BJ's Wholesale Club Holdings, Inc. $BJ Position Lessened by California State Teachers Retirement System

California State Teachers Retirement System lowered its holdings in shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 0.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 150,385 shares of the company's stock after selling 1,074 shares during the period. California State Teachers Retirement System owned about 0.12% of BJ's Wholesale Club worth $13,116,580 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. HB Wealth Management LLC grew its stake in shares of BJ's Wholesale Club by 46.2% in the second quarter. HB Wealth Management LLC now owns 6,732 shares of the company's stock worth $587,000 after purchasing an additional 2,127 shares during the last quarter. AlphaGrep UK Ltd bought a new position in BJ's Wholesale Club during the 2nd quarter valued at about $262,000. Strive Financial Group LLC increased its stake in shares of BJ's Wholesale Club by 410.7% in the second quarter. Strive Financial Group LLC now owns 1,578 shares of the company's stock worth $138,000 after purchasing an additional 1,269 shares in the last quarter. Concurrent Investment Advisors LLC raised its position in shares of BJ's Wholesale Club by 149.2% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 6,232 shares of the company's stock valued at $544,000 after buying an additional 3,731 shares in the last quarter. Finally, Nykredit A S acquired a new stake in BJ's Wholesale Club in the second quarter worth about $465,000. Institutional investors and hedge funds own 98.60% of the company's stock.

BJ's Wholesale Club Stock Up 0.7%

Shares of NYSE BJ traded up $0.67 during midday trading on Tuesday, reaching $95.98. 650,260 shares of the company's stock were exchanged, compared to its average volume of 1,970,161. The business's fifty day moving average price is $93.08 and its two-hundred day moving average price is $92.99. 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 stock has a market capitalization of $12.12 billion, a PE ratio of 21.01, a price-to-earnings-growth ratio of 2.69 and a beta of 0.18. BJ's Wholesale Club Holdings, Inc. has a 52-week low of $83.21 and a 52-week high of $105.78.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last posted its earnings results on Friday, August 21st. The company reported $1.36 earnings per share 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 analyst estimates of $5.97 billion. During the same period in the previous year, the company earned $1.14 EPS. The company's revenue for the quarter was up 15.7% on a year-over-year basis. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Analysts forecast that BJ's Wholesale Club Holdings, Inc. will post 4.69 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Gordon Haskett raised shares of BJ's Wholesale Club from a "hold" rating to a "buy" rating and set a $115.00 target price on the stock in a report on Wednesday, July 29th. JPMorgan Chase & Co. lifted their target price on shares of BJ's Wholesale Club from $90.00 to $98.00 and gave the company a "neutral" rating in a research note on Tuesday, May 26th. Citigroup lifted their price objective on BJ's Wholesale Club from $100.00 to $111.00 and gave the company a "buy" rating in a research report on Monday, August 24th. Weiss Ratings raised shares of BJ's Wholesale Club from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, August 26th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of BJ's Wholesale Club in a research note on Monday, August 24th. Ten investment 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. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $106.06.

Insider Buying and Selling

In related news, SVP Joseph Mcgrail sold 1,500 shares of the company's 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 transaction, the senior vice president 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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Robert W. Eddy sold 4,900 shares of BJ's Wholesale Club stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $100.01, for a total value of $490,049.00. Following the completion of the sale, the chief executive officer owned 274,330 shares of the company's stock, valued at $27,435,743.30. The trade was a 1.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 79,416 shares of company stock valued at $7,938,084 over the last quarter. Company insiders own 1.10% of the company's stock.

Key Headlines Impacting BJ's Wholesale Club

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

• Positive Sentiment: Investment-grade financial policy: BJ’s committed to keeping net debt below 1.0 times trailing-12-month adjusted EBITDA, excluding leases, and plans to transition to an unsecured capital structure. The policy signals strong cash generation, limited leverage and a focus on preserving financial flexibility. BJ's Wholesale Club Announces Commitment to Investment-Grade Financial Policy
• Positive Sentiment: Growth and valuation support: A Zacks analysis identified BJ as a potentially attractive long-term growth stock, while a separate GuruFocus report rated the company highly and described the shares as undervalued despite their recent advance. These reports may be supporting momentum among growth and value-oriented investors. Why BJ's Wholesale Club Is a Top Growth Stock for the Long Term
• Neutral Sentiment: Potential store expansion: BJ’s proposal for a new location in Branford, Connecticut, is expected to draw significant public participation at upcoming hearings. If approved, the store could support long-term membership and sales growth, but the proposal faces the normal regulatory and community-review process. BJ's Proposal for Branford Expected to Draw Big Crowd
• Neutral Sentiment: Analyst stance remains cautious: BJ receives an average “Hold” rating, suggesting analysts see balanced upside and downside rather than a clear near-term catalyst. BJ's Wholesale Club Receives Average Hold Rating

BJ's Wholesale Club Company Profile

BJ's Wholesale Club Holdings, Inc operates a membership-based warehouse club chain in the United States. The company sells 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.

BJ's also operates gasoline stations at many of its locations and offers services such as optical, tire, and hearing-aid centers at select clubs. Its business combines physical warehouse clubs with digital shopping options, including online ordering, delivery, and curbside pickup where available.

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