BJ’s Wholesale Club (NYSE:BJ) Posts Earnings Results, Beats Estimates By $0.19 EPS

BJ’s Wholesale Club (NYSE:BJ) issued its earnings results on Friday. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.19, FiscalAI reports. The business had revenue of $6.23 billion for the quarter, compared to analyst estimates of $5.97 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 15.7% on a year-over-year basis. During the same quarter last year, the company earned $1.14 EPS.

BJ’s Wholesale Club Stock Down 0.5%

Shares of NYSE BJ opened at $91.35 on Friday. The firm’s 50 day moving average price is $91.39 and its 200 day moving average price is $93.75. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.18 and a current ratio of 0.73. The firm has a market cap of $11.66 billion, a P/E ratio of 21.00, a price-to-earnings-growth ratio of 3.25 and a beta of 0.21. BJ’s Wholesale Club has a 1 year low of $83.21 and a 1 year high of $106.69.

Key BJ’s Wholesale Club News

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

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. BJ reported $1.10 in earnings per share versus the $1.04 consensus estimate, while revenue reached $5.66 billion compared with expectations of $5.44 billion. Revenue increased 9.9% year over year, although EPS declined from $1.14 in the prior-year quarter. BJ’s Wholesale Club fiscal 2026 second-quarter results
• Positive Sentiment: Comparable sales and membership trends strengthened. The company said value-conscious shoppers continued to support its clubs and gas stations, while comparable sales, membership-fee income and membership momentum performed well. Management characterized sales and profitability as ahead of expectations. BJ’s comparable sales and membership-fee income
• Neutral Sentiment: Expansion activity could support longer-term growth. BJ’s proposed demolishing a former Macy’s location, potentially preparing the site for a new warehouse club or related development. The proposal is not yet an operating or earnings catalyst. BJ’s proposed former Macy’s redevelopment
• Neutral Sentiment: Analyst sentiment remains cautious. Analysts maintain a consensus “Hold” rating, limiting the potential for a strong valuation-driven rally despite the quarterly beat. BJ analyst consensus rating
• Neutral Sentiment: An executive’s share withholding was for taxes. EVP Monica Schwartz reported withholding restricted-stock-unit shares to satisfy tax obligations, rather than an open-market sale; this is generally not a major fundamental signal. BJ executive share withholding

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on BJ. Bank of America began coverage on BJ’s Wholesale Club in a report on Wednesday, May 20th. They set a “neutral” rating and a $110.00 price objective on the stock. William Blair downgraded shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research report on Monday. Gordon Haskett upgraded shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research note on Wednesday, July 29th. Citigroup lowered their price objective on shares of BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating on the stock in a research report on Tuesday, May 26th. Finally, DA Davidson set a $105.00 price target on shares of BJ’s Wholesale Club in a research note on Tuesday. Ten equities research 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. According to data from MarketBeat.com, BJ’s Wholesale Club has a consensus rating of “Hold” and an average price target of $105.33.

Insider Buying and Selling at BJ’s Wholesale Club

In related news, CEO Robert W. Eddy sold 73,016 shares of the company’s 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 completion of the transaction, the chief executive officer directly owned 282,330 shares in the company, valued at approximately $28,238,646.60. This represents a 20.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the firm’s stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 20,471 shares in the company, valued at approximately $1,886,812.07. The trade was a 44.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.10% of the stock is owned by company insiders.

Hedge Funds Weigh In On BJ’s Wholesale Club

Large investors have recently bought and sold shares of the stock. State Street Corp increased its holdings in shares of BJ’s Wholesale Club by 7.7% during the 4th quarter. State Street Corp now owns 5,471,805 shares of the company’s stock worth $492,627,000 after buying an additional 389,327 shares during the last quarter. Wellington Management Group LLP grew its position in BJ’s Wholesale Club by 5.5% during the fourth quarter. Wellington Management Group LLP now owns 3,452,562 shares of the company’s stock valued at $310,834,000 after acquiring an additional 179,723 shares during the period. Select Equity Group L.P. increased its stake in BJ’s Wholesale Club by 38.6% during the second quarter. Select Equity Group L.P. now owns 2,411,459 shares of the company’s stock worth $260,028,000 after acquiring an additional 672,122 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of BJ’s Wholesale Club by 33.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,927,593 shares of the company’s stock worth $173,542,000 after purchasing an additional 480,714 shares during the period. Finally, Invesco Ltd. raised its holdings in shares of BJ’s Wholesale Club by 7.7% in the 4th quarter. Invesco Ltd. now owns 1,817,247 shares of the company’s stock worth $163,607,000 after purchasing an additional 130,531 shares during the period. Hedge funds and other institutional investors own 98.60% 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.