BJ’s Wholesale Club Holdings, Inc. $BJ Shares Acquired by Amica Mutual Insurance Co.

Amica Mutual Insurance Co. increased its position in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) by 18.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 118,540 shares of the company’s stock after acquiring an additional 18,876 shares during the quarter. BJ’s Wholesale Club makes up about 1.0% of Amica Mutual Insurance Co.’s portfolio, making the stock its 16th biggest holding. Amica Mutual Insurance Co. owned approximately 0.09% of BJ’s Wholesale Club worth $11,054,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BJ. Massachusetts Financial Services Co. MA lifted its position in shares of BJ’s Wholesale Club by 31.7% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,791,602 shares of the company’s stock worth $446,817,000 after purchasing an additional 1,152,591 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH grew its stake in shares of BJ’s Wholesale Club by 22.4% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 100,007 shares of the company’s stock worth $9,326,000 after purchasing an additional 18,288 shares in the last quarter. Boston Trust Walden Corp boosted its position in shares of BJ’s Wholesale Club by 7.3% during the 3rd quarter. Boston Trust Walden Corp now owns 924,785 shares of the company’s stock worth $86,236,000 after acquiring an additional 62,903 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in BJ’s Wholesale Club by 3.9% in the third quarter. Envestnet Asset Management Inc. now owns 670,052 shares of the company’s stock valued at $62,482,000 after purchasing an additional 25,326 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. grew its position in shares of BJ’s Wholesale Club by 48.7% in the 3rd quarter. Vaughan Nelson Investment Management L.P. now owns 583,416 shares of the company’s stock valued at $54,404,000 after buying an additional 191,200 shares during the last quarter. 98.60% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP William C. Werner sold 7,000 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $91.09, for a total value of $637,630.00. Following the transaction, the executive vice president owned 50,498 shares of the company’s stock, valued at approximately $4,599,862.82. This trade represents a 12.17% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.40% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. The Goldman Sachs Group cut their price target on BJ’s Wholesale Club from $139.00 to $123.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. UBS Group restated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday, November 24th. JPMorgan Chase & Co. lowered their price target on BJ’s Wholesale Club from $110.00 to $90.00 and set a “neutral” rating on the stock in a report on Monday, November 10th. Deutsche Bank Aktiengesellschaft began coverage on shares of BJ’s Wholesale Club in a report on Thursday, January 8th. They set a “hold” rating for the company. Finally, Melius Research cut BJ’s Wholesale Club from a “buy” rating to a “hold” rating and set a $100.00 price target for the company. in a report on Friday, January 23rd. Eight investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, BJ’s Wholesale Club currently has a consensus rating of “Hold” and an average target price of $107.63.

BJ’s Wholesale Club Stock Performance

NYSE:BJ opened at $102.65 on Monday. The company has a market cap of $13.43 billion, a P/E ratio of 23.65, a P/E/G ratio of 2.66 and a beta of 0.36. The firm’s 50 day moving average is $94.03 and its two-hundred day moving average is $95.11. BJ’s Wholesale Club Holdings, Inc. has a fifty-two week low of $86.68 and a fifty-two week high of $121.10. The company has a quick ratio of 0.16, a current ratio of 0.79 and a debt-to-equity ratio of 0.18.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Friday, November 21st. The company reported $1.16 EPS for the quarter, topping analysts’ consensus estimates of $1.09 by $0.07. BJ’s Wholesale Club had a return on equity of 28.66% and a net margin of 2.72%.The business had revenue of $5.35 billion during the quarter, compared to the consensus estimate of $5.35 billion. During the same period in the prior year, the firm posted $1.18 EPS. The business’s revenue for the quarter was up 4.9% on a year-over-year basis. BJ’s Wholesale Club has set its FY 2025 guidance at 4.300-4.400 EPS. Analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 3.96 EPS for the current year.

BJ’s Wholesale Club News Summary

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

• Positive Sentiment: Deep discount membership promotion (1‑year for $13.50, ~77% off through Feb. 17) could boost new sign-ups, recurring revenue and customer lifetime value if acquisition converts to renewals. BJ’s Wholesale Club 1 year membership only $13.50 (77% off) through Feb. 17
• Positive Sentiment: Analyst/market commentary highlights share-price momentum and a membership-growth narrative supporting valuation upside — which can sustain investor interest while BJ executes on retention and ARPU expansion. Assessing BJ’s Wholesale Club (BJ) Valuation After Recent Share Price Momentum And Membership Growth Narrative
• Neutral Sentiment: Inclusion in market surveys and sector write-ups keeps BJ on analysts’ radars but does not by itself change fundamentals; watch upcoming membership and comps data for confirmation. Critical Survey: ARKO (NASDAQ:ARKO) and BJ’s Wholesale Club (NYSE:BJ)
• Negative Sentiment: Multi‑state recall of frozen salmon sold at BJ’s (possible Listeria contamination) poses short‑term costs (product returns, disposal, logistics) and reputational risk; stores in NY/NJ and several southern states are affected — monitor recall scope and any supplier liability. Salmon sold at BJ’s stores in New York, New Jersey recalled due to possible listeria contamination
• Negative Sentiment: Widespread media coverage of the recall increases short-term reputational exposure and could depress foot traffic in affected regions until the issue is fully resolved. Salmon recall map shows warning to BJ’s Wholesale Club customers

BJ’s Wholesale Club 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.