BJ's Wholesale Club Holdings, Inc. $BJ Shares Sold by UBS Group AG

Key Points

• UBS Group AG sold 411,198 BJ's shares in Q4, reducing its stake by 38.6% to 654,506 shares (about 0.50% of the company) valued at roughly $58.9 million.
• Analyst sentiment is mixed with a MarketBeat consensus rating of "Hold" and a $107.63 price target after recent downgrades from firms like Barclays and Melius alongside some positive notes from others.
• BJ's beat quarterly expectations with $0.96 EPS vs. $0.93 est and $5.58 billion in revenue (up 5.6% year-over-year) and set FY2026 guidance of $4.40–$4.60 EPS.

UBS Group AG lowered its holdings in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 38.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 654,506 shares of the company's stock after selling 411,198 shares during the quarter. UBS Group AG owned 0.50% of BJ's Wholesale Club worth $58,925,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. GAMMA Investing LLC raised its position in BJ's Wholesale Club by 1.8% in the 4th quarter. GAMMA Investing LLC now owns 6,573 shares of the company's stock valued at $592,000 after purchasing an additional 119 shares in the last quarter. Wealthcare Advisory Partners LLC grew its stake in BJ's Wholesale Club by 2.6% during the 4th quarter. Wealthcare Advisory Partners LLC now owns 5,170 shares of the company's stock worth $465,000 after buying an additional 129 shares during the last quarter. Sequoia Financial Advisors LLC lifted its position in BJ's Wholesale Club by 4.1% during the 3rd quarter. Sequoia Financial Advisors LLC now owns 3,483 shares of the company's stock worth $325,000 after acquiring an additional 137 shares during the period. Linden Thomas Advisory Services LLC boosted its holdings in shares of BJ's Wholesale Club by 1.3% in the fourth quarter. Linden Thomas Advisory Services LLC now owns 11,613 shares of the company's stock valued at $1,046,000 after acquiring an additional 144 shares in the last quarter. Finally, Portside Wealth Group LLC increased its stake in shares of BJ's Wholesale Club by 3.3% during the third quarter. Portside Wealth Group LLC now owns 5,196 shares of the company's stock worth $485,000 after acquiring an additional 164 shares during the period. Hedge funds and other institutional investors own 98.60% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on BJ shares. Barclays downgraded BJ's Wholesale Club from an "equal weight" rating to an "underweight" rating and decreased their price target for the company from $115.00 to $90.00 in a research note on Wednesday, January 7th. Melius Research downgraded BJ's Wholesale Club from a "buy" rating to a "hold" rating and set a $100.00 price objective on the stock. in a report on Friday, January 23rd. Evercore restated a "positive" rating on shares of BJ's Wholesale Club in a research note on Thursday, March 5th. JPMorgan Chase & Co. boosted their target price on shares of BJ's Wholesale Club from $90.00 to $94.00 and gave the stock a "neutral" rating in a research report on Thursday, February 26th. Finally, Citigroup reiterated a "buy" rating on shares of BJ's Wholesale Club in a research note on Friday, February 20th. Nine equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus price target of $107.63.

BJ's Wholesale Club Stock Performance

Shares of BJ stock opened at $94.31 on Wednesday. The stock's fifty day simple moving average is $96.07 and its 200-day simple moving average is $94.28. The company has a current ratio of 0.75, a quick ratio of 0.16 and a debt-to-equity ratio of 0.18. BJ's Wholesale Club Holdings, Inc. has a 1-year low of $86.68 and a 1-year high of $120.33. The company has a market capitalization of $12.23 billion, a price-to-earnings ratio of 21.53, a P/E/G ratio of 3.27 and a beta of 0.27.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last issued its earnings results on Thursday, March 5th. The company reported $0.96 EPS for the quarter, beating analysts' consensus estimates of $0.93 by $0.03. BJ's Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.The firm had revenue of $5.58 billion for the quarter, compared to the consensus estimate of $5.54 billion. During the same quarter in the previous year, the company posted $0.93 earnings per share. The business's quarterly revenue was up 5.6% compared to the same quarter last year. BJ's Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. On average, sell-side analysts predict that BJ's Wholesale Club Holdings, Inc. will post 4.52 earnings per share for the current fiscal year.

Insider Activity at BJ's Wholesale Club

In other news, SVP Joseph Mcgrail sold 2,050 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.19, for a total value of $186,939.50. Following the completion of the transaction, the senior vice president directly owned 14,769 shares of the company's stock, valued at approximately $1,346,785.11. This represents a 12.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert W. Eddy sold 8,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.02, for a total value of $728,160.00. Following the completion of the transaction, the chief executive officer directly owned 306,330 shares of the company's stock, valued at approximately $27,882,156.60. The trade was a 2.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.40% of the stock is owned by corporate insiders.

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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