgan raised its price target to $98 from $90 while maintaining a neutral rating, reflecting a more balanced outlook after the latest quarter. Benzinga analyst note on BJ’s Wholesale Club
• Neutral Sentiment: Management is leaning into value messaging, Texas momentum, and digital growth while keeping FY2026 guidance unchanged, which suggests stability but also indicates investors are waiting for proof of stronger core merchandise trends. BJ Q1 Earnings Call Stresses Value Push, Texas Momentum
• Negative Sentiment: Investor concern remains centered on weak core merchandise comparable sales, which one note said contributed to the recent selloff and may limit enthusiasm until the company shows clearer improvement. BJ’s Wholesale: The 8% Selloff Looks Overdone, But I’m Still Not Buying
• Negative Sentiment: Another headline highlighted that BJ’s is planning major store changes as customers pull back, suggesting consumer caution could weigh on traffic and near-term sales. BJ’s Wholesale plans major store changes as customers pull back

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.