DA Davidson Analysts Boost Earnings Estimates for BJ

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Analysts at DA Davidson increased their Q3 2025 EPS estimates for BJ’s Wholesale Club in a note issued to investors on Monday, November 11th. DA Davidson analyst M. Baker now anticipates that the company will post earnings per share of $0.86 for the quarter, up from their prior estimate of $0.81. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.82 per share.

BJ’s Wholesale Club (NYSE:BJ) last announced its quarterly earnings data 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 company had revenue of $5.21 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the business earned $0.97 EPS.

A number of other analysts have also recently weighed in on BJ. Bank of America dropped their price target on 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. Roth Mkm lifted 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. JPMorgan Chase & Co. upgraded BJ’s Wholesale Club from an “underweight” rating to a “neutral” rating and raised their target price for the company from $76.00 to $78.00 in a research report on Monday, August 26th. Melius Research assumed coverage on BJ’s Wholesale Club in a research report on Monday, September 23rd. They set a “buy” rating and a $90.00 price target for the company. Finally, Wells Fargo & Company raised their target price on shares of BJ’s Wholesale Club from $92.00 to $100.00 and gave the company an “overweight” rating in a research note on Tuesday. Six investment analysts have rated the stock with a hold rating and nine have issued a buy rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $87.87.

BJ’s Wholesale Club Stock Performance

BJ’s Wholesale Club stock opened at $87.01 on Wednesday. The company has a market cap of $11.54 billion, a PE ratio of 21.97, a P/E/G ratio of 3.25 and a beta of 0.24. BJ’s Wholesale Club has a 12 month low of $63.08 and a 12 month high of $92.37. The company has a fifty day moving average price of $84.59 and a two-hundred day moving average price of $84.76. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.76 and a quick ratio of 0.15.

Insiders Place Their Bets

In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 11,000 shares of the business’s stock in a transaction on Tuesday, September 3rd. The shares were sold at an average price of $79.40, for a total transaction of $873,400.00. Following the sale, the chief executive officer now directly owns 445,792 shares of the company’s stock, valued at $35,395,884.80. The trade was a 2.41 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Joseph Mcgrail sold 1,000 shares of the firm’s stock in a transaction on Monday, August 26th. The stock was sold at an average price of $83.57, for a total value of $83,570.00. Following the completion of the sale, the senior vice president now directly owns 13,566 shares of the company’s stock, valued at approximately $1,133,710.62. This trade represents a 6.87 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 34,000 shares of company stock worth $2,818,390 over the last ninety days. 2.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On BJ’s Wholesale Club

A number of large investors have recently made changes to their positions in BJ. FMR LLC increased its holdings in BJ’s Wholesale Club by 7.2% in the third quarter. FMR LLC now owns 14,357,118 shares of the company’s stock worth $1,184,175,000 after buying an additional 966,528 shares during the last quarter. Victory Capital Management Inc. grew its position in BJ’s Wholesale Club by 3.5% in the third quarter. Victory Capital Management Inc. now owns 6,439,358 shares of the company’s stock worth $531,118,000 after acquiring an additional 217,385 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC increased its stake in shares of BJ’s Wholesale Club by 158.9% during the 2nd quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,189,932 shares of the company’s stock worth $368,044,000 after purchasing an additional 2,571,709 shares during the last quarter. Bessemer Group Inc. raised its holdings in shares of BJ’s Wholesale Club by 1.8% during the 1st quarter. Bessemer Group Inc. now owns 3,118,913 shares of the company’s stock valued at $235,946,000 after purchasing an additional 56,442 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA lifted its stake in shares of BJ’s Wholesale Club by 60.1% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,387,592 shares of the company’s stock valued at $196,929,000 after purchasing an additional 896,263 shares during the last quarter. Institutional investors and hedge funds own 98.60% of the company’s stock.

BJ’s Wholesale Club Company Profile

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.