BJ's Wholesale Club (NYSE:BJ) Rating Increased to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded BJ’s Wholesale Club from “hold” to “buy,” while the broader analyst consensus remains “hold” with an average price target of $106.06.
• BJ reported stronger-than-expected quarterly results, with EPS of $1.36 versus the $1.17 consensus and revenue of $6.23 billion, up 15.7% year over year. Management maintained fiscal 2026 guidance of $4.60–$4.80 EPS.
• The stock opened at $90.68, near its 50-day and 200-day moving averages, while insiders sold roughly $9.46 million of shares over the past quarter; institutional investors own 98.6% of the company.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) was upgraded by Wall Street Zen from a "hold" rating to a "buy" rating in a report issued on Saturday.

Several other analysts also recently issued reports on BJ. UBS Group lifted their price target on BJ's Wholesale Club from $109.00 to $115.00 and gave the company a "buy" rating in a research note on Monday, August 24th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating on shares of BJ's Wholesale Club in a research report on Friday, August 14th. DA Davidson increased their price objective on BJ's Wholesale Club from $105.00 to $108.00 and gave the stock a "buy" rating in a report on Monday, August 24th. Weiss Ratings raised BJ's Wholesale Club from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday. Finally, Gordon Haskett upgraded BJ's Wholesale Club from a "hold" rating to a "buy" rating and set a $115.00 target price on the stock in a research note on Wednesday, July 29th. Ten 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's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $106.06.

BJ's Wholesale Club Stock Up 0.2%

BJ's Wholesale Club stock opened at $90.68 on Friday. The company has a 50 day moving average of $92.11 and a 200-day moving average of $93.64. The company has a quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18. BJ's Wholesale Club has a twelve month low of $83.21 and a twelve month high of $105.78. The stock has a market capitalization of $11.45 billion, a PE ratio of 19.84, a price-to-earnings-growth ratio of 3.05 and a beta of 0.21.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last issued its quarterly earnings data on Friday, August 21st. The company reported $1.36 EPS for the quarter, topping analysts' consensus estimates of $1.17 by $0.19. 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 net margin of 2.64% and a return on equity of 27.40%. The firm's quarterly revenue was up 15.7% on a year-over-year basis. During the same period last year, the business posted $1.14 earnings per share. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, equities research analysts anticipate that BJ's Wholesale Club will post 4.69 EPS for the current fiscal year.

Insider Buying and Selling at BJ's Wholesale Club

In other news, CEO Robert W. Eddy sold 4,900 shares of BJ's Wholesale Club stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $100.01, for a total value of $490,049.00. Following the completion of the transaction, the chief executive officer owned 274,330 shares of the company's stock, valued at $27,435,743.30. This trade represents a 1.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the business's stock in a transaction dated 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 transaction, the executive vice president 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 95,916 shares of company stock worth $9,458,889 over the last quarter. 1.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On BJ's Wholesale Club

A number of hedge funds and other institutional investors have recently bought and sold shares of BJ. First Citizens Bank & Trust Co. raised its stake in BJ's Wholesale Club by 0.8% in the fourth quarter. First Citizens Bank & Trust Co. now owns 14,069 shares of the company's stock valued at $1,267,000 after buying an additional 105 shares during the period. Commonwealth Equity Services LLC boosted its stake in shares of BJ's Wholesale Club by 0.8% during the 4th quarter. Commonwealth Equity Services LLC now owns 12,827 shares of the company's stock worth $1,155,000 after acquiring an additional 108 shares during the period. Corient Private Wealth LLC increased its holdings in shares of BJ's Wholesale Club by 0.6% during the 4th quarter. Corient Private Wealth LLC now owns 18,491 shares of the company's stock worth $1,665,000 after acquiring an additional 113 shares during the last quarter. PNC Financial Services Group Inc. increased its holdings in shares of BJ's Wholesale Club by 1.3% during the 4th quarter. PNC Financial Services Group Inc. now owns 10,015 shares of the company's stock worth $902,000 after acquiring an additional 130 shares during the last quarter. Finally, Essential Partners LLC raised its stake in BJ's Wholesale Club by 81.2% in the 1st quarter. Essential Partners LLC now owns 290 shares of the company's stock valued at $29,000 after acquiring an additional 130 shares during the period. 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.

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