BJ’s Wholesale Club (NYSE:BJ) Stock: Insider Robert Eddy Sells 172,184 Shares

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) CEO Robert Eddy sold 172,184 shares of the business’s stock in a transaction that occurred on Wednesday, October 14th. The shares were sold at an average price of $102.19, for a total transaction of $17,595,482.96. Following the completion of the transaction, the chief executive officer directly owned 266,330 shares of the company’s stock, valued at approximately $27,216,262.70. This represents a 39.27% decrease in their position. The transaction was disclosed in a legal 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.

BJ’s Wholesale Club Stock Down 0.4%

BJ opened at $102.90 on Friday. BJ’s Wholesale Club Holdings, Inc. has a 12 month low of $83.21 and a 12 month high of $106.04. The business has a 50-day moving average of $94.23 and a two-hundred day moving average of $92.71. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.73 and a quick ratio of 0.19. The stock has a market capitalization of $13.00 billion, a price-to-earnings ratio of 22.52, a price-to-earnings-growth ratio of 3.03 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 (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.19. The firm had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.62%. The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, research analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.70 earnings per share for the current year.

BJ’s Wholesale Club News Roundup

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

• Positive Sentiment: Early Black Friday promotions could support holiday sales. BJ’s will begin offering Black Friday deals on October 23 in clubs and online, potentially increasing seasonal traffic, membership engagement and fourth-quarter revenue. BJ’s Early Black Friday announcement
• Positive Sentiment: Recent operating performance remains strong. BJ reported quarterly earnings of $1.36 per share, above the $1.17 consensus, while revenue rose 15.7% year over year to $6.23 billion. Fiscal 2026 EPS guidance remains $4.60–$4.80. Analysts continue to view the stock favorably, with a “Moderate Buy” consensus and an average price target near $106. BJ earnings and analyst information
• Neutral Sentiment: Analyst support is constructive but not a fresh catalyst. D.A. Davidson maintained its $108 price target, leaving some potential upside from recent levels, while commentary notes BJ has outperformed Costco and Walmart. D.A. Davidson BJ price target
• Negative Sentiment: Executives disclosed significant stock sales. CEO Robert W. Eddy sold 192,584 shares for approximately $19.7 million across October 13–15, while EVP Laura Felice sold 8,452 shares worth about $887,000. All sales were made under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but the scale may pressure investor sentiment. BJ insider transaction filings
• Negative Sentiment: Valuation and expectations may limit near-term upside. After an approximately 77% rally, some investors question whether BJ is fully priced. At roughly 22.5 times earnings, the stock may need continued earnings and membership growth to justify further gains. BJ valuation analysis

Institutional Investors Weigh In On BJ’s Wholesale Club

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. TD Waterhouse Canada Inc. increased its holdings in shares of BJ’s Wholesale Club by 46.1% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 2,326 shares of the company’s stock valued at $219,000 after acquiring an additional 734 shares during the last quarter. Mather Group LLC. grew its holdings in BJ’s Wholesale Club by 35.7% in the 3rd quarter. Mather Group LLC. now owns 2,061 shares of the company’s stock valued at $190,000 after buying an additional 542 shares during the last quarter. Krilogy Financial LLC boosted its position in shares of BJ’s Wholesale Club by 8.8% in the third quarter. Krilogy Financial LLC now owns 4,162 shares of the company’s stock valued at $415,000 after acquiring an additional 337 shares during the period. NorthCrest Asset Manangement LLC increased its stake in BJ’s Wholesale Club by 12.0% during the third quarter. NorthCrest Asset Manangement LLC now owns 4,356 shares of the company’s stock valued at $431,000 after acquiring an additional 465 shares during the period. Finally, GK Wealth Management LLC bought a new position in BJ’s Wholesale Club in the third quarter worth $106,000. Hedge funds and other institutional investors own 98.60% of the company’s stock.

Analysts Set New Price Targets

BJ has been the subject of a number of recent research reports. Roth Capital reaffirmed a “neutral” rating and set a $97.00 price objective on shares of BJ’s Wholesale Club in a research report on Monday, August 24th. Weiss Ratings raised shares of BJ’s Wholesale Club from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Gordon Haskett upgraded BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price objective for the company in a research report on Wednesday, July 29th. DA Davidson set a $108.00 price objective on shares of BJ’s Wholesale Club in a research note on Thursday, October 8th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of BJ’s Wholesale Club in a report on Monday, August 24th. Eleven equities research 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’s stock. According to MarketBeat, BJ’s Wholesale Club has an average rating of “Moderate Buy” and an average target price of $106.06.

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.