FORA Capital LLC Buys New Stake in BJ’s Wholesale Club Holdings, Inc. $BJ

FORA Capital LLC purchased a new stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) during the third quarter, according to its most recent filing with the SEC. The fund purchased 27,405 shares of the company’s stock, valued at approximately $2,556,000.

Several other hedge funds have also bought and sold shares of the stock. Massachusetts Financial Services Co. MA increased its holdings in shares of BJ’s Wholesale Club by 31.7% in 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 during the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in 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 valued at $9,326,000 after buying an additional 18,288 shares during the last quarter. Boston Trust Walden Corp boosted its stake in BJ’s Wholesale Club by 7.3% during the third quarter. Boston Trust Walden Corp now owns 924,785 shares of the company’s stock valued at $86,236,000 after buying an additional 62,903 shares during the last quarter. Amica Mutual Insurance Co. grew its holdings in BJ’s Wholesale Club by 18.9% during the 3rd quarter. Amica Mutual Insurance Co. now owns 118,540 shares of the company’s stock valued at $11,054,000 after buying an additional 18,876 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in BJ’s Wholesale Club by 3.9% during the 3rd quarter. Envestnet Asset Management Inc. now owns 670,052 shares of the company’s stock valued at $62,482,000 after buying an additional 25,326 shares in the last quarter. Hedge funds and other institutional investors own 98.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. BTIG Research reaffirmed a “buy” rating and set a $120.00 price objective on shares of BJ’s Wholesale Club in a report on Friday, November 21st. Morgan Stanley cut their target price on shares of BJ’s Wholesale Club from $105.00 to $100.00 and set an “equal weight” rating for the company in a report on Thursday, January 15th. Barclays downgraded shares of BJ’s Wholesale Club from an “equal weight” rating to an “underweight” rating and decreased their price target for the company from $115.00 to $90.00 in a research note on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft started coverage on shares of BJ’s Wholesale Club in a research report on Thursday, January 8th. They set a “hold” rating for the company. Finally, Evercore reissued a “positive” rating on shares of BJ’s Wholesale Club in a research note on Thursday, March 5th. Nine investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, BJ’s Wholesale Club presently has an average rating of “Hold” and an average target price of $107.63.

BJ’s Wholesale Club Price Performance

NYSE:BJ opened at $97.71 on Friday. The firm has a market capitalization of $12.79 billion, a price-to-earnings ratio of 22.31, a PEG ratio of 3.42 and a beta of 0.36. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.75 and a quick ratio of 0.16. The business has a 50 day simple moving average of $96.32 and a 200-day simple moving average of $94.26. BJ’s Wholesale Club Holdings, Inc. has a 1 year low of $86.68 and a 1 year high of $121.10.

BJ’s Wholesale Club (NYSE:BJ) last released its earnings results on Thursday, March 5th. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.03. BJ’s Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.The firm had revenue of $5.58 billion for the quarter, compared to the consensus estimate of $5.54 billion. During the same quarter in the previous year, the company posted $0.93 EPS. The company’s revenue for the quarter was up 5.6% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Equities analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 3.96 EPS for the current year.

BJ’s Wholesale Club News Roundup

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.

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.