Wall Street analyst estimates for BJ's Wholesale Club Holdings, Inc. (BJ): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
BJ's Wholesale Club Holdings, Inc., alongside its subsidiaries, manages a network of membership-based retail warehouses primarily located across the eastern United States. This enterprise provides a range of products including perishable goods, general merchandise, and gasoline, in addition to various supplementary services.
Consensus price target
$111.50 (+5 % vs price $106.36)
between $108.00 and $115.00 · 3 targets published in the last quarter
Closing price, Oct 29
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2027E | $24.0B | $23.1B – $24.6B | $4.72 | 16 |
| 2028E | $25.4B | $24.2B – $27.5B | $5.04 | 16 |
| 2029E | $26.6B | $25.9B – $27.6B | $5.34 | 5 |
Fiscal year ending in January · figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 13 |
| Hold | 13 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 27 |
| Avg rating (−2 sell to +2 buy) | 0.44 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-20 | $1.24 | ||
| 2026-08-21 | $1.36 | $1.17 | +16.2% |
| 2026-05-22 | $1.10 | $1.03 | +6.8% |
| 2026-03-05 | $0.96 | $0.93 | +2.8% |
| 2025-11-21 | $1.16 | $1.09 | +6.4% |
| 2025-08-22 | $1.14 | $1.09 | +4.6% |
| 2025-05-22 | $1.14 | $0.92 | +23.4% |
| 2025-03-06 | $0.93 | $0.88 | +5.9% |
Valuation Ratios
| P/E Ratio | 23.27 |
| Price / Book | 6.10 |
| EV / EBITDA | 13.69 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $12.35B | $12.75B | $13.01B | $13.19B | $15.43B | $16.67B | $19.32B | $19.97B | $20.50B | $21.46B |
| Cost of Revenue | $10.22B | $10.51B | $10.65B | $10.76B | $12.45B | $13.59B | $15.88B | $16.33B | $16.74B | $17.46B |
| Gross Profit | $2.13B | $2.24B | $2.36B | $2.43B | $2.98B | $3.08B | $3.43B | $3.64B | $3.76B | $4.00B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $1.91B | $2.02B | $2.05B | $2.06B | $2.33B | $2.45B | $2.67B | $2.82B | $2.98B | $3.15B |
| Operating Expenses | $1.91B | $2.02B | $2.06B | $2.07B | $2.34B | $2.46B | $2.69B | $2.84B | $2.99B | $3.15B |
| Operating Income | $216.0M | $220.3M | $303.5M | $352.2M | $642.4M | $617.3M | $738.0M | $800.4M | $772.2M | $846.0M |
| EBITDA | $386.8M | $359.2M | $436.9M | $502.6M | $796.3M | $788.7M | $933.3M | $1.03B | $1.03B | $1.11B |
| Interest Expense | $143.5M | $175.7M | $164.5M | $104.4M | $84.4M | $59.4M | $47.5M | $62.7M | $50.5M | $42.4M |
| Pre-tax Income | $72.7M | $23.5M | $138.9M | $244.0M | $558.0M | $557.9M | $690.5M | $735.9M | $720.8M | $774.2M |
| Income Tax | $28.0M | -$28.4M | $11.8M | $56.2M | $136.8M | $131.1M | $176.3M | $212.2M | $186.4M | $195.8M |
| Net Income | $44.2M | $50.3M | $127.3M | $187.2M | $421.0M | $426.7M | $513.2M | $523.7M | $534.4M | $578.4M |
| EPS | $0.35 | $0.40 | $1.09 | $1.37 | $3.09 | $3.15 | $3.83 | $3.94 | $4.04 | $4.41 |
| EPS (Diluted) | $0.34 | $0.38 | $1.05 | $1.35 | $3.03 | $3.09 | $3.76 | $3.88 | $4.00 | $4.38 |
| Shares Outstanding (Diluted) | 130.8 M | 130.8 M | 121.1 M | 139.1 M | 138.9 M | 138.0 M | 136.5 M | 135.1 M | 133.6 M | 132.1 M |
Price
| Price | $106.36 (closing price, October 29, 2026) |
| Market Cap | $13.4B |
| Exchange | NYSE |
| Country | US |
Related companies: WMT · COST · OLLI · PSMT · TGT · DG
Explore sector: Consumer Defensive · Discount Stores
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