Market Cap
$11.6B
BJ
BJ's Wholesale Club Holdings, Inc.
$94.96 ▲ +0.64%
Prev close $94.36Market cap$11.6B
ConsensusHold
12-mo target$105.80 (+11.4%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on BJ right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (56%)
Inst. Holders
50 funds
Inst. Value
$9.7B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $15.5M sell
Insider Net $
-$15.5M
Social Sentiment
36° Cool
SEC Reports
10
Congressional
5 trades
Price chart 30d +1.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 short_volume
Short Volume: BJ — 61.1% short (0.4M / 0.7M)
Short: 426,284 | Exempt: 961 | TRF Vol: 697,507 | Short Ratio: 61.1% | Off-exchange volume (dark poo
Sep 27, 2026 Insider
Werner William C. surrendered for taxes 10,007 shares
EVP, Strategy & Development @ $93.79 ($938.6K)
Sep 15, 2026 Insider
Eddy Robert W. sold 5,600 shares
President & CEO @ $94.97 ($531.8K)
Sep 15, 2026 Insider
Aug 27, 2026 SEC Eddy Robert W. sold 2,400 shares
President & CEO @ $95.80 ($229.9K)
BJ's Wholesale Club CEO Robert Eddy exercised and sold 4,900 shares for $490K, and SVP/Controller Joseph McGrail sold 1,
CLUSTER — Impact 3/10
BJ's Wholesale Club reported strong Q2 fiscal 2026 results with EPS of $1.36, revenue of $6.23B, and raised full-year ad
8-K — Impact 7/10
CEO Robert W. Eddy filed a Form 144 notice of intent to sell 24,000 shares of BJ's Wholesale Club common stock, with an
144 — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — ADD
9,798,026 shares ($854.6M)
Analyst ratings buy % -13.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
56% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | Roth Capital | REITERATE | Neutral | 56% |
| Aug 24, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 29, 2026 | Gordon Haskett | UPGRADE | Buy | 58% |
| May 26, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 26, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 15, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Aug 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Jul 1, 2026 | 8 | 9 | 14 | 1 | 0 | 53% | |
| Jun 1, 2026 | 8 | 9 | 14 | 1 | 0 | 53% | |
| May 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Apr 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Mar 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Feb 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% |
Price targets
Where 20 covering analysts think BJ trades over the next 12 months.
$105.80 +11.4% upside Buy
Current$94.96 Low$82.00 Median$105.00 High$120.00 20 analysts
$82.00$120.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood +10.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
36°
Cool
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 5 neutral · avg impact 4.4/10.
NEUTRALCLUSTER3/10
BJ's Wholesale Club CEO Robert Eddy exercised and sold 4,900 shares for $490K, and SVP/Controller Jo
Aug 27, 2026
BULLISH8-K7/10
BJ's Wholesale Club reported strong Q2 fiscal 2026 results with EPS of $1.36, revenue of $6.23B, and
Aug 21, 2026
NEUTRAL1442/10
CEO Robert W. Eddy filed a Form 144 notice of intent to sell 24,000 shares of BJ's Wholesale Club co
Jul 15, 2026
NEUTRALCLUSTER2/10
Two top executives at BJ's Wholesale Club—the CEO and COO—sold a combined $2.12 million in shares ov
Jun 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: BJ — 61.1% short (0.4M / 0.7M)
Short: 426,284 | Exempt: 961 | TRF Vol: 697,507 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: BJ — 57.4% short (0.4M / 0.6M)
Short: 371,162 | Exempt: 2,727 | TRF Vol: 647,129 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: BJ — 55.1% short (0.3M / 0.5M)
Short: 282,622 | Exempt: 88 | TRF Vol: 512,588 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: BJ — 1.9M shares, 47,445 trades
Week starting 2026-09-07. Total ATS volume: 1,904,138 shares across 47,445 trades.
Sep 2, 2026
short_volume
Short Volume: BJ — 60.7% short (0.3M / 0.6M)
Short: 335,317 | Exempt: 20 | TRF Vol: 552,318 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.24 | $1.11–$1.36 | 6.6% | +0.0% | 10↑ 8↓ | $5.9B | 19 |
| Next Q | $1.01 | $0.93–$1.15 | 5.7% | +0.0% | 7↑ 12↓ | $6.1B | 19 |
| Current FY | $4.71 | $4.61–$4.80 | 7.1% | +0.1% | 20↑ 0↓ | $24.0B | 22 |
| Next FY | $5.03 | $4.76–$5.45 | 6.6% | +0.0% | 15↑ 1↓ | $25.3B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.237 | — |
| 7d ago | $1.237 | — |
| 30d ago | $1.237 | — |
| 60d ago | $1.233 | +0.004 |
| 90d ago | $1.233 | +0.004 |
Institutional ownership
Which big funds own BJ (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.7B total value (110,757,558 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VICTORY. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,468,509 | $1.1B | 11.2% | — |
| FMR LLC | 9,798,026 | $854.6M | 8.8% | ADD +33.8% |
| VICTORY CAPITAL MANAGEMENT INC | 9,479,369 | $826.8M | 8.5% | — |
| FRANKLIN RESOURCES INC | 8,350,367 | $728.3M | 7.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,936,760 | $517.8M | 5.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,787,291 | $504.8M | 5.2% | — |
| STATE STREET CORP | 5,198,701 | $453.4M | 4.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,282,291 | $286.3M | 3.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,217,653 | $280.7M | 2.9% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,974,555 | $259.4M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,324,951 | 9,798,026 | +33.8% | $854.6M |
| MORGAN STANLEY | TRIM | 3,432,309 | 2,369,361 | -31.0% | $206.7M |
| D. E. Shaw & Co., Inc. | DOUBLED | 584,251 | 1,709,852 | +192.7% | $149.1M |
| NORGES BANK | NEW | — | 1,505,980 | — | $131.4M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 525,809 | 1,258,099 | +139.3% | $109.7M |
| Amundi | ADD | 851,807 | 1,122,060 | +31.7% | $97.9M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 790,616 | — | $69.0M |
| Focus Partners Wealth | ADD | 339,071 | 542,296 | +59.9% | $47.3M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 319,890 | 504,331 | +57.7% | $44.0M |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 243,353 | 454,794 | +86.9% | $39.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$15.5M — $0.00 bought, $15.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 27, 2026 | Werner William C. | EVP, Strategy & Development | TAX W/H | 10,007 | $93.79 | $938.6K |
| Sep 15, 2026 | Eddy Robert W. | President & CEO | SELL | 5,600 | $94.97 | $531.8K |
| Sep 15, 2026 | Eddy Robert W. | President & CEO | SELL | 2,400 | $95.80 | $229.9K |
| Aug 25, 2026 | McGrail Joseph | SVP, Controller | SELL | 1,500 | $96.65 | $145.0K |
| Aug 24, 2026 | Eddy Robert W. | President & CEO | SELL | 4,900 | $100.01 | $490.0K |
| Aug 24, 2026 | Eddy Robert W. | President & CEO | EXERCISE | 4,900 | $17.00 | $83.3K |
| Aug 17, 2026 | Schwartz Monica | EVP, CIDO | TAX W/H | 485 | $94.43 | $45.8K |
| Aug 14, 2026 | Eddy Robert W. | President & CEO | SELL | 100 | $93.98 | $9.4K |
| Aug 14, 2026 | Eddy Robert W. | President & CEO | SELL | 7,900 | $93.64 | $739.8K |
| Jul 29, 2026 | Eddy Robert W. | President & CEO | SELL | 73,016 | $100.02 | $7.3M |
Congressional trades
BJ trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 5 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 18, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026(22d) |
| Feb 13, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026(27d) |
| Feb 9, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026(31d) |
| Feb 5, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026(35d) |
| Feb 2, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026(38d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BJ.
Shares short
9,796,907
Settlement Sep 15, 2026
Change vs prior
+7.2%
Semi-monthly cycle
Days to cover
6.4
At avg daily volume
Of shares outstanding
≈7.8%
Estimate — not % of float
All BJ filing & press-release reports (10)
- CLUSTER reportAug 27, 2026
- 8-K reportAug 21, 2026
- 144 reportJul 15, 2026
- CLUSTER reportJun 17, 2026
- 8-K reportMay 22, 2026
- DEFA14A reportMay 6, 2026
- CLUSTER reportApr 17, 2026
- 144 reportApr 15, 2026
- COURT-RULING reportApr 13, 2026
- 8-K reportMar 5, 2026