BJ Analyst Ratings
BJ's Wholesale Club Holdings, Inc. (BJ) operates in the Consumer Defensive sector, specifically the Discount Stores industry, with a market capitalization near $12.71B, listed on NYSE, employing roughly 35,000 people, carrying a beta of 0.23 to the broader market. BJ's Wholesale Club Holdings, Inc. Led by Robert W. Eddy, public since 2018-06-28.
Analyst Ratings
In the October 2026 monthly count, 24 analysts rated BJ: 0 Strong Buy, 11 Buy, 11 Hold, 0 Sell and 2 Strong Sell.
Twelve months earlier, in October 2025: 25 analysts, 0 Strong Buy, 13 Buy, 10 Hold, 1 Sell and 1 Strong Sell.
Price Targets
- Average Target
- $111.50
- Median Target
- $111.50
- High
- $115.00
- Low
- $108.00
- Targets Published, Last 12 Months
- 7
Recent Price Targets
The 5 most recent of 7 price targets published in the last 12 months.
| Date | Firm | Analyst | Target | Price When Posted |
|---|---|---|---|---|
| Oct 8, 2026 | D.A. Davidson | Michael Baker | $108.00 | $98.57 |
| Aug 24, 2026 | UBS | Mark Carden | $115.00 | $99.76 |
| Aug 18, 2026 | D.A. Davidson | Michael Baker | $105.00 | $95.01 |
| May 26, 2026 | UBS | Mark Carden | $109.00 | $84.12 |
| Mar 5, 2026 | D.A. Davidson | Michael Baker | $114.00 | $98.47 |
Recent Upgrades & Downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Aug 24, 2026 | UBS | maintain | Buy | Buy |
| Aug 24, 2026 | DA Davidson | maintain | Buy | Buy |
| Aug 24, 2026 | Citigroup | maintain | Buy | Buy |
| Aug 24, 2026 | Roth Capital | maintain | Neutral | Neutral |
| Aug 4, 2026 | Evercore ISI Group | maintain | In Line | In Line |
Quantitative Rating
BJ carries a model grade of B+ (overall score 3 of 5), computed from six valuation and financial measures (discounted cash flow, return on equity, return on assets, debt to equity, price to earnings and price to book), each scored 1 to 5. It is not an analyst rating.
How to Read BJ Analyst Coverage
Sell-side equity analysts publish three primary outputs: ratings (Strong Buy / Buy / Hold / Sell / Strong Sell, or firm-specific equivalents), price targets, and EPS / revenue estimate revisions. Rating consensus moves slowly relative to price; it reflects 12-month directional conviction rather than near-term momentum. Price targets are more responsive but typically drift behind realized price during sharp moves. The most actionable signal for options traders is a cluster of ratings actions across multiple firms within a short window, which compresses or expands implied volatility on a horizon of days to weeks and shifts the put-call skew toward the directional consensus. The recent-actions table above shows the five most recent firm-level changes; longer histories live behind aggregator sources.
For event-driven options sizing, pair the consensus rating and target distribution with the implied-volatility surface and dealer-positioning view. Aggressive target hikes from multiple firms tend to tighten put skew (downside protection becomes relatively cheaper); aggressive cuts widen put skew. The size of the IV response in the hours after a rating change is visible on the per-ticker volatility skew page and the gamma-exposure page, both of which show how dealer hedging propagates the analyst-driven flow into the listed options chain.
Learn how analyst ratings is reported and how to read the data →
Frequently asked BJ analyst ratings questions
- What is the BJ consensus price target?
- As of the latest aggregator update, BJ's Wholesale Club Holdings, Inc. (BJ) carries a consensus 12-month price target of $111.50. Target ranges run from a low of $108.00 to a high of $115.00. The target is the average of the price targets published by sell-side equity analysts covering the name.
- What is the analyst rating consensus on BJ?
- In the October 2026 monthly count, 24 analysts rated BJ, and the distribution is mixed across rating levels: 0 Strong Buy, 11 Buy, 11 Hold, 0 Sell and 2 Strong Sell. Rating consensus moves slowly relative to price; it reflects sell-side conviction over a 12-month horizon rather than near-term momentum.
- What recent ratings actions has BJ seen?
- The five most recent ratings actions on BJ appear on the page above. Sell-side rating changes are watched for two reasons: an upgrade or downgrade with a meaningful target revision moves the consensus and can trigger short-term positioning shifts, and the firm-level rating cluster (multiple firms moving in the same direction within a short window) is a clearer signal than any single action. Options markets often price the implied-vol response within minutes of the announcement.
- How do analyst targets affect BJ options pricing?
- Analyst target revisions tend to be priced in by the lit options market within minutes of publication, but persistent target drift over weeks does correlate with implied-volatility movement. Aggressive target hikes from multiple firms inside a single quarter tighten put skew (downside protection becomes cheaper relative to upside speculation); aggressive cuts widen put skew. The most actionable read is the implied-vol response in the hours after a target change, which is visible on the per-ticker volatility skew page.