Algert Global LLC Increases Position in BJ's Wholesale Club Holdings, Inc. $BJ

Key Points

• Algert Global increased its BJ’s Wholesale Club position by 41.7% in the second quarter, bringing its holdings to 91,480 shares valued at approximately $7.98 million. Institutional investors collectively own 98.6% of the company.
• BJ’s reported quarterly earnings of $1.36 per share, beating estimates of $1.17, while revenue rose 15.7% year over year to $6.23 billion. The company maintained fiscal 2026 earnings guidance of $4.60–$4.80 per share.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $106.06; meanwhile, insiders sold 95,916 shares worth about $9.46 million over the past 90 days.

Algert Global LLC increased its holdings in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 41.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 91,480 shares of the company's stock after acquiring an additional 26,940 shares during the quarter. Algert Global LLC owned approximately 0.07% of BJ's Wholesale Club worth $7,979,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Victory Capital Management Inc. raised its position in shares of BJ's Wholesale Club by 57.2% in the 4th quarter. Victory Capital Management Inc. now owns 12,930,288 shares of the company's stock valued at $1,164,114,000 after purchasing an additional 4,704,423 shares in the last quarter. BlackRock Inc. acquired a new stake in BJ's Wholesale Club in the second quarter valued at $1,087,503,000. Franklin Resources Inc. raised its holdings in BJ's Wholesale Club by 12.8% in the fourth quarter. Franklin Resources Inc. now owns 6,514,642 shares of the company's stock valued at $586,513,000 after acquiring an additional 737,130 shares in the last quarter. State Street Corp boosted its stake in BJ's Wholesale Club by 7.7% during the 4th quarter. State Street Corp now owns 5,471,805 shares of the company's stock valued at $492,627,000 after acquiring an additional 389,327 shares during the last quarter. Finally, Wellington Management Group LLP boosted its stake in BJ's Wholesale Club by 5.5% during the 4th quarter. Wellington Management Group LLP now owns 3,452,562 shares of the company's stock valued at $310,834,000 after acquiring an additional 179,723 shares during the last quarter. Hedge funds and other institutional investors own 98.60% of the company's stock.

Insider Activity

In related news, CEO Robert W. Eddy sold 73,016 shares of the business's stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the completion of the transaction, the chief executive officer owned 282,330 shares in the company, valued at $28,238,646.60. The trade was a 20.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Joseph Mcgrail sold 1,500 shares of the business's stock in a transaction that occurred 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 transaction, the senior vice president owned 13,269 shares of the company's stock, valued at $1,282,448.85. This represents a 10.16% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 95,916 shares of company stock valued at $9,458,889. 1.10% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

BJ has been the subject of several research analyst reports. William Blair downgraded 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 report on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating on shares of BJ's Wholesale Club in a research note on Friday, August 14th. JPMorgan Chase & Co. increased their target price on BJ's Wholesale Club from $90.00 to $98.00 and gave the stock a "neutral" rating in a report on Tuesday, May 26th. Finally, The Goldman Sachs Group reiterated a "buy" rating on shares of BJ's Wholesale Club in a research report on Monday. Ten investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued 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 $106.06.

BJ's Wholesale Club Trading Down 1.4%

NYSE BJ opened at $93.07 on Thursday. BJ's Wholesale Club Holdings, Inc. has a one year low of $83.21 and a one year high of $105.78. The company has a 50-day simple moving average of $91.90 and a 200-day simple moving average of $93.73. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.19 and a current ratio of 0.73. The firm has a market capitalization of $11.88 billion, a PE ratio of 20.37, a price-to-earnings-growth ratio of 3.18 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 earnings per share for the quarter, beating analysts' consensus estimates of $1.17 by $0.19. BJ's Wholesale Club had a net margin of 2.64% and a return on equity of 27.40%. The business 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. The company's revenue for the quarter 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. On average, equities analysts forecast that BJ's Wholesale Club Holdings, Inc. will post 4.69 earnings per share for the current year.

BJ's Wholesale Club News Summary

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

• Positive Sentiment: Citi maintained its Buy rating on BJ’s, reinforcing a favorable analyst view of the warehouse-club operator. Citi Sticks to Their Buy Rating for BJ’s Wholesale Club Holdings
• Positive Sentiment: UBS raised its price target to $115, implying additional upside from recent trading levels and signaling confidence in BJ’s earnings outlook. UBS Group Increases BJ’s Wholesale Club Price Target
• Positive Sentiment: A new Ocala store is expected to expand BJ’s membership and sales footprint. The impact is likely incremental, but new locations can support longer-term growth. Ocala BJ’s Wholesale Club Store Opening
• Positive Sentiment: Zacks identified BJ as a top-ranked growth stock, highlighting its recent operating momentum and potential appeal to growth-focused investors. BJ’s Wholesale Club Is a Top-Ranked Growth Stock

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.

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