StreetInsider.com News Articles

Form 10-K BJ's Wholesale Club Hold For: Jan 31

Thu, 12 Mar 2026 16:17:00 -0400

si-local-file:///var/storage/secattach/20260312/26153381.html

Form 10-K BJ's Wholesale Club Hold For: Jan 31

Thu, 12 Mar 2026 16:17:00 -0400

si-local-file:///var/storage/secattach/20260312/26153381.html

BJ's Wholesale (BJ) PT Lowered to $117 at UBS

Fri, 06 Mar 2026 07:56:08 -0400

UBS analyst Mark Carden lowered the price target on BJ's Wholesale (NYSE: BJ) to $117.00 (from $120.00) while maintaining a Buy rating.

BJ's Wholesale (BJ) PT Raised to $100 at Evercore ISI

Fri, 06 Mar 2026 05:37:53 -0400

Evercore ISI analyst Greg Melich raised the price target on BJ's Wholesale (NYSE: BJ) to $100.00 (from $95.00) while maintaining a In Line rating.

The analyst comments "BJ’s 4Q results capped off a milestone 2025, with over 8m members and a fee hike driving MFI at +11% YoY. With 16 quarters of consecutive traffic growth supporting a 2.6% comp, it’s understandable how the stock got back to $100 & 20x P/E. Yet growth costs money, and the guide for another below algo growth brought it back a step. So where do we go from here? BJ’s is raising its merchandise quality

BJ's Wholesale (BJ) PT Raised to $100 at Evercore ISI

Fri, 06 Mar 2026 05:37:53 -0400

Evercore ISI analyst Greg Melich raised the price target on BJ's Wholesale (NYSE: BJ) to $100.00 (from $95.00) while maintaining a In Line rating.

BofA Securities Reiterates Buy Rating on BJ's Wholesale (BJ), lowers estimates

Thu, 05 Mar 2026 17:01:27 -0400

BofA Securities analyst Robert Ohmes reiterated a Buy rating and $115.00 price target on BJ's Wholesale (NYSE: BJ)

The analyst commented, "BJ reported F4Q26 adj. EPS of $0.96 ahead of Street $0.93 helped by slightly lower tax rate. Comp ex-gas was +2.6% led by perishables, grocery & sundries comp +2.3% driven by unit growth (despite lap of Fresh 2.0 rollout and some food deflation in the category) and general merchandise & services comp +4.3% as CE and apparel offset comp declines in home and seasonal (partly attributable to tighter inventory buys). Digital comp was +31% y/y in F4Q. Merchandise margin (ex-gas)

William Blair Reiterates Outperform Rating on BJ's Wholesale (BJ), but "we expect BJ’s will deliver first-quarter comps below 2%"

Thu, 05 Mar 2026 16:27:51 -0400

William Blair analyst Phillip Blee reiterated an Outperform rating on BJ's Wholesale (NYSE: BJ)

The analyst commented, "BJ’s reported a better-than-expected fourth quarter, but the initial full-year guide for 2026 was a bit mixed, with comps bracketing consensus, while the midpoint of the EPS guide fell some $0.16, or 3%, shy of the Street’s expectations. Concerns around the softer earnings outlook were exacerbated by a 50-basis-point decline in merchandise margin, on unfavorable mix and investments in lower prices. These pressures are expected to continue into the first quarter, along with additional margin headwinds as the company ramps up investments in new

BJ's Wholesale (BJ) PT Raised to $114 at DA Davidson

Thu, 05 Mar 2026 15:37:59 -0400

DA Davidson analyst Michael Baker raised the price target on BJ's Wholesale (NYSE: BJ) to $114.00 (from $110.00) while maintaining a Buy rating.

The analyst commented, "We heard a number of positives on BJ’s call and our call back, which follow up on what we thought was a good print this morning. But, we also acknowledge that there were a few concerns articulated by investors as well. As a result, the stock is giving back some of the roughly 1,100 points year to date of outperformance. We would buy that weakness as we believe the positives outweigh the negatives, both in

BJ's Wholesale (BJ) PT Raised to $114 at DA Davidson

Thu, 05 Mar 2026 15:37:59 -0400

DA Davidson analyst Michael Baker raised the price target on BJ's Wholesale (NYSE: BJ) to $114.00 (from $110.00) while maintaining a Buy rating.

Evercore ISI Reiterates In Line Rating on BJ's Wholesale (BJ) following earnings

Thu, 05 Mar 2026 08:13:36 -0400

Evercore ISI analyst Greg Melich reiterated an In Line rating and $95.00 price target on BJ's Wholesale (NYSE: BJ)

The analyst commented, "BJ's F4Q core comps of 2.6% (+1.6% w/ Fuel) was modestly head of street’s 1.9%. The resulting $4.40 annual EPS gives them something to grow off of, although the initial C26 EPS guide of $4.40-$4.60 (growth of 2% at midpoint) is ~3% below the Street’s $4.66 and slightly more conservative than the $4.45-$4.65 guide that we were anticipating. The stock is indicated down ~3%, consistent with midpoint of guide vs street. Call at 8:30AM.

BJ’s Wholesale Club falls on revenue miss, weak guidance

Thu, 05 Mar 2026 06:58:42 -0400

Investing.com -- BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) reported fourth-quarter results that missed revenue expectations and issued fiscal 2026 guidance below analyst estimates, sending shares down 2.5% premarket on Thursday.

The warehouse club operator posted adjusted earnings per share of $0.96 for the fourth quarter ended January 31, beating the analyst consensus of $0.92 by $0.04. However, revenue of $5.44 billion fell short of the $5.54 billion estimate, despite increasing 5.5% from $5.16 billion in the prior-year quarter.

Comparable club sales rose 1.6% YoY, or 2.6% excluding gasoline sales. The company attributed the quarter's performance to growth in membership, digital sales, and

BJ’s Wholesale Club falls on revenue miss, weak guidance

Thu, 05 Mar 2026 06:58:42 -0400

Comparable club sales rose 1.6% YoY, or 2.6% excluding gasoline sales. The company attributed the quarter's performance to growth in membership, digital sales, and

Form 8-K BJ's Wholesale Club Hold For: Mar 05

Thu, 05 Mar 2026 06:57:00 -0400

si-local-file:///var/storage/secattach/20260305/26114806.html

Form 8-K BJ's Wholesale Club Hold For: Mar 05

Thu, 05 Mar 2026 06:57:00 -0400

si-local-file:///var/storage/secattach/20260305/26114806.html

BJ's Wholesale Club (BJ) Tops Q4 EPS by 4c ; Offers Guidance

Thu, 05 Mar 2026 06:46:41 -0400

BJ's Wholesale Club (NYSE: BJ) reported Q4 EPS of $0.96, $0.04 better than the analyst estimate of $0.92. Revenue for the quarter came in at $5.44 billion versus the consensus estimate of $5.54 billion.

GUIDANCE:

BJ's Wholesale Club sees FY2027 EPS of $4.40-$4.60, versus the consensus of $4.66.

For earnings history and earnings-related data on BJ's Wholesale Club (BJ) click here.

BJ's Wholesale Club (BJ) Tops Q4 EPS by 4c ; Offers Guidance

Thu, 05 Mar 2026 06:46:41 -0400

GUIDANCE:

BJ's Wholesale Club sees FY2027 EPS of $4.40-$4.60, versus the consensus of $4.66.

For earnings history and earnings-related data on BJ's Wholesale Club (BJ) click here.

BJ’s Wholesale Club Holdings, Inc. Announces Fourth Quarter and Full Fiscal 2025 Results

Thu, 05 Mar 2026 06:45:00 -0400

Strong fourth quarter and record year driven by growth in membership, digital sales and traffic

Fourth Quarter of Fiscal 2025 Highlights

Comparable club sales increased by 1.6% year-over-year
Comparable club sales, excluding gasoline sales, increased by 2.6% year-over-year
Membership fee income increased by 10.9% year-over-year to $129.8 million
The Company continued to achieve a 90% tenured member renewal rate during fiscal 2025
Digitally enabled comparable sales growth was 31%, reflecting two-year stacked comp growth of 57%
Earnings per diluted share and adjusted earnings per diluted share(a) of $0.96
The Company opened 7 new clubs and 7 new gas stations

MARLBOROUGH, Mass.--(BUSINESS WIRE)-- BJ’s Wholesale

BJ’s Wholesale Club Holdings, Inc. Announces Fourth Quarter and Full Fiscal 2025 Results

Thu, 05 Mar 2026 06:45:00 -0400

Strong fourth quarter and record year driven by growth in membership, digital sales and traffic

Fourth Quarter of Fiscal 2025 Highlights

Comparable club sales increased by 1.6% year-over-year
Comparable club sales, excluding gasoline sales, increased by 2.6% year-over-year
Membership fee income increased by 10.9% year-over-year to $129.8 million
The Company continued to achieve a 90% tenured member renewal rate during fiscal 2025
Digitally enabled comparable sales growth was 31%, reflecting two-year stacked comp growth of 57%
Earnings per diluted share and adjusted earnings per diluted share(a) of $0.96
The Company opened 7 new clubs and 7 new gas stations

MARLBOROUGH, Mass.--(BUSINESS WIRE)-- BJ’s Wholesale

BJ’s Wholesale Club Holdings, Inc. Announces Fourth Quarter and Full Fiscal 2025 Results

Thu, 05 Mar 2026 06:45:00 -0400

Strong fourth quarter and record year driven by growth in membership, digital sales and traffic

Fourth Quarter of Fiscal 2025 Highlights

Comparable club sales increased by 1.6% year-over-year
Comparable club sales, excluding gasoline sales, increased by 2.6% year-over-year
Membership fee income increased by 10.9% year-over-year to $129.8 million
The Company continued to achieve a 90% tenured member renewal rate during fiscal 2025
Digitally enabled comparable sales growth was 31%, reflecting two-year stacked comp growth of 57%
Earnings per diluted share and adjusted earnings per diluted share(a) of $0.96
The Company opened 7 new clubs and 7 new gas stations

MARLBOROUGH, Mass.--(BUSINESS WIRE)-- BJ’s Wholesale

BJ’s Wholesale Club Holdings, Inc. Announces Fourth Quarter and Full Fiscal 2025 Results

Thu, 05 Mar 2026 06:45:00 -0400

Strong fourth quarter and record year driven by growth in membership, digital sales and traffic

Fourth Quarter of Fiscal 2025 Highlights

Comparable club sales increased by 1.6% year-over-year
Comparable club sales, excluding gasoline sales, increased by 2.6% year-over-year
Membership fee income increased by 10.9% year-over-year to $129.8 million
The Company continued to achieve a 90% tenured member renewal rate during fiscal 2025
Digitally enabled comparable sales growth was 31%, reflecting two-year stacked comp growth of 57%
Earnings per diluted share and adjusted earnings per diluted share(a) of $0.96
The Company opened 7 new clubs and 7 new gas stations

MARLBOROUGH, Mass.--(BUSINESS WIRE)-- BJ’s Wholesale

BJ’s Wholesale club set to report flat Q4 profit; expansion plans in focus

Wed, 04 Mar 2026 23:30:00 -0400

Investing.com-- BJ’s Wholesale club is expected to post a mostly flat fiscal fourth quarter profit before the market opens on March 5, with focus squarely on the progress of its expansion plans, and their potential effects on earnings.

BJ is expected to post earnings per share of $0.923 on revenue of $5.54 billion for the three months ended January 31, Investing.com forecasts showed. This compares to EPS of $0.93 and revenue of $5.28 billion from a year ago.

The company has either beat or met quarterly profit expectations since at least 2019, Investing.com showed.

Expectations for a flat profit come

BJ’s Wholesale club set to report flat Q4 profit; expansion plans in focus

Wed, 04 Mar 2026 23:30:00 -0400

The company has either beat or met quarterly profit expectations since at least 2019, Investing.com showed.

Expectations for a flat profit come

BJ’s Wholesale club set to report flat Q4 profit; expansion plans in focus

Wed, 04 Mar 2026 23:30:00 -0400

The company has either beat or met quarterly profit expectations since at least 2019, Investing.com showed.

Expectations for a flat profit come

BJ's Wholesale Club (BJ) 400 contracts of May 400 calls trade into quarter results

Wed, 04 Mar 2026 11:15:00 -0400

BJ's Wholesale Club (NYSE: BJ) April call option implied volatility is at 55, April is at 43; compared to its 52-week range of 25 to 46. Call put ratio 14 calls to 1 put with a focus on 400 contracts of May 400 calls into the expected release of quarter results before the bell on March 5.

BJ's Wholesale Club (BJ) 400 contracts of May 400 calls trade into quarter results

Wed, 04 Mar 2026 11:15:00 -0400