BJ’s Wholesale Club Holdings, Inc. $BJ Shares Sold by Janus Henderson Group PLC

Janus Henderson Group PLC cut its holdings in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) by 66.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 58,833 shares of the company’s stock after selling 116,742 shares during the quarter. Janus Henderson Group PLC’s holdings in BJ’s Wholesale Club were worth $5,794,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Focus Partners Wealth raised its holdings in BJ’s Wholesale Club by 6.2% in the fourth quarter. Focus Partners Wealth now owns 517,731 shares of the company’s stock valued at $47,256,000 after acquiring an additional 30,095 shares in the last quarter. Reinhart Partners LLC. grew its holdings in BJ’s Wholesale Club by 30.7% during the 4th quarter. Reinhart Partners LLC. now owns 54,452 shares of the company’s stock worth $4,902,000 after acquiring an additional 12,784 shares in the last quarter. Landscape Capital Management L.L.C. bought a new stake in shares of BJ’s Wholesale Club in the 4th quarter worth about $6,780,000. Sei Investments Co. increased its position in shares of BJ’s Wholesale Club by 19.6% in the 1st quarter. Sei Investments Co. now owns 396,598 shares of the company’s stock worth $39,033,000 after purchasing an additional 64,942 shares during the last quarter. Finally, Entropy Technologies LP acquired a new stake in shares of BJ’s Wholesale Club in the 1st quarter valued at about $1,135,000. 98.60% of the stock is owned by institutional investors and hedge funds.

BJ’s Wholesale Club Price Performance

Shares of NYSE BJ opened at $97.23 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 firm has a market capitalization of $12.42 billion, a PE ratio of 22.35, a P/E/G ratio of 3.60 and a beta of 0.21. BJ’s Wholesale Club Holdings, Inc. has a 1-year low of $83.21 and a 1-year high of $110.71. The business’s fifty day moving average price is $90.53 and its two-hundred day moving average price is $93.78.

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

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on BJ shares. JPMorgan Chase & Co. increased their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 26th. Citigroup lowered their price objective on BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating for the company in a report on Tuesday, May 26th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BJ’s Wholesale Club in a report on Wednesday, July 8th. Gordon Haskett raised BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a report on Wednesday, July 29th. Finally, Bank of America assumed coverage on BJ’s Wholesale Club in a research report on Wednesday, May 20th. They issued a “neutral” rating and a $110.00 target price for the company. Ten equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, BJ’s Wholesale Club presently has an average rating of “Moderate Buy” and a consensus target price of $105.93.

Insider Transactions at BJ’s Wholesale Club

In other news, CEO Robert W. Eddy sold 73,016 shares of BJ’s Wholesale Club stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the sale, the chief executive officer owned 282,330 shares of the company’s stock, valued at approximately $28,238,646.60. The trade was a 20.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $92.17, for a total value of $1,520,805.00. Following the transaction, the executive vice president owned 20,471 shares of the company’s stock, valued at approximately $1,886,812.07. This represents a 44.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.10% of the company’s stock.

About BJ’s Wholesale Club

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.