BJ’s Wholesale Club (NYSE:BJ) CEO Robert Eddy Sells 172,184 Shares of Stock

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) CEO Robert Eddy sold 172,184 shares of BJ’s Wholesale Club stock in a transaction dated Wednesday, October 14th. The shares were sold at an average price of $102.19, for a total transaction of $17,595,482.96. Following the completion of the sale, the chief executive officer directly owned 266,330 shares in the company, valued at approximately $27,216,262.70. The trade was a 39.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

BJ’s Wholesale Club Trading Down 0.3%

Shares of BJ’s Wholesale Club stock opened at $103.09 on Friday. BJ’s Wholesale Club Holdings, Inc. has a 52-week low of $83.21 and a 52-week high of $106.04. The company has a quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18. The company’s 50-day simple moving average is $94.10 and its 200-day simple moving average is $92.64. The firm has a market cap of $13.02 billion, a price-to-earnings ratio of 22.56, a price-to-earnings-growth ratio of 3.04 and a beta of 0.17.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings results on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.19. BJ’s Wholesale Club had a net margin of 2.62% and a return on equity of 27.40%. The firm had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $5.97 billion. During the same period in the prior year, the company posted $1.14 earnings per share. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. As a group, equities research analysts anticipate that BJ’s Wholesale Club Holdings, Inc. will post 4.70 earnings per share for the current year.

Key Stories Impacting BJ’s Wholesale Club

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

• Positive Sentiment: Holiday promotions could support sales. BJ’s will launch Early Black Friday deals on October 23 in stores and online, potentially helping drive seasonal traffic, membership engagement and fourth-quarter revenue. BJ’s Early Black Friday announcement
• Positive Sentiment: Employee gift-card investment may strengthen retention. The company is providing more than $25 million in gift cards to over 30,000 hourly employees, a move that could support morale and labor retention, although it also represents a near-term expense. BJ’s employee gift-card investment
• Neutral Sentiment: Analyst target remains above the recent trading level. D.A. Davidson reiterated its $108 price target, suggesting continued confidence in BJ’s outlook, though the unchanged target offers limited evidence of a new positive catalyst. D.A. Davidson BJ price target
• Negative Sentiment: CEO Robert W. Eddy made sizable stock sales. Eddy sold a combined 192,584 shares for approximately $19.7 million across October 13–15, reducing his direct holdings by roughly 42%. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, which reduces their significance as a discretionary signal, but the scale of the sales may weigh on sentiment. BJ SEC insider transaction filing
• Negative Sentiment: Valuation appears demanding after a strong rally. A recent analysis questions whether BJ is fully priced following an approximately 77% run, potentially limiting near-term upside unless earnings and membership growth continue to exceed expectations. BJ valuation analysis

Analyst Upgrades and Downgrades

Several analysts have recently commented on BJ shares. Wall Street Zen raised BJ’s Wholesale Club from a “hold” rating to a “buy” rating in a report on Saturday, August 29th. Gordon Haskett raised BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a report on Wednesday, July 29th. Citigroup increased their price objective on BJ’s Wholesale Club from $100.00 to $111.00 and gave the stock a “buy” rating in a research report on Monday, August 24th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of BJ’s Wholesale Club in a research report on Friday, August 14th. Finally, Roth Capital reissued a “neutral” rating and issued a $97.00 target price on shares of BJ’s Wholesale Club in a report on Monday, August 24th. Eleven research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $106.06.

Institutional Investors Weigh In On BJ’s Wholesale Club

Hedge funds and other institutional investors have recently modified their holdings of the stock. Essential Partners LLC grew its holdings in shares of BJ’s Wholesale Club by 81.2% in the 1st quarter. Essential Partners LLC now owns 290 shares of the company’s stock worth $29,000 after acquiring an additional 130 shares during the period. Quantbot Technologies LP purchased a new position in BJ’s Wholesale Club in the 2nd quarter valued at approximately $28,000. Keating Financial Advisory Services Inc. acquired a new position in BJ’s Wholesale Club during the second quarter worth $35,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in BJ’s Wholesale Club during the second quarter worth $37,000. Finally, Versant Capital Management Inc raised its holdings in BJ’s Wholesale Club by 63.1% during the third quarter. Versant Capital Management Inc now owns 796 shares of the company’s stock worth $73,000 after purchasing an additional 308 shares during the last quarter. 98.60% of the stock is currently owned by institutional investors and hedge funds.

About BJ’s Wholesale Club

BJ’s Wholesale Club Holdings, Inc operates a membership-based warehouse club business in the United States. Through its BJ’s Wholesale Club locations, the company offers members a broad selection of products at discounted prices, including groceries, fresh foods, household essentials, electronics, appliances, furniture, apparel, health and beauty products, and seasonal merchandise.

The company also operates gasoline stations at many of its clubs and provides services such as optical, tire, and home-improvement offerings in select locations.