BJ's Wholesale Club (NYSE:BJ) Stock Unloaded Rep. April McClain Delaney

Key Points

• Rep. April McClain Delaney disclosed selling between $1,001 and $15,000 of BJ's Wholesale Club stock on March 4 and made several other congressional trades (multiple modest purchases across other companies) in late March.
• BJ's recent quarter beat estimates with $0.96 EPS (vs. $0.93 expected) and $5.58B revenue, set FY2026 guidance of 4.400–4.600 EPS, and was trading around $93.66 with a PE of 21.38 and $12.15B market cap.
• Market sentiment is mixed: analysts split between buys and holds (consensus rating “Hold” with a $107.63 average target), while institutional investors have materially increased positions—institutional ownership is about 98.6%.

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of BJ's Wholesale Club Holdings, Inc. NYSE: BJ. In a filing disclosed on April 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in BJ's Wholesale Club stock on March 4th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of Entegris NASDAQ: ENTG on 3/31/2026.
• Purchased $1,001 - $15,000 in shares of Somnigroup International NYSE: SGI on 3/31/2026.
• Purchased $1,001 - $15,000 in shares of Rollins NYSE: ROL on 3/31/2026.
• Purchased $1,001 - $15,000 in shares of Tractor Supply NASDAQ: TSCO on 3/31/2026.
• Purchased $1,001 - $15,000 in shares of Nasdaq NASDAQ: NDAQ on 3/31/2026.
• Sold $1,001 - $15,000 in shares of Bio-Techne NASDAQ: TECH on 3/26/2026.
• Purchased $1,001 - $15,000 in shares of Packaging Corporation of America NYSE: PKG on 3/20/2026.
• Purchased $1,001 - $15,000 in shares of Nasdaq NASDAQ: NDAQ on 3/18/2026.
• Purchased $1,001 - $15,000 in shares of Packaging Corporation of America NYSE: PKG on 3/17/2026.
• Purchased $1,001 - $15,000 in shares of Somnigroup International NYSE: SGI on 3/16/2026.

BJ's Wholesale Club Stock Performance

NYSE:BJ traded down $1.51 during mid-day trading on Thursday, reaching $93.66. 698,643 shares of the company's stock were exchanged, compared to its average volume of 1,957,722. BJ's Wholesale Club Holdings, Inc. has a one year low of $86.68 and a one year high of $121.10. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.16 and a current ratio of 0.75. The business's fifty day simple moving average is $97.65 and its two-hundred day simple moving average is $94.17. The firm has a market capitalization of $12.15 billion, a PE ratio of 21.38, a price-to-earnings-growth ratio of 3.39 and a beta of 0.33.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last announced its earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.93 by $0.03. The firm had revenue of $5.58 billion for the quarter, compared to analyst estimates of $5.54 billion. BJ's Wholesale Club had a net margin of 2.70% and a return on equity of 27.55%. The business's revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.93 EPS. BJ's Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Analysts anticipate that BJ's Wholesale Club Holdings, Inc. will post 3.96 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on BJ shares. Jefferies Financial Group cut BJ's Wholesale Club from a "buy" rating to a "hold" rating and decreased their price target for the stock from $120.00 to $90.00 in a research report on Wednesday, January 28th. Weiss Ratings reiterated a "hold (c)" rating on shares of BJ's Wholesale Club in a research note on Monday, December 29th. DA Davidson raised their target price on shares of BJ's Wholesale Club from $110.00 to $114.00 and gave the company a "buy" rating in a report on Thursday, March 5th. Deutsche Bank Aktiengesellschaft began coverage on shares of BJ's Wholesale Club in a research report on Thursday, January 8th. They set a "hold" rating for the company. Finally, Barclays downgraded BJ's Wholesale Club from an "equal weight" rating to an "underweight" rating and reduced their target price for the company from $115.00 to $90.00 in a report on Wednesday, January 7th. Nine equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $107.63.

Institutional Trading of BJ's Wholesale Club

Institutional investors have recently modified their holdings of the business. Victory Capital Management Inc. lifted its position in shares of BJ's Wholesale Club by 57.2% in the 4th quarter. Victory Capital Management Inc. now owns 12,930,288 shares of the company's stock worth $1,164,114,000 after purchasing an additional 4,704,423 shares during the period. Norges Bank bought a new position in BJ's Wholesale Club in the 4th quarter valued at about $151,765,000. Danica Pension Livsforsikringsaktieselskab acquired a new position in BJ's Wholesale Club during the 3rd quarter valued at about $110,523,000. Massachusetts Financial Services Co. MA increased its holdings in BJ's Wholesale Club by 31.7% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,791,602 shares of the company's stock worth $446,817,000 after purchasing an additional 1,152,591 shares in the last quarter. Finally, State Street Corp increased its holdings in BJ's Wholesale Club by 25.4% during the 3rd quarter. State Street Corp now owns 5,082,478 shares of the company's stock worth $473,941,000 after purchasing an additional 1,028,779 shares in the last quarter. Institutional investors own 98.60% of the company's stock.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland's 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland's 6th Congressional District. She declared candidacy for the 2026 election. April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor's degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

BJ's Wholesale Club Company 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.

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