BJ’s Wholesale Club Holdings, Inc. $BJ Shares Bought by River Road Asset Management LLC

River Road Asset Management LLC lifted its position in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) by 9.6% in the fourth quarter, HoldingsChannel reports. The fund owned 3,403,710 shares of the company’s stock after buying an additional 297,952 shares during the period. BJ’s Wholesale Club accounts for approximately 3.4% of River Road Asset Management LLC’s investment portfolio, making the stock its largest holding. River Road Asset Management LLC’s holdings in BJ’s Wholesale Club were worth $306,436,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in BJ. Ossiam bought a new position in BJ’s Wholesale Club in the second quarter valued at about $100,000. Daiwa Securities Group Inc. raised its holdings in BJ’s Wholesale Club by 81.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 6,824 shares of the company’s stock worth $736,000 after purchasing an additional 3,054 shares during the last quarter. AXA S.A. bought a new stake in BJ’s Wholesale Club during the 2nd quarter worth about $1,094,000. Sei Investments Co. lifted its position in BJ’s Wholesale Club by 31.5% during the 2nd quarter. Sei Investments Co. now owns 276,115 shares of the company’s stock valued at $29,773,000 after purchasing an additional 66,204 shares during the period. Finally, BNP Paribas acquired a new position in BJ’s Wholesale Club during the 2nd quarter valued at about $105,000. Institutional investors and hedge funds own 98.60% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on BJ. Wells Fargo & Company raised their target price on shares of BJ’s Wholesale Club from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Friday, February 27th. JPMorgan Chase & Co. boosted their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 26th. UBS Group restated a “buy” rating and issued a $109.00 price objective on shares of BJ’s Wholesale Club in a report on Tuesday, May 26th. Evercore reaffirmed a “positive” rating on shares of BJ’s Wholesale Club in a research note on Thursday, March 5th. Finally, William Blair reaffirmed a “mixed” rating on shares of BJ’s Wholesale Club in a report on Thursday, March 5th. Nine 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’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $105.27.

Insider Activity

In related news, CEO Robert W. Eddy sold 8,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $91.02, for a total value of $728,160.00. Following the sale, the chief executive officer directly owned 306,330 shares in the company, valued at $27,882,156.60. This trade represents a 2.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Joseph Mcgrail sold 2,050 shares of BJ’s Wholesale Club stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.19, for a total transaction of $186,939.50. Following 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. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 26,550 shares of company stock valued at $2,435,904 in the last ninety days. 1.10% of the stock is owned by insiders.

BJ’s Wholesale Club Trading Down 1.7%

NYSE BJ opened at $85.33 on Friday. BJ’s Wholesale Club Holdings, Inc. has a 12 month low of $83.65 and a 12 month high of $115.43. The stock has a 50-day simple moving average of $91.62 and a 200 day simple moving average of $94.05. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $10.90 billion, a PE ratio of 19.62, a P/E/G ratio of 3.24 and a beta of 0.23.

BJ’s Wholesale Club (NYSE:BJ) last issued its earnings results on Friday, May 22nd. The company reported $1.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. The firm had revenue of $5.66 billion for the quarter, compared to analysts’ expectations of $5.44 billion. BJ’s Wholesale Club had a return on equity of 26.67% and a net margin of 2.62%.The company’s revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the business earned $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Research analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.51 EPS for the current year.

About BJ’s Wholesale Club

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.