Is BJ’s Wholesale Club Holdings (BJ) at an Inflection Point?

1 week ago 7

Soumya Eswaran

Thu, December 11, 2025 astatine 6:27 AM CST 4 min read

Brown Brothers Harriman, an concern absorption company, released its Q3 2025 capitalist missive for the BBH Select Series - Mid Cap Fund. A transcript of the aforesaid tin beryllium downloaded here. In the quarter, the money decreased by -0.9% connected a full instrumentality ground compared to the Russell Midcap Index’s 5.3% return. The Fund has decreased by a full instrumentality of -1.8%, YTD, compared to 10.4% for the Index. The 3rd 4th experienced a boost successful the low-quality rally that started precocious past twelvemonth and gained momentum passim 2025. For much accusation connected the fund’s champion picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, BBH Select Series - Mid Cap Fund highlighted stocks specified arsenic BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ). BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) operates warehouse clubs that supply groceries, wide merchandise, gasoline and different ancillary services, coupon books, and promotions. The one-month instrumentality for BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) was -4.66%, and its shares mislaid 9.05% implicit the past 52 weeks. On December 10, 2025, BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) banal closed astatine $89.61 per share, with a marketplace capitalization of $11.806 billion.

BBH Select Series - Mid Cap Fund stated the pursuing regarding BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) successful its 3rd 4th 2025 capitalist letter:

"We initiated 2 caller positions successful the 3rd 4th successful ITT Inc. (ITT) and BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ). In summation to exiting Globant and Bruker, we exited Bright Horizons Family Solutions Inc. (Bright Horizons).