BJ’s Wholesale Club (NYSE:BJ) Stock: Insider Robert Eddy Sells 8,000 Shares

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) CEO Robert Eddy sold 8,000 shares of the company’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $104.00, for a total value of $832,000.00. Following the transaction, the chief executive officer directly owned 258,330 shares of the company’s stock, valued at $26,866,320. This trade represents a 3.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

BJ’s Wholesale Club Stock Down 0.4%

Shares of BJ’s Wholesale Club stock opened at $102.90 on Friday. The stock has a market capitalization of $13.00 billion, a price-to-earnings ratio of 22.52, a PEG ratio of 3.03 and a beta of 0.17. BJ’s Wholesale Club Holdings, Inc. has a twelve month low of $83.21 and a twelve month high of $106.04. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18. The business’s 50 day simple moving average is $94.23 and its 200-day simple moving average is $92.71.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share (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 2.62%. The business had revenue of $6.23 billion during the quarter, compared to analyst estimates of $5.97 billion. During the same quarter in the previous year, the firm posted $1.14 EPS. The business’s revenue for the quarter 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 research analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.70 earnings per share for the current year.

Institutional Investors Weigh In On BJ’s Wholesale Club

Hedge funds have recently made changes to their positions in the business. Essential Partners LLC raised its holdings in shares of BJ’s Wholesale Club by 81.2% during the first quarter. Essential Partners LLC now owns 290 shares of the company’s stock valued at $29,000 after buying an additional 130 shares during the last quarter. Quantbot Technologies LP acquired a new position in shares of BJ’s Wholesale Club during the second quarter worth approximately $28,000. Keating Financial Advisory Services Inc. acquired a new position in shares of BJ’s Wholesale Club during the second quarter worth approximately $35,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in BJ’s Wholesale Club in the 2nd quarter worth approximately $37,000. Finally, Versant Capital Management Inc grew its holdings in BJ’s Wholesale Club by 63.1% in the 3rd quarter. Versant Capital Management Inc now owns 796 shares of the company’s stock worth $73,000 after buying an additional 308 shares in the last quarter. Institutional investors own 98.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on BJ shares. Roth Capital reiterated a “neutral” rating and issued a $97.00 target price on shares of BJ’s Wholesale Club in a research note on Monday, August 24th. Weiss Ratings raised shares of BJ’s Wholesale Club from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, October 8th. The Goldman Sachs Group restated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday, August 24th. William Blair lowered shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research report on Monday, August 17th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $106.06.

Trending Headlines about BJ’s Wholesale Club

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

• Positive Sentiment: Early Black Friday promotions could support holiday sales. BJ’s will begin offering Black Friday deals on October 23 in clubs and online, potentially increasing seasonal traffic, membership engagement and fourth-quarter revenue. BJ’s Early Black Friday announcement
• Positive Sentiment: Recent operating performance remains strong. BJ reported quarterly earnings of $1.36 per share, above the $1.17 consensus, while revenue rose 15.7% year over year to $6.23 billion. Fiscal 2026 EPS guidance remains $4.60–$4.80. Analysts continue to view the stock favorably, with a “Moderate Buy” consensus and an average price target near $106. BJ earnings and analyst information
• Neutral Sentiment: Analyst support is constructive but not a fresh catalyst. D.A. Davidson maintained its $108 price target, leaving some potential upside from recent levels, while commentary notes BJ has outperformed Costco and Walmart. D.A. Davidson BJ price target
• Negative Sentiment: Executives disclosed significant stock sales. CEO Robert W. Eddy sold 192,584 shares for approximately $19.7 million across October 13–15, while EVP Laura Felice sold 8,452 shares worth about $887,000. All sales were made under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but the scale may pressure investor sentiment. BJ insider transaction filings
• Negative Sentiment: Valuation and expectations may limit near-term upside. After an approximately 77% rally, some investors question whether BJ is fully priced. At roughly 22.5 times earnings, the stock may need continued earnings and membership growth to justify further gains. BJ valuation analysis

BJ’s Wholesale Club Company Profile

BJ’s Wholesale Club Holdings, Inc operates a membership-based warehouse club business in the United States. Through its BJ’s Wholesale Club locations, the company offers members a broad selection of products at discounted prices, including groceries, fresh foods, household essentials, electronics, appliances, furniture, apparel, health and beauty products, and seasonal merchandise.

The company also operates gasoline stations at many of its clubs and provides services such as optical, tire, and home-improvement offerings in select locations.