BJ’s Wholesale Club (NYSE:BJ) CEO Robert Eddy Sells 12,400 Shares of Company Stock

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) CEO Robert Eddy sold 12,400 shares of the stock in a transaction dated Tuesday, October 13th. The stock was sold at an average price of $100.18, for a total value of $1,242,232.00. Following the sale, the chief executive officer owned 266,330 shares of the company’s stock, valued at $26,680,939.40. This represents a 4.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

BJ’s Wholesale Club Stock Down 0.3%

Shares of BJ opened at $103.09 on Friday. The business’s 50 day moving average is $94.10 and its 200 day moving average is $92.64. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18. BJ’s Wholesale Club Holdings, Inc. has a 12-month low of $83.21 and a 12-month high of $106.04. The company has a market capitalization of $13.02 billion, a PE ratio of 22.56, a price-to-earnings-growth ratio of 3.04 and a beta of 0.17.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings results on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.19. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.62%. The business had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. During the same period in the prior year, the company posted $1.14 EPS. The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Research analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.70 earnings per share for the current fiscal year.

Analyst Ratings Changes

BJ has been the topic of several research analyst reports. Gordon Haskett raised shares of 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. UBS Group raised their target price on shares of BJ’s Wholesale Club from $109.00 to $115.00 and gave the company a “buy” rating in a research note on Monday, August 24th. Citigroup raised their target price on shares of BJ’s Wholesale Club from $100.00 to $111.00 and gave the company a “buy” rating in a research note on Monday, August 24th. DA Davidson set a $108.00 price target on shares of BJ’s Wholesale Club in a report on Thursday, October 8th. Finally, Wall Street Zen upgraded shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating in a research note on Saturday, August 29th. Eleven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $106.06.

Institutional Investors Weigh In On BJ’s Wholesale Club

Hedge funds have recently made changes to their positions in the company. BlackRock Inc. bought a new position in BJ’s Wholesale Club during the second quarter valued at approximately $1,087,503,000. Bank of New York Mellon Corp purchased a new position in BJ’s Wholesale Club during the 2nd quarter valued at approximately $179,649,000. Bank of America Corp DE bought a new stake in BJ’s Wholesale Club in the 2nd quarter worth approximately $108,684,000. Primecap Management Co. CA bought a new stake in BJ’s Wholesale Club in the 2nd quarter worth approximately $70,452,000. Finally, TimesSquare Capital Management LLC bought a new stake in BJ’s Wholesale Club in the 2nd quarter worth approximately $60,127,000. 98.60% of the stock is currently owned by hedge funds and other institutional investors.

Key BJ’s Wholesale Club News

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

• Positive Sentiment: Holiday promotions could support sales. BJ’s will launch Early Black Friday deals on October 23 in stores and online, potentially helping drive seasonal traffic, membership engagement and fourth-quarter revenue. BJ’s Early Black Friday announcement
• Positive Sentiment: Employee gift-card investment may strengthen retention. The company is providing more than $25 million in gift cards to over 30,000 hourly employees, a move that could support morale and labor retention, although it also represents a near-term expense. BJ’s employee gift-card investment
• Neutral Sentiment: Analyst target remains above the recent trading level. D.A. Davidson reiterated its $108 price target, suggesting continued confidence in BJ’s outlook, though the unchanged target offers limited evidence of a new positive catalyst. D.A. Davidson BJ price target
• Negative Sentiment: CEO Robert W. Eddy made sizable stock sales. Eddy sold a combined 192,584 shares for approximately $19.7 million across October 13–15, reducing his direct holdings by roughly 42%. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, which reduces their significance as a discretionary signal, but the scale of the sales may weigh on sentiment. BJ SEC insider transaction filing
• Negative Sentiment: Valuation appears demanding after a strong rally. A recent analysis questions whether BJ is fully priced following an approximately 77% run, potentially limiting near-term upside unless earnings and membership growth continue to exceed expectations. BJ valuation analysis

BJ’s Wholesale Club Company Profile

BJ’s Wholesale Club Holdings, Inc operates a membership-based warehouse club business in the United States. Through its BJ’s Wholesale Club locations, the company offers members a broad selection of products at discounted prices, including groceries, fresh foods, household essentials, electronics, appliances, furniture, apparel, health and beauty products, and seasonal merchandise.

The company also operates gasoline stations at many of its clubs and provides services such as optical, tire, and home-improvement offerings in select locations.