Landscape Capital Management L.L.C. Makes New $6.78 Million Investment in BJ’s Wholesale Club Holdings, Inc. $BJ

Landscape Capital Management L.L.C. purchased a new position in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 75,305 shares of the company’s stock, valued at approximately $6,780,000.

A number of other large investors have also recently bought and sold shares of BJ. Ossiam acquired a new position in BJ’s Wholesale Club during the 2nd quarter worth approximately $100,000. Daiwa Securities Group Inc. boosted its position in BJ’s Wholesale Club by 81.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 6,824 shares of the company’s stock worth $736,000 after acquiring an additional 3,054 shares during the last quarter. AXA S.A. acquired a new position in BJ’s Wholesale Club during the 2nd quarter worth approximately $1,094,000. Sei Investments Co. boosted its position in BJ’s Wholesale Club by 31.5% during the 2nd quarter. Sei Investments Co. now owns 276,115 shares of the company’s stock worth $29,773,000 after acquiring an additional 66,204 shares during the last quarter. Finally, BNP Paribas acquired a new position in BJ’s Wholesale Club during the 2nd quarter worth approximately $105,000. Institutional investors and hedge funds own 98.60% of the company’s stock.

BJ’s Wholesale Club Trading Up 0.0%

BJ stock opened at $90.95 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.73 and a quick ratio of 0.18. The company has a fifty day moving average price of $92.33 and a two-hundred day moving average price of $94.07. BJ’s Wholesale Club Holdings, Inc. has a one year low of $83.65 and a one year high of $115.43. The stock has a market cap of $11.61 billion, a price-to-earnings ratio of 20.91, a price-to-earnings-growth ratio of 3.39 and a beta of 0.23.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings data on Friday, May 22nd. The company reported $1.10 earnings per share for the quarter, topping the consensus estimate of $1.04 by $0.06. The firm had revenue of $5.66 billion for the quarter, compared to analysts’ expectations of $5.44 billion. BJ’s Wholesale Club had a return on equity of 26.67% and a net margin of 2.62%.The company’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the business earned $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Equities analysts anticipate that BJ’s Wholesale Club Holdings, Inc. will post 4.51 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. JPMorgan Chase & Co. upped their price objective on BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 26th. UBS Group reiterated a “buy” rating and set a $109.00 price objective on shares of BJ’s Wholesale Club in a research note on Tuesday, May 26th. Wells Fargo & Company upped their price objective on BJ’s Wholesale Club from $105.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. William Blair reiterated a “mixed” rating on shares of BJ’s Wholesale Club in a research note on Thursday, March 5th. Finally, DA Davidson upped their price objective on BJ’s Wholesale Club from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $105.27.

Insiders Place Their Bets

In other BJ’s Wholesale Club news, SVP Joseph Mcgrail sold 2,050 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $91.19, for a total transaction of $186,939.50. Following the transaction, the senior vice president owned 14,769 shares in the company, valued at $1,346,785.11. This trade represents a 12.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert W. Eddy sold 8,000 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $91.02, for a total value of $728,160.00. Following the transaction, the chief executive officer owned 306,330 shares in the company, valued at $27,882,156.60. The trade was a 2.55% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 26,550 shares of company stock worth $2,435,905 in the last 90 days. Company insiders own 1.10% of the company’s stock.

BJ’s Wholesale Club Company Profile

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.