79,099 BJ's Wholesale Club Holdings, Inc. $BJ Shares Sold by Foster Victor Wealth Advisors LLC

Key Points

• Foster Victor Wealth Advisors cut its BJ’s position by 42.2%, selling 79,099 shares and retaining 108,443 shares valued at approximately $9.98 million. Institutional investors collectively own 98.6% of the company.
• Company insiders sold 291,452 shares worth about $29.5 million over the past 90 days, including substantial sales by CEO Robert Eddy and EVP Laura Felice under pre-arranged Rule 10b5-1 plans.
• BJ’s maintains a generally positive analyst outlook, with a “Moderate Buy” consensus and an average price target of $106.06. Its latest quarterly results exceeded expectations, with $1.36 EPS and $6.23 billion in revenue, while revenue rose 15.7% year over year.

Foster Victor Wealth Advisors LLC trimmed its holdings in shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 42.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 108,443 shares of the company's stock after selling 79,099 shares during the quarter. Foster Victor Wealth Advisors LLC owned approximately 0.09% of BJ's Wholesale Club worth $9,977,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Quantbot Technologies LP purchased a new stake in BJ's Wholesale Club in the 2nd quarter worth $28,000. Essential Partners LLC raised its position in BJ's Wholesale Club by 81.2% during the first quarter. Essential Partners LLC now owns 290 shares of the company's stock worth $29,000 after acquiring an additional 130 shares during the period. Keating Financial Advisory Services Inc. acquired a new position in BJ's Wholesale Club during the second quarter worth $35,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in BJ's Wholesale Club during the second quarter worth $37,000. Finally, Versant Capital Management Inc lifted its holdings in BJ's Wholesale Club by 63.1% during the third quarter. Versant Capital Management Inc now owns 796 shares of the company's stock valued at $73,000 after purchasing an additional 308 shares in the last quarter. Hedge funds and other institutional investors own 98.60% of the company's stock.

Insider Buying and Selling

In related news, EVP Laura L. Felice sold 8,452 shares of the business's stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $104.95, for a total transaction of $887,037.40. Following the completion of the sale, the executive vice president owned 84,416 shares in the company, valued at $8,859,459.20. The trade was a 9.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert Eddy sold 172,184 shares of the business's stock in a transaction on Wednesday, October 14th. The shares were sold at an average price of $102.19, for a total transaction of $17,595,482.96. Following the completion of the sale, the chief executive officer directly owned 266,330 shares of the company's stock, valued at approximately $27,216,262.70. This trade represents a 39.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 291,452 shares of company stock valued at $29,541,597. Corporate insiders own 1.10% of the company's stock.

Analyst Ratings Changes

Several analysts have recently issued reports on BJ shares. William Blair lowered shares of BJ's Wholesale Club from a "mixed" rating to a "hold" rating in a research report on Monday, August 17th. Gordon Haskett raised shares of BJ's Wholesale Club from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a research note on Wednesday, July 29th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of BJ's Wholesale Club in a research note on Monday, August 24th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating on shares of BJ's Wholesale Club in a report on Friday, August 14th. Finally, Weiss Ratings upgraded BJ's Wholesale Club from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Thursday, October 8th. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, BJ's Wholesale Club has an average rating of "Moderate Buy" and a consensus target price of $106.06.

More BJ's Wholesale Club News

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

• Positive Sentiment: New Florida club opening: BJ’s will open its Ocala, Florida, location on October 23. The new club expands the company’s physical-store footprint and membership opportunity, while an introductory $2-per-gallon gas promotion and limited-time membership offers could help attract local customers. BJ’s Wholesale Club Announces October 23 Grand Opening for Ocala
• Positive Sentiment: AI-powered shopping initiatives: Industry coverage says BJ’s is using artificial intelligence to improve personalization and convenience in digital shopping. If execution is successful, these tools could support online sales, customer engagement and operating efficiency. How WMT, TGT & BJ Are Betting Big on AI-Powered Shopping
• Positive Sentiment: Growth-stock recognition: Zacks articles point to BJ’s favorable growth characteristics and style scores, potentially reinforcing the view that the retailer can deliver above-market long-term performance. These are research opinions, not new company guidance. Why BJ’s Wholesale Club Is a Top Growth Stock for the Long-Term
• Neutral Sentiment: A proposed BJ’s site in Middleburg, Florida, and a sponsorship with Alpha Prime Racing could improve local awareness and brand visibility, but neither appears likely to materially affect near-term financial results. Middleburg Site Plan Hints at a New BJ’s Wholesale Club

BJ's Wholesale Club Stock Up 0.2%

Shares of NYSE BJ opened at $102.51 on Thursday. BJ's Wholesale Club Holdings, Inc. has a 12-month low of $83.21 and a 12-month high of $106.04. The stock has a market cap of $12.95 billion, a PE ratio of 22.43, a P/E/G ratio of 3.00 and a beta of 0.17. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18. The company has a 50-day moving average of $94.72 and a 200 day moving average of $92.78.

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

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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