Rep. April McClain Delaney Sells Off Shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ)

Key Points

• Rep. April McClain Delaney disclosed selling $1,001–$15,000 of BJ's Wholesale Club (NYSE: BJ) on Feb. 9 (filing disclosed Mar. 10) and made multiple other February trades across stocks including Nasdaq, EMCOR and JLL.
• BJ's reported a quarterly beat on Mar. 5 with $0.96 EPS vs. $0.93 expected and $5.58 billion in revenue (up 5.6% YoY), and issued FY2026 guidance of $4.40–$4.60 EPS.
• The stock was down about 2.9% (opened $93.53), has a market cap of ~$12.24 billion, a consensus analyst rating of "Hold" with a $107.63 price target, and roughly 98.6% of shares held by institutional investors.

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of BJ's Wholesale Club Holdings, Inc. NYSE: BJ. In a filing disclosed on March 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in BJ's Wholesale Club stock on February 9th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of EMCOR Group NYSE: EME on 2/27/2026.
• Sold $1,001 - $15,000 in shares of Jones Lang LaSalle NYSE: JLL on 2/27/2026.
• Purchased $1,001 - $15,000 in shares of Nasdaq NASDAQ: NDAQ on 2/27/2026.
• Sold $1,001 - $15,000 in shares of Morningstar NASDAQ: MORN on 2/25/2026.
• Sold $1,001 - $15,000 in shares of Fortune Brands Innovations NYSE: FBIN on 2/24/2026.
• Sold $1,001 - $15,000 in shares of Jones Lang LaSalle NYSE: JLL on 2/24/2026.
• Sold $1,001 - $15,000 in shares of Bio-Techne NASDAQ: TECH on 2/24/2026.
• Sold $1,001 - $15,000 in shares of CDW NASDAQ: CDW on 2/24/2026.
• Sold $1,001 - $15,000 in shares of Paychex NASDAQ: PAYX on 2/24/2026.
• Sold $1,001 - $15,000 in shares of Paychex NASDAQ: PAYX on 2/23/2026.

BJ's Wholesale Club Trading Down 2.9%

Shares of NYSE BJ opened at $93.53 on Thursday. BJ's Wholesale Club Holdings, Inc. has a twelve month low of $86.68 and a twelve month high of $121.10. The company has a current ratio of 0.75, a quick ratio of 0.16 and a debt-to-equity ratio of 0.18. The stock has a fifty day simple moving average of $96.03 and a 200-day simple moving average of $94.21. The stock has a market capitalization of $12.24 billion, a PE ratio of 21.35, a PEG ratio of 3.32 and a beta of 0.36.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last posted its earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) 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 firm had revenue of $5.58 billion for the quarter, compared to analyst estimates of $5.54 billion. During the same quarter in the prior year, the company earned $0.93 EPS. BJ's Wholesale Club's revenue was up 5.6% on a year-over-year basis. BJ's Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. On average, equities analysts forecast that BJ's Wholesale Club Holdings, Inc. will post 3.96 earnings per share for the current year.

Institutional Investors Weigh In On BJ's Wholesale Club

A number of hedge funds have recently bought and sold shares of the stock. Victory Capital Management Inc. grew its position 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 worth $1,164,114,000 after buying an additional 4,704,423 shares in the last quarter. Norges Bank acquired a new stake in BJ's Wholesale Club in the fourth quarter valued at approximately $151,765,000. Danica Pension Livsforsikringsaktieselskab acquired a new stake in BJ's Wholesale Club in the third quarter valued at approximately $110,523,000. Massachusetts Financial Services Co. MA lifted its stake in BJ's Wholesale Club by 31.7% in the third quarter. Massachusetts Financial Services Co. MA now owns 4,791,602 shares of the company's stock worth $446,817,000 after acquiring an additional 1,152,591 shares during the last quarter. Finally, State Street Corp lifted its stake in BJ's Wholesale Club by 25.4% in the third 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. Institutional investors and hedge funds own 98.60% of the company's stock.

Analyst Ratings Changes

A number of analysts have issued reports on the stock. UBS Group reiterated a "buy" rating on shares of BJ's Wholesale Club in a research note on Monday, November 24th. Jefferies Financial Group lowered shares of BJ's Wholesale Club from a "buy" rating to a "hold" rating and lowered their price objective for the company from $120.00 to $90.00 in a research note on Wednesday, January 28th. William Blair restated a "mixed" rating on shares of BJ's Wholesale Club in a report on Thursday, March 5th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of BJ's Wholesale Club in a research note on Thursday, January 8th. They set a "hold" rating on the stock. Finally, Citigroup reissued a "buy" rating on shares of BJ's Wholesale Club in a research report on Friday, February 20th. Nine analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $107.63.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland's 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland's 6th Congressional District. She declared candidacy for the 2026 election. April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor's degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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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