BJ’s Wholesale Club (NYSE:BJ) Releases FY 2026 Earnings Guidance

BJ’s Wholesale Club (NYSE:BJ) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 4.400-4.600 for the period, compared to the consensus estimate of 4.490. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities research analysts have commented on BJ shares. William Blair reaffirmed a “mixed” rating on shares of BJ’s Wholesale Club in a report on Thursday. Evercore reissued a “positive” rating on shares of BJ’s Wholesale Club in a research report on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BJ’s Wholesale Club in a report on Monday, December 29th. Citigroup reiterated a “buy” rating on shares of BJ’s Wholesale Club in a research note on Friday, February 20th. Finally, UBS Group reissued a “buy” rating on shares of BJ’s Wholesale Club in a report on Monday, November 24th. Nine research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $107.63.

BJ’s Wholesale Club Price Performance

BJ stock opened at $98.49 on Friday. The firm has a 50 day moving average of $95.70 and a 200-day moving average of $94.52. The firm has a market capitalization of $12.89 billion, a P/E ratio of 22.69, a price-to-earnings-growth ratio of 2.71 and a beta of 0.36. BJ’s Wholesale Club has a 12 month low of $86.68 and a 12 month high of $121.10. The company has a current ratio of 0.79, a quick ratio of 0.16 and a debt-to-equity ratio of 0.18.

BJ’s Wholesale Club (NYSE:BJ) last posted its earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.03. BJ’s Wholesale Club had a net margin of 2.72% and a return on equity of 28.66%. The business had revenue of $5.58 billion for the quarter, compared to analysts’ expectations of $5.54 billion. During the same period in the prior year, the company posted $0.93 EPS. The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, sell-side analysts predict that BJ’s Wholesale Club will post 3.96 earnings per share for the current fiscal year.

More BJ’s Wholesale Club News

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

• Positive Sentiment: Q4 results beat expectations — EPS $0.96 and revenue $5.58B, modest year?over?year growth and continued traffic gains. BJ’s Wholesale Club Holdings, Inc. Announces Fourth Quarter and Full Fiscal 2025 Results
• Positive Sentiment: Membership and digital momentum — record membership, >90% renewal, membership fee income up ~11%, and online sales up over 30%, supporting recurring revenue and lifetime value. BJ’s Wholesale Is Growing, Buying Back Stock, and Still Dirt Cheap
• Positive Sentiment: Strong free cash flow and active share repurchases — buybacks are meaningful and reduce share count, supporting EPS over time. BJ’s Wholesale Is Growing, Buying Back Stock, and Still Dirt Cheap
• Neutral Sentiment: FY?2026 guidance set to $4.40–$4.60 EPS with 2–3% comp?sales growth and continued club expansion — guidance implies modest year?over?year EPS growth and a cautious outlook on margins as it invests to grow. BJ’s outlines 2-3% comp sales growth and $4.40-$4.60 EPS guidance for 2026 while accelerating club expansion
• Neutral Sentiment: Analyst views are mixed — some emphasize membership and cash?flow strength while others flag tepid guidance and execution risk, producing conflicting recommendations. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Bj’s Wholesale Club Holdings (BJ) and Once Upon a Farm, PBC (OFRM)
• Negative Sentiment: Guidance disappointed some investors — management’s FY EPS range was perceived as short of Street hopes, triggering a near?term share pullback. BJ’s Wholesale Club shares slip as EPS guidance falls short
• Negative Sentiment: Margin pressure and near?term EPS growth could slow — promotions, store?opening costs and mix shifts compressed merchandise margins and management signaled profitability could be pressured in FY?2026. BJ’s Wholesale Club: Investing In Expansion, EPS Growth To Slow

Institutional Trading of BJ’s Wholesale Club

Institutional investors and hedge funds have recently modified their holdings of the business. State Street Corp boosted its position in shares of BJ’s Wholesale Club by 25.4% during the 3rd quarter. State Street Corp now owns 5,082,478 shares of the company’s stock valued at $473,941,000 after acquiring an additional 1,028,779 shares during the last quarter. Wellington Management Group LLP raised its stake in BJ’s Wholesale Club by 32.9% in the third quarter. Wellington Management Group LLP now owns 3,272,839 shares of the company’s stock valued at $305,192,000 after purchasing an additional 809,890 shares in the last quarter. Select Equity Group L.P. lifted its position in BJ’s Wholesale Club by 38.6% during the second quarter. Select Equity Group L.P. now owns 2,411,459 shares of the company’s stock valued at $260,028,000 after purchasing an additional 672,122 shares during the last quarter. Marshall Wace LLP grew its stake in BJ’s Wholesale Club by 140.3% in the 4th quarter. Marshall Wace LLP now owns 867,105 shares of the company’s stock worth $78,065,000 after buying an additional 506,287 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its holdings in shares of BJ’s Wholesale Club by 33.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,927,593 shares of the company’s stock worth $173,542,000 after buying an additional 480,714 shares during the last quarter. Hedge funds and other institutional investors own 98.60% 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.