Q4 EPS Forecast for BJ’s Wholesale Club Lowered by Analyst

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Investment analysts at William Blair lowered their Q4 2025 EPS estimates for shares of BJ’s Wholesale Club in a research note issued on Thursday, November 21st. William Blair analyst P. Blee now expects that the company will post earnings of $0.85 per share for the quarter, down from their prior forecast of $1.04. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.90 per share.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings results on Thursday, August 22nd. The company reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.09. The business had revenue of $5.21 billion during the quarter, compared to analysts’ expectations of $5.15 billion. BJ’s Wholesale Club had a return on equity of 35.41% and a net margin of 2.71%. The business’s quarterly revenue was up 4.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.97 earnings per share.

Several other analysts also recently commented on BJ. Wells Fargo & Company raised their price objective on shares of BJ’s Wholesale Club from $92.00 to $100.00 and gave the company an “overweight” rating in a research report on Tuesday, November 12th. Jefferies Financial Group boosted their price objective on BJ’s Wholesale Club from $105.00 to $110.00 and gave the company a “buy” rating in a research report on Thursday. Bank of America cut their target price on BJ’s Wholesale Club from $95.00 to $90.00 and set a “buy” rating for the company in a research report on Friday, August 23rd. TD Cowen boosted their price target on BJ’s Wholesale Club from $95.00 to $110.00 and gave the stock a “buy” rating in a report on Friday. Finally, Melius Research initiated coverage on shares of BJ’s Wholesale Club in a report on Monday, September 23rd. They set a “buy” rating and a $90.00 price objective for the company. Six research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $92.50.

BJ’s Wholesale Club Price Performance

NYSE BJ opened at $96.74 on Monday. The company has a current ratio of 0.76, a quick ratio of 0.15 and a debt-to-equity ratio of 0.23. BJ’s Wholesale Club has a 12 month low of $63.73 and a 12 month high of $97.53. The stock has a market cap of $12.83 billion, a price-to-earnings ratio of 23.25, a PEG ratio of 4.43 and a beta of 0.24. The company’s 50 day moving average is $85.83 and its two-hundred day moving average is $85.47.

Hedge Funds Weigh In On BJ’s Wholesale Club

Several large investors have recently modified their holdings of BJ. CIBC Asset Management Inc raised its position in BJ’s Wholesale Club by 3.3% in the 3rd quarter. CIBC Asset Management Inc now owns 3,906 shares of the company’s stock worth $322,000 after purchasing an additional 123 shares during the period. Fifth Third Bancorp raised its holdings in shares of BJ’s Wholesale Club by 9.3% in the second quarter. Fifth Third Bancorp now owns 1,461 shares of the company’s stock worth $128,000 after buying an additional 124 shares during the period. CWM LLC lifted its stake in shares of BJ’s Wholesale Club by 7.4% during the 2nd quarter. CWM LLC now owns 1,863 shares of the company’s stock worth $164,000 after acquiring an additional 128 shares during the last quarter. OLD National Bancorp IN boosted its holdings in BJ’s Wholesale Club by 2.5% during the 3rd quarter. OLD National Bancorp IN now owns 5,438 shares of the company’s stock valued at $449,000 after acquiring an additional 133 shares during the period. Finally, Integrated Wealth Concepts LLC grew its position in BJ’s Wholesale Club by 5.2% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 2,710 shares of the company’s stock valued at $224,000 after acquiring an additional 133 shares during the last quarter. Institutional investors own 98.60% of the company’s stock.

Insider Transactions at BJ’s Wholesale Club

In other news, CEO Robert W. Eddy sold 11,000 shares of the firm’s stock in a transaction that occurred on Friday, November 1st. The stock was sold at an average price of $85.47, for a total value of $940,170.00. Following the completion of the sale, the chief executive officer now directly owns 423,792 shares of the company’s stock, valued at $36,221,502.24. This trade represents a 2.53 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders have sold a total of 33,000 shares of company stock worth $2,734,820 in the last three months. Insiders own 2.00% 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.