OneDigital Investment Advisors LLC Acquires New Position in BJ's Wholesale Club Holdings, Inc. $BJ

Key Points

• OneDigital Investment Advisors acquired 19,401 shares of BJ’s Wholesale Club in the second quarter, valued at approximately $1.69 million. Institutional investors collectively own 98.6% of the company.
• BJ’s reported quarterly EPS of $1.10 and revenue of $5.66 billion, exceeding analyst expectations, while revenue rose 9.9% year over year. The company reaffirmed fiscal 2026 EPS guidance of $4.40–$4.60.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and a $105.93 target price, although company insiders recently sold shares, including CEO Robert Eddy’s $7.3 million transaction.

OneDigital Investment Advisors LLC acquired a new stake in shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 19,401 shares of the company's stock, valued at approximately $1,692,000.

Several other large investors have also bought and sold shares of the company. Victory Capital Management Inc. grew its holdings in shares of BJ's Wholesale Club by 57.2% during the fourth quarter. Victory Capital Management Inc. now owns 12,930,288 shares of the company's stock valued at $1,164,114,000 after buying an additional 4,704,423 shares during the last quarter. Bank of New York Mellon Corp bought a new stake in shares of BJ's Wholesale Club during the second quarter valued at approximately $179,649,000. Norges Bank purchased a new position in BJ's Wholesale Club in the 4th quarter worth approximately $151,765,000. State Street Corp raised its holdings in BJ's Wholesale Club by 25.4% in the 3rd quarter. State Street Corp now owns 5,082,478 shares of the company's stock worth $473,941,000 after acquiring an additional 1,028,779 shares during the last quarter. Finally, Wellington Management Group LLP lifted its position in BJ's Wholesale Club by 32.9% in the 3rd quarter. Wellington Management Group LLP now owns 3,272,839 shares of the company's stock valued at $305,192,000 after acquiring an additional 809,890 shares in the last quarter. 98.60% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at BJ's Wholesale Club

In other BJ's Wholesale Club news, CEO Robert W. Eddy sold 73,016 shares of the stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total value of $7,303,060.32. Following the transaction, the chief executive officer owned 282,330 shares of the company's stock, valued at approximately $28,238,646.60. This represents a 20.55% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $92.17, for a total value of $1,520,805.00. Following the completion of the transaction, the executive vice president directly owned 20,471 shares in the company, valued at approximately $1,886,812.07. This represents a 44.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.10% of the company's stock.

Analyst Ratings Changes

A number of research firms have commented on BJ. Weiss Ratings reissued a "hold (c)" rating on shares of BJ's Wholesale Club in a report on Wednesday, July 8th. Bank of America assumed coverage on BJ's Wholesale Club in a report on Wednesday, May 20th. They set a "neutral" rating and a $110.00 price target on the stock. UBS Group reaffirmed a "buy" rating and set a $109.00 price objective on shares of BJ's Wholesale Club in a research report on Tuesday, May 26th. JPMorgan Chase & Co. lifted their price objective 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, Citigroup decreased their target price on BJ's Wholesale Club from $118.00 to $100.00 and set a "buy" rating for the company in a research report on Tuesday, May 26th. Ten equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, BJ's Wholesale Club has a consensus rating of "Moderate Buy" and a consensus target price of $105.93.

BJ's Wholesale Club Trading Up 0.0%

Shares of BJ stock opened at $93.42 on Monday. BJ's Wholesale Club Holdings, Inc. has a 12-month low of $83.21 and a 12-month high of $107.62. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19. The firm's 50 day moving average is $91.28 and its 200 day moving average is $93.75. The stock has a market capitalization of $11.93 billion, a P/E ratio of 21.47, a P/E/G ratio of 3.48 and a beta of 0.21.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last posted its earnings results on Friday, May 22nd. The company reported $1.10 EPS for the quarter, topping analysts' consensus estimates of $1.04 by $0.06. The business had revenue of $5.66 billion during the quarter, compared to the consensus estimate of $5.44 billion. BJ's Wholesale Club had a net margin of 2.62% and a return on equity of 26.67%. The firm's revenue was up 9.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.14 EPS. BJ's Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Research analysts expect that BJ's Wholesale Club Holdings, Inc. will post 4.52 earnings per share for the current year.

About BJ's Wholesale Club

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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