Dimensional Fund Advisors LP Decreases Stock Holdings in BJ's Wholesale Club Holdings, Inc. $BJ

Key Points

• Dimensional Fund Advisors trimmed its stake in BJ's by 0.9%, selling 13,267 shares to hold 1,446,879 shares (about 1.10% of the company) valued at roughly $134.93 million.
• Other institutions were net buyers—most notably Victory Capital, which added 3,087,151 shares to hold 8.225 million shares (~$768.7M)—and overall institutional/hedge fund ownership stands at 98.60%.
• Analyst sentiment is mixed with an average rating of "Hold" and a consensus price target of $107.63; BJ's recently beat quarterly EPS ($0.96 vs. $0.93) and set FY2026 guidance of $4.40–$4.60 EPS.

Dimensional Fund Advisors LP decreased its stake in shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 0.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,446,879 shares of the company's stock after selling 13,267 shares during the period. Dimensional Fund Advisors LP owned about 1.10% of BJ's Wholesale Club worth $134,929,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Victory Capital Management Inc. raised its stake in BJ's Wholesale Club by 60.1% during the 3rd quarter. Victory Capital Management Inc. now owns 8,225,865 shares of the company's stock valued at $768,716,000 after buying an additional 3,087,151 shares during the last quarter. Franklin Resources Inc. boosted its stake in shares of BJ's Wholesale Club by 2.2% in the 2nd quarter. Franklin Resources Inc. now owns 5,712,353 shares of the company's stock worth $615,963,000 after buying an additional 121,183 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its stake in shares of BJ's Wholesale Club by 31.7% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,791,602 shares of the company's stock worth $446,817,000 after buying an additional 1,152,591 shares during the last quarter. Select Equity Group L.P. grew its holdings in shares of BJ's Wholesale Club by 38.6% in the second quarter. Select Equity Group L.P. now owns 2,411,459 shares of the company's stock worth $260,028,000 after acquiring an additional 672,122 shares during the period. Finally, Geode Capital Management LLC increased its position in BJ's Wholesale Club by 1.3% during the second quarter. Geode Capital Management LLC now owns 2,352,465 shares of the company's stock valued at $253,709,000 after acquiring an additional 29,076 shares during the last quarter. Hedge funds and other institutional investors own 98.60% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on BJ shares. Melius Research downgraded BJ's Wholesale Club from a "buy" rating to a "hold" rating and set a $100.00 target price on the stock. in a report on Friday, January 23rd. BTIG Research restated a "buy" rating and set a $120.00 price target on shares of BJ's Wholesale Club in a research note on Friday, November 21st. Morgan Stanley reduced their price target on shares of BJ's Wholesale Club from $105.00 to $100.00 and set an "equal weight" rating for the company in a research report on Thursday, January 15th. TD Cowen reiterated a "buy" rating on shares of BJ's Wholesale Club in a research note on Monday, November 24th. Finally, Wells Fargo & Company raised their price objective on shares of BJ's Wholesale Club from $105.00 to $110.00 and gave the stock an "overweight" rating in a report on Friday, February 27th. Nine equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $107.63.

BJ's Wholesale Club Price Performance

Shares of BJ's Wholesale Club stock opened at $93.53 on Thursday. The stock has a market cap of $12.24 billion, a P/E ratio of 21.35, a P/E/G ratio of 3.32 and a beta of 0.36. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.16 and a current ratio of 0.75. The stock's fifty day moving average is $96.03 and its 200 day moving average is $94.21. BJ's Wholesale Club Holdings, Inc. has a one year low of $86.68 and a one year high of $121.10.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.03. The business had revenue of $5.58 billion during the quarter, compared to analyst estimates of $5.54 billion. BJ's Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.BJ's Wholesale Club's revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.93 earnings per share. BJ's Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Sell-side analysts anticipate that BJ's Wholesale Club Holdings, Inc. will post 3.96 earnings per share for the current year.

BJ's Wholesale Club 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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