# BJ's Wholesale Club executive activity and earnings outlook

> Live situation record from CLSTR: https://clstr.news/situations/bjs-wholesale-club-executive-activity-and-earnings-outlook
> Updated: 2026-08-24T11:25:00.000Z. Sources: 7. Developments: 4.

Recent developments regarding BJ’s Wholesale Club involve executive stock transactions, membership growth, and updated financial performance outlooks. In late July and early August 2026, SEC filings detailed significant stock sales by executives. Robert W. Eddy, President and CEO of BJ’s Wholesale Club Holdings, Inc., completed a cashless disposition of 73,016 shares on July 29, valued at approximately $7.3 million. Additionally, Kendra Miller, Executive Vice President of BJ’s Restaurants, Inc., sold 2,978 shares on August 7. Following the release of Q2 2027 financial results in late August, BJ’s Wholesale Club reported performance that exceeded Wall Street forecasts. Net sales rose 15.9% year-on-year to $6.09 billion, and adjusted diluted earnings per share increased 19.3% to $1.36. Growth was supported by a record membership base of 8.5 million and 18 consecutive quarters of traffic growth. The company reported a 9.9% increase in membership fee income and an 11.9% increase in total comparable club sales. In response to these results, the company raised its full-year adjusted earnings-per-share guidance to a range of $4.60 to $4.80. BJ’s is pursuing an expansion strategy to open 25 to 30 new clubs every two years, including a planned 106,000-square-foot location in Tyler, Texas, alongside upcoming expansions in Alabama, Kentucky, Indiana, and Florida. Institutional investors currently own 98.6% of the company’s stock, including a new stake of 19,492 shares acquired by X Square Capital LLC in the second quarter. Following the earnings report, several investment firms adjusted their stock price targets for the company. UBS Group raised its price target from $109.00 to $115.00 while maintaining a ‘buy’ rating. JPMorgan Chase & Co. increased its target to $98.00 with a ‘neutral’ rating, and DA Davidson raised its objective to $108.00 with a ‘buy’ rating.

## Claims

- The company raised its full-year adjusted earnings-per-share guidance to a range of $4.60 to $4.80. (corroborated by 2 sources)
- The company plans to open between 25 and 30 new clubs every two years. (corroborated by 2 sources)
- Net sales increased 15.9% year-on-year to $6.09 billion. (single source)
- Adjusted diluted earnings per share rose 19.3% to $1.36. (single source)
- Membership fee income increased 9.9% to $135.6 million. (single source)
- The company's membership base reached a record 8.5 million. (single source)
- A new 106,000-square-foot store is planned for Tyler, Texas, at 8667 S. Broadway Ave. (single source)
- The Tyler location is expected to create 100 to 150 jobs. (single source)

## Timeline

### 2026-08-24: BJ's Wholesale Club receives price target increases from analysts

Analysts have raised price targets for BJ's Wholesale Club, with UBS Group setting a $115.00 target. Despite margin concerns, the company shows strength in membership growth and market positioning.

2 sources. https://clstr.news/cluster/bjs-wholesale-club-receives-price-target-increases-from-analysts

### 2026-08-21: BJ’s Wholesale Club reports strong Q2 2026 earnings and expansion

BJ’s Wholesale Club reported strong Q2 2026 results, with revenue up 16% and record membership of 8.5 million. The company raised its full-year profit outlook and is expanding its Texas footprint.

5 sources. https://clstr.news/cluster/bjs-wholesale-club-raises-profit-outlook-after-strong-quarterly-sales

### 2026-08-12: BJ's Wholesale Club projected to release Q2 earnings

BJ's Wholesale Club is expected to report Q2 2027 earnings on August 21, with analysts forecasting $1.17 per share and $5.97 billion in revenue.

2 sources. https://clstr.news/cluster/bjs-wholesale-club-projected-to-release-q2-earnings

### 2026-08-07: Executives at BJ's Wholesale Club and BJ's Restaurants execute stock sales

Executives from BJ's Wholesale Club and BJ's Restaurants have completed notable stock sales, including CEO Robert W. Eddy's $7.3 million transaction.

2 sources. https://clstr.news/cluster/executives-at-bjs-wholesale-club-and-bjs-restaurants-execute-stock-sales

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Cite as: BJ's Wholesale Club executive activity and earnings outlook. CLSTR, https://clstr.news/situations/bjs-wholesale-club-executive-activity-and-earnings-outlook
