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BJ's Wholesale Club Gains 3.8% as Investors Appear to Revisit Strong Earnings and Growth Plans

Investivoq PriceTracker

BJ's Wholesale Club Holdings (BJ) is up 3.8% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a single fresh, company-specific announcement driving today’s move. The gain may reflect investors leaning back into BJ’s strong second-quarter momentum, including higher membership fee income, record member counts, raised full-year adjusted EPS guidance, and continued unit expansion.

Details:

  • BJ’s last quarterly update showed comparable club sales growth, rising membership fee income, and record membership levels, pointing to steady demand in its warehouse club model.
  • The company raised its fiscal 2026 adjusted EPS outlook in that results release, which can continue to support sentiment even weeks after the announcement.
  • BJ’s has also outlined plans to open 12 new clubs in fiscal 2026 and recently opened a new location in Alabama, reinforcing its expansion story.
  • A mid-September announcement of an investment-grade financial policy may have added to the view that BJ’s balance sheet and capital allocation profile are strengthening.

    • Sources:

    BJ’s Wholesale Club Investor Relations, SEC, Benzinga

    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 Insider Trades

    $BJ insiders have traded $BJ stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 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 11 sales selling 109,916 shares for an estimated $10,731,642.
    • SCOTT SCHMADEKE (EVP, Chief Operations Officer) sold 16,500 shares for an estimated $1,520,805
    • TIMOTHY PIERCE MORNINGSTAR (EVP, Chief Growth Officer) sold 4,856 shares for an estimated $456,901
    • JOSEPH MCGRAIL (SVP, Controller) has made 0 purchases and 2 sales selling 3,550 shares for an estimated $331,914.
    • WILLIAM C. WERNER (EVP, Strategy & Development) sold 3,000 shares for an estimated $285,000

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

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    $BJ Hedge Fund Activity

    We have seen 310 institutional investors add shares of $BJ stock to their portfolio, and 305 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
    • 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
    • FRANKLIN RESOURCES INC added 1,229,956 shares (+17.3%) to their portfolio in Q2 2026, for an estimated $107,276,762
    • MORGAN STANLEY removed 1,062,948 shares (-31.0%) from their portfolio in Q2 2026, for an estimated $92,710,324
    • TWO SIGMA INVESTMENTS, LP added 996,360 shares (+1411.0%) to their portfolio in Q2 2026, for an estimated $86,902,519

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

    $BJ Price Targets

    Multiple analysts have issued price targets for $BJ recently. We have seen 2 analysts offer price targets for $BJ in the last 6 months, with a median target of $99.0.

    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

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