River Road Acquires New Position in AptarGroup with 917,670 Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy BJ?
Source: Yahoo Finance
- New Investment Position: River Road Asset Management disclosed in an SEC filing dated February 24, 2026, that it acquired 917,670 shares of AptarGroup (NYSE:ATR) valued at $111.92 million, marking a new investment position that reflects confidence in the company's future growth potential.
- Asset Management Proportion: This acquisition represents 1.23% of River Road's 13F reportable assets under management as of December 31, 2025, highlighting the significance of AptarGroup within its diversified investment portfolio.
- Financial Performance: AptarGroup reported a 14% year-over-year sales increase in its fourth-quarter report for 2025, with all core segments showing growth, and it has increased dividends for 32 consecutive years, currently yielding 1.29%, indicating strong financial health.
- Sustainability Commitment: AptarGroup is committed to sourcing 100% of its electricity needs from renewable resources by 2030, aligning with the Science Based Targets Initiative, which attracts environmentally conscious investors, and it is expected that its pharma segment will continue to grow robustly, particularly in injectables and consumer healthcare solutions.
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Analyst Views on BJ
Wall Street analysts forecast BJ stock price to rise
17 Analyst Rating
9 Buy
7 Hold
1 Sell
Moderate Buy
Current: 98.790
Low
90.00
Averages
104.43
High
123.00
Current: 98.790
Low
90.00
Averages
104.43
High
123.00
About BJ
BJ’s Wholesale Club Holdings, Inc. is an operator of membership warehouse clubs concentrated primarily on the eastern half of the United States. The Company provides a wide assortment of fresh foods, produce, a full-service deli, fresh bakery, household essentials and gas. It also offers technology, home decor, apparel, seasonal items, among others. It groups its merchandise offerings into two divisions: perishables, grocery and sundries, and general merchandise and services. Perishables, grocery, and sundries consist of meat, produce, dairy, deli and frozen products, packaged foods, beverages, detergents, disinfectants, paper products, beauty care, adult and baby care, and pet foods. General merchandise and services consist of electronics, apparel, seasonal goods, small appliances, televisions, furniture, optical, tires and third-party gift cards. It offers specialty services, such as full-service optical centers, tire installation services, a propane tank filling service, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Key Companies to Monitor This Week: Jobs, CrowdStrike, Target, Broadcom, Costco, and Others
- Stock Market Performance: The S&P 500 index fell by 0.4% last week, marking a 0.9% decline for February, which is only the second monthly drop since April.
- Trading Range: The S&P 500 has been trading within a narrow range this year, with a low of approximately 6800 and a high of around 7000.
See More
River Road Acquires New Position in AptarGroup with 917,670 Shares
- New Investment Position: River Road Asset Management disclosed in an SEC filing dated February 24, 2026, that it acquired 917,670 shares of AptarGroup (NYSE:ATR) valued at $111.92 million, marking a new investment position that reflects confidence in the company's future growth potential.
- Asset Management Proportion: This acquisition represents 1.23% of River Road's 13F reportable assets under management as of December 31, 2025, highlighting the significance of AptarGroup within its diversified investment portfolio.
- Financial Performance: AptarGroup reported a 14% year-over-year sales increase in its fourth-quarter report for 2025, with all core segments showing growth, and it has increased dividends for 32 consecutive years, currently yielding 1.29%, indicating strong financial health.
- Sustainability Commitment: AptarGroup is committed to sourcing 100% of its electricity needs from renewable resources by 2030, aligning with the Science Based Targets Initiative, which attracts environmentally conscious investors, and it is expected that its pharma segment will continue to grow robustly, particularly in injectables and consumer healthcare solutions.
See More
Key Earnings Reports and Economic Data Next Week
- Earnings Reports: Next week will feature earnings releases from Berkshire Hathaway (BRK-B, BRK-A), which are expected to significantly impact market sentiment, particularly as investors focus on the performance of its investment portfolio.
- Retail Giants' Earnings: Companies like Costco (COST), Target (TGT), Okta (OKTA), and Broadcom (AVGO) will report earnings next week, providing critical insights into consumer spending and the health of the tech sector, which could influence stock valuations.
- Employment Data Release: February's jobs report is set to be released on March 6, with the market keenly watching for changes in job growth and unemployment rates, which will impact the Federal Reserve's monetary policy decisions.
- Federal Reserve Commentary: Additionally, commentary from regional Federal Reserve bank presidents will be available next week, and the market will closely monitor their views on the economic outlook to assess potential future interest rate policies.
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JPMorgan: Costco to Benefit Most from Tax Season
- Tax Season Gains: JPMorgan analysts highlight that Costco is poised to benefit the most in the upcoming tax season, as consumers are expected to receive larger refunds, particularly compared to BJ's Wholesale and Walmart's Sam's Club.
- Market Performance Insight: Costco's stock has risen about 15% year-to-date in 2026, recovering from a 6% decline in 2025, indicating strong potential for recovery driven by tax stimulus.
- Consumer Demographic Advantage: With a membership base skewed towards mid- to high-end consumers, analysts believe Costco is well-positioned to attract shoppers during the tax season, especially with its strong performance in big-ticket merchandise.
- Overall Retail Impact: JPMorgan estimates that last year's tax law changes could lead to over a 1% increase in core retail sales in 2026, with the impact being particularly pronounced during the tax refund season, further solidifying Costco's market position.
See More
Investment Outlook for Costco Wholesale
- Consistent Performance: As of November 23, 2025, Costco's same-store sales grew by 3.1% in the first quarter of fiscal 2026, demonstrating strong market resilience and ongoing revenue growth potential amid declining consumer spending.
- Clear Expansion Plans: The company plans to open 28 new warehouses in fiscal 2026, with management explicitly stating a goal of at least 30 net new openings per year, which will further drive future revenue growth, with a projected compound annual growth rate of 7.6% from fiscal 2025 to 2028.
- High Market Valuation: Costco's price-to-earnings ratio stands at 52.9, which is 106% higher than the S&P 500 index and represents premiums of 18% and 138% over competitors Walmart and BJ's Wholesale, indicating strong market recognition of its stable financial performance.
- Investor Holding Recommendation: Although Costco's stock is currently 8% below its peak, it has risen 15% in 2026, and given the solid fundamentals, it makes sense to hold the stock without recommending new purchases or sales at this time.
See More
Costco's Financial Performance Remains Steady Amid Market Challenges
- Stable Financial Performance: Costco's ability to maintain consistent financial performance across various macroeconomic scenarios reduces investor risk, with a current P/E ratio of 52.9, which is 106% higher than the S&P 500, indicating a high market valuation.
- Expansion Plans: Management aims to open at least 30 new warehouses annually, with 28 expected in fiscal 2026, supporting stable revenue growth; analysts project a 7.6% compound annual growth rate in revenue from fiscal 2025 to 2028.
- Sales Growth Trend: In the first quarter of fiscal 2026, same-store sales increased by 3.1%, demonstrating Costco's resilience and appeal even as consumer spending tightens, highlighting its strong market position.
- Investor Perspective: Despite a 15% rise in Costco's stock in 2026, analysts suggest it is not a buying opportunity at this time, recommending existing shareholders to hold, reflecting solid fundamentals but high market valuation.
See More
Key Companies to Monitor This Week: Jobs, CrowdStrike, Target, Broadcom, Costco, and Others
- Stock Market Performance: The S&P 500 index fell by 0.4% last week, marking a 0.9% decline for February, which is only the second monthly drop since April.
- Trading Range: The S&P 500 has been trading within a narrow range this year, with a low of approximately 6800 and a high of around 7000.
See More
River Road Acquires New Position in AptarGroup with 917,670 Shares
- New Investment Position: River Road Asset Management disclosed in an SEC filing dated February 24, 2026, that it acquired 917,670 shares of AptarGroup (NYSE:ATR) valued at $111.92 million, marking a new investment position that reflects confidence in the company's future growth potential.
- Asset Management Proportion: This acquisition represents 1.23% of River Road's 13F reportable assets under management as of December 31, 2025, highlighting the significance of AptarGroup within its diversified investment portfolio.
- Financial Performance: AptarGroup reported a 14% year-over-year sales increase in its fourth-quarter report for 2025, with all core segments showing growth, and it has increased dividends for 32 consecutive years, currently yielding 1.29%, indicating strong financial health.
- Sustainability Commitment: AptarGroup is committed to sourcing 100% of its electricity needs from renewable resources by 2030, aligning with the Science Based Targets Initiative, which attracts environmentally conscious investors, and it is expected that its pharma segment will continue to grow robustly, particularly in injectables and consumer healthcare solutions.
See More
Key Earnings Reports and Economic Data Next Week
- Earnings Reports: Next week will feature earnings releases from Berkshire Hathaway (BRK-B, BRK-A), which are expected to significantly impact market sentiment, particularly as investors focus on the performance of its investment portfolio.
- Retail Giants' Earnings: Companies like Costco (COST), Target (TGT), Okta (OKTA), and Broadcom (AVGO) will report earnings next week, providing critical insights into consumer spending and the health of the tech sector, which could influence stock valuations.
- Employment Data Release: February's jobs report is set to be released on March 6, with the market keenly watching for changes in job growth and unemployment rates, which will impact the Federal Reserve's monetary policy decisions.
- Federal Reserve Commentary: Additionally, commentary from regional Federal Reserve bank presidents will be available next week, and the market will closely monitor their views on the economic outlook to assess potential future interest rate policies.
See More
JPMorgan: Costco to Benefit Most from Tax Season
- Tax Season Gains: JPMorgan analysts highlight that Costco is poised to benefit the most in the upcoming tax season, as consumers are expected to receive larger refunds, particularly compared to BJ's Wholesale and Walmart's Sam's Club.
- Market Performance Insight: Costco's stock has risen about 15% year-to-date in 2026, recovering from a 6% decline in 2025, indicating strong potential for recovery driven by tax stimulus.
- Consumer Demographic Advantage: With a membership base skewed towards mid- to high-end consumers, analysts believe Costco is well-positioned to attract shoppers during the tax season, especially with its strong performance in big-ticket merchandise.
- Overall Retail Impact: JPMorgan estimates that last year's tax law changes could lead to over a 1% increase in core retail sales in 2026, with the impact being particularly pronounced during the tax refund season, further solidifying Costco's market position.
See More
Investment Outlook for Costco Wholesale
- Consistent Performance: As of November 23, 2025, Costco's same-store sales grew by 3.1% in the first quarter of fiscal 2026, demonstrating strong market resilience and ongoing revenue growth potential amid declining consumer spending.
- Clear Expansion Plans: The company plans to open 28 new warehouses in fiscal 2026, with management explicitly stating a goal of at least 30 net new openings per year, which will further drive future revenue growth, with a projected compound annual growth rate of 7.6% from fiscal 2025 to 2028.
- High Market Valuation: Costco's price-to-earnings ratio stands at 52.9, which is 106% higher than the S&P 500 index and represents premiums of 18% and 138% over competitors Walmart and BJ's Wholesale, indicating strong market recognition of its stable financial performance.
- Investor Holding Recommendation: Although Costco's stock is currently 8% below its peak, it has risen 15% in 2026, and given the solid fundamentals, it makes sense to hold the stock without recommending new purchases or sales at this time.
See More
Costco's Financial Performance Remains Steady Amid Market Challenges
- Stable Financial Performance: Costco's ability to maintain consistent financial performance across various macroeconomic scenarios reduces investor risk, with a current P/E ratio of 52.9, which is 106% higher than the S&P 500, indicating a high market valuation.
- Expansion Plans: Management aims to open at least 30 new warehouses annually, with 28 expected in fiscal 2026, supporting stable revenue growth; analysts project a 7.6% compound annual growth rate in revenue from fiscal 2025 to 2028.
- Sales Growth Trend: In the first quarter of fiscal 2026, same-store sales increased by 3.1%, demonstrating Costco's resilience and appeal even as consumer spending tightens, highlighting its strong market position.
- Investor Perspective: Despite a 15% rise in Costco's stock in 2026, analysts suggest it is not a buying opportunity at this time, recommending existing shareholders to hold, reflecting solid fundamentals but high market valuation.
See More
