Capstone Investment Advisors LLC Buys Shares of 11,045 BJ’s Wholesale Club Holdings, Inc. $BJ

Capstone Investment Advisors LLC bought a new position in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 11,045 shares of the company’s stock, valued at approximately $963,000.

A number of other large investors also recently modified their holdings of BJ. Victory Capital Management Inc. raised its stake in BJ’s Wholesale Club by 57.2% during the fourth quarter. Victory Capital Management Inc. now owns 12,930,288 shares of the company’s stock worth $1,164,114,000 after acquiring an additional 4,704,423 shares during the period. BlackRock Inc. acquired a new position in BJ’s Wholesale Club in the second quarter valued at approximately $1,087,503,000. Franklin Resources Inc. grew its holdings in shares of BJ’s Wholesale Club by 12.8% during the fourth quarter. Franklin Resources Inc. now owns 6,514,642 shares of the company’s stock valued at $586,513,000 after purchasing an additional 737,130 shares during the last quarter. State Street Corp grew its holdings in shares of BJ’s Wholesale Club by 7.7% during the fourth quarter. State Street Corp now owns 5,471,805 shares of the company’s stock valued at $492,627,000 after purchasing an additional 389,327 shares during the last quarter. Finally, Wellington Management Group LLP raised its position in shares of BJ’s Wholesale Club by 5.5% during the 4th quarter. Wellington Management Group LLP now owns 3,452,562 shares of the company’s stock worth $310,834,000 after purchasing an additional 179,723 shares during the period. 98.60% of the stock is currently owned by institutional investors.

BJ’s Wholesale Club Stock Down 3.1%

Shares of BJ’s Wholesale Club stock opened at $90.43 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.73 and a quick ratio of 0.19. BJ’s Wholesale Club Holdings, Inc. has a 1-year low of $83.21 and a 1-year high of $105.78. The business’s fifty day moving average price is $92.00 and its two-hundred day moving average price is $93.66. The company has a market capitalization of $11.55 billion, a P/E ratio of 19.79, a PEG ratio of 3.14 and a beta of 0.21.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings results on Friday, August 21st. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.19. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The company had revenue of $6.23 billion for the quarter, compared to analyst estimates of $5.97 billion. During the same period last year, the company earned $1.14 earnings per share. The company’s quarterly 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. As a group, research analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.69 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on BJ shares. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of BJ’s Wholesale Club in a research report on Friday, August 14th. DA Davidson increased their target price on BJ’s Wholesale Club from $105.00 to $108.00 and gave the stock a “buy” rating in a research report on Monday. Citigroup raised their target price on BJ’s Wholesale Club from $100.00 to $111.00 and gave the company a “buy” rating in a research note on Monday. UBS Group boosted their price target on shares of BJ’s Wholesale Club from $109.00 to $115.00 and gave the company a “buy” rating in a report on Monday. Finally, JPMorgan Chase & Co. upped their price target on shares of 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. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, BJ’s Wholesale Club currently has an average rating of “Hold” and a consensus price target of $106.06.

Key Stories Impacting BJ’s Wholesale Club

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

• Positive Sentiment: Analyst support remains a key positive. Citi maintained its Buy rating and raised its price target to $111, while UBS increased its target to $115. The upgrades reflect confidence in BJ’s earnings momentum and operating outlook. Citi maintains Buy rating UBS raises price target
• Positive Sentiment: BJ’s plans to open six new locations, including an upcoming Ocala club, could expand its membership base, sales footprint and long-term growth opportunities. BJ’s opening six new locations
• Positive Sentiment: The latest quarter showed solid fundamentals: revenue increased 15.7% year over year to $6.23 billion, while EPS of $1.36 exceeded the $1.17 consensus estimate. Fiscal 2026 EPS guidance remains $4.60 to $4.80.
• Neutral Sentiment: A comparison of Costco, Sam’s Club and BJ’s focuses on which warehouse retailer offers the lowest prices. The article could influence customer perceptions and competitive positioning, but its impact depends on the comparison’s methodology and conclusions. Warehouse club price comparison
• Neutral Sentiment: Roth Capital reiterated a Neutral rating, contributing to a divided analyst view. The broader consensus is Hold, with an average price target near $106, above recent trading levels. Roth Capital reiterates Neutral rating
• Negative Sentiment: Insider selling may be pressuring sentiment. CEO Robert Eddy sold 4,900 shares for approximately $490,000, and SVP Joseph McGrail sold 1,500 shares for about $145,000. Eddy’s transaction was conducted under a pre-arranged Rule 10b5-1 plan, reducing its bearish significance, but the combined sales remain a near-term overhang. BJ insider share sales
• Negative Sentiment: Reports that BJ’s is limiting some member purchases as demand shifts raise concerns about inventory availability, customer demand and the potential effect on sales. The longer-term impact remains unclear. BJ’s member purchase limits

Insider Activity at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, EVP Scott Schmadeke sold 16,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $92.17, for a total transaction of $1,520,805.00. Following the completion of the transaction, the executive vice president directly owned 20,471 shares of the company’s stock, valued at approximately $1,886,812.07. This trade represents a 44.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Joseph Mcgrail sold 1,500 shares of BJ’s Wholesale Club stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $96.65, for a total value of $144,975.00. Following the transaction, the senior vice president owned 13,269 shares in the company, valued at approximately $1,282,448.85. This trade represents a 10.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,916 shares of company stock worth $9,458,889 in the last 90 days. Corporate insiders own 1.10% of the company’s stock.

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.