William Blair Weighs in on BJ’s Wholesale Club Holdings, Inc.’s Q2 2025 Earnings (NYSE:BJ)

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) – Stock analysts at William Blair cut their Q2 2025 EPS estimates for shares of BJ’s Wholesale Club in a research note issued to investors on Thursday, May 23rd. William Blair analyst P. Blee now anticipates that the company will earn $0.89 per share for the quarter, down from their prior estimate of $0.90. The consensus estimate for BJ’s Wholesale Club’s current full-year earnings is $3.89 per share. William Blair also issued estimates for BJ’s Wholesale Club’s Q3 2025 earnings at $0.94 EPS and Q4 2025 earnings at $1.21 EPS.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Thursday, May 23rd. The company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.83 by $0.02. The firm had revenue of $4.92 billion for the quarter, compared to the consensus estimate of $4.86 billion. BJ’s Wholesale Club had a net margin of 2.59% and a return on equity of 37.78%. The business’s revenue was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.85 earnings per share.

BJ has been the topic of a number of other reports. JPMorgan Chase & Co. raised their target price on shares of BJ’s Wholesale Club from $58.00 to $62.00 and gave the company an “underweight” rating in a research note on Friday, March 1st. DA Davidson lifted their target price on shares of BJ’s Wholesale Club from $92.00 to $95.00 and gave the stock a “buy” rating in a research note on Friday. The Goldman Sachs Group upgraded shares of BJ’s Wholesale Club from a “neutral” rating to a “buy” rating and lifted their price target for the company from $81.00 to $87.00 in a report on Monday, April 8th. Gordon Haskett upgraded shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $90.00 price target on the stock in a report on Thursday. Finally, Evercore ISI lifted their price target on shares of BJ’s Wholesale Club from $80.00 to $86.00 and gave the company an “in-line” rating in a report on Friday. One equities research analyst has rated the stock with a sell rating, nine have assigned a hold rating and seven have assigned a buy rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $81.18.

BJ’s Wholesale Club Price Performance

BJ opened at $88.14 on Monday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.14 and a current ratio of 0.74. The firm has a market cap of $11.71 billion, a P/E ratio of 22.89, a PEG ratio of 3.82 and a beta of 0.27. BJ’s Wholesale Club has a fifty-two week low of $60.33 and a fifty-two week high of $88.35. The firm has a 50-day moving average of $76.94 and a 200 day moving average of $70.86.

Insiders Place Their Bets

In other BJ’s Wholesale Club news, SVP Joseph Mcgrail sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, April 15th. The stock was sold at an average price of $77.37, for a total value of $77,370.00. Following the completion of the transaction, the senior vice president now directly owns 12,905 shares in the company, valued at approximately $998,459.85. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. In other news, CEO Robert W. Eddy sold 11,000 shares of the stock in a transaction that occurred on Monday, April 8th. The stock was sold at an average price of $76.70, for a total transaction of $843,700.00. Following the completion of the transaction, the chief executive officer now directly owns 500,792 shares in the company, valued at approximately $38,410,746.40. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Joseph Mcgrail sold 1,000 shares of the stock in a transaction that occurred on Monday, April 15th. The shares were sold at an average price of $77.37, for a total value of $77,370.00. Following the transaction, the senior vice president now owns 12,905 shares of the company’s stock, valued at $998,459.85. The disclosure for this sale can be found here. Insiders sold 98,640 shares of company stock worth $7,394,087 in the last three months. 2.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Rise Advisors LLC purchased a new stake in BJ’s Wholesale Club during the 1st quarter valued at $26,000. Eagle Bay Advisors LLC purchased a new stake in BJ’s Wholesale Club during the 4th quarter valued at $40,000. Huntington National Bank raised its holdings in BJ’s Wholesale Club by 159.9% during the 3rd quarter. Huntington National Bank now owns 668 shares of the company’s stock valued at $48,000 after buying an additional 411 shares during the period. First Horizon Advisors Inc. raised its holdings in BJ’s Wholesale Club by 36.7% during the 4th quarter. First Horizon Advisors Inc. now owns 1,126 shares of the company’s stock valued at $75,000 after buying an additional 302 shares during the period. Finally, Anchor Investment Management LLC purchased a new stake in BJ’s Wholesale Club during the 4th quarter valued at $78,000. 98.60% of the stock is currently owned by institutional investors.

About BJ’s Wholesale Club

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.