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 Friday morning. The company provided earnings per share (EPS) guidance of 4.400-4.600 for the period, compared to the consensus estimate of 4.590. The company issued revenue guidance of -.

BJ’s Wholesale Club Price Performance

Shares of BJ stock opened at $94.50 on Friday. BJ’s Wholesale Club has a 1 year low of $86.68 and a 1 year high of $120.08. The firm’s 50 day moving average is $95.21 and its 200-day moving average is $94.48. The firm has a market capitalization of $12.07 billion, a price-to-earnings ratio of 21.57, a PEG ratio of 3.32 and a beta of 0.27. The company has a current ratio of 0.75, a quick ratio of 0.16 and a debt-to-equity ratio of 0.18.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings results on Friday, May 22nd. The company reported $1.10 earnings per share for the quarter, beating analysts’ consensus estimates of $1.04 by $0.06. The business had revenue of $5.66 billion during the quarter, compared to analyst estimates of $5.44 billion. BJ’s Wholesale Club had a net margin of 2.70% and a return on equity of 27.55%. During the same quarter last year, the business posted $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Sell-side analysts forecast that BJ’s Wholesale Club will post 4.5 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

BJ has been the subject of a number of research reports. Jefferies Financial Group lowered shares of BJ’s Wholesale Club from a “buy” rating to a “hold” rating and lowered their price target for the company from $120.00 to $90.00 in a report on Wednesday, January 28th. DA Davidson upped their price target on BJ’s Wholesale Club from $110.00 to $114.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Citigroup reissued a “buy” rating on shares of BJ’s Wholesale Club in a report on Friday, February 20th. Bank of America assumed coverage on shares of BJ’s Wholesale Club in a research report on Wednesday. They set a “neutral” rating and a $110.00 target price on the stock. Finally, Melius Research downgraded shares of BJ’s Wholesale Club from a “buy” rating to a “hold” rating and set a $100.00 target price on the stock. in a research report on Friday, January 23rd. 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 MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $107.53.

Insider Transactions at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 8,000 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $91.02, for a total value of $728,160.00. Following the transaction, the chief executive officer owned 306,330 shares of the company’s stock, valued at approximately $27,882,156.60. This represents a 2.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Joseph Mcgrail sold 2,050 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $91.19, for a total value of $186,939.50. Following the completion of the transaction, the senior vice president directly owned 14,769 shares in the company, valued at $1,346,785.11. The trade was a 12.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting BJ’s Wholesale Club

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

• Positive Sentiment: BJ’s Wholesale Club reported fiscal first-quarter EPS of $1.10, beating the consensus estimate of $1.04, while revenue of $5.66 billion also topped expectations of $5.44 billion. The company said membership, fuel, and digital sales all showed momentum, which supports the case for continued operating growth. BJ’s Wholesale Club Q1 2026 Press Release
• Positive Sentiment: Fitch Ratings assigned BJ’s a first-time investment-grade Long-Term Issuer Default Rating of BBB with a stable outlook, and also rated its revolving credit facility and term loan BBB+, signaling improved financial credibility and potentially lower borrowing costs. Fitch Ratings announcement
• Neutral Sentiment: The company raised its FY2026 EPS guidance to $4.40-$4.60, which is broadly in line with Wall Street expectations, so the outlook looks constructive but not dramatically above forecasts.
• Neutral Sentiment: Ahead of the report, analysts highlighted solid membership gains and traffic trends, but also noted ongoing margin pressure could limit upside if costs remain elevated.

Hedge Funds Weigh In On BJ’s Wholesale Club

Several hedge funds have recently added to or reduced their stakes in the stock. State Street Corp lifted its stake in BJ’s Wholesale Club by 7.7% in the fourth quarter. State Street Corp now owns 5,471,805 shares of the company’s stock valued at $492,627,000 after buying an additional 389,327 shares during the period. Wellington Management Group LLP lifted its stake in BJ’s Wholesale Club by 5.5% in the fourth quarter. Wellington Management Group LLP now owns 3,452,562 shares of the company’s stock valued at $310,834,000 after buying an additional 179,723 shares during the period. Select Equity Group L.P. lifted its stake in BJ’s Wholesale Club by 38.6% in 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 buying an additional 672,122 shares during the period. Dimensional Fund Advisors LP lifted its stake in BJ’s Wholesale Club by 33.2% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,927,593 shares of the company’s stock valued at $173,542,000 after buying an additional 480,714 shares during the period. Finally, Invesco Ltd. lifted its stake in BJ’s Wholesale Club by 7.7% in the fourth quarter. Invesco Ltd. now owns 1,817,247 shares of the company’s stock valued at $163,607,000 after buying an additional 130,531 shares during the period. Institutional investors and hedge funds 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.