Zacks Research Issues Optimistic Outlook for BJ Earnings

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Equities researchers at Zacks Research upped their Q1 2026 earnings estimates for shares of BJ’s Wholesale Club in a report issued on Thursday, March 20th. Zacks Research analyst R. Department now anticipates that the company will post earnings per share of $0.93 for the quarter, up from their previous estimate of $0.86. 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 Q2 2026 earnings at $1.16 EPS, Q3 2026 earnings at $1.15 EPS, Q4 2026 earnings at $0.99 EPS, FY2026 earnings at $4.23 EPS, Q1 2027 earnings at $1.06 EPS, Q2 2027 earnings at $1.23 EPS, Q3 2027 earnings at $1.20 EPS, Q4 2027 earnings at $1.06 EPS and FY2027 earnings at $4.55 EPS.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings data on Thursday, March 6th. The company reported $0.93 EPS for the quarter, topping analysts’ consensus estimates of $0.86 by $0.07. The firm had revenue of $5.28 billion during the quarter, compared to analyst estimates of $5.29 billion. BJ’s Wholesale Club had a return on equity of 35.41% and a net margin of 2.71%.

BJ has been the topic of a number of other research reports. Morgan Stanley boosted their target price on BJ’s Wholesale Club from $98.00 to $115.00 and gave the stock an “equal weight” rating in a research note on Friday, March 7th. TD Cowen boosted their price target on shares of BJ’s Wholesale Club from $110.00 to $115.00 and gave the company a “buy” rating in a research report on Thursday, December 12th. Robert W. Baird boosted their price objective on BJ’s Wholesale Club from $115.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, March 7th. DA Davidson increased their target price on shares of BJ’s Wholesale Club from $123.00 to $130.00 and gave the stock a “buy” rating in a research note on Friday, March 7th. Finally, JPMorgan Chase & Co. lifted their price target on BJ’s Wholesale Club from $87.00 to $101.00 and gave the company a “neutral” rating in a research report on Monday, March 3rd. Seven investment analysts have rated the stock with a hold rating and eleven have issued a buy rating to the stock. According to data from MarketBeat, BJ’s Wholesale Club has an average rating of “Moderate Buy” and an average price target of $108.71.

BJ’s Wholesale Club Stock Performance

Shares of BJ stock opened at $110.79 on Monday. BJ’s Wholesale Club has a one year low of $71.81 and a one year high of $118.40. The company has a market cap of $14.59 billion, a P/E ratio of 26.63, a P/E/G ratio of 4.50 and a beta of 0.28. The firm has a 50-day moving average of $103.55 and a 200-day moving average of $93.99. The company has a debt-to-equity ratio of 0.23, a current ratio of 0.76 and a quick ratio of 0.14.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of BJ. Norges Bank bought a new position in shares of BJ’s Wholesale Club during the fourth quarter valued at $135,344,000. Alliancebernstein L.P. increased its position in BJ’s Wholesale Club by 658.6% during the fourth quarter. Alliancebernstein L.P. now owns 1,523,218 shares of the company’s stock valued at $136,100,000 after acquiring an additional 1,322,425 shares during the last quarter. FMR LLC lifted its stake in shares of 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 during the period. Raymond James Financial Inc. purchased a new position in shares of BJ’s Wholesale Club during the 4th quarter worth $85,550,000. Finally, Rockefeller Capital Management L.P. lifted its position in BJ’s Wholesale Club by 4,834.5% during the third quarter. Rockefeller Capital Management L.P. now owns 625,205 shares of the company’s stock valued at $51,567,000 after purchasing an additional 612,535 shares in the last quarter. 98.60% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, EVP William C. Werner sold 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 19th. The stock was sold at an average price of $110.41, for a total transaction of $2,208,200.00. Following the transaction, the executive vice president now owns 31,308 shares in the company, valued at approximately $3,456,716.28. This represents a 38.98 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert Allan Steele sold 11,813 shares of the company’s stock in a transaction on Friday, March 14th. The stock was sold at an average price of $107.59, for a total value of $1,270,960.67. Following the completion of the sale, the director now directly owns 24,351 shares in the company, valued at approximately $2,619,924.09. The trade was a 32.67 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 2.00% of the company’s stock.

BJ’s Wholesale Club Company Profile

BJ’s Wholesale Club Holdings, Inc engages in the operation of membership warehouse clubs. Its product categories include grocery, household and pet, television and electronics, furniture, computer and tablets, patio and outdoor living, lawn and garden, baby and kids, toys, home, health and beauty, appliances, and jewelry.