BJ’s Wholesale Club (NYSE:BJ) Issues FY 2026 Earnings Guidance

BJ’s Wholesale Club (NYSE:BJ) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 4.400-4.600 for the period, compared to the consensus estimate of 4.490. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of BJ’s Wholesale Club in a report on Monday, December 29th. Wells Fargo & Company upped their price objective on shares of BJ’s Wholesale Club from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. The Goldman Sachs Group dropped their price objective on shares of BJ’s Wholesale Club from $139.00 to $123.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Deutsche Bank Aktiengesellschaft started 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 lowered shares of BJ’s Wholesale Club from a “buy” rating to a “hold” rating and set a $100.00 target price on the stock. in a report on Friday, January 23rd. Nine research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, BJ’s Wholesale Club presently has an average rating of “Hold” and an average price target of $108.19.

BJ’s Wholesale Club Trading Down 4.1%

Shares of NYSE:BJ traded down $4.10 on Thursday, hitting $95.88. The company had a trading volume of 474,101 shares, compared to its average volume of 1,848,302. The firm’s 50-day simple moving average is $95.61 and its two-hundred day simple moving average is $94.49. The firm has a market capitalization of $12.55 billion, a price-to-earnings ratio of 22.09, a P/E/G ratio of 2.58 and a beta of 0.36. 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 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 quarterly earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.92 by $0.04. BJ’s Wholesale Club had a net margin of 2.72% and a return on equity of 28.66%. The company had revenue of $5.58 billion during the quarter, compared to the consensus estimate of $5.54 billion. During the same period in the prior year, the firm earned $0.93 earnings per share. BJ’s Wholesale Club’s revenue 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. Equities analysts anticipate that BJ’s Wholesale Club will post 3.96 earnings per share for the current fiscal year.

Insider Activity

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

Trending Headlines about BJ’s Wholesale Club

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

• Positive Sentiment: Q4 earnings and revenue beat consensus — BJ’s reported $0.96 EPS vs. Zacks/Street estimates (~$0.92–$0.93) and revenue of $5.58B, up 5.6% year-over-year, signaling resilient demand. BJ’s Wholesale Club (BJ) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Operational momentum — company reported record membership, its 16th consecutive quarter of traffic growth and stronger digital engagement, supporting longer-term growth potential. BJ’s Wholesale Club Announces Fourth Quarter and Full Fiscal 2025 Results
• Positive Sentiment: Profitability metrics remain solid — Q4 net margin of ~2.72% and ROE near 28.7% indicate efficient capital use and healthy returns that investors reward. Press Release / Slide Deck
• Neutral Sentiment: FY2026 EPS guidance issued at $4.40–$4.60 — range roughly in line with consensus (~$4.49), so guidance neither surprises materially positive nor negative. Investors will monitor cadence of margin pressure or recovery. Press Release / Guidance
• Neutral Sentiment: Analyst and industry coverage highlights BJ’s as a value play in a resilient staples category — positive thematic but not an immediate catalyst. Zacks Industry Outlook
• Negative Sentiment: Management flagged caution on near-term profitability — WSJ notes the company warned profitability could be pressured this year, which could weigh on multiple expansion if margins compress. BJ’s Wholesale Posts Higher Sales, Issues Cautious Profit Outlook

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. Strive Financial Group LLC purchased a new stake in shares of BJ’s Wholesale Club in the fourth quarter worth $25,000. Parkside Financial Bank & Trust boosted its stake in BJ’s Wholesale Club by 147.9% in the 4th quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock worth $26,000 after purchasing an additional 173 shares in the last quarter. Sunbelt Securities Inc. bought a new position in BJ’s Wholesale Club in the 3rd quarter worth about $34,000. Los Angeles Capital Management LLC purchased a new stake in BJ’s Wholesale Club during the 4th quarter valued at about $51,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in BJ’s Wholesale Club during the 2nd quarter valued at about $80,000. Hedge funds and other institutional investors own 98.60% of the company’s stock.

BJ’s Wholesale Club Company 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.