[REVISION HISTORY]

BJ's Wholesale Club executive activity and earnings outlook

Updated 3 times since CLSTR started tracking revisions of this situation.

What changed

2026-08-23 11:29 UTC → 2026-08-24 16:46 UTC · added ~~removed~~

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.

Versions

Only revisions since CLSTR began indexing content versions appear here. Select a version to see what changed compared to the one before it.