Research Analysts Set Expectations for BJ Q1 Earnings

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Stock analysts at Zacks Research decreased their Q1 2027 earnings estimates for BJ’s Wholesale Club in a research report issued to clients and investors on Thursday, March 12th. Zacks Research analyst Team now forecasts that the company will post earnings of $1.03 per share for the quarter, down from their previous estimate of $1.15. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.96 per share. Zacks Research also issued estimates for BJ’s Wholesale Club’s Q3 2027 earnings at $1.23 EPS, Q4 2027 earnings at $1.03 EPS, FY2027 earnings at $4.50 EPS, Q1 2028 earnings at $1.08 EPS, Q2 2028 earnings at $1.22 EPS, Q3 2028 earnings at $1.32 EPS, Q4 2028 earnings at $1.16 EPS and FY2028 earnings at $4.78 EPS.

Several other research analysts have also recently weighed in on the company. Jefferies Financial Group cut BJ’s Wholesale Club from a “buy” rating to a “hold” rating and decreased their price target for the stock from $120.00 to $90.00 in a research note on Wednesday, January 28th. Barclays cut BJ’s Wholesale Club from an “equal weight” rating to an “underweight” rating and dropped their price objective for the company from $115.00 to $90.00 in a research report on Wednesday, January 7th. Wells Fargo & Company boosted their target price on BJ’s Wholesale Club from $105.00 to $110.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Robert W. Baird dropped their price target on shares of BJ’s Wholesale Club from $130.00 to $115.00 and set an “outperform” rating on the stock in a report on Monday, November 24th. Finally, Morgan Stanley reduced their price target on shares of BJ’s Wholesale Club from $105.00 to $100.00 and set an “equal weight” rating for the company in a research note on Thursday, January 15th. Nine analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, BJ’s Wholesale Club has an average rating of “Hold” and an average target price of $107.63.

BJ’s Wholesale Club Stock Performance

BJ stock opened at $97.71 on Friday. The stock’s 50 day simple moving average is $96.32 and its 200 day simple moving average is $94.26. 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 has a 12-month low of $86.68 and a 12-month high of $121.10. The stock has a market capitalization of $12.79 billion, a PE ratio of 22.31, a price-to-earnings-growth ratio of 3.42 and a beta of 0.36.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.03. BJ’s Wholesale Club had a net margin of 2.70% and a return on equity of 27.55%. The firm had revenue of $5.58 billion for the quarter, compared to analysts’ expectations of $5.54 billion. During the same quarter in the prior year, the company posted $0.93 earnings per share. The business’s revenue for the quarter was up 5.6% on a year-over-year basis. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS.

Hedge Funds Weigh In On BJ’s Wholesale Club

A number of institutional investors have recently bought and sold shares of the stock. BOK Financial Private Wealth Inc. bought a new stake in BJ’s Wholesale Club during the fourth quarter valued at about $25,000. Strive Financial Group LLC bought a new position in shares of BJ’s Wholesale Club in the fourth quarter worth about $25,000. Parkside Financial Bank & Trust raised its stake in shares of BJ’s Wholesale Club by 147.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock worth $26,000 after buying an additional 173 shares during the period. Roxbury Financial LLC purchased a new position in shares of BJ’s Wholesale Club during the 3rd quarter valued at about $28,000. Finally, Davis Capital Management bought a new position in shares of BJ’s Wholesale Club during the 3rd quarter valued at approximately $28,000. 98.60% of the stock is owned by institutional investors.

More BJ’s Wholesale Club News

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

• Positive Sentiment: Zacks raised BJ’s FY2028 and several late‑2027/2028 quarter EPS estimates (e.g., FY2028 to $4.78, Q3/Q4 2027–2028 lifts), which supports a stronger medium‑term earnings outlook and suggests upside beyond the near term.
• Positive Sentiment: BJ’s is leaning into private‑label (Berkeley Jensen) after sales surged — that can boost margins and customer loyalty if the trend continues. BJ’s Wholesale Club doubles down on Berkeley Jensen as private label sales surge
• Neutral Sentiment: Promotional activity: short‑term member offers (one‑year membership deals, 50¢/gal gas discounts) may help retention and traffic but compress margins near term. You Can Get a One-Year BJ’s Membership for Just $20 Right Now BJ’s members can get 50¢ off every gallon of gas through March 16
• Neutral Sentiment: Analyst commentary from the Q4 call is available (useful for qualitative color on comps, membership trends and margin drivers) but does not change fundamental metrics by itself. The 5 Most Interesting Analyst Questions From BJ’s’s Q4 Earnings Call
• Negative Sentiment: Zacks cut several near‑term EPS estimates (Q1 2027, Q1 2028, Q2 2028 and trimmed FY2027 to $4.50), signaling some expected softness in shorter‑term results that likely weighs on the stock today.

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.