BJ’s Wholesale Club Holdings, Inc. to Post Q1 2026 Earnings of $0.86 Per Share, Roth Capital Forecasts (NYSE:BJ)

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Analysts at Roth Capital issued their Q1 2026 earnings estimates for BJ’s Wholesale Club in a research note issued to investors on Friday, August 23rd. Roth Capital analyst W. Kirk forecasts that the company will earn $0.86 per share for the quarter. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.91 per share. Roth Capital also issued estimates for BJ’s Wholesale Club’s Q2 2026 earnings at $1.17 EPS, Q3 2026 earnings at $1.03 EPS, Q4 2026 earnings at $1.05 EPS and FY2026 earnings at $4.10 EPS.

Several other analysts also recently issued reports on the company. DA Davidson lifted their price target on BJ’s Wholesale Club from $92.00 to $95.00 and gave the company a “buy” rating in a research note on Friday, May 24th. Gordon Haskett raised shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $90.00 target price for the company in a research report on Thursday, May 23rd. JPMorgan Chase & Co. boosted their price target on shares of BJ’s Wholesale Club from $74.00 to $76.00 and gave the stock an “underweight” rating in a research report on Friday, August 16th. UBS Group raised their price objective on BJ’s Wholesale Club from $89.00 to $97.00 and gave the company a “buy” rating in a report on Friday, May 24th. Finally, Roth Mkm increased their price target on BJ’s Wholesale Club from $68.00 to $75.00 and gave the company a “neutral” rating in a research report on Friday. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating and eight have assigned a buy rating to the stock. Based on data from MarketBeat.com, BJ’s Wholesale Club has an average rating of “Hold” and a consensus target price of $85.93.

BJ’s Wholesale Club Stock Performance

Shares of BJ stock opened at $82.77 on Monday. The company has a market capitalization of $10.98 billion, a P/E ratio of 21.50, a price-to-earnings-growth ratio of 3.12 and a beta of 0.23. BJ’s Wholesale Club has a 52 week low of $63.08 and a 52 week high of $92.37. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.14 and a current ratio of 0.74. The company’s 50 day moving average price is $87.52 and its two-hundred day moving average price is $80.59.

BJ’s Wholesale Club (NYSE:BJ) last posted its earnings results on Thursday, August 22nd. The company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.09. The firm had revenue of $5.21 billion for the quarter, compared to analyst estimates of $5.15 billion. BJ’s Wholesale Club had a return on equity of 37.78% and a net margin of 2.59%. The company’s revenue for the quarter was up 4.9% on a year-over-year basis. During the same period in the previous year, the company posted $0.97 earnings per share.

Insider Transactions at BJ’s Wholesale Club

In related news, EVP Jeff Desroches sold 14,106 shares of the business’s stock in a transaction that occurred on Friday, May 31st. The stock was sold at an average price of $86.00, for a total value of $1,213,116.00. Following the completion of the sale, the executive vice president now directly owns 87,294 shares in the company, valued at $7,507,284. The sale was disclosed in a filing with the SEC, which is available at this link. In related news, EVP Jeff Desroches sold 14,106 shares of the business’s stock in a transaction dated Friday, May 31st. The stock was sold at an average price of $86.00, for a total value of $1,213,116.00. Following the completion of the transaction, the executive vice president now owns 87,294 shares of the company’s stock, valued at $7,507,284. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Robert W. Eddy sold 11,000 shares of the company’s stock in a transaction dated Monday, July 1st. The stock was sold at an average price of $86.90, for a total transaction of $955,900.00. Following the sale, the chief executive officer now directly owns 467,792 shares of the company’s stock, valued at approximately $40,651,124.80. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 81,544 shares of company stock valued at $7,237,084. 2.00% of the stock is currently owned by company insiders.

Institutional Trading of BJ’s Wholesale Club

Several large investors have recently made changes to their positions in BJ. Charles Schwab Investment Management Inc. raised its position in BJ’s Wholesale Club by 2.6% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 812,783 shares of the company’s stock valued at $54,180,000 after purchasing an additional 20,820 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of BJ’s Wholesale Club during the 4th quarter worth $892,000. Russell Investments Group Ltd. lifted its position in shares of BJ’s Wholesale Club by 46.0% during the 4th quarter. Russell Investments Group Ltd. now owns 54,043 shares of the company’s stock worth $3,603,000 after buying an additional 17,024 shares during the last quarter. Thematics Asset Management boosted its stake in BJ’s Wholesale Club by 1.5% in the fourth quarter. Thematics Asset Management now owns 66,532 shares of the company’s stock valued at $4,435,000 after buying an additional 992 shares in the last quarter. Finally, AGF Management Ltd. acquired a new stake in BJ’s Wholesale Club in the fourth quarter valued at about $2,883,000. Institutional investors and hedge funds own 98.60% of the company’s stock.

BJ’s Wholesale Club Company Profile

BJ's Wholesale Club Holdings, Inc, together with its subsidiaries, operates warehouse clubs on the eastern half of the United States. It provides groceries, general merchandise, gasoline and other ancillary services, coupon books, and promotions. The company sells its products through the websites BJs.com, BerkleyJensen.com, and Wellsleyfarms.com, as well as the mobile app.