Q1 EPS Estimate for BJ's Wholesale Club Cut by Analyst

Key Points

• Zacks Research cut BJ’s Q1 2027 EPS estimate to $1.03 (from $1.15) and trimmed several near‑term forecasts, but raised FY2028 to $4.78, reflecting a cautious near‑term view alongside stronger longer‑term expectations.
• Analyst coverage is mixed with a consensus rating of Hold and an average price target of $107.63 after downgrades and target cuts from firms including Jefferies and Morgan Stanley.
• BJ’s recently beat Q4 estimates with $0.96 EPS on $5.58B revenue and set FY2026 guidance of $4.40–$4.60; the stock trades around $98.90 with a market cap of $12.94B and a P/E of 22.58.

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Free Report) - Stock analysts at Zacks Research cut their Q1 2027 earnings per share (EPS) estimates for shares of BJ's Wholesale Club in a report released on Thursday, March 12th. Zacks Research analyst Team now expects that the company will post earnings per share of $1.03 for the quarter, down from their prior forecast of $1.15. The consensus estimate for BJ's Wholesale Club's current full-year earnings is $3.96 per share. Zacks Research also issued estimates for BJ's Wholesale Club's Q3 2027 earnings at $1.23 EPS, Q4 2027 earnings at $1.03 EPS, FY2027 earnings at $4.50 EPS, Q1 2028 earnings at $1.08 EPS, Q2 2028 earnings at $1.22 EPS, Q3 2028 earnings at $1.32 EPS, Q4 2028 earnings at $1.16 EPS and FY2028 earnings at $4.78 EPS.

BJ has been the topic of several other research reports. Deutsche Bank Aktiengesellschaft started coverage on BJ's Wholesale Club in a report on Thursday, January 8th. They set a "hold" rating on the stock. UBS Group reaffirmed a "buy" rating on shares of BJ's Wholesale Club in a research note on Monday, November 24th. Melius Research lowered shares of BJ's Wholesale Club from a "buy" rating to a "hold" rating and set a $100.00 price target on the stock. in a research report on Friday, January 23rd. Morgan Stanley lowered their target price on BJ's Wholesale Club from $105.00 to $100.00 and set an "equal weight" rating for the company in a research note on Thursday, January 15th. Finally, Jefferies Financial Group cut BJ's Wholesale Club from a "buy" rating to a "hold" rating and dropped their target price for the stock from $120.00 to $90.00 in a research report on Wednesday, January 28th. Nine research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $107.63.

BJ's Wholesale Club Stock Performance

BJ stock opened at $98.90 on Friday. The firm has a market cap of $12.94 billion, a price-to-earnings ratio of 22.58, a PEG ratio of 3.23 and a beta of 0.36. BJ's Wholesale Club has a twelve month low of $86.68 and a twelve month high of $121.10. The business's fifty day simple moving average is $96.21 and its two-hundred day simple moving average is $94.24. The company has a quick ratio of 0.16, a current ratio of 0.75 and a debt-to-equity ratio of 0.18.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.96 EPS for the quarter, beating analysts' consensus estimates of $0.93 by $0.03. The company had revenue of $5.58 billion during the quarter, compared to analyst estimates of $5.54 billion. BJ's Wholesale Club had a net margin of 2.70% and a return on equity of 27.55%. The firm's revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.93 EPS. BJ's Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS.

Hedge Funds Weigh In On BJ's Wholesale Club

A number of large investors have recently made changes to their positions in the business. BOK Financial Private Wealth Inc. acquired a new stake in BJ's Wholesale Club during the fourth quarter worth about $25,000. Strive Financial Group LLC purchased a new stake in BJ's Wholesale Club during the 4th quarter worth approximately $25,000. Parkside Financial Bank & Trust boosted its holdings in shares of BJ's Wholesale Club by 147.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 290 shares of the company's stock valued at $26,000 after acquiring an additional 173 shares in the last quarter. Roxbury Financial LLC acquired a new stake in BJ's Wholesale Club during the third quarter worth approximately $28,000. Finally, Davis Capital Management bought a new stake in shares of BJ's Wholesale Club in the 3rd quarter valued at about $28,000. Institutional investors and hedge funds own 98.60% of the company's stock.

More BJ's Wholesale Club News

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

• Positive Sentiment: Zacks raised key forward estimates — notably Q4 2028 EPS to $1.16 (from $1.04) and lifted FY2028 to $4.78, signaling stronger longer‑term profit expectations. Zacks Research Estimate Revisions
• Positive Sentiment: Zacks increased several quarterly forecasts (Q3 2028 to $1.32; Q3 2027 and Q4 2027 also nudged up), supporting a narrative of improving unit economics and margin recovery. Zacks Quarterly Upside
• Positive Sentiment: Operations: BJ’s is doubling down on its Berkeley Jensen private‑label brand after surging private‑label sales — a margin‑friendly growth lever that investors favor. BJ’s Wholesale Club doubles down on Berkeley Jensen as private label sales surge
• Neutral Sentiment: Promotions: Limited‑time member incentives (50¢/gal gas discount through Mar. 16) should boost short‑term traffic but have modest margin impact. BJ’s members can get 50¢ off every gallon of gas
• Neutral Sentiment: Membership marketing: a temporary $20 one‑year membership promotion could lift acquisition and renewal rates but is a short‑term revenue tradeoff. You Can Get a One-Year BJ's Membership for Just $20 Right Now
• Neutral Sentiment: Investor interest: coverage of the company’s Q4 earnings call (analyst Q&A highlights) keeps visibility on guidance and management commentary but is informational rather than catalytic. The 5 Most Interesting Analyst Questions From BJ's’s Q4 Earnings Call
• Negative Sentiment: Zacks trimmed some near‑term estimates — Q1 2028 cut to $1.08 (from $1.19), Q2 2028 to $1.22 (from $1.25), and reduced FY2027 to $4.50 (from $4.57) — which highlights some near‑term margin and traffic uncertainty. Zacks Research Near‑term Cuts

BJ's Wholesale Club Company 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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