58,833 Shares in BJ's Wholesale Club Holdings, Inc. $BJ Acquired by Jupiter Topco LLC

Key Points

• Jupiter Topco LLC acquired 58,833 shares of BJ’s Wholesale Club in the second quarter, valued at approximately $5.1 million. Institutional investors collectively own 98.6% of the company.
• BJ’s reported stronger-than-expected quarterly results, with EPS of $1.36 versus a $1.17 consensus estimate and revenue of $6.23 billion, up 15.7% year over year. The company reaffirmed fiscal 2026 EPS guidance of $4.60–$4.80.
• Analyst sentiment is mixed but leans positive: the stock has an average “Hold” rating and a consensus price target of $106.06, while insiders sold about $9.46 million of shares over the past 90 days.

Jupiter Topco LLC purchased a new stake in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 58,833 shares of the company's stock, valued at approximately $5,133,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Hsbc Holdings PLC purchased a new stake in shares of BJ's Wholesale Club in the 2nd quarter valued at about $601,000. Primecap Management Co. CA acquired a new stake in shares of BJ's Wholesale Club during the second quarter worth about $70,452,000. Canada Pension Plan Investment Board acquired a new stake in shares of BJ's Wholesale Club during the second quarter worth about $2,983,000. Legal & General Group Plc purchased a new position in shares of BJ's Wholesale Club during the second quarter worth about $15,219,000. Finally, The Manufacturers Life Insurance Company purchased a new position in BJ's Wholesale Club during the 2nd quarter worth $7,923,000. Institutional investors and hedge funds own 98.60% of the company's stock.

BJ's Wholesale Club Stock Up 0.2%

BJ stock opened at $90.79 on Tuesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.73 and a quick ratio of 0.19. The company's 50 day simple moving average is $92.25 and its 200-day simple moving average is $93.54. BJ's Wholesale Club Holdings, Inc. has a 12 month low of $83.21 and a 12 month high of $105.78. The firm has a market capitalization of $11.47 billion, a PE ratio of 19.87, a P/E/G 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.19. BJ's Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The firm had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. During the same period in the previous year, the firm posted $1.14 EPS. The company's quarterly revenue was up 15.7% compared to the same quarter last year. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Equities analysts expect that BJ's Wholesale Club Holdings, Inc. will post 4.69 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

BJ has been the topic of several analyst reports. William Blair downgraded shares of BJ's Wholesale Club from a "mixed" rating to a "hold" rating in a report on Monday, August 17th. JPMorgan Chase & Co. increased their price target on shares of BJ's Wholesale Club from $90.00 to $98.00 and gave the stock a "neutral" rating in a report on Tuesday, May 26th. Weiss Ratings upgraded shares of BJ's Wholesale Club from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, August 26th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of BJ's Wholesale Club in a report on Monday, August 24th. Finally, DA Davidson boosted their target price on BJ's Wholesale Club from $105.00 to $108.00 and gave the stock a "buy" rating in a research report on Monday, August 24th. Ten research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $106.06.

Insider Activity

In other BJ's Wholesale Club news, EVP Scott Schmadeke sold 16,500 shares of BJ's Wholesale Club stock in a transaction that occurred on 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 directly owned 20,471 shares of the company's stock, valued at approximately $1,886,812.07. The trade was a 44.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Joseph Mcgrail sold 1,500 shares of BJ's Wholesale Club stock in a transaction on Tuesday, August 25th. The shares were 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 of the company's stock, valued at approximately $1,282,448.85. This represents a 10.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 95,916 shares of company stock valued at $9,458,889 over the last 90 days. Insiders own 1.10% of the company's stock.

BJ's Wholesale Club 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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