Callan Family Office LLC Buys New Shares in BJ’s Wholesale Club Holdings, Inc. $BJ

Callan Family Office LLC bought a new position in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in the 2nd quarter, Holdings Channel.com reports. The fund bought 6,511 shares of the company’s stock, valued at approximately $568,000.

A number of other institutional investors have also bought and sold shares of BJ. 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 boosted 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 acquiring an additional 173 shares during the period. Essential Partners LLC grew its position in shares of BJ’s Wholesale Club by 81.2% during the first quarter. Essential Partners LLC now owns 290 shares of the company’s stock worth $29,000 after purchasing an additional 130 shares in the last quarter. Finally, Sunbelt Securities Inc. purchased a new stake in shares of BJ’s Wholesale Club during the third quarter worth about $34,000. Hedge funds and other institutional investors own 98.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on BJ shares. Weiss Ratings reissued a “hold (c)” rating on shares of BJ’s Wholesale Club in a report on Wednesday, July 8th. Roth Capital reaffirmed a “neutral” rating and set a $97.00 price objective on shares of BJ’s Wholesale Club in a report on Monday. Bank of America began coverage on shares of BJ’s Wholesale Club in a research report on Wednesday, May 20th. They set a “neutral” rating and a $110.00 price objective on the stock. Citigroup boosted their target price on shares of BJ’s Wholesale Club from $100.00 to $111.00 and gave the stock a “buy” rating in a report on Monday. Finally, Gordon Haskett upgraded shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a research report on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $106.06.

Key Headlines Impacting BJ’s Wholesale Club

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

• Positive Sentiment: Q2 results exceeded expectations and guidance was raised. BJ’s reported earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue increased approximately 16% year over year to $6.23 billion. Record membership growth, higher traffic and strong fuel sales supported the results, and fiscal 2026 EPS guidance was set at $4.60-$4.80. BJ’s Q2 Earnings Beat on Traffic and Membership Momentum, Outlook Raised
• Positive Sentiment: Analysts increased their bullish targets. UBS raised its price target to $115 from $109 and maintained a Buy rating, while DA Davidson lifted its target to $108 from $105 and also kept a Buy rating. These actions indicate confidence that BJ’s membership-based model remains relevant and that recent fundamentals can support additional upside. UBS Raises BJ’s Price Target
• Positive Sentiment: Growth-stock screens remain favorable. Zacks highlighted BJ as a highly ranked growth stock, while market commentary cited stronger fundamentals, institutional buying and a broader analyst target near $105.33. BJ’s Wholesale Club Is a Top-Ranked Growth Stock
• Neutral Sentiment: Roth Capital reaffirmed a Neutral rating, although it raised its price target to $97, suggesting limited near-term upside relative to more optimistic analysts.
• Negative Sentiment: Valuation and cash-flow concerns are tempering enthusiasm. One analysis maintained a Hold rating, arguing that BJ’s premium valuation, slower core merchandise growth, rising expansion spending and pressured free cash flow limit near-term upside. These concerns may be contributing to the stock’s decline despite the earnings beat. BJ’s Wholesale Club: A Great Business at the Wrong Price

Insider Activity

In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 73,016 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the sale, the chief executive officer directly owned 282,330 shares of the company’s stock, valued at $28,238,646.60. The trade was a 20.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $92.17, for a total value of $1,520,805.00. Following the sale, the executive vice president owned 20,471 shares in the company, valued at approximately $1,886,812.07. This trade represents a 44.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.10% of the company’s stock.

BJ’s Wholesale Club Price Performance

Shares of BJ’s Wholesale Club stock opened at $94.45 on Wednesday. The stock has a 50 day moving average of $91.77 and a 200 day moving average of $93.77. BJ’s Wholesale Club Holdings, Inc. has a 12 month low of $83.21 and a 12 month high of $105.78. The firm has a market cap of $12.06 billion, a PE ratio of 20.67, a PEG ratio of 3.34 and a beta of 0.21. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.17 by $0.19. The business had revenue of $6.23 billion for the quarter, compared to the consensus estimate of $5.97 billion. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The company’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, research analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.73 EPS for the current fiscal year.

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.