BJ's Restaurants, Inc. (BJRI)

In the past six months, BJ's Restaurants, Inc. stock has been subject to several analyst actions, including initiations, upgrades, and downgrades, with price target adjustments. The company released its Q2 FY2025 earnings on July 31, 2025, reporting $0.97 EPS, exceeding the consensus estimate of $0.69, and revenue of $365.60 million, slightly above analysts' expectations. BJ's Restaurants also reported positive sales and traffic momentum in its Q3 FY2024 results, with comparable restaurant sales growing by 1.7% year-over-year, outpacing the casual dining industry. Insider selling activity was observed in August and September 2025, with VP Alex Puchner and SVP Heidi Rogers selling shares.

The demand for BJ's Restaurants' products and services experiences seasonality, with the peak season running from April to September due to warmer temperatures and increased tourism. The slowest months are typically from November to January, as customers are more likely to spend time at home with family and prepare meals.

BJ's Restaurants, Inc. operates full-service casual dining establishments in the United States, offering a diverse American cuisine menu, including signature deep-dish pizzas, gourmet burgers, and its award-winning proprietary craft beers. The company also provides takeout and delivery options, including through third-party partnerships and is known for its unique dessert, the Pizookie®.

As of early 2024, BJ's Restaurants operates approximately 210 to 219 restaurants across 30 states in the United States, including Alabama, Arizona, California, Colorado, and Florida. The company's headquarters are located in Huntington Beach, California.

In the past year, BJ's Restaurants has demonstrated significant progress and acceleration, achieving record sales in 2024 and outperforming its full-service restaurant peers in comparable sales growth, driven by increased guest traffic. The company has focused on operational efficiency, brand clarity, and disciplined capital allocation. In September 2025, BJ's Restaurant & Brewhouse partnered with No Kid Hungry to fight childhood hunger, an initiative that has helped provide over 1.5 million meals. There is no readily available information indicating negative events that have significantly impacted BJ's Restaurants' brand reputation in the past year.

BJ's Restaurants, Inc. has a mixed ownership structure, with institutional investors holding a significant portion of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and iShares Core S&P Small-Cap ETF. Individual investors and insiders also hold stakes, with James Dal Pozzo and William H. Tilley identified as substantial individual shareholders. As of October 24, 2025, institutional investors and hedge funds own approximately 99.95% of the company's stock.