Stocks Consumer discretionary BJ
NYSE · Consumer discretionaryBJ's Wholesale Club Holdings, Inc. (BJ)
BJ's Wholesale Club Holdings, Inc. brought in $22.8B of revenue over the twelve months to August 1, 2026, up 9.1% from a year earlier. Net income was $594.5M, a net margin of 2.6%. Operating cash flow minus capital spending left $328M of free cash flow in fiscal 2025. At August 1, 2026 it held $30M in cash against $399.2M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 25, 2026.
Key facts about BJ's Wholesale Club Holdings, Inc.
- Net worth
- BJ's Wholesale Club Holdings, Inc. has a market value (market cap) of $14B at the latest share price, and shareholders' equity of $2.2B on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $21.5B (+4.7% year on year), with net income of $578.4M. Over the 12 months to August 1, 2026: revenue $22.8B, net income $594.5M.
- Cash flow
- In fiscal 2025 operations brought in $1B of cash; after $702M of capital spending, free cash flow was $328M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 25, 2026 and covers the period to August 1, 2026. Open on SEC EDGAR
- Next earnings report
- BJ's Wholesale Club Holdings, Inc.'s next report is expected around November 20, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What BJ's Wholesale Club Holdings, Inc. does
BJ's Wholesale Club Holdings, Inc. is registered with the SEC under industry code SIC 5331 (Retail-Variety Stores). Its shares trade on NYSE under the ticker BJ.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $21.5B | $578.4M | $4.38 | $328M |
| 2024 | $20.5B | $534.4M | $4.00 | $312.9M |
| 2023 | $20B | $523.7M | $3.88 | $251.8M |
| 2022 | $19.3B | $513.2M | $3.76 | $390.4M |
| 2021 | $16.7B | $426.7M | $3.09 | $508.1M |
| 2020 | $15.4B | $421M | $3.03 | $650.2M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BJ ranks in Consumer discretionary
Dividends
It paid out $25K in cash dividends, 0% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2024 | n/a | $25K | 0% |
| 2023 | n/a | $25K | 0% |
| 2022 | n/a | $25K | 0% |
| 2021 | n/a | $25K | 0% |
| 2020 | n/a | $25K | 0% |
| 2019 | n/a | $25K | 0% |
Latest SEC filings
What BJ's Wholesale Club Holdings, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake (5% or more) SCHEDULE 13G
- October 15, 2026
- October 15, 2026Shareholder vote results 8-K/A
- September 8, 2026Other event 8-K
- August 25, 2026Quarterly report 10-Q · period to August 1, 2026Revenue rose 16% to $6.2B versus the same quarter last year; diluted EPS $1.36 versus $1.14.
- August 21, 2026
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- July 28, 2026Passive stake changed SCHEDULE 13G/A
- July 24, 2026Passive stake changed SCHEDULE 13G/A
- July 23, 2026Passive stake changed SCHEDULE 13G/A
What is BJ worth? A DCF from its reported cash flow
Insider trades
What the people running BJ's Wholesale Club Holdings, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $24.5M worth of shares in the last 90 days and bought none on the open market. Most of the selling (96%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | Felice Laura L.EVP, Chief Financial Officer | Exercised options | 10,000 | $170K |
| November 2, 2026 | Felice Laura L.EVP, Chief Financial Officer | Soldpre-planned (10b5-1) | 10,000 | $1.1M |
| October 15, 2026 | Felice Laura L.EVP, Chief Financial Officer | Soldpre-planned (10b5-1) | 8,452 | $887K |
| October 15, 2026 | Eddy Robert W.President & CEO, Director | Soldpre-planned (10b5-1) | 5,000 | $517.3K |
| October 15, 2026 | Eddy Robert W.President & CEO, Director | Soldpre-planned (10b5-1) | 2,000 | $209.3K |
| October 15, 2026 | Eddy Robert W.President & CEO, Director | Soldpre-planned (10b5-1) | 1,000 | $105.4K |
| October 14, 2026 | Eddy Robert W.President & CEO, Director | Exercised options | 172,184 | $2.9M |
| October 14, 2026 | Eddy Robert W.President & CEO, Director | Soldpre-planned (10b5-1) | 18,000 | $1.8M |
Who owns BJ
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 7.7% | August 6, 2026 |
| Vanguard Capital Management13G, passive | 5.31% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 635 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 12,468,509 | +55,755 |
| Fmr LLC | 9,798,026 | +2,473,075 |
| Victory Capital Management Inc | 9,479,369 | -1,774,812 |
| Franklin Resources Inc | 8,350,367 | +1,229,956 |
| Vanguard Portfolio Management LLC | 5,936,760 | -153,923 |
| Vanguard Capital Management LLC | 5,787,291 | -105,331 |
| State Street Corp | 5,198,701 | -276,954 |
| River Road Asset Management, LLC | 3,374,396 | -129,077 |
| Wellington Management Group Llp | 3,282,291 | +436,827 |
| Geode Capital Management, LLC | 3,217,653 | +74,280 |
| Kayne Anderson Rudnick Investment Management LLC | 2,974,555 | -571,154 |
| Jpmorgan Chase & Co | 2,691,435 | -89,173 |
| Capital International Investors | 2,709,266 | +513,644 |
| Aqr Capital Management LLC | 2,616,277 | +2,146,045 |
| Massachusetts Financial Services Co | 2,596,063 | -712,950 |
| Morgan Stanley | 2,369,361 | -1,062,948 |
| Dimensional Fund Advisors LP | 2,140,737 | +226,176 |
| Bank of New York Mellon Corp | 2,059,727 | -609,325 |
| D. E. Shaw & Co., Inc. | 1,709,852 | +1,125,601 |
| Clearbridge Investments, LLC | 1,668,287 | -70,343 |
Insiders
18 insiders reported holding 774,591 shares in total, about $85.2M at the last price.
| Holder | Shares |
|---|---|
| Eddy Robert W.President & CEO, Director | 258,330 |
| Cichocki PaulEVP, Chief Commercial Officer | 105,236 |
| Felice Laura L.EVP, Chief Financial Officer | 84,416 |
| Werner William C.EVP, Strategy & Development | 50,160 |
| Morningstar Timothy PierceEVP, Chief Growth Officer | 33,924 |
| Parent Kenneth M.Director | 28,301 |
| Peterson Christopher HDirector | 26,413 |
| Luce GrahamEVP, Secretary | 24,715 |
| Schwartz MonicaEVP, CIDO | 23,080 |
| Naylor MaileDirector | 22,226 |
Questions about BJ
What does BJ's Wholesale Club Holdings, Inc. do?
BJ's Wholesale Club Holdings, Inc. is a company in the Consumer discretionary sector, listed on NYSE as BJ. Its shares trade on NYSE under the ticker BJ.
What is BJ's Wholesale Club Holdings, Inc.'s net worth?
BJ's Wholesale Club Holdings, Inc. has a market value (market cap) of $14B at the latest share price, and shareholders' equity of $2.2B on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is BJ's Wholesale Club Holdings, Inc. profitable?
Yes. Over the twelve months to August 1, 2026 it reported net income of $594.5M on revenue of $22.8B, a net margin of 2.6%.
How much revenue does BJ's Wholesale Club Holdings, Inc. make?
Over the twelve months to August 1, 2026 BJ's Wholesale Club Holdings, Inc. reported revenue of $22.8B. That is 9.1% more than a year earlier.
When did BJ's Wholesale Club Holdings, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 25, 2026. It covers the period to August 1, 2026. Its newest filing of any kind is the passive stake (5% or more) from November 5, 2026.
When is BJ's Wholesale Club Holdings, Inc.'s next earnings report?
BJ's Wholesale Club Holdings, Inc.'s next report is expected around November 20, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values BJ's Wholesale Club Holdings, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.