Sanctuary Advisors LLC Invests $3.14 Million in BJ’s Wholesale Club Holdings, Inc. $BJ

Sanctuary Advisors LLC bought a new stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 36,024 shares of the company’s stock, valued at approximately $3,142,000.

Several other institutional investors also recently bought and sold shares of BJ. First Citizens Bank & Trust Co. increased its stake in BJ’s Wholesale Club by 0.8% in the 4th quarter. First Citizens Bank & Trust Co. now owns 14,069 shares of the company’s stock worth $1,267,000 after purchasing an additional 105 shares during the period. Commonwealth Equity Services LLC boosted its stake in shares of BJ’s Wholesale Club by 0.8% during the fourth quarter. Commonwealth Equity Services LLC now owns 12,827 shares of the company’s stock valued at $1,155,000 after purchasing an additional 108 shares during the period. Corient Private Wealth LLC boosted its stake in shares of BJ’s Wholesale Club by 0.6% during the fourth quarter. Corient Private Wealth LLC now owns 18,491 shares of the company’s stock valued at $1,665,000 after purchasing an additional 113 shares during the period. PNC Financial Services Group Inc. boosted its stake in shares of BJ’s Wholesale Club by 1.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 10,015 shares of the company’s stock valued at $902,000 after purchasing an additional 130 shares during the period. Finally, Essential Partners LLC grew its holdings in shares of BJ’s Wholesale Club by 81.2% in the first quarter. Essential Partners LLC now owns 290 shares of the company’s stock worth $29,000 after purchasing an additional 130 shares during the last quarter. 98.60% of the stock is currently owned by hedge funds and other institutional investors.

BJ’s Wholesale Club Price Performance

Shares of BJ’s Wholesale Club stock opened at $94.45 on Wednesday. The company has a quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18. The company has a market cap of $12.06 billion, a PE ratio of 20.67, a P/E/G ratio of 3.34 and a beta of 0.21. The business has a 50 day moving average of $91.77 and a 200 day moving average of $93.77. BJ’s Wholesale Club Holdings, Inc. has a 52 week low of $83.21 and a 52 week high of $105.78.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings results on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.19. The business had revenue of $6.23 billion for the quarter, compared to analysts’ expectations of $5.97 billion. BJ’s Wholesale Club had a net margin of 2.64% and a return on equity of 27.40%. The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. As a group, equities research analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.73 earnings per share for the current year.

Insider Activity

In other news, CEO Robert W. Eddy sold 73,016 shares of the firm’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $100.02, for a total value of $7,303,060.32. Following the completion of the sale, the chief executive officer directly owned 282,330 shares of the company’s stock, valued at approximately $28,238,646.60. This trade represents a 20.55% decrease in their position. The transaction was disclosed in a document filed 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 BJ’s Wholesale Club stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $92.17, for a total transaction of $1,520,805.00. Following the sale, the executive vice president directly owned 20,471 shares in the company, valued at $1,886,812.07. The trade was a 44.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on BJ shares. DA Davidson lifted their target price on shares of BJ’s Wholesale Club from $105.00 to $108.00 and gave the stock a “buy” rating in a research note on Monday. William Blair cut shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research report on Monday, August 17th. Weiss Ratings reissued a “hold (c)” rating on shares of BJ’s Wholesale Club in a report on Wednesday, July 8th. The Goldman Sachs Group restated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of BJ’s Wholesale Club in a research note on Friday, August 14th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, BJ’s Wholesale Club currently has an average rating of “Hold” and an average target price of $106.06.

Trending Headlines about BJ’s Wholesale Club

Here are the key news stories impacting BJ’s Wholesale Club this week:

• Positive Sentiment: Q2 results exceeded expectations and guidance was raised. BJ’s reported earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue increased approximately 16% year over year to $6.23 billion. Record membership growth, higher traffic and strong fuel sales supported the results, and fiscal 2026 EPS guidance was set at $4.60-$4.80. BJ’s Q2 Earnings Beat on Traffic and Membership Momentum, Outlook Raised
• Positive Sentiment: Analysts increased their bullish targets. UBS raised its price target to $115 from $109 and maintained a Buy rating, while DA Davidson lifted its target to $108 from $105 and also kept a Buy rating. These actions indicate confidence that BJ’s membership-based model remains relevant and that recent fundamentals can support additional upside. UBS Raises BJ’s Price Target
• Positive Sentiment: Growth-stock screens remain favorable. Zacks highlighted BJ as a highly ranked growth stock, while market commentary cited stronger fundamentals, institutional buying and a broader analyst target near $105.33. BJ’s Wholesale Club Is a Top-Ranked Growth Stock
• Neutral Sentiment: Roth Capital reaffirmed a Neutral rating, although it raised its price target to $97, suggesting limited near-term upside relative to more optimistic analysts.
• Negative Sentiment: Valuation and cash-flow concerns are tempering enthusiasm. One analysis maintained a Hold rating, arguing that BJ’s premium valuation, slower core merchandise growth, rising expansion spending and pressured free cash flow limit near-term upside. These concerns may be contributing to the stock’s decline despite the earnings beat. BJ’s Wholesale Club: A Great Business at the Wrong Price

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.