Jefferies Financial Group Inc. bought a new stake in The TJX Companies, Inc. (NYSE:TJX - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 50,345 shares of the apparel and home fashions retailer's stock, valued at approximately $7,627,000.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Coston McIsaac & Partners increased its stake in shares of TJX Companies by 11.3% in the 1st quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer's stock valued at $100,000 after acquiring an additional 64 shares during the last quarter. Kohmann Bosshard Financial Services LLC boosted its stake in TJX Companies by 11.0% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer's stock worth $106,000 after acquiring an additional 66 shares during the last quarter. HBW Advisory Services LLC increased its stake in TJX Companies by 5.1% in the second quarter. HBW Advisory Services LLC now owns 1,357 shares of the apparel and home fashions retailer's stock valued at $206,000 after purchasing an additional 66 shares in the last quarter. Hohimer Wealth Management LLC increased its stake in TJX Companies by 1.2% in the fourth quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer's stock valued at $859,000 after purchasing an additional 66 shares in the last quarter. Finally, Verde Capital Management raised its holdings in TJX Companies by 0.7% in the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer's stock worth $1,539,000 after purchasing an additional 67 shares during the period. Institutional investors own 91.09% of the company's stock.
Insider Transactions at TJX Companies
In other TJX Companies news, Chairman Carol Meyrowitz sold 55,624 shares of the company's stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $163.65, for a total transaction of $9,102,867.60. Following the completion of the transaction, the chairman owned 201,496 shares of the company's stock, valued at $32,974,820.40. This represents a 21.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ernie Herrman sold 29,549 shares of the firm's stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $157.46, for a total transaction of $4,652,785.54. Following the transaction, the chief executive officer directly owned 552,850 shares of the company's stock, valued at $87,051,761. This represents a 5.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 130,367 shares of company stock valued at $20,959,476 in the last ninety days. Corporate insiders own 0.15% of the company's stock.
TJX Companies News Roundup
Here are the key news stories impacting TJX Companies this week:
- Positive Sentiment: TJX’s second-quarter results exceeded expectations: comparable sales increased 4%, adjusted earnings per share rose 11% to $1.22, and management raised its full-year profit outlook. Revenue also slightly topped estimates, supporting the company’s earnings-growth narrative. TJX Beats Expectations Even As Its Biggest Division Stumbles
- Positive Sentiment: HomeGoods and TJX’s international businesses delivered stronger comparable-sales growth and helped offset weaker performance at Marmaxx. Analysts also point to margin expansion and the retailer’s resilient off-price model as continuing positives. TJX Q2 2027 Earnings Call Transcript
- Positive Sentiment: J.P. Morgan continues to rate TJX a Buy, indicating that some analysts view the recent weakness as an opportunity rather than evidence of a broken long-term investment thesis. J.P. Morgan Remains a Buy on TJX Companies
- Neutral Sentiment: Mixed retail-sector trading has made investors more selective: Kohl’s struggled despite improved guidance, while Ross Stores has outperformed. TJX’s relative resilience is constructive, but comparisons are raising expectations for continued execution. Kohl’s Falls Despite Raised Guidance
- Negative Sentiment: Marmaxx underperformed the rest of the company, prompting Jefferies to downgrade TJX to Hold from Buy with a $145 price target. The firm said the slowdown may reflect a more serious merchandising problem rather than a temporary miss, while Ross Stores continues to pull ahead. Jefferies Cuts TJX to Hold as Marmaxx Stumbles
- Negative Sentiment: The stock’s recent decline despite higher guidance signals that investors may consider TJX’s valuation demanding and expect better near-term momentum. Tariff uncertainty and the risk that Marmaxx weakness persists are additional overhangs. TJX Just Dropped 11% in a Month
Wall Street Analysts Forecast Growth
Several equities analysts have recently issued reports on the stock. Wells Fargo & Company decreased their price target on shares of TJX Companies from $160.00 to $140.00 and set an "equal weight" rating for the company in a report on Thursday, August 20th. Robert W. Baird lifted their target price on TJX Companies from $172.00 to $175.00 and gave the stock an "outperform" rating in a report on Thursday, May 21st. Morgan Stanley set a $178.00 target price on TJX Companies and gave the company an "overweight" rating in a research note on Thursday, August 20th. BTIG Research restated a "buy" rating and issued a $190.00 price target on shares of TJX Companies in a report on Thursday, August 20th. Finally, Weiss Ratings lowered TJX Companies from a "buy (b+)" rating to a "buy (b)" rating in a research report on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $172.84.
View Our Latest Research Report on TJX
TJX Companies Trading Down 1.8%
Shares of NYSE:TJX opened at $134.30 on Friday. The firm has a market cap of $148.36 billion, a price-to-earnings ratio of 24.82, a PEG ratio of 2.65 and a beta of 0.62. The TJX Companies, Inc. has a 12 month low of $134.17 and a 12 month high of $170.00. The company's fifty day simple moving average is $153.43 and its 200 day simple moving average is $156.22. The company has a quick ratio of 0.56, a current ratio of 1.15 and a debt-to-equity ratio of 0.18.
TJX Companies (NYSE:TJX - Get Free Report) last announced its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, topping analysts' consensus estimates of $1.19 by $0.03. The firm had revenue of $15.18 billion during the quarter, compared to analyst estimates of $15.16 billion. TJX Companies had a net margin of 9.73% and a return on equity of 56.56%. The company's revenue for the quarter was up 5.4% compared to the same quarter last year. During the same period in the prior year, the business earned $1.10 EPS. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, research analysts forecast that The TJX Companies, Inc. will post 5.2 EPS for the current fiscal year.
TJX Companies Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be issued a dividend of $0.48 per share. The ex-dividend date is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.4%. TJX Companies's dividend payout ratio (DPR) is presently 35.49%.
TJX Companies Company Profile
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Free Report)
TJX Companies, Inc is a leading off-price retailer of apparel, footwear, home fashions and other consumer goods. The company operates multiple retail concepts that offer discounted brand-name and designer merchandise, including well-known banners such as T.J. Maxx and Marshalls in the United States, HomeGoods for home furnishings, TK Maxx in parts of Europe, and Winners and Homesense in Canada. Merchandise categories span women's, men's and children's apparel, accessories, beauty, home décor, kitchenware and small furniture, with frequent changes in assortment that create a “treasure-hunt” shopping experience for consumers.
The company's business model centers on opportunistic buying, purchasing excess, irregular or out-of-season inventory from manufacturers, department stores and other suppliers, and passing savings to customers through lower prices.
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