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BJ's Wholesale Club Holdings, Inc.

BJ · NYSE

Market closed$93.40$0.330000 (+0.35%)After hours $93.40 · 0.00%

Key statistics

Previous close$93.07
Open$94.68
Day high$95.91
Day low$92.13
52-week high$110.92
52-week low$83.21
Market cap11.93B
Volume1.33M
Average volume2.14M
P/E ratio21.42
Forward P/E12.45
EPS4.36
Dividend yield0.00%

Market context

Why it moved

BJ's Wholesale Club (BJ) edged modestly higher today, supported by a broader positive sentiment in the retail sector, even as the company's CEO executed a planned sale of shares under a pre-established Rule 10b5-1 trading plan, which the market largely shrugged off as routine.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026BJ's Wholesale Club edged higher, closing up modestly as the consumer staples sector outperformed a broader market weighed down by tech-driven selloffs and escalating U.S.-Iran tensions. The defensive rotation benefited BJ's, with XLP gaining on the day as investors rotated out of AI and chip stocks. Investor attention is also focused on insider activity: CEO Robert Eddy sold 8,000 shares worth ~$725K on July 15, adding to a recent pattern of insider selling. Despite mixed analyst sentiment (consensus "Hold," avg. target $105.27), the company's strong Q1 beat — EPS of $1.10 vs. $1.04 expected, revenue up 9.9% YoY — continues to underpin fundamental confidence.

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July 17, 2026BJ's Wholesale Club shares rose sharply, outperforming both the Consumer Defensive sector (XLP) and the broader S&P 500, which slipped 0.4% amid renewed AI and tech stock pressure. The warehouse club retailer benefited from a favorable macro backdrop for defensive consumer names, with Morningstar noting over half of consumer defensive stocks appear undervalued heading into Q3. Investor attention remains on BJ's strong Q1 beat — $1.10 EPS vs. $1.04 expected and revenue up 9.9% YoY — alongside a consensus analyst price target of $105.27, well above current levels. Fifth Third Bancorp dramatically increased its BJ position by over 5,000% in Q1, adding to broader institutional ownership of 98.6%, while Wall Street holds a split Hold/Buy consensus.

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July 16, 2026BJ's Wholesale Club edged higher, outperforming the broader Consumer Staples sector (XLP) on a day when defensive names saw modest activity amid a market rally driven by a softer-than-expected June CPI report. BJ's continues to trade well below its consensus analyst price target of $105.27 despite better-than-expected Q1 results — EPS of $1.10 beat estimates by $0.06, and revenue rose 9.9% year-over-year to $5.66 billion — with analysts split between Buy and Hold. The value-oriented wholesale club model remains well-positioned as elevated living costs continue driving consumer demand toward value and private-label alternatives.

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July 15, 2026BJ's Wholesale Club closed modestly lower, with shares slipping further in after-hours trading amid a mixed macro backdrop headlined by a cooler-than-expected June CPI reading and ongoing Middle East geopolitical tensions. While the broader market edged higher on the inflation relief, BJ's underperformed as institutional activity showed a mixed picture — Teachers Retirement System of Kentucky trimmed its position by 11%, while recent insider selling continues to weigh on sentiment despite the company's solid Q1 beat ($1.10 EPS vs. $1.04 estimate), 9.9% revenue growth, and raised FY2026 guidance of $4.40–$4.60 EPS. Analysts maintain a consensus "Hold" with a $105.27 average price target, reflecting a significant premium to the current price, though the consumer defensive sector (XLP) itself closed lower on the day as elevated oil prices from the Iran conflict offset some of the inflation-driven tailwinds for cost-sensitive warehouse retailers.

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July 14, 2026BJ's Wholesale Club shares rose nearly 2.4% in a broadly defensive session, outperforming the S&P 500 as investors rotated into consumer defensive names amid renewed U.S.-Iran military tensions that sent oil prices surging and weighed on growth stocks. The warehouse club operator's recent Q1 beat — posting $1.10 EPS on $5.66 billion in revenue versus estimates of $1.04 and $5.44 billion — and raised FY2026 guidance of $4.40–$4.60 EPS continue to underpin investor confidence, even as analysts debate whether BJ's weaker margins versus peers like Costco pose a longer-term competitive risk. Analyst consensus remains a "Hold" with a $105.27 price target, implying meaningful upside from current levels.

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July 11, 2026BJ's Wholesale Club rose nearly 3% on July 10, outperforming the consumer staples sector (XLP gained ~1%) as investors responded positively to the company's Q1 FY2027 earnings beat on EPS and ongoing expansion momentum, with nine new store openings planned and a 79.2% five-year stock gain highlighting durable membership-driven growth. The advance came despite a mixed valuation picture flagged by analysts and broader macro uncertainty tied to U.S.-Iran tensions and the approaching Q2 earnings season.

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July 9, 2026BJ's Wholesale Club shares edged lower alongside broader consumer staples weakness, as escalating U.S.-Iran tensions sent oil prices surging more than 5% and triggered a market-wide risk-off rotation. Notably, BJ's defensive profile offered some relative insulation — the stock's modest decline contrasts with sharper losses elsewhere, consistent with its low beta of 0.22 and its positioning as a value-oriented warehouse retailer. The stock trades well below its consensus analyst price target of $105.27, and its most recent quarter showed a strong EPS beat ($1.10 vs. $1.04 expected) with revenue up 9.9% year-over-year to $5.66 billion, though some institutional holders including New York State Teachers Retirement System have trimmed positions.

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July 7, 2026BJ's Wholesale Club closed essentially flat after a mixed session in which shares traded between $87.13 and $89.80, as defensive sector rotation narratives provided a mixed backdrop — consumer staples saw outflows on Monday as chips rebounded, then faced renewed pressure Tuesday with the S&P 500 pulling back. The stock trades below its 50-day moving average of ~$90.28 and well off its 52-week high of $110.92, but investor focus remains on the company's strong Q1 beat (EPS $1.10 vs. $1.04 est.; revenue +9.9% YoY) and a consensus analyst price target of $105.27, suggesting meaningful upside from current levels despite a mixed Hold/Buy analyst split.

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Progressive Grocer · July 15, 2026Associated Wholesale Grocers Tags BJ's Exec as Next CFOQuiver Quantitative · May 22, 2026BJ’s Wholesale drops 8.6% as investors weigh softer profits and unchanged outlook after Q1 resultsInvesting.com · May 22, 2026Earnings call transcript: BJ’s Wholesale Club beats Q1 2027 estimates, stock fallsBusiness Wire · May 22, 2026BJ’s Wholesale Club Holdings, Inc. Announces First Quarter Fiscal 2026 ResultsInvesting.com · May 21, 2026BJ’s Wholesale Club earnings on deck amid aggressive store expansionResponsible Investor · April 2, 2026New York State comptroller, As You Sow add to lawsuits over shareholder proposalsThe Business Journals · March 9, 2026BJ's Wholesale 'investing heavily' in DFW with first openings around cornerSimply Wall Street · March 3, 2026BJ's Wholesale Club Expansion Tests Market Share And Profitability Story
Mt Newswire · July 17, 2026BJ's Wholesale Club Holdings Insider Sold Shares Worth $725,375, According to a Recent SEC Filing
Benzinga · May 28, 2026Trump Approval Hits New Low Of 39%: Record High Stock Prices Not Impressing Majority Of Voters
Benzinga · May 26, 2026Citigroup Maintains Buy on BJ's Wholesale Club Hldgs, Lowers Price Target to $100
Mt Newswire · May 26, 2026Research Alert: CFRA Keeps Hold Opinion On Shares Of Bj's Wholesale Club Holdings, Inc.
Benzinga · May 26, 2026JP Morgan Maintains Neutral on BJ's Wholesale Club Hldgs, Raises Price Target to $98
Mt Newswire · May 26, 2026BJ's Wholesale Seen Regaining Growth Pace by 2027, UBS Says
Mt Newswire · May 26, 2026UBS Cuts BJ's Wholesale Club Price Target to $109 From $117, Maintains Buy Rating
Benzinga · May 26, 2026Transcript: BJ's Wholesale Club Q1 2026 Earnings Conference Call

Peers

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