69,717 Shares in BJ’s Wholesale Club Holdings, Inc. $BJ Bought by Landscape Capital Management L.L.C.

Landscape Capital Management L.L.C. bought a new stake in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 69,717 shares of the company’s stock, valued at approximately $6,081,000. Landscape Capital Management L.L.C. owned about 0.05% of BJ’s Wholesale Club at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of BJ. Focus Partners Wealth lifted its stake in shares of BJ’s Wholesale Club by 6.2% in the fourth quarter. Focus Partners Wealth now owns 517,731 shares of the company’s stock valued at $47,256,000 after buying an additional 30,095 shares during the period. Sei Investments Co. increased its stake in BJ’s Wholesale Club by 19.6% during the first quarter. Sei Investments Co. now owns 396,598 shares of the company’s stock valued at $39,033,000 after acquiring an additional 64,942 shares during the period. Reinhart Partners LLC. increased its stake in BJ’s Wholesale Club by 30.7% during the fourth quarter. Reinhart Partners LLC. now owns 54,452 shares of the company’s stock valued at $4,902,000 after acquiring an additional 12,784 shares during the period. Entropy Technologies LP acquired a new position in BJ’s Wholesale Club in the 1st quarter valued at approximately $1,135,000. Finally, Inspire Investing LLC raised its holdings in BJ’s Wholesale Club by 96.1% in the 4th quarter. Inspire Investing LLC now owns 39,384 shares of the company’s stock valued at $3,546,000 after acquiring an additional 19,299 shares in the last quarter. 98.60% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Citigroup decreased their price objective on BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating on the stock in a report on Tuesday, May 26th. DA Davidson set a $105.00 target price on BJ’s Wholesale Club in a research note on Tuesday. JPMorgan Chase & Co. raised their target price on BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 26th. Bank of America initiated coverage on shares of BJ’s Wholesale Club in a research note on Wednesday, May 20th. They set a “neutral” rating and a $110.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. Ten analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $105.33.

Insider Buying and Selling at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, EVP Scott Schmadeke sold 16,500 shares of the company’s stock in a transaction on 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 sale, the executive vice president directly owned 20,471 shares in the company, valued at $1,886,812.07. This represents a 44.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Robert W. Eddy sold 73,016 shares of the stock in a transaction on 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 transaction, the chief executive officer owned 282,330 shares of the company’s stock, valued at $28,238,646.60. This represents a 20.55% 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 owned by insiders.

BJ’s Wholesale Club Stock Up 5.8%

NYSE BJ opened at $96.61 on Friday. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19. The stock’s 50 day moving average is $91.50 and its two-hundred day moving average is $93.77. The company has a market capitalization of $12.34 billion, a price-to-earnings ratio of 22.21, a PEG ratio of 3.24 and a beta of 0.21. BJ’s Wholesale Club Holdings, Inc. has a 1-year low of $83.21 and a 1-year high of $105.78.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate 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 company had revenue of $6.23 billion for the quarter, compared to analyst estimates of $5.97 billion. During the same period in the prior year, the company posted $1.14 EPS. The company’s revenue was up 15.7% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Equities analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.53 earnings per share for the current fiscal year.

Trending Headlines about BJ’s Wholesale Club

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

• Positive Sentiment: Quarterly results beat estimates. BJ reported adjusted earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue reached $6.23 billion compared with expectations of $5.97 billion. Earnings rose from $1.14 per share a year earlier, and revenue increased approximately 15.7% year over year. BJ’s Wholesale Club Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: Management raised fiscal 2026 earnings guidance. BJ now expects earnings per share of $4.60 to $4.80, above the prior consensus estimate of approximately $4.59. The improved outlook reinforces investor confidence in the company’s earnings momentum. BJ’s Wholesale Club tops Q2 expectations, raises earnings outlook
• Positive Sentiment: Value positioning is attracting shoppers. CEO Bob Eddy cited BJ’s value proposition at its gas stations and clubs as a major driver of results. Strong comparable sales, membership-fee income and membership momentum indicate that BJ is benefiting from demand among budget-conscious consumers. BJ’s CEO discusses value at the pump
• Neutral Sentiment: BJ continues expanding its store footprint, including a proposed Tyler, Texas location expected to create up to 150 jobs and plans advancing in New Hartford, New York. These projects could support longer-term growth but are unlikely to materially affect near-term earnings. BJ’s Wholesale Club Tyler location
• Negative Sentiment: Chief Commercial Officer Paul Cichocki’s retirement introduces a management-transition consideration, although the announcement did not indicate an immediate operational disruption. BJ’s Wholesale Club financial results and CCO retirement

BJ’s Wholesale Club 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.