BJ's Wholesale Club (NYSE:BJ) Reaches New 1-Year High - Still a Buy?

Key Points

• BJ’s Wholesale Club hit a new 52-week high, trading as high as $112.60, above its prior close of $110.90.
• Analysts have a “Moderate Buy” consensus—11 rate the stock Buy or Strong Buy, eight Hold, and one Sell—with an average price target of $106.06, below the latest share price.
• The company beat quarterly estimates, reporting EPS of $1.36 versus $1.17 expected and revenue of $6.23 billion, up 15.7% year over year; it issued fiscal 2026 EPS guidance of $4.60–$4.80.

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Get Free Report)'s stock price reached a new 52-week high on Thursday. The company traded as high as $112.60 and last traded at $111.1670, with a volume of 250 shares changing hands. The stock had previously closed at $110.90.

Analysts Set New Price Targets

A number of brokerages recently weighed in on BJ. DA Davidson set a $108.00 price target on shares of BJ's Wholesale Club in a research report on Thursday, October 8th. The Goldman Sachs Group reiterated a "buy" rating on shares of BJ's Wholesale Club in a report on Monday, August 24th. Roth Capital reissued a "neutral" rating and set a $97.00 price target on shares of BJ's Wholesale Club in a research report on Monday, August 24th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating on shares of BJ's Wholesale Club in a research report on Friday, August 14th. Finally, TD Cowen started coverage on BJ's Wholesale Club in a research note on Friday, October 30th. They issued a "strong-buy" rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $106.06.

BJ's Wholesale Club Stock Performance

The firm's 50-day moving average price is $97.32 and its 200 day moving average price is $94.74. The company has a market cap of $14.15 billion, a price-to-earnings ratio of 24.41, a PEG ratio of 3.21 and a beta of 0.12. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.19 and a current ratio of 0.73.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 EPS for the quarter, beating analysts' consensus estimates of $1.17 by $0.19. BJ's Wholesale Club had a return on equity of 27.40% and a net margin of 2.62%. The business had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. During the same quarter in the prior year, the company posted $1.14 earnings per share. The firm's revenue 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. On average, sell-side analysts anticipate that BJ's Wholesale Club Holdings, Inc. will post 4.70 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Robert W. Eddy sold 8,000 shares of the firm's stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $104.00, for a total value of $832,000.00. Following the completion of the sale, the chief executive officer directly owned 258,330 shares of the company's stock, valued at $26,866,320. This trade represents a 3.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP William C. Werner sold 3,000 shares of BJ's Wholesale Club stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $95.00, for a total value of $285,000.00. Following the transaction, the executive vice president owned 50,160 shares of the company's stock, valued at $4,765,200. This represents a 5.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 228,436 shares of company stock worth $23,343,836 over the last ninety days. 1.10% of the stock is currently owned by corporate insiders.

Institutional Trading of BJ's Wholesale Club

Several hedge funds and other institutional investors have recently made changes to their positions in BJ. Fulcrum Asset Management LLP purchased a new stake in BJ's Wholesale Club during the third quarter worth about $26,000. Essential Partners LLC raised its holdings in BJ's Wholesale Club by 81.2% during the 1st quarter. Essential Partners LLC now owns 290 shares of the company's stock valued at $29,000 after acquiring an additional 130 shares during the period. Quantbot Technologies LP purchased a new stake in shares of BJ's Wholesale Club during the second quarter worth $28,000. Keating Financial Advisory Services Inc. purchased a new stake in shares of BJ's Wholesale Club during the second quarter worth $35,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of BJ's Wholesale Club during the second quarter worth $37,000. 98.60% of the stock is currently owned by institutional investors.

About BJ's Wholesale Club

BJ's Wholesale Club Holdings, Inc operates membership-based warehouse clubs in the United States. The company sells a wide selection of groceries, fresh foods, household essentials, electronics, furniture, appliances, apparel, health and beauty products, and other general merchandise. Its business model is built around offering products in bulk and at discounted prices to members.

BJ's also operates gas stations at many of its warehouse clubs and provides services such as optical centers, tire centers, home improvement services, and online grocery fulfillment in select locations.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.