Brokers Issue Forecasts for BJ Q4 Earnings

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Stock analysts at DA Davidson issued their Q4 2025 earnings per share (EPS) estimates for shares of BJ’s Wholesale Club in a research report issued to clients and investors on Friday, November 22nd. DA Davidson analyst M. Baker forecasts that the company will post earnings of $0.85 per share for the quarter. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.90 per share.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings data on Thursday, August 22nd. The company reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.09. The firm had revenue of $5.21 billion for the quarter, compared to analyst estimates of $5.15 billion. BJ’s Wholesale Club had a return on equity of 35.41% and a net margin of 2.71%. The company’s revenue was up 4.9% on a year-over-year basis. During the same quarter last year, the company earned $0.97 EPS.

Other analysts have also issued research reports about the stock. Morgan Stanley increased their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock an “equal weight” rating in a research report on Friday. Jefferies Financial Group raised their target price on BJ’s Wholesale Club from $105.00 to $110.00 and gave the company a “buy” rating in a report on Thursday. Wells Fargo & Company boosted their price target on BJ’s Wholesale Club from $92.00 to $100.00 and gave the stock an “overweight” rating in a report on Tuesday, November 12th. Melius Research began coverage on BJ’s Wholesale Club in a research note on Monday, September 23rd. They issued a “buy” rating and a $90.00 price objective on the stock. Finally, Bank of America lowered their target price on BJ’s Wholesale Club from $95.00 to $90.00 and set a “buy” rating for the company in a research note on Friday, August 23rd. Six equities research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $92.50.

BJ’s Wholesale Club Trading Up 4.3 %

BJ opened at $96.74 on Monday. The company has a quick ratio of 0.15, a current ratio of 0.76 and a debt-to-equity ratio of 0.23. BJ’s Wholesale Club has a twelve month low of $63.73 and a twelve month high of $97.53. The stock has a market capitalization of $12.83 billion, a price-to-earnings ratio of 23.25, a P/E/G ratio of 4.43 and a beta of 0.24. The company has a 50-day simple moving average of $85.83 and a 200 day simple moving average of $85.47.

Insiders Place Their Bets

In other news, CEO Robert W. Eddy sold 11,000 shares of the business’s stock in a transaction dated Tuesday, September 3rd. The shares were sold at an average price of $79.40, for a total transaction of $873,400.00. Following the completion of the sale, the chief executive officer now directly owns 445,792 shares of the company’s stock, valued at $35,395,884.80. The trade was a 2.41 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Over the last quarter, insiders have sold 33,000 shares of company stock worth $2,734,820. Corporate insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On BJ’s Wholesale Club

Several large investors have recently added to or reduced their stakes in the business. Kayne Anderson Rudnick Investment Management LLC grew its stake in shares of BJ’s Wholesale Club by 158.9% in the 2nd quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,189,932 shares of the company’s stock worth $368,044,000 after acquiring an additional 2,571,709 shares in the last quarter. FMR LLC grew its position in BJ’s Wholesale Club by 7.2% in the 3rd quarter. FMR LLC now owns 14,357,118 shares of the company’s stock worth $1,184,175,000 after purchasing an additional 966,528 shares in the last quarter. Massachusetts Financial Services Co. MA increased its stake in BJ’s Wholesale Club by 60.1% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,387,592 shares of the company’s stock valued at $196,929,000 after buying an additional 896,263 shares during the last quarter. Rockefeller Capital Management L.P. boosted its stake in shares of BJ’s Wholesale Club by 4,834.5% in the 3rd quarter. Rockefeller Capital Management L.P. now owns 625,205 shares of the company’s stock worth $51,567,000 after buying an additional 612,535 shares during the last quarter. Finally, Marshall Wace LLP increased its position in shares of BJ’s Wholesale Club by 143.6% during the second quarter. Marshall Wace LLP now owns 848,000 shares of the company’s stock valued at $74,488,000 after acquiring an additional 499,954 shares during the last quarter. Institutional investors own 98.60% of the company’s stock.

About BJ’s Wholesale Club

BJ's Wholesale Club Holdings, Inc, together with its subsidiaries, operates warehouse clubs on the eastern half of the United States. It provides groceries, general merchandise, gasoline and other ancillary services, coupon books, and promotions. The company sells its products through the websites BJs.com, BerkleyJensen.com, and Wellsleyfarms.com, as well as the mobile app.