38,995 BJ's Wholesale Club Holdings, Inc. $BJ Shares Sold by Boston Trust Walden Corp

Key Points

• Boston Trust Walden cut its BJ’s Wholesale Club stake by 4.4%, selling 38,995 shares in the third quarter. It held 843,946 shares worth about $77.6 million at quarter-end.
• BJ’s reported quarterly EPS of $1.36, topping the $1.17 consensus, while revenue rose 15.7% year over year to $6.23 billion. The company set fiscal 2026 EPS guidance of $4.60–$4.80.
• Analysts’ consensus rating was “Moderate Buy”, with an average price target of $106.06. Company insiders sold 228,436 shares worth about $23.3 million over the prior three months.

Boston Trust Walden Corp lessened its position in shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 843,946 shares of the company's stock after selling 38,995 shares during the quarter. Boston Trust Walden Corp owned approximately 0.67% of BJ's Wholesale Club worth $77,643,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in shares of BJ's Wholesale Club in the second quarter worth about $1,087,503,000. Wellington Management Group LLP boosted its stake in shares of BJ's Wholesale Club by 15.4% during the 2nd quarter. Wellington Management Group LLP now owns 3,282,291 shares of the company's stock worth $286,281,000 after acquiring an additional 436,827 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of BJ's Wholesale Club during the 2nd quarter valued at about $179,649,000. Bank of America Corp DE acquired a new stake in shares of BJ's Wholesale Club during the 2nd quarter valued at about $108,684,000. Finally, Amundi increased its stake in shares of BJ's Wholesale Club by 31.7% in the 2nd quarter. Amundi now owns 1,122,060 shares of the company's stock valued at $97,866,000 after purchasing an additional 270,253 shares in the last quarter. Institutional investors and hedge funds own 98.60% of the company's stock.

Insider Buying and Selling

In other BJ's Wholesale Club news, SVP Joseph Mcgrail sold 1,500 shares of the business's stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $96.65, for a total transaction of $144,975.00. Following the transaction, the senior vice president owned 13,269 shares of the company's stock, valued at approximately $1,282,448.85. The trade was a 10.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Laura L. Felice sold 10,000 shares of the company's stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $110.53, for a total value of $1,105,300.00. Following the completion of the sale, the executive vice president owned 84,416 shares of the company's stock, valued at approximately $9,330,500.48. The trade was a 10.59% 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 sold a total of 228,436 shares of company stock worth $23,343,836 in the last three months. Company insiders own 1.10% of the company's stock.

BJ's Wholesale Club Stock Performance

BJ opened at $110.94 on Thursday. The firm has a market capitalization of $14.01 billion, a PE ratio of 24.28, a PEG ratio of 3.21 and a beta of 0.12. BJ's Wholesale Club Holdings, Inc. has a twelve month low of $83.21 and a twelve month high of $112.55. The firm's 50-day moving average price is $97.32 and its 200 day moving average price is $94.74. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 EPS for the quarter, beating analysts' consensus estimates of $1.17 by $0.19. BJ's Wholesale Club had a net margin of 2.62% and a return on equity of 27.40%. The company had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. During the same quarter in the prior year, the firm earned $1.14 EPS. BJ's Wholesale Club's quarterly revenue was up 15.7% on a year-over-year basis. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. As a group, sell-side analysts expect that BJ's Wholesale Club Holdings, Inc. will post 4.70 EPS for the current fiscal year.

Analysts Set New Price Targets

BJ has been the topic of a number of recent analyst reports. William Blair downgraded BJ's Wholesale Club from a "mixed" rating to a "hold" rating in a research report on Monday, August 17th. 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 report on Wednesday, July 29th. Weiss Ratings raised BJ's Wholesale Club from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Thursday, October 8th. Roth Capital reiterated a "neutral" rating and set a $97.00 target price on shares of BJ's Wholesale Club in a research report on Monday, August 24th. Finally, TD Cowen assumed coverage on shares of BJ's Wholesale Club in a research note on Friday, October 30th. They issued a "strong-buy" rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $106.06.

About BJ's Wholesale Club

BJ's Wholesale Club Holdings, Inc operates membership-based warehouse clubs in the United States. The company sells a wide selection of groceries, fresh foods, household essentials, electronics, furniture, appliances, apparel, health and beauty products, and other general merchandise. Its business model is built around offering products in bulk and at discounted prices to members.

BJ's also operates gas stations at many of its warehouse clubs and provides services such as optical centers, tire centers, home improvement services, and online grocery fulfillment in select locations.

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