Brokers Issue Forecasts for BJ’s Wholesale Club Holdings, Inc.’s Q3 2025 Earnings (NYSE:BJ)

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Investment analysts at DA Davidson lowered their Q3 2025 earnings estimates for shares of BJ’s Wholesale Club in a research note issued on Wednesday, September 25th. DA Davidson analyst M. Baker now anticipates that the company will post earnings of $0.81 per share for the quarter, down from their prior estimate of $0.83. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.83 per share. DA Davidson also issued estimates for BJ’s Wholesale Club’s FY2025 earnings at $3.79 EPS and FY2026 earnings at $4.38 EPS.

Several other analysts also recently weighed in on the stock. Melius Research started coverage on shares of BJ’s Wholesale Club in a research note on Monday, September 23rd. They issued a “buy” rating and a $90.00 price target for the company. Wells Fargo & Company upgraded shares of BJ’s Wholesale Club from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $75.00 to $92.00 in a research report on Friday, August 23rd. Roth Mkm boosted their price objective on shares of BJ’s Wholesale Club from $68.00 to $75.00 and gave the company a “neutral” rating in a research report on Friday, August 23rd. Loop Capital boosted their price objective on shares of BJ’s Wholesale Club from $80.00 to $85.00 and gave the company a “hold” rating in a research report on Thursday, July 11th. Finally, Bank of America decreased their price objective on shares of BJ’s Wholesale Club from $95.00 to $90.00 and set a “buy” rating on the stock in a research report on Friday, August 23rd. Seven research analysts have rated the stock with a hold rating and nine have given a buy rating to the stock. According to MarketBeat, BJ’s Wholesale Club has a consensus rating of “Moderate Buy” and an average target price of $86.31.

BJ’s Wholesale Club Stock Performance

BJ’s Wholesale Club stock opened at $82.02 on Thursday. The company has a quick ratio of 0.15, a current ratio of 0.76 and a debt-to-equity ratio of 0.24. The company has a market capitalization of $10.88 billion, a PE ratio of 21.30, a P/E/G ratio of 3.02 and a beta of 0.24. The firm has a fifty day simple moving average of $83.33 and a two-hundred day simple moving average of $82.21. BJ’s Wholesale Club has a twelve month low of $63.08 and a twelve month high of $92.37.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings results on Thursday, August 22nd. The company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.09. The business had revenue of $5.21 billion during the quarter, compared to the consensus estimate of $5.15 billion. BJ’s Wholesale Club had a net margin of 2.62% and a return on equity of 36.12%. The firm’s revenue for the quarter was up 4.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.97 earnings per share.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Anchor Investment Management LLC lifted its stake in shares of BJ’s Wholesale Club by 16.9% in the second quarter. Anchor Investment Management LLC now owns 1,383 shares of the company’s stock worth $121,000 after buying an additional 200 shares in the last quarter. Sanctuary Advisors LLC bought a new position in shares of BJ’s Wholesale Club in the second quarter worth approximately $1,496,000. Cetera Investment Advisers lifted its position in BJ’s Wholesale Club by 23.7% during the second quarter. Cetera Investment Advisers now owns 30,242 shares of the company’s stock valued at $2,656,000 after purchasing an additional 5,800 shares during the period. Truist Financial Corp lifted its position in BJ’s Wholesale Club by 6.7% during the second quarter. Truist Financial Corp now owns 228,539 shares of the company’s stock valued at $20,075,000 after purchasing an additional 14,329 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in BJ’s Wholesale Club by 123.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,500 shares of the company’s stock worth $132,000 after purchasing an additional 828 shares during the last quarter. Institutional investors own 98.60% of the company’s stock.

Insider Activity at BJ’s Wholesale Club

In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 11,000 shares of the company’s stock in a transaction dated Monday, July 1st. The shares were sold at an average price of $86.90, for a total value of $955,900.00. Following the sale, the chief executive officer now owns 467,792 shares in the company, valued at $40,651,124.80. The sale was disclosed in a filing with the SEC, which is available through the SEC website. In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 11,000 shares of the company’s stock in a transaction dated Monday, July 1st. The shares were sold at an average price of $86.90, for a total value of $955,900.00. Following the sale, the chief executive officer now owns 467,792 shares in the company, valued at $40,651,124.80. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Graham Luce sold 16,596 shares of the company’s stock in a transaction dated Tuesday, July 16th. The stock was sold at an average price of $91.15, for a total transaction of $1,512,725.40. Following the completion of the sale, the executive vice president now owns 14,131 shares in the company, valued at approximately $1,288,040.65. The disclosure for this sale can be found here. Insiders have sold 79,438 shares of company stock worth $6,980,938 over the last 90 days. 2.00% of the stock is owned by company insiders.

About BJ’s Wholesale Club

BJ's Wholesale Club Holdings, Inc, together with its subsidiaries, operates warehouse clubs on the eastern half of the United States. It provides groceries, general merchandise, gasoline and other ancillary services, coupon books, and promotions. The company sells its products through the websites BJs.com, BerkleyJensen.com, and Wellsleyfarms.com, as well as the mobile app.