BJ's Wholesale Club Jumps After Earnings Beat and Higher Full-Year Outlook

BJ's Wholesale Club Holdings (BJ) is up 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a strong fiscal second-quarter earnings report that beat expectations and included a higher full-year adjusted EPS outlook. Investors also appeared to respond well to improving comparable sales, continued membership growth, and solid profitability.

Details:

BJ’s reported adjusted EPS of $1.36 for the second quarter, above the consensus estimate of about $1.16 to $1.17 and up from $1.14 a year earlier.

Revenue for the quarter came in around $6.09 billion, topping expectations, while comparable club sales excluding gasoline rose 3.1%.

Membership fee income increased 9.9% to about $135.6 million, helped by record membership levels and steady member engagement.

The company raised its full-year fiscal 2026 adjusted EPS guidance to $4.60 to $4.80, while saying strong profitability, membership fee income growth, and gas performance supported the higher outlook.

Sources:

BJ’s Wholesale Club Investor Relations, SEC, Zacks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BJ Insider Trading Activity

$BJ insiders have traded $BJ stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $BJ stock by insiders over the last 6 months:

ROBERT W. EDDY (President & CEO) has made 0 purchases and 8 sales selling 97,016 shares for an estimated $9,479,841.
SCOTT SCHMADEKE (EVP, Chief Operations Officer) sold 16,500 shares for an estimated $1,520,805
TIMOTHY PIERCE MORNINGSTAR (EVP, Chief Growth Officer) has made 0 purchases and 2 sales selling 14,872 shares for an estimated $1,365,175.
JOSEPH MCGRAIL (SVP, Controller) sold 2,050 shares for an estimated $186,939

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$BJ Hedge Fund Activity

We have seen 326 institutional investors add shares of $BJ stock to their portfolio, and 359 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VICTORY CAPITAL MANAGEMENT INC removed 3,450,919 shares (-26.7%) from their portfolio in Q2 2026, for an estimated $300,989,155
SELECT EQUITY GROUP, L.P. removed 2,692,084 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $264,954,907
JPMORGAN CHASE & CO added 2,691,435 shares (+inf%) to their portfolio in Q2 2026, for an estimated $234,746,960
FMR LLC added 2,473,075 shares (+33.8%) to their portfolio in Q2 2026, for an estimated $215,701,601
AQR CAPITAL MANAGEMENT LLC added 2,146,045 shares (+456.4%) to their portfolio in Q2 2026, for an estimated $187,178,044
CITADEL ADVISORS LLC removed 1,403,639 shares (-82.1%) from their portfolio in Q2 2026, for an estimated $122,425,393
FRANKLIN RESOURCES INC added 1,229,956 shares (+17.3%) to their portfolio in Q2 2026, for an estimated $107,276,762

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$BJ Congressional Stock Trading

Members of Congress have traded $BJ stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $BJ stock by members of Congress over the last 6 months:

REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 03/05, 03/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$BJ Price Targets

Multiple analysts have issued price targets for $BJ recently. We have seen 5 analysts offer price targets for $BJ in the last 6 months, with a median target of $100.0.

Here are some recent targets:

Christopher Horvers from JP Morgan set a target price of $98.0 on 05/26/2026
Paul Lejuez from Citigroup set a target price of $100.0 on 05/26/2026
Greg Melich from Evercore ISI Group set a target price of $95.0 on 04/14/2026
Michael Baker from DA Davidson set a target price of $114.0 on 03/06/2026
Edward Kelly from Wells Fargo set a target price of $110.0 on 02/27/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.