William Blair Issues Pessimistic Forecast for BJ Earnings

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Analysts at William Blair decreased their Q4 2025 earnings estimates for BJ’s Wholesale Club in a report issued on Thursday, November 21st. William Blair analyst P. Blee now forecasts that the company will post earnings per share of $0.85 for the quarter, down from their prior estimate of $1.04. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.97 per share.

Several other research analysts have also issued reports on BJ. TD Cowen upped 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 research report on Friday. Jefferies Financial Group increased 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, November 21st. Wells Fargo & Company boosted their price objective on BJ’s Wholesale Club from $92.00 to $100.00 and gave the company an “overweight” rating in a research report on Tuesday, November 12th. Melius Research assumed coverage on shares of BJ’s Wholesale Club in a report on Monday, September 23rd. They issued a “buy” rating and a $90.00 price target on the stock. Finally, Roth Mkm raised their price target on BJ’s Wholesale Club from $75.00 to $87.00 and gave the stock a “neutral” rating in a research note on Monday. Six analysts have rated the stock with a hold rating and ten have given a buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $93.25.

BJ’s Wholesale Club Stock Up 1.6 %

BJ stock opened at $98.33 on Monday. The stock has a 50-day simple moving average of $86.18 and a two-hundred day simple moving average of $85.61. The firm has a market capitalization of $13.04 billion, a PE ratio of 23.64, a PEG ratio of 4.54 and a beta of 0.24. BJ’s Wholesale Club has a twelve month low of $63.73 and a twelve month high of $99.91. The company has a quick ratio of 0.14, a current ratio of 0.76 and a debt-to-equity ratio of 0.23.

Insider Transactions at BJ’s Wholesale Club

In other news, CEO Robert W. Eddy sold 11,000 shares of the stock in a transaction dated Friday, November 1st. The stock was sold at an average price of $85.47, for a total value of $940,170.00. Following the transaction, the chief executive officer now owns 423,792 shares in the company, valued at approximately $36,221,502.24. This represents a 2.53 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders sold a total of 33,000 shares of company stock worth $2,734,820 over the last ninety days. Company insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Blue Trust Inc. acquired a new stake in BJ’s Wholesale Club in the second quarter valued at $25,000. Davis Capital Management acquired a new position in shares of BJ’s Wholesale Club during the 3rd quarter worth $25,000. UMB Bank n.a. grew its stake in BJ’s Wholesale Club by 375.6% in the 3rd quarter. UMB Bank n.a. now owns 371 shares of the company’s stock valued at $31,000 after acquiring an additional 293 shares during the last quarter. Reston Wealth Management LLC purchased a new position in BJ’s Wholesale Club during the 3rd quarter valued at about $41,000. Finally, J.Safra Asset Management Corp acquired a new position in BJ’s Wholesale Club during the second quarter worth about $45,000. 98.60% of the stock is currently owned by institutional investors and hedge funds.

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.