BJ’s Wholesale shares up on takeover talk

Renewed speculation that BJ’s Wholesale Club Inc., which has 12 Connecticut stores, is an acquisition target sent the Massachusetts warehouse club operator’s stock up more than 6 percent in late morning trading on Wednesday, The Associated Press reports.

The company, based in Natick, Mass., has been rumored to be a possible buyout target since July, when Leonard Green & Partners LP purchased a 9.5 percent stake.

Last week, the Los Angeles private equity firm announced that it would buy fabric and craft store chain Jo-Ann Stores Inc. for about $1.6 billion. It is also involved in the $3 billion deal for J. Crew Group Inc.

A report in the New York Post on Wednesday said Leonard Green & Partners still wants to buy BJ’s and may make a hostile bid for the company if a sales auction isn’t initiated in the coming weeks.

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BJ’s stock jumped $2.97, or 6.7 percent, to $47.44 in late morning trading. Over the past year, the shares have traded between $32.36 and $48.43.

David Strasser of Janney Capital Markets supports a buyout, saying in a client note that “a deal makes sense due to the potential for a national store roll-out.”

Strasser dismisses concerns that Leonard Green & Partners may be done making deals, explaining that the firm has “ample liquidity left from its 2007 fund.”

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