Insider Selling: BJ's Wholesale Club (NYSE:BJ) EVP Sells 8,452 Shares of Company Stock

Key Points

• BJ’s EVP Laura Felice sold 8,452 shares at an average price of $104.95, totaling approximately $887,000. The sale was conducted under a pre-arranged Rule 10b5-1 plan, leaving her with 84,416 shares.
• BJ’s latest quarterly results exceeded expectations, with EPS of $1.36 versus the $1.17 consensus and revenue of $6.23 billion. Revenue rose 15.7% year over year, and fiscal 2026 EPS guidance is $4.60–$4.80.
• Despite the insider sale and shares trading near their 52-week high, analysts maintain a “Moderate Buy” consensus with a $106.06 target price; institutional investors own 98.6% of the stock.

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Get Free Report) EVP Laura Felice sold 8,452 shares of the firm's stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $104.95, for a total value of $887,037.40. Following the transaction, the executive vice president owned 84,416 shares of the company's stock, valued at approximately $8,859,459.20. This represents a 9.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

BJ's Wholesale Club Trading Down 0.4%

BJ traded down $0.37 during mid-day trading on Friday, hitting $102.90. 3,040,031 shares of the stock were exchanged, compared to its average volume of 1,986,296. The firm's fifty day moving average is $94.10 and its two-hundred day moving average is $92.64. BJ's Wholesale Club Holdings, Inc. has a 1-year low of $83.21 and a 1-year high of $106.04. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18. The company has a market cap of $13.00 billion, a PE ratio of 22.52, a PEG ratio of 3.04 and a beta of 0.17.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last announced its earnings results on Friday, August 21st. The company reported $1.36 EPS for the quarter, beating analysts' consensus estimates of $1.17 by $0.19. The company had revenue of $6.23 billion during the quarter, compared to analysts' expectations of $5.97 billion. BJ's Wholesale Club had a return on equity of 27.40% and a net margin of 2.62%. BJ's Wholesale Club's revenue for the quarter was up 15.7% on a year-over-year basis. During the same period last year, the business posted $1.14 EPS. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Equities analysts forecast that BJ's Wholesale Club Holdings, Inc. will post 4.70 earnings per share for the current fiscal year.

Analyst Ratings Changes

BJ has been the topic of several recent research reports. Roth Capital reaffirmed a "neutral" rating and set a $97.00 target price on shares of BJ's Wholesale Club in a research note on Monday, August 24th. The Goldman Sachs Group reiterated a "buy" rating on shares of BJ's Wholesale Club in a report on Monday, August 24th. William Blair cut shares of BJ's Wholesale Club from a "mixed" rating to a "hold" rating in a research report on Monday, August 17th. Citigroup boosted their price target on shares of BJ's Wholesale Club from $100.00 to $111.00 and gave the stock a "buy" rating in a research note on Monday, August 24th. Finally, DA Davidson set a $108.00 price target on shares of BJ's Wholesale Club in a research note on Thursday, October 8th. Eleven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, BJ's Wholesale Club currently has a consensus rating of "Moderate Buy" and a consensus price target of $106.06.

Institutional Investors Weigh In On BJ's Wholesale Club

A number of hedge funds have recently bought and sold shares of BJ. BlackRock Inc. acquired a new position in shares of BJ's Wholesale Club during the second quarter worth about $1,087,503,000. Bank of New York Mellon Corp purchased a new stake in shares of BJ's Wholesale Club during the second quarter worth approximately $179,649,000. Bank of America Corp DE purchased a new stake in shares of BJ's Wholesale Club during the second quarter worth approximately $108,684,000. Primecap Management Co. CA acquired a new stake in BJ's Wholesale Club in the second quarter valued at approximately $70,452,000. Finally, TimesSquare Capital Management LLC acquired a new stake in BJ's Wholesale Club in the second quarter valued at approximately $60,127,000. Institutional investors and hedge funds own 98.60% of the company's stock.

Key Stories Impacting BJ's Wholesale Club

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

• Positive Sentiment: Early Black Friday promotions could support holiday sales. BJ’s will begin its Early Black Friday event on October 23 in clubs and online, potentially increasing seasonal traffic, membership engagement and fourth-quarter revenue. BJ’s Early Black Friday announcement
• Positive Sentiment: Analysts and value-focused investors see further potential. Zacks highlighted BJ as a strong value stock, while a Barron’s analysis said the company has outperformed Costco and Walmart since its January selection and may have additional upside. Zacks BJ value-stock analysis
• Positive Sentiment: Employee incentives may improve retention. BJ’s is investing more than $25 million in gift cards for over 30,000 hourly workers, which could support morale and staffing stability, although it creates a near-term cost. BJ’s employee gift-card investment
• Neutral Sentiment: D.A. Davidson maintained its $108 price target. The unchanged target indicates continued confidence but is not a new catalyst. D.A. Davidson BJ price target
• Negative Sentiment: CEO Robert W. Eddy sold a substantial amount of stock. Eddy sold 192,584 shares for roughly $19.7 million across October 13–15, reducing his direct holdings by about 42%. The sales were made under a pre-arranged Rule 10b5-1 plan, limiting their value as a discretionary bearish signal, but their size may pressure sentiment. BJ SEC insider transaction filing
• Negative Sentiment: Valuation could limit near-term gains. After an approximately 77% run, some analysis suggests BJ may be fully priced, requiring continued earnings and membership growth to justify further upside. BJ valuation analysis

BJ's Wholesale Club Company Profile

BJ's Wholesale Club Holdings, Inc operates a membership-based warehouse club business in the United States. Through its BJ's Wholesale Club locations, the company offers members 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.

The company also operates gasoline stations at many of its clubs and provides services such as optical, tire, and home-improvement offerings in select locations.

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