BJs Wholesale Ownership
| BJ Stock | USD 76.65 0.27 0.35% |
Shares in Circulation | First Issued 2017-09-30 | Previous Quarter 135 M | Current Value 135 M | Avarage Shares Outstanding 130.7 M | Quarterly Volatility 15.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
BJs |
BJs Stock Ownership Analysis
About 99.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.48. BJs Wholesale Club had not issued any dividends in recent years. BJs Wholesale Club Holdings, Inc., together with its subsidiaries, operates warehouse clubs on the east coast of the United States. BJs Wholesale Club Holdings, Inc. was founded in 1984 and is headquartered in Marlborough, Massachusetts. Bjs Wholesale operates under Discount Stores classification in the United States and is traded on New York Stock Exchange. It employs 34000 people. For more info on BJs Wholesale Club please contact Christopher Baldwin at 774 512 7400 or go to https://www.bjs.com.Besides selling stocks to institutional investors, BJs Wholesale also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different BJs Wholesale's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align BJs Wholesale's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
BJs Wholesale Quarterly Liabilities And Stockholders Equity |
|
BJs Wholesale Insider Trades History
Only 1.01% of BJs Wholesale Club are currently held by insiders. Unlike BJs Wholesale's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against BJs Wholesale's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of BJs Wholesale's insider trades
BJs Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as BJs Wholesale is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading BJs Wholesale Club backward and forwards among themselves. BJs Wholesale's institutional investor refers to the entity that pools money to purchase BJs Wholesale's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jpmorgan Chase & Co | 2023-12-31 | 3 M | Fiduciary Management, Inc. Of Milwaukee | 2023-12-31 | 2.5 M | Thrivent Financial For Lutherans | 2023-12-31 | 2.4 M | Geode Capital Management, Llc | 2023-12-31 | 2.1 M | Timessquare Capital Management, Llc | 2023-12-31 | 1.7 M | Artisan Partners Limited Partnership | 2023-12-31 | 1.6 M | Citadel Advisors Llc | 2023-09-30 | 1.6 M | Amvescap Plc. | 2023-12-31 | 1.6 M | Fidelity International Ltd | 2023-12-31 | 1.5 M | Fmr Inc | 2023-12-31 | 15.9 M | Vanguard Group Inc | 2023-12-31 | 13.4 M |
BJs Wholesale Club Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific BJs Wholesale insiders, such as employees or executives, is commonly permitted as long as it does not rely on BJs Wholesale's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases BJs Wholesale insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Paul Cichocki over a month ago Disposition of 179497 shares by Paul Cichocki of BJs Wholesale at 25.07 subject to Rule 16b-3 | ||
Laura Felice over two months ago Disposition of 18941 shares by Laura Felice of BJs Wholesale at 72.58 subject to Rule 16b-3 | ||
William Werner over two months ago Sale by William Werner of tradable shares of BJs Wholesale | ||
William Werner over three months ago Sale by William Werner of 232 shares of BJs Wholesale | ||
William Werner over six months ago Payment of 834 shares by William Werner of BJs Wholesale subject to Rule 16b-3 | ||
William Werner over six months ago Sale by William Werner of 1970 shares of BJs Wholesale | ||
William Werner over six months ago Sale by William Werner of 100 shares of BJs Wholesale | ||
William Werner over a year ago Acquisition by William Werner of 8544 shares of BJs Wholesale subject to Rule 16b-3 |
BJs Wholesale Corporate Filings
F4 | 16th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 18th of March 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 7th of March 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 13th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
BJs Wholesale Investors Sentiment
The influence of BJs Wholesale's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in BJs. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to BJs Wholesale's public news can be used to forecast risks associated with an investment in BJs. The trend in average sentiment can be used to explain how an investor holding BJs can time the market purely based on public headlines and social activities around BJs Wholesale Club. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
BJs Wholesale's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BJs Wholesale's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average BJs Wholesale's news discussions. The higher the estimated score, the more favorable is the investor's outlook on BJs Wholesale.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards BJs Wholesale in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, BJs Wholesale's short interest history, or implied volatility extrapolated from BJs Wholesale options trading.
Pair Trading with BJs Wholesale
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BJs Wholesale position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BJs Wholesale will appreciate offsetting losses from the drop in the long position's value.Moving together with BJs Stock
| 0.82 | DG | Dollar General Financial Report 6th of June 2024 | PairCorr |
| 0.8 | GO | Grocery Outlet Holding Financial Report 14th of May 2024 | PairCorr |
| 0.91 | KR | Kroger Company Financial Report 20th of June 2024 | PairCorr |
Moving against BJs Stock
| 0.9 | IH | IhumanInc | PairCorr |
| 0.85 | IMKTA | Ingles Markets rporated Earnings Call This Week | PairCorr |
| 0.72 | WBA | Walgreens Boots Alliance Financial Report 25th of June 2024 | PairCorr |
| 0.62 | WBUY | WEBUY GLOBAL LTD | PairCorr |
| 0.58 | ACI | Albertsons Companies Financial Report 23rd of July 2024 | PairCorr |
The ability to find closely correlated positions to BJs Wholesale could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BJs Wholesale when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BJs Wholesale - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BJs Wholesale Club to buy it.
The correlation of BJs Wholesale is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BJs Wholesale moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BJs Wholesale Club moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BJs Wholesale can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BJs Wholesale Club. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Complementary Tools for BJs Stock analysis
When running BJs Wholesale's price analysis, check to measure BJs Wholesale's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BJs Wholesale is operating at the current time. Most of BJs Wholesale's value examination focuses on studying past and present price action to predict the probability of BJs Wholesale's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BJs Wholesale's price. Additionally, you may evaluate how the addition of BJs Wholesale to your portfolios can decrease your overall portfolio volatility.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |
Is BJs Wholesale's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BJs Wholesale. If investors know BJs will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BJs Wholesale listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.144 | Earnings Share 3.88 | Revenue Per Share 150.087 | Quarterly Revenue Growth 0.087 | Return On Assets 0.0781 |
The market value of BJs Wholesale Club is measured differently than its book value, which is the value of BJs that is recorded on the company's balance sheet. Investors also form their own opinion of BJs Wholesale's value that differs from its market value or its book value, called intrinsic value, which is BJs Wholesale's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BJs Wholesale's market value can be influenced by many factors that don't directly affect BJs Wholesale's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BJs Wholesale's value and its price as these two are different measures arrived at by different means. Investors typically determine if BJs Wholesale is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BJs Wholesale's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.