BJ’s Wholesale Club (NYSE:BJ) Releases Quarterly Earnings Results, Beats Expectations By $0.06 EPS

BJ’s Wholesale Club (NYSE:BJ) announced its quarterly earnings data on Friday. The company reported $1.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.06, FiscalAI reports. BJ’s Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.The business had revenue of $5.66 billion during the quarter, compared to analyst estimates of $5.44 billion. During the same period last year, the company earned $1.14 earnings per share. BJ’s Wholesale Club’s quarterly revenue was up 9.9% compared to the same quarter last year. BJ’s Wholesale Club updated its FY 2026 guidance to 4.400-4.600 EPS.

Here are the key takeaways from BJ’s Wholesale Club’s conference call:

• BJ’s posted a solid Q1 with net sales up nearly 10%, comparable club sales up 6.3%, and adjusted EBITDA up 4%, while reaffirming full-year guidance for 2%–3% ex-gas comp growth and $4.40–$4.60 EPS.
• Membership remained a key growth engine, with fee income up about 10% to a record $132 million, total members at an all-time high, and continued strength in acquisition, retention, and higher-tier penetration.
• The company said its gas business drove major traffic and share gains, with comparable gallons up nearly 8% and record member demand as gas prices surged, reinforcing BJ’s value proposition despite volatility.
• New club expansion is progressing ahead of plan, especially in Texas, where membership is running 33% above plan and early openings are being described as among the company’s best ever; BJ’s expects 26 openings over its current two-year plan.
• BJ’s continued investing in price and member value, including passing through tariff refunds and improving price gaps, which helped drive roughly 0.5 points of retail deflation and pressured merchandise margins modestly. Management said additional tariff dollars could flow into Q2 and that it will keep balancing margin with value investments.

BJ’s Wholesale Club Trading Down 8.4%

BJ’s Wholesale Club stock opened at $86.48 on Friday. 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 company has a market capitalization of $11.04 billion, a price-to-earnings ratio of 19.74, a PEG ratio of 3.45 and a beta of 0.27. BJ’s Wholesale Club has a one year low of $85.13 and a one year high of $117.00. The company’s fifty day moving average price is $95.07 and its two-hundred day moving average price is $94.42.

More BJ’s Wholesale Club News

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

• Positive Sentiment: BJ’s Q1 earnings and revenue both topped estimates, with EPS of $1.10 versus $1.04 expected and revenue of $5.66 billion versus $5.44 billion expected. BJ’s Wholesale Club Holdings, Inc. Announces First Quarter Fiscal 2026 Results
• Positive Sentiment: Management said membership gains, fuel sales, and digital sales all accelerated, reinforcing BJ’s value-oriented business model as inflation-weary shoppers continue to seek lower prices. BJ’s Wholesale Revenue Rises on Membership Growth
• Positive Sentiment: Fitch assigned BJ its first investment-grade Long Term Issuer Default Rating of BBB with a stable outlook, which can support investor confidence and potentially lower financing risk. BJ’s Wholesale Club Receives First-Time Investment Grade Rating from Fitch
• Positive Sentiment: The company also raised its growth profile by announcing new club openings in Kentucky, Florida, and Indiana, signaling continued expansion. BJ’s Wholesale Club Accelerates Growth with New Locations in Kentucky, Florida and Indiana
• Neutral Sentiment: BJ maintained FY2026 EPS guidance of $4.40 to $4.60, which is close to Wall Street expectations and suggests the quarter did not materially change the long-term earnings outlook.
• Negative Sentiment: Even with the beat, the stock has been under pressure as investors reassess BJ’s steady but not especially fast growth, and some commentary says the company still looks like a “hold” after the quarter. BJ’s Wholesale Club: After Q1, The Hold Case Still Makes Sense
• Negative Sentiment: The stock’s premium valuation has already compressed, and the market may be worried that near-term upside is limited despite solid operating performance. Compared to Estimates, BJ’s (BJ) Q1 Earnings: A Look at Key Metrics

Wall Street Analyst Weigh In

Several brokerages recently issued reports on BJ. Evercore reiterated a “positive” rating on shares of BJ’s Wholesale Club in a report on Thursday, March 5th. JPMorgan Chase & Co. cut their price objective on BJ’s Wholesale Club from $100.00 to $90.00 and set a “neutral” rating for the company in a report on Friday, May 15th. Jefferies Financial Group lowered BJ’s Wholesale Club from a “buy” rating to a “hold” rating and cut their price objective for the stock from $120.00 to $90.00 in a report on Wednesday, January 28th. William Blair reiterated a “mixed” rating on shares of BJ’s Wholesale Club in a report on Thursday, March 5th. Finally, Wells Fargo & Company increased their price objective on BJ’s Wholesale Club from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Nine investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $106.75.

Insider Buying and Selling at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, SVP Joseph Mcgrail sold 2,050 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $91.19, for a total transaction of $186,939.50. Following the transaction, the senior vice president directly owned 14,769 shares of the company’s stock, valued at $1,346,785.11. This represents a 12.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert W. Eddy sold 8,000 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $91.02, for a total transaction of $728,160.00. Following the transaction, the chief executive officer directly owned 306,330 shares in the company, valued at $27,882,156.60. The trade was a 2.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Hedge Funds Weigh In On BJ’s Wholesale Club

Several hedge funds have recently bought and sold shares of BJ. Ausdal Financial Partners Inc. grew its position in shares of BJ’s Wholesale Club by 45.7% in the third quarter. Ausdal Financial Partners Inc. now owns 2,930 shares of the company’s stock valued at $273,000 after purchasing an additional 919 shares during the last quarter. Florida Financial Advisors LLC grew its position in shares of BJ’s Wholesale Club by 17.4% in the second quarter. Florida Financial Advisors LLC now owns 2,404 shares of the company’s stock valued at $259,000 after purchasing an additional 356 shares during the last quarter. American Trust acquired a new stake in shares of BJ’s Wholesale Club in the fourth quarter valued at about $245,000. L2 Asset Management LLC grew its position in shares of BJ’s Wholesale Club by 26.1% in the fourth quarter. L2 Asset Management LLC now owns 2,722 shares of the company’s stock valued at $245,000 after purchasing an additional 564 shares during the last quarter. Finally, Wellspring Financial Advisors LLC acquired a new stake in shares of BJ’s Wholesale Club in the fourth quarter valued at about $233,000. 98.60% of the stock is owned by institutional investors and hedge funds.

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.