8,802 Shares in The TJX Companies, Inc. $TJX Purchased by Csenge Advisory Group

Key Points

• Csenge Advisory Group purchased 8,802 TJX shares worth approximately $1.33 million in the second quarter. Institutional investors own 91.09% of the company.
• TJX reported second-quarter adjusted EPS of $1.22, exceeding estimates, with revenue up 5.4% to $15.18 billion. Management raised its fiscal 2027 EPS outlook to $5.15–$5.20 and increased its long-term store target to about 7,500 locations.
• Despite the earnings beat, Marmaxx comparable sales rose just 1%, and investors questioned the benefit from tariff refunds and cautious guidance. Analysts remain generally positive, but some have downgraded the stock or reduced price targets due to valuation and execution concerns.

Csenge Advisory Group purchased a new stake in The TJX Companies, Inc. (NYSE:TJX - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 8,802 shares of the apparel and home fashions retailer's stock, valued at approximately $1,333,000.

Other large investors have also recently modified their holdings of the company. Coston McIsaac & Partners lifted its position in TJX Companies by 11.3% during the first quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer's stock valued at $100,000 after purchasing an additional 64 shares during the last quarter. Kohmann Bosshard Financial Services LLC grew its position in TJX Companies by 11.0% in the first 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 in the last quarter. HBW Advisory Services LLC grew its position 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 worth $206,000 after acquiring 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 acquiring an additional 66 shares during the last quarter. Finally, Verde Capital Management raised its position in TJX Companies by 0.7% during the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer's stock valued at $1,539,000 after purchasing an additional 67 shares in the last quarter. Institutional investors own 91.09% of the company's stock.

Trending Headlines about TJX Companies

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: TJX reported second-quarter adjusted EPS of $1.22, above the roughly $1.19 analyst consensus, while sales rose 5.4% year over year to $15.18 billion. Consolidated comparable sales increased 4%, margins improved and management raised its fiscal 2027 adjusted EPS outlook to $5.15-$5.20. TJX Q2 FY27 Results
• Positive Sentiment: Management raised its long-term store target to approximately 7,500 locations and highlighted stronger comparable-sales trends at HomeGoods, Canada and International operations. Several analysts, including BTIG and Gordon Haskett, maintained bullish or positive ratings, arguing that the selloff could create an attractive entry point. Analyst view on TJX
• Neutral Sentiment: Analysts are divided on the outlook. UBS views the Marmaxx weakness as largely isolated and sees a favorable setup if execution improves, while Wells Fargo lowered its price target to $140 and Citi downgraded TJX to Neutral because the stock’s valuation leaves less room for operational disappointment. Citi downgrade
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest division, posted only 1% comparable-sales growth, well below the 6%-7% gains elsewhere. Management attributed the shortfall to merchandise-mix and execution mistakes, but analysts also cited tougher competition and consumers’ resistance to further price increases. TJX merchandising missteps
• Negative Sentiment: Investors questioned the quality of the earnings beat because second-quarter results included an estimated $0.14-per-share benefit from tariff refunds. The market also reacted negatively to cautious near-term guidance and concerns that weakening consumer spending could pressure future growth. Rising bond yields, oil prices and renewed inflation fears added to the selling pressure across retailers. TJX earnings reaction

TJX Companies Price Performance

TJX opened at $140.76 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.15 and a quick ratio of 0.54. The stock's 50 day simple moving average is $156.18 and its 200 day simple moving average is $156.75. The firm has a market cap of $155.50 billion, a price-to-earnings ratio of 26.02, a PEG ratio of 3.12 and a beta of 0.62. The TJX Companies, Inc. has a 1 year low of $134.74 and a 1 year high of $170.00.

TJX Companies (NYSE:TJX - Get Free Report) last announced its quarterly earnings data on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.03. The firm had revenue of $15.18 billion during the quarter, compared to the consensus estimate of $15.16 billion. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The business's revenue was up 5.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.10 earnings per share. 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, analysts predict that The TJX Companies, Inc. will post 5.18 earnings per share for the current year.

TJX Companies Announces Dividend

The firm also recently declared 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. This represents a $1.92 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, August 13th. TJX Companies's payout ratio is currently 37.28%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on TJX. JPMorgan Chase & Co. upped their price objective on TJX Companies from $173.00 to $174.00 and gave the stock an "overweight" rating in a report on Monday, May 18th. Telsey Advisory Group increased their price target on shares of TJX Companies from $175.00 to $185.00 and gave the company an "outperform" rating in a research report on Thursday, May 21st. Evercore reissued an "outperform" rating and set a $173.00 price target on shares of TJX Companies in a research note on Thursday. Wall Street Zen upgraded shares of TJX Companies from a "hold" rating to a "buy" rating in a report on Saturday, July 18th. Finally, Erste Group Bank cut shares of TJX Companies from a "buy" rating to a "hold" rating in a research note on Wednesday, July 15th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $173.89.

Insiders Place Their Bets

In related news, Director Jackwyn Nemerov sold 957 shares of the firm's stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total value of $161,340.63. Following the completion of the sale, the director owned 802 shares of the company's stock, valued at $135,209.18. This trade represents a 54.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction on Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the completion of the sale, the chief financial officer owned 64,257 shares in the company, valued at approximately $10,330,597.89. This trade represents a 8.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 130,367 shares of company stock worth $20,959,476. 0.15% of the stock is currently owned by company insiders.

About TJX Companies

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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