Q3 EPS Estimate for BJ’s Wholesale Club Cut by Analyst

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Equities research analysts at Roth Capital decreased their Q3 2026 earnings per share (EPS) estimates for shares of BJ’s Wholesale Club in a note issued to investors on Monday, August 25th. Roth Capital analyst W. Kirk now anticipates that the company will post earnings per share of $1.14 for the quarter, down from their previous forecast of $1.18. Roth Capital has a “Neutral” rating and a $106.00 price target on the stock. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.96 per share. Roth Capital also issued estimates for BJ’s Wholesale Club’s Q1 2027 earnings at $1.19 EPS, Q2 2027 earnings at $1.25 EPS, Q3 2027 earnings at $1.26 EPS, Q4 2027 earnings at $1.07 EPS and FY2027 earnings at $4.76 EPS.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings data on Friday, August 22nd. The company reported $1.14 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.04. BJ’s Wholesale Club had a return on equity of 30.40% and a net margin of 2.77%.The firm had revenue of $5.38 billion during the quarter, compared to analyst estimates of $5.49 billion. During the same period last year, the company posted $1.09 EPS. The business’s quarterly revenue was up 3.2% on a year-over-year basis. BJ’s Wholesale Club has set its FY 2025 guidance at 4.200-4.35 EPS.

Several other research analysts have also weighed in on the company. Evercore ISI lowered their price objective on BJ’s Wholesale Club from $117.00 to $110.00 and set an “in-line” rating for the company in a research report on Monday. Morgan Stanley lowered their price objective on BJ’s Wholesale Club from $125.00 to $115.00 and set an “equal weight” rating for the company in a research report on Monday. Citigroup lowered their price objective on BJ’s Wholesale Club from $120.00 to $115.00 and set a “buy” rating for the company in a research report on Monday. Robert W. Baird lifted their price objective on BJ’s Wholesale Club from $125.00 to $130.00 and gave the stock an “outperform” rating in a research report on Friday, May 23rd. Finally, Gordon Haskett lowered BJ’s Wholesale Club from a “buy” rating to a “hold” rating and set a $105.00 price objective for the company. in a research report on Friday, August 15th. Ten investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $113.18.

BJ’s Wholesale Club Stock Performance

BJ stock opened at $96.20 on Tuesday. The stock has a 50-day moving average price of $106.63 and a 200-day moving average price of $109.90. BJ’s Wholesale Club has a 1-year low of $76.33 and a 1-year high of $121.10. The company has a current ratio of 0.79, a quick ratio of 0.17 and a debt-to-equity ratio of 0.19. The firm has a market cap of $12.70 billion, a PE ratio of 22.06, a price-to-earnings-growth ratio of 2.55 and a beta of 0.43.

Insider Transactions at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, EVP Paul Cichocki sold 58,436 shares of BJ’s Wholesale Club stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $110.08, for a total transaction of $6,432,634.88. Following the completion of the transaction, the executive vice president owned 114,127 shares in the company, valued at approximately $12,563,100.16. The trade was a 33.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Robert W. Eddy sold 17,900 shares of BJ’s Wholesale Club stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $107.08, for a total value of $1,916,732.00. Following the transaction, the chief executive officer owned 368,333 shares of the company’s stock, valued at $39,441,097.64. This trade represents a 4.63% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 138,061 shares of company stock valued at $15,027,745 in the last quarter. Company insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On BJ’s Wholesale Club

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Franklin Resources Inc. boosted its stake in shares of BJ’s Wholesale Club by 2.2% in the 2nd quarter. Franklin Resources Inc. now owns 5,712,353 shares of the company’s stock worth $615,963,000 after buying an additional 121,183 shares during the last quarter. Kayne Anderson Rudnick Investment Management LLC boosted its stake in shares of BJ’s Wholesale Club by 0.8% in the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,366,509 shares of the company’s stock worth $498,219,000 after buying an additional 35,130 shares during the last quarter. Bessemer Group Inc. boosted its stake in shares of BJ’s Wholesale Club by 65.9% in the 1st quarter. Bessemer Group Inc. now owns 4,186,760 shares of the company’s stock worth $477,709,000 after buying an additional 1,662,415 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its stake in shares of BJ’s Wholesale Club by 12.7% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 3,639,011 shares of the company’s stock worth $392,395,000 after buying an additional 410,326 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in shares of BJ’s Wholesale Club by 0.4% in the 2nd quarter. Bank of New York Mellon Corp now owns 2,997,697 shares of the company’s stock worth $323,242,000 after buying an additional 11,203 shares during the last quarter. Hedge funds and other institutional investors own 98.60% of the company’s stock.

About BJ’s Wholesale Club

BJ’s Wholesale Club Holdings, Inc engages in the operation of membership warehouse clubs. Its product categories include grocery, household and pet, television and electronics, furniture, computer and tablets, patio and outdoor living, lawn and garden, baby and kids, toys, home, health and beauty, appliances, and jewelry.