13,898 Shares in BJ's Wholesale Club Holdings, Inc. $BJ Purchased by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 13,898 BJ’s Wholesale Club shares worth approximately $1.21 million in the second quarter. Institutional investors collectively own 98.6% of the company.
• BJ’s reported quarterly EPS of $1.36 versus the $1.17 analyst consensus, while revenue reached $6.23 billion, up 15.7% year over year. Full-year fiscal 2026 guidance remains $4.60–$4.80 per share.
• Analyst sentiment is mixed but generally positive, with several firms raising price targets to as high as $115; the stock has a consensus “Hold” rating and a $106.06 average target. Insiders have sold 95,916 shares worth about $9.46 million over the past 90 days.

B. Metzler seel. Sohn & Co. AG purchased a new stake in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 13,898 shares of the company's stock, valued at approximately $1,212,000.

Several other institutional investors have also made changes to their positions in BJ. BOK Financial Private Wealth Inc. bought a new stake in shares of BJ's Wholesale Club in the 4th quarter valued at approximately $25,000. Strive Financial Group LLC bought a new position in shares of BJ's Wholesale Club during the 4th quarter worth approximately $25,000. Parkside Financial Bank & Trust boosted its stake in BJ's Wholesale Club by 147.9% in the 4th quarter. Parkside Financial Bank & Trust now owns 290 shares of the company's stock valued at $26,000 after buying an additional 173 shares in the last quarter. Quantbot Technologies LP acquired a new stake in BJ's Wholesale Club in the 2nd quarter valued at $28,000. Finally, Essential Partners LLC grew its position in BJ's Wholesale Club by 81.2% in the first 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. 98.60% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at BJ's Wholesale Club

In related news, SVP Joseph Mcgrail sold 1,500 shares of BJ's Wholesale Club stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $96.65, for a total value of $144,975.00. Following the completion of the sale, the senior vice president directly owned 13,269 shares in the company, valued at $1,282,448.85. This trade represents a 10.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Robert W. Eddy sold 73,016 shares of the business's stock in a transaction dated 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 sale, the chief executive officer directly owned 282,330 shares of the company's stock, valued at $28,238,646.60. This represents a 20.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 95,916 shares of company stock worth $9,458,889 over the last 90 days. Insiders own 1.10% of the company's stock.

BJ's Wholesale Club Stock Up 0.0%

Shares of NYSE:BJ opened at $93.20 on Monday. BJ's Wholesale Club Holdings, Inc. has a 12 month low of $83.21 and a 12 month high of $105.78. The company's 50-day moving average price is $92.69 and its two-hundred day moving average price is $93.30. The company has a quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18. The firm has a market cap of $11.77 billion, a P/E ratio of 20.39, a P/E/G ratio of 2.74 and a beta of 0.18.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last announced its earnings results on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, topping analysts' consensus estimates 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 2.64% and a return on equity of 27.40%. The company's revenue was up 15.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.14 earnings per share. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. As a group, research analysts forecast that BJ's Wholesale Club Holdings, Inc. will post 4.69 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Gordon Haskett upgraded BJ's Wholesale Club from a "hold" rating to a "buy" rating and set a $115.00 price objective for the company in a research note on Wednesday, July 29th. UBS Group boosted their target price on shares of 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. Roth Capital reaffirmed a "neutral" rating and issued a $97.00 target price on shares of BJ's Wholesale Club in a report on Monday, August 24th. Citigroup increased their target price on shares of BJ's Wholesale Club from $100.00 to $111.00 and gave the stock a "buy" rating in a research report on Monday, August 24th. Finally, JPMorgan Chase & Co. boosted their price target on shares of BJ's Wholesale Club from $90.00 to $98.00 and gave the company a "neutral" rating in a research report on Tuesday, May 26th. Ten investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, BJ's Wholesale Club presently has a consensus rating of "Hold" and a consensus price target of $106.06.

Key BJ's Wholesale Club News

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

• Positive Sentiment: Zacks raised its fiscal 2027 EPS estimate to $4.70 from $4.50, fiscal 2028 EPS to $5.00 from $4.78, and fiscal 2029 EPS to $5.35 from $5.15. The firm also increased estimates for multiple quarters, including Q1 and Q2 fiscal 2028. These revisions point to stronger anticipated earnings growth. Zacks Research earnings estimate revisions
• Positive Sentiment: The upward revisions follow BJ’s latest quarterly performance, when the company exceeded analyst expectations with $1.36 in EPS and $6.23 billion in revenue, while revenue increased 15.7% year over year. The company’s current fiscal-year EPS guidance remains $4.60–$4.80. BJ’s quarterly earnings report
• Neutral Sentiment: Two viral articles discuss the meaning behind the “BJ” initials in BJ’s Wholesale Club. The stories may increase consumer attention and brand visibility, but they provide no meaningful financial or operational update for investors. Shoppers discuss BJ’s name
• Negative Sentiment: Zacks lowered its Q4 fiscal 2027 EPS estimate to $1.00 from $1.05 and Q4 fiscal 2028 EPS estimate to $1.11 from $1.15. These cuts partially offset the broader upward revisions but do not change the firm’s higher full-year forecasts. Zacks Research quarterly estimate changes

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.

Want to see what other hedge funds are holding BJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.