Avity Investment Management Inc. Acquires 17,470 Shares of BJ's Wholesale Club Holdings, Inc. $BJ

Key Points

• Avity Investment Management increased its BJ’s Wholesale Club position by 15.9%, purchasing 17,470 shares to reach 127,510 shares valued at approximately $11.7 million. Institutional investors and hedge funds collectively own 98.6% of the stock.
• BJ’s reported quarterly EPS of $1.36, exceeding estimates of $1.17, while revenue rose 15.7% year over year to $6.23 billion. The company maintained fiscal 2026 EPS guidance of $4.60–$4.80.
• Analyst sentiment is generally positive, with a consensus “Moderate Buy” rating and an average price target of $106.06 versus the reported share price of $98.73. However, insiders sold 90,416 shares worth nearly $9.0 million during the latest quarter.

Avity Investment Management Inc. boosted its holdings in shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 15.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 127,510 shares of the company's stock after buying an additional 17,470 shares during the quarter. Avity Investment Management Inc. owned 0.10% of BJ's Wholesale Club worth $11,731,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Corient Private Wealth LLC increased its stake in shares of BJ's Wholesale Club by 0.6% in the fourth quarter. Corient Private Wealth LLC now owns 18,491 shares of the company's stock worth $1,665,000 after acquiring an additional 113 shares during the period. Essential Partners LLC lifted 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 valued at $29,000 after purchasing an additional 130 shares during the period. Balefire LLC boosted its holdings in BJ's Wholesale Club by 5.0% in the first quarter. Balefire LLC now owns 2,845 shares of the company's stock valued at $280,000 after purchasing an additional 136 shares during the last quarter. Elevated Capital Advisors LLC boosted its holdings in BJ's Wholesale Club by 15.6% in the first quarter. Elevated Capital Advisors LLC now owns 1,050 shares of the company's stock valued at $103,000 after purchasing an additional 142 shares during the last quarter. Finally, Sheets Smith Wealth Management grew its position in BJ's Wholesale Club by 4.5% during the 2nd quarter. Sheets Smith Wealth Management now owns 3,796 shares of the company's stock worth $331,000 after purchasing an additional 163 shares during the period. 98.60% of the stock is currently owned by institutional investors and hedge funds.

BJ's Wholesale Club Price Performance

Shares of NYSE:BJ traded down $0.31 during trading on Friday, reaching $98.73. 2,150,814 shares of the company's stock traded hands, compared to its average volume of 1,980,161. BJ's Wholesale Club Holdings, Inc. has a fifty-two week low of $83.21 and a fifty-two week high of $105.78. 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 $12.47 billion, a PE ratio of 21.60, a P/E/G ratio of 2.82 and a beta of 0.17. The company has a 50-day simple moving average of $93.73 and a 200-day simple moving average of $92.55.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last released its quarterly 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 analysts' expectations of $5.97 billion. BJ's Wholesale Club had a return on equity of 27.40% and a net margin of 2.62%.BJ's Wholesale Club's quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.14 EPS. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. As a group, analysts predict that BJ's Wholesale Club Holdings, Inc. will post 4.7 earnings per share for the current year.

Insider Activity

In other BJ's Wholesale Club news, EVP William Werner sold 3,000 shares of the stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $95.00, for a total transaction of $285,000.00. Following the transaction, the executive vice president directly owned 50,160 shares of the company's stock, valued at $4,765,200. This trade represents a 5.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Robert Eddy sold 73,016 shares of BJ's Wholesale Club stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the completion of the sale, the chief executive officer owned 282,330 shares in the company, valued at approximately $28,238,646.60. This trade represents a 20.55% decrease in their position. 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. Insiders have sold 90,416 shares of company stock worth $8,984,844 in the last quarter. Corporate insiders own 1.10% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Weiss Ratings raised BJ's Wholesale Club from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday. Wall Street Zen upgraded BJ's Wholesale Club from a "hold" rating to a "buy" rating in a research report on Saturday, August 29th. Gordon Haskett raised BJ's Wholesale Club from a "hold" rating to a "buy" rating and set a $115.00 price target for the company in a report on Wednesday, July 29th. UBS Group upped their price objective on BJ's Wholesale Club from $109.00 to $115.00 and gave the stock a "buy" rating in a research report on Monday, August 24th. Finally, DA Davidson set a $108.00 price objective on shares of BJ's Wholesale Club in a research note on Thursday. Eleven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, BJ's Wholesale Club presently has a consensus rating of "Moderate Buy" and an average price target of $106.06.

BJ's Wholesale Club Profile

BJ's Wholesale Club Holdings, Inc operates a membership-based warehouse club business in the United States. Through its BJ's Wholesale Club locations, the company offers members a broad selection of products at discounted prices, including groceries, fresh foods, household essentials, electronics, appliances, furniture, apparel, health and beauty products, and seasonal merchandise.

The company also operates gasoline stations at many of its clubs and provides services such as optical, tire, and home-improvement offerings in select locations.

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