Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

BJ's Wholesale Club Holdings, Inc.
Next earnings Aug 20, 2026 · consensus $1.19 EPS, $6.11B rev
Last earnings -8.2% on 2026-05-22
A steadily compounding warehouse club at 26.3% ROE and a reasonable 19.5x — consistent growth in a defensive format.
Sources: SEC EDGAR (CIK 0001531152, latest 10-Q filed 2026-05-28) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:54 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
BJ's Wholesale Club is a membership warehouse retailer that compounds with metronomic consistency, and FY2026 extends the streak. Revenue grew 4.7% to $21.5B, net income rose 8.2% to $578M and EPS climbed 9.5% to $4.38 — capping a five-year arc of uninterrupted growth in both revenue ($16.7B to $21.5B) and net income ($427M to $578M). Operating income rose 5.7% to $817M. The model produces a 26.3% return on equity despite thin retail margins (3.8% operating, 2.7% net), the hallmark of the membership-fee, high-turnover warehouse format where the recurring membership stream and inventory velocity drive returns.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $16.7B | $19.3B | $20.0B | $20.5B | $21.5B |
| Gross profit | — | — | — | — | — |
| Operating income | $617M | $738M | $800M | $772M | $817M |
| Net income | $427M | $513M | $524M | $534M | $578M |
| Diluted EPS | $3.09 | $3.76 | $3.88 | $4.00 | $4.38 |
| Net margin | 2.6% | 2.7% | 2.6% | 2.6% | 2.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
8 sells · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 10 sales
| 2026-06-15 | Eddy Robert W. President & CEO | Sell | 6.60K @ $90.21 | $595K |
| 2026-06-15 | Eddy Robert W. President & CEO | Sell | 1.40K @ $91.35 | $128K |
| 2026-06-10 | Schmadeke Scott EVP, Chief Operations Officer | Sell | 16.5K @ $92.17 | $1.52M |
| 2026-05-15 | Eddy Robert W. President & CEO | Sell | 5.54K @ $95.91 | $532K |
| 2026-05-15 | Eddy Robert W. President & CEO | Sell | 2.46K @ $96.60 | $237K |
| 2026-04-15 | McGrail Joseph SVP, Controller | Sell | 2.05K @ $91.19 | $187K |
| 2026-04-15 | Eddy Robert W. President & CEO | Sell | 7.70K @ $90.99 | $701K |
| 2026-04-15 | Eddy Robert W. President & CEO | Sell | 300.00 @ $91.69 | $27.5K |
| 2026-04-13 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Sell | 7.44K @ $93.19 | $693K |
| 2026-04-10 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Sell | 7.44K @ $90.40 | $672K |
| 2026-04-01 | McGrail Joseph SVP, Controller | Award | 1.51K | |
| 2026-04-01 | McGrail Joseph SVP, Controller | Tax | 3.06K @ $94.61 | $290K |