BJ's Wholesale Club (NYSE:BJ) Updates FY 2026 Earnings Guidance

Key Points

• BJ’s Wholesale Club raised or reaffirmed FY 2026 adjusted EPS guidance at $4.60–$4.80, above the analyst consensus estimate of $4.59.
• Second-quarter results exceeded expectations: adjusted EPS was $1.36 versus $1.17 expected, while revenue rose 15.7% year over year to $6.23 billion, supported by membership and comparable-sales momentum.
• The stock rose 4.3% to $95.20 following the update, although analysts maintained a consensus “Hold” rating with an average price target of $105.33.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 4.600-4.800 for the period, compared to the consensus earnings per share estimate of 4.590. The company issued revenue guidance of -.

Analyst Ratings Changes

Several brokerages recently issued reports on BJ. William Blair lowered BJ's Wholesale Club from a "mixed" rating to a "hold" rating in a research report on Monday. Gordon Haskett raised 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. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating on shares of BJ's Wholesale Club in a research note on Friday, August 14th. Bank of America assumed coverage on shares of BJ's Wholesale Club in a research report on Wednesday, May 20th. They set a "neutral" rating and a $110.00 target price for the company. Finally, DA Davidson set a $105.00 price objective on shares of BJ's Wholesale Club in a research note on Tuesday. Ten research 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's stock. According to data from MarketBeat, BJ's Wholesale Club presently has a consensus rating of "Hold" and an average price target of $105.33.

BJ's Wholesale Club Trading Up 4.3%

NYSE BJ traded up $3.90 during trading hours on Friday, hitting $95.20. 942,733 shares of the company's stock were exchanged, compared to its average volume of 1,982,284. BJ's Wholesale Club has a 1-year low of $83.21 and a 1-year high of $105.78. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19. The stock has a 50-day simple moving average of $91.39 and a 200 day simple moving average of $93.75. The firm has a market cap of $12.16 billion, a price-to-earnings ratio of 21.89, a PEG ratio of 3.25 and a beta of 0.21.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last announced its quarterly earnings data on Friday, August 21st. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.17 by $0.19. The company had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. BJ's Wholesale Club had a net margin of 2.62% and a return on equity of 26.67%. The company's quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the firm posted $1.14 EPS. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, equities analysts forecast that BJ's Wholesale Club will post 4.53 EPS for the current fiscal year.

Insider Activity

In other news, CEO Robert W. Eddy sold 73,016 shares of the stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the transaction, the chief executive officer owned 282,330 shares of the company's stock, valued at $28,238,646.60. This represents a 20.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 firm's stock in a transaction dated Wednesday, June 10th. The shares were 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 owned 20,471 shares of the company's stock, valued at approximately $1,886,812.07. This represents a 44.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is currently owned by corporate insiders.

BJ's Wholesale Club News Roundup

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

• Positive Sentiment: BJ reported second-quarter adjusted earnings of $1.36 per diluted share, up from $1.14 a year earlier and above analysts’ estimates of approximately $1.16–$1.17. BJ's Wholesale second quarter earnings top estimates
• Positive Sentiment: Revenue rose 15.7% year over year to $6.23 billion, exceeding the $5.97 billion consensus forecast. Higher profit and sales indicate continued demand for BJ’s value-oriented warehouse model. BJ's Wholesale Club quarterly earnings results
• Positive Sentiment: Management raised its full-year adjusted earnings guidance, providing a favorable signal for future profitability and serving as the main catalyst behind the stock’s increase. BJ's Wholesale Stock Pops on Earnings Beat, Raised Outlook
• Positive Sentiment: The company highlighted strong membership momentum, while comparable sales and membership-fee income also performed well. These trends are important because recurring membership revenue and customer traffic support BJ’s relatively resilient business model. BJ's Wholesale gains after comparable sales and membership fee income shine in Q2
• Neutral Sentiment: Analysts maintained a broadly cautious “Hold” consensus, suggesting the earnings beat and improved outlook may already be partly reflected in BJ’s valuation. BJ's Wholesale Club given consensus Hold rating
• Neutral Sentiment: An executive reported withholding shares to cover taxes on restricted stock units, a routine transaction that does not indicate a change in the company’s operating outlook. BJ's executive reports share withholding for RSU tax payment

Hedge Funds Weigh In On BJ's Wholesale Club

A number of large investors have recently modified their holdings of the company. Strive Financial Group LLC acquired a new position in BJ's Wholesale Club during the fourth quarter worth $25,000. Parkside Financial Bank & Trust increased its position in shares of BJ's Wholesale Club by 147.9% during the fourth quarter. Parkside Financial Bank & Trust now owns 290 shares of the company's stock worth $26,000 after acquiring an additional 173 shares in the last quarter. Sunbelt Securities Inc. bought a new stake in shares of BJ's Wholesale Club during the third quarter worth about $34,000. Los Angeles Capital Management LLC acquired a new stake in shares of BJ's Wholesale Club in the 4th quarter worth about $51,000. Finally, Danske Bank A S acquired a new stake in shares of BJ's Wholesale Club in the 3rd quarter worth about $75,000. 98.60% of the stock is currently owned by institutional investors.

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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