Rathbones Group PLC Acquires 307,807 Shares of BJ's Wholesale Club Holdings, Inc. $BJ

Key Points

• Rathbones Group PLC boosted its stake in BJ's by 872% in Q3, buying 307,807 shares to hold 343,107 shares (about 0.26%) worth roughly $32.0M, and institutional investors now own about 98.6% of the stock.
• BJ's reported a Q4 beat—$0.96 EPS on $5.58B revenue—driven by record membership (>90% renewals) and strong digital sales, while expansion and a ~ $750M share‑repurchase authorization support long‑term growth and returns.
• Management set FY‑2026 guidance of $4.40–$4.60, which was around/slightly below Street expectations and highlighted margin pressure from new‑store costs and promotions; analysts are mixed with a consensus "Hold" and a $107.63 target.

Rathbones Group PLC grew its holdings in shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) by 872.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 343,107 shares of the company's stock after acquiring an additional 307,807 shares during the period. Rathbones Group PLC owned about 0.26% of BJ's Wholesale Club worth $31,995,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Analyst Ratings Changes

A number of research firms have recently weighed in on BJ. Weiss Ratings reaffirmed a "hold (c)" rating on shares of BJ's Wholesale Club in a research report on Monday, December 29th. BTIG Research reissued a "buy" rating and issued a $120.00 target price on shares of BJ's Wholesale Club in a report on Friday, November 21st. UBS Group restated a "buy" rating on shares of BJ's Wholesale Club in a research note on Monday, November 24th. JPMorgan Chase & Co. lifted their price target on shares of BJ's Wholesale Club from $90.00 to $94.00 and gave the company a "neutral" rating in a report on Thursday, February 26th. Finally, The Goldman Sachs Group dropped their price target on shares of BJ's Wholesale Club from $139.00 to $123.00 and set a "buy" rating for the company in a research report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $107.63.

Trending Headlines about BJ's Wholesale Club

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

• Positive Sentiment: Q4 beat — BJ’s reported $0.96 GAAP-adjusted EPS and $5.58B revenue, topping consensus and showing modest YoY growth; the beat underpins near-term fundamentals. BJ's Wholesale Q4 Earnings Beat as Membership Strength Drives Growth
• Positive Sentiment: Membership & digital strength — record membership, >90% renewals, membership-fee income +10.9% and digital sales up ~31% drove traffic and higher-margin revenue mix. BJ's Q4 Press Release
• Positive Sentiment: Expansion momentum — BJ’s continues club openings (new Dallas–Fort Worth locations cited), supporting sales growth and long‑term market-share gains. New club store BJ’s, Costco near openings in Dallas-Fort Worth
• Positive Sentiment: Cash flow & buybacks — strong cash generation and ongoing repurchases (≈$750M remaining authorization) support shareholder returns and valuation support versus peers. BJ's Wholesale Is Growing, Buying Back Stock, and Still Dirt Cheap
• Neutral Sentiment: Analyst mix — brokers and media are offering conflicting takes: some highlight membership/cash-flow upside while others flag execution risks and tepid guidance. Analysts Have Conflicting Sentiments on These Consumer Goods Companies
• Neutral Sentiment: Macro/commodity noise — broader market moves (e.g., a rise in crude) appear in headlines but aren’t primary drivers of BJ’s fundamentals. Crude Oil Surges 6%; BJ's Wholesale Club Earnings Top Views
• Negative Sentiment: Guidance disappointed — FY‑2026 EPS guidance of $4.40–$4.60 (midpoint ~$4.50) came in around or slightly below Street expectations and prompted profit-taking. BJ's outlines 2-3% comp sales growth and $4.40-$4.60 EPS guidance for 2026
• Negative Sentiment: Margin pressure & cautious outlook — management warned profitability could be pressured by new-store costs, promotions and mix (merchandise gross margin down ~50 bps), which limits near-term EPS upside. BJ's Wholesale Club: Investing In Expansion, EPS Growth To Slow

BJ's Wholesale Club Stock Down 1.6%

Shares of BJ opened at $96.85 on Friday. The business's 50 day moving average is $95.76 and its 200 day moving average is $94.39. 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 12-month low of $86.68 and a 12-month high of $121.10. The company has a market capitalization of $12.67 billion, a PE ratio of 22.11, a price-to-earnings-growth ratio of 2.70 and a beta of 0.36.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate 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 business had revenue of $5.58 billion during the quarter, compared to the consensus estimate of $5.54 billion. During the same period in the prior year, the company posted $0.93 EPS. The firm's revenue for the quarter 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. Research analysts expect that BJ's Wholesale Club Holdings, Inc. will post 3.96 earnings per share for the current fiscal 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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