137,490 Shares in BJ’s Wholesale Club Holdings, Inc. $BJ Purchased by Cibc World Market Inc.

25 Aug 2026, 08:10 by Mitch Edgeman · The Markets Daily

Cibc World Market Inc. purchased a new stake in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor purchased 137,490 shares of the company’s stock, valued at approximately $11,992,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. BOK Financial Private Wealth Inc. bought a new stake in BJ’s Wholesale Club in the fourth quarter worth about $25,000. Strive Financial Group LLC bought a new position in shares of BJ’s Wholesale Club during the fourth quarter valued at approximately $25,000. Parkside Financial Bank & Trust raised its holdings in shares of BJ’s Wholesale Club by 147.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock worth $26,000 after buying an additional 173 shares during the period. Quantbot Technologies LP purchased a new stake in shares of BJ’s Wholesale Club in the second quarter worth approximately $28,000. Finally, Essential Partners LLC lifted its stake in shares of BJ’s Wholesale Club by 81.2% during the 1st quarter. Essential Partners LLC now owns 290 shares of the company’s stock worth $29,000 after acquiring an additional 130 shares during the last quarter. 98.60% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Robert W. Eddy sold 73,016 shares of the business’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total value of $7,303,060.32. Following the completion of the transaction, the chief executive officer directly owned 282,330 shares of the company’s stock, valued at approximately $28,238,646.60. The trade was a 20.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $92.17, for a total value of $1,520,805.00. Following the sale, the executive vice president owned 20,471 shares of the company’s stock, valued at $1,886,812.07. This trade represents a 44.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.10% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on BJ shares. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. DA Davidson lifted their target price on BJ’s Wholesale Club from $105.00 to $108.00 and gave the stock a “buy” rating in a research report on Monday. The Goldman Sachs Group reissued a “buy” rating on shares of BJ’s Wholesale Club in a research note on Monday. William Blair cut shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a report on Monday, August 17th. Finally, Bank of America began coverage on shares of BJ’s Wholesale Club in a research note on Wednesday, May 20th. They issued a “neutral” rating and a $110.00 price target on the stock. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $106.06.

View Our Latest Stock Analysis on BJ

BJ’s Wholesale Club Price Performance

Shares of BJ opened at $98.38 on Tuesday. The company has a 50 day moving average price of $91.67 and a 200-day moving average price of $93.80. BJ’s Wholesale Club Holdings, Inc. has a fifty-two week low of $83.21 and a fifty-two week high of $105.78. The stock has a market capitalization of $12.56 billion, a PE ratio of 21.53, a PEG ratio of 3.30 and a beta of 0.21. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.19 and a current ratio of 0.73.

BJ’s Wholesale Club (NYSE:BJ – Get Free Report) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.19. The firm had revenue of $6.23 billion for the quarter, compared to the consensus estimate of $5.97 billion. BJ’s Wholesale Club had a net margin of 2.64% and a return on equity of 27.40%. The company’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period last year, the firm earned $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Equities analysts predict that BJ’s Wholesale Club Holdings, Inc. will post 4.68 earnings per share for the current fiscal year.

Key Headlines Impacting BJ’s Wholesale Club

Here are the key news stories impacting BJ’s Wholesale Club this week:

Positive Sentiment: Q2 results exceeded expectations and guidance was raised. BJ’s reported earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue reached $6.23 billion, ahead of the $5.97 billion forecast and up approximately 15.7% year over year. Record membership growth, higher traffic and strong fuel sales supported the performance. Management raised fiscal 2026 EPS guidance to $4.60-$4.80. BJ’s Q2 Earnings Beat on Traffic & Membership Momentum, Outlook Raised
Positive Sentiment: Analysts raised their price targets after the results. UBS increased its target from $109 to $115 and maintained a Buy rating, citing BJ’s relevant business model. DA Davidson also raised its target from $105 to $108 and kept a Buy rating. UBS BJ’s Price Target
Positive Sentiment: Improving fundamentals are creating a more bullish setup. Revenue growth, membership expansion, customer traffic and institutional buying have strengthened the investment case, with the cited average analyst target around $105.33. BJ’s Wholesale Club Is Turning Stronger Fundamentals Into a Bullish Setup
Neutral Sentiment: Roth Capital reaffirmed a Neutral rating and set a $97 price target, indicating limited near-term upside based on its valuation view. Benzinga analyst coverage
Negative Sentiment: Valuation and cash-flow risks could limit further gains. A cautious analysis maintained a Hold rating, citing weaker core merchandise growth, pressured free cash flow and increased expansion spending. The shares’ premium valuation leaves less room for execution disappointments. BJ’s Wholesale Club: A Great Business At The Wrong Price

BJ’s Wholesale Club Profile

(Free Report)

BJ’s Wholesale Club, headquartered in Westborough, Massachusetts, is a membership-based warehouse retailer offering a wide range of products and services primarily to small businesses and individual consumers. The company operates large-format clubs that provide value-priced groceries, health and beauty products, electronics, home goods, furniture, seasonal items and automotive supplies. In addition to its in-club offerings, BJ’s features fuel stations at many locations and operates an e-commerce platform for online ordering and home delivery.