UBS Cuts BJ’s Wholesale Club Holdings, Inc. (BJ) Target to 7 After Q4 Earnings Review


We recently compiled a list of the 12 Top Performing Consumer Staples Stocks in February. BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) is among the best performing stocks

TheFly reported on March 6 that UBS reduced its price target for BJ to $117 from $120 while reaffirming a Buy rating on the stock. After examining the company’s fourth-quarter earnings performance, the firm updated its financial model, which led to this change.

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) announced its financial results for the entire fiscal year 2025 and the fourth quarter on March 5. The company reportedly saw a 1.6% increase in comparable club sales and a 2.6% increase in comparable sales excluding gasoline during the fourth quarter. Strong membership acquisition, enhanced retention, and increased use of premium membership levels contributed to the 10.9% year-over-year increase in membership fee income to $129.8 million.

UBS Cuts BJ’s Wholesale Club Holdings, Inc. (BJ) Target to $117 After Q4 Earnings Review

The corporation also reported that it maintained a 90% renewal rate among long tenured members during the fiscal year. Digital sales channels also showed strong momentum, with digitally enabled comparable sales growing 31%, representing a two-year stacked increase of 57%. BJ’s reported earnings of $0.96 per diluted share for the quarter, and continued expanding its physical footprint by opening seven new clubs and seven gas stations.

For the full year, the business reported that its net income reached $578.4 million, up from $534.4 million in the prior year, while adjusted EBITDA rose to $1.16 billion. BJ also repurchased shares under its buyback program and issued fiscal 2026 guidance projecting moderate comparable sales growth and continued investment in expansion.

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) operates membership-based warehouse clubs in the U.S., offering bulk groceries, household goods, electronics, and private-label products. The company focuses on value, convenience, and exclusive member savings across its retail locations and e-commerce platform.

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