Roth Capital Brokers Increase Earnings Estimates for BJ

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Analysts at Roth Capital upped their FY2025 EPS estimates for BJ’s Wholesale Club in a research note issued on Monday, November 25th. Roth Capital analyst W. Kirk now anticipates that the company will post earnings per share of $4.02 for the year, up from their prior forecast of $3.89. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.97 per share. Roth Capital also issued estimates for BJ’s Wholesale Club’s Q4 2025 earnings at $0.90 EPS, Q1 2026 earnings at $0.83 EPS, Q2 2026 earnings at $1.10 EPS, Q3 2026 earnings at $1.15 EPS, Q4 2026 earnings at $0.95 EPS and FY2026 earnings at $4.03 EPS.

A number of other analysts also recently commented on BJ. Wells Fargo & Company boosted their price objective on BJ’s Wholesale Club from $92.00 to $100.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 12th. Jefferies Financial Group boosted their price target on shares of BJ’s Wholesale Club from $105.00 to $110.00 and gave the stock a “buy” rating in a research report on Thursday, November 21st. UBS Group raised their price objective on shares of BJ’s Wholesale Club from $102.00 to $108.00 and gave the company a “buy” rating in a research report on Friday, November 22nd. Bank of America dropped their target price on shares of BJ’s Wholesale Club from $95.00 to $90.00 and set a “buy” rating on the stock in a report on Friday, August 23rd. Finally, TD Cowen raised their target price on shares of BJ’s Wholesale Club from $95.00 to $110.00 and gave the stock a “buy” rating in a report on Friday, November 22nd. Six equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $93.25.

BJ’s Wholesale Club Trading Down 1.4 %

NYSE:BJ opened at $97.06 on Tuesday. BJ’s Wholesale Club has a 1 year low of $63.73 and a 1 year high of $99.91. The business has a fifty day moving average of $86.18 and a 200-day moving average of $85.61. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.14 and a current ratio of 0.76. The stock has a market cap of $12.87 billion, a price-to-earnings ratio of 23.33, a PEG ratio of 4.54 and a beta of 0.24.

Institutional Trading of BJ’s Wholesale Club

A number of large investors have recently bought and sold shares of the stock. FMR LLC increased its holdings in shares of BJ’s Wholesale Club by 7.2% during the third quarter. FMR LLC now owns 14,357,118 shares of the company’s stock worth $1,184,175,000 after buying an additional 966,528 shares in the last quarter. Victory Capital Management Inc. grew its position in BJ’s Wholesale Club by 3.5% during the 3rd quarter. Victory Capital Management Inc. now owns 6,439,358 shares of the company’s stock worth $531,118,000 after acquiring an additional 217,385 shares during the last quarter. Kayne Anderson Rudnick Investment Management LLC increased its holdings in BJ’s Wholesale Club by 158.9% during the 2nd quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,189,932 shares of the company’s stock valued at $368,044,000 after purchasing an additional 2,571,709 shares in the last quarter. State Street Corp raised its position in BJ’s Wholesale Club by 1.1% in the 3rd quarter. State Street Corp now owns 4,045,590 shares of the company’s stock valued at $333,680,000 after purchasing an additional 45,288 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its stake in BJ’s Wholesale Club by 60.1% in the third quarter. Massachusetts Financial Services Co. MA now owns 2,387,592 shares of the company’s stock worth $196,929,000 after purchasing an additional 896,263 shares in the last quarter. 98.60% of the stock is currently owned by institutional investors.

Insider Activity at BJ’s Wholesale Club

In related news, CEO Robert W. Eddy sold 11,000 shares of the business’s stock in a transaction dated Tuesday, October 1st. The stock was sold at an average price of $83.75, for a total transaction of $921,250.00. Following the transaction, the chief executive officer now directly owns 434,792 shares in the company, valued at $36,413,830. The trade was a 2.47 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. In the last ninety days, insiders have sold 33,000 shares of company stock valued at $2,734,820. Corporate insiders own 2.00% of the company’s stock.

BJ’s Wholesale Club Company Profile

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.