Dynamic Technology Lab Private Ltd Sells 32,707 Shares of BJ’s Wholesale Club Holdings, Inc. $BJ

Dynamic Technology Lab Private Ltd reduced its stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) by 69.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 14,569 shares of the company’s stock after selling 32,707 shares during the period. Dynamic Technology Lab Private Ltd’s holdings in BJ’s Wholesale Club were worth $1,359,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the stock. Massachusetts Financial Services Co. MA boosted its holdings in shares of BJ’s Wholesale Club by 31.7% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,791,602 shares of the company’s stock worth $446,817,000 after buying an additional 1,152,591 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in BJ’s Wholesale Club by 22.4% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 100,007 shares of the company’s stock valued at $9,326,000 after acquiring an additional 18,288 shares during the period. Boston Trust Walden Corp raised its holdings in BJ’s Wholesale Club by 7.3% in the 3rd quarter. Boston Trust Walden Corp now owns 924,785 shares of the company’s stock valued at $86,236,000 after acquiring an additional 62,903 shares during the period. Envestnet Asset Management Inc. boosted its holdings in shares of BJ’s Wholesale Club by 3.9% during the third quarter. Envestnet Asset Management Inc. now owns 670,052 shares of the company’s stock worth $62,482,000 after acquiring an additional 25,326 shares during the period. Finally, Vaughan Nelson Investment Management L.P. boosted its holdings in shares of BJ’s Wholesale Club by 48.7% during the third quarter. Vaughan Nelson Investment Management L.P. now owns 583,416 shares of the company’s stock worth $54,404,000 after acquiring an additional 191,200 shares during the period. 98.60% of the stock is owned by institutional investors.

BJ’s Wholesale Club Stock Down 1.6%

NYSE BJ opened at $96.85 on Monday. The company has a current ratio of 0.75, a quick ratio of 0.16 and a debt-to-equity ratio of 0.18. BJ’s Wholesale Club Holdings, Inc. has a 1-year low of $86.68 and a 1-year high of $121.10. The company has a 50 day moving average of $95.76 and a 200-day moving average of $94.30. The company has a market cap of $12.67 billion, a price-to-earnings ratio of 22.11, a PEG ratio of 2.70 and a beta of 0.36.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.03. BJ’s Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.The business had revenue of $5.58 billion for the quarter, compared to the consensus estimate of $5.54 billion. During the same quarter in the prior year, the business posted $0.93 earnings per share. The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. On average, equities research analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 3.96 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

BJ has been the topic of several research reports. Evercore reaffirmed a “positive” rating on shares of BJ’s Wholesale Club in a research report on Thursday. TD Cowen restated a “buy” rating on shares of BJ’s Wholesale Club in a research note on Monday, November 24th. The Goldman Sachs Group decreased their price objective on BJ’s Wholesale Club from $139.00 to $123.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Citigroup reiterated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Friday, February 20th. Finally, Morgan Stanley dropped their target price on BJ’s Wholesale Club from $105.00 to $100.00 and set an “equal weight” rating for the company in a report on Thursday, January 15th. Nine analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $107.63.

BJ’s Wholesale Club News Summary

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

• Positive Sentiment: Q4 beat — BJ’s reported $0.96 GAAP-adjusted EPS and $5.58B revenue, topping consensus and showing modest YoY growth; the beat underpins near-term fundamentals. BJ’s Wholesale Q4 Earnings Beat as Membership Strength Drives Growth
• Positive Sentiment: Membership & digital strength — record membership, >90% renewals, membership-fee income +10.9% and digital sales up ~31% drove traffic and higher-margin revenue mix. BJ’s Q4 Press Release
• Positive Sentiment: Expansion momentum — BJ’s continues club openings (new Dallas–Fort Worth locations cited), supporting sales growth and long‑term market-share gains. New club store BJ’s, Costco near openings in Dallas-Fort Worth
• Positive Sentiment: Cash flow & buybacks — strong cash generation and ongoing repurchases (≈$750M remaining authorization) support shareholder returns and valuation support versus peers. BJ’s Wholesale Is Growing, Buying Back Stock, and Still Dirt Cheap
• Neutral Sentiment: Analyst mix — brokers and media are offering conflicting takes: some highlight membership/cash-flow upside while others flag execution risks and tepid guidance. Analysts Have Conflicting Sentiments on These Consumer Goods Companies
• Neutral Sentiment: Macro/commodity noise — broader market moves (e.g., a rise in crude) appear in headlines but aren’t primary drivers of BJ’s fundamentals. Crude Oil Surges 6%; BJ’s Wholesale Club Earnings Top Views
• Negative Sentiment: Guidance disappointed — FY‑2026 EPS guidance of $4.40–$4.60 (midpoint ~$4.50) came in around or slightly below Street expectations and prompted profit-taking. BJ’s outlines 2-3% comp sales growth and $4.40-$4.60 EPS guidance for 2026
• Negative Sentiment: Margin pressure & cautious outlook — management warned profitability could be pressured by new-store costs, promotions and mix (merchandise gross margin down ~50 bps), which limits near-term EPS upside. BJ’s Wholesale Club: Investing In Expansion, EPS Growth To Slow

About BJ’s Wholesale Club

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.

Founded in 1984 as a division of Zayre Corp., BJ’s Wholesale Club quickly expanded throughout the Northeastern United States.