Aptus Capital Advisors LLC Has $24.95 Million Stock Holdings in The TJX Companies, Inc. $TJX

Key Points

• Aptus Capital Advisors reduced its TJX position by 10% in the fourth quarter, selling 18,071 shares and leaving it with 162,442 shares valued at about $24.95 million.
• TJX reported a strong quarter, with EPS of $1.19 beating estimates and revenue of $14.32 billion topping expectations, while management also guided FY2027 EPS to $5.08–$5.15.
• The company continues to attract bullish analyst coverage and pays a quarterly dividend of $0.48 per share, though insider sales from executives and broader cost/macro risks remain notable considerations.

Aptus Capital Advisors LLC cut its position in The TJX Companies, Inc. (NYSE:TJX - Free Report) by 10.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 162,442 shares of the apparel and home fashions retailer's stock after selling 18,071 shares during the period. Aptus Capital Advisors LLC's holdings in TJX Companies were worth $24,953,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of TJX Companies by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 102,733,668 shares of the apparel and home fashions retailer's stock valued at $15,780,919,000 after buying an additional 771,882 shares during the period. Geode Capital Management LLC grew its stake in shares of TJX Companies by 2.6% in the 4th quarter. Geode Capital Management LLC now owns 27,011,104 shares of the apparel and home fashions retailer's stock valued at $4,134,174,000 after buying an additional 673,690 shares during the period. Capital International Investors grew its stake in shares of TJX Companies by 2.0% in the 4th quarter. Capital International Investors now owns 15,986,573 shares of the apparel and home fashions retailer's stock valued at $2,455,911,000 after buying an additional 308,408 shares during the period. Norges Bank acquired a new stake in shares of TJX Companies in the 4th quarter valued at about $2,211,975,000. Finally, Ameriprise Financial Inc. grew its stake in shares of TJX Companies by 3.0% in the 3rd quarter. Ameriprise Financial Inc. now owns 13,391,533 shares of the apparel and home fashions retailer's stock valued at $1,939,435,000 after buying an additional 392,097 shares during the period. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other TJX Companies news, Chairman Carol Meyrowitz sold 55,624 shares of TJX Companies stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $163.65, for a total transaction of $9,102,867.60. Following the transaction, the chairman owned 201,496 shares of the company's stock, valued at $32,974,820.40. This trade represents a 21.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the transaction, the chief financial officer directly owned 64,257 shares in the company, valued at approximately $10,330,597.89. This represents a 8.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 130,367 shares of company stock worth $20,959,476 in the last quarter. 0.13% of the stock is owned by corporate insiders.

TJX Companies News Roundup

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

• Positive Sentiment: Analyst coverage remained constructive, including Erste Group raising earnings estimates for FY2027 and FY2028, adding to expectations that TJX can continue delivering solid profit growth.
• Positive Sentiment: Recent articles pointed to TJX hitting a 52-week high, supported by strong customer traffic, off-price demand, and global expansion, which can fuel investor confidence in continued momentum.
• Positive Sentiment: The company’s quarterly dividend announcement underscores a steady cash-return profile and may appeal to income-oriented investors.
• Neutral Sentiment: Several headlines described TJX as a strong momentum or growth stock, but these were largely commentary pieces rather than new fundamental developments.
• Neutral Sentiment: Director Jackwyn Nemerov’s sale of TJX shares and Chairman Carol Meyrowitz’s larger share sale may draw attention, but insider selling does not necessarily indicate a change in business fundamentals.
• Negative Sentiment: Some coverage noted ongoing risks from costs and the broader macroeconomic environment, which could pressure margins if conditions weaken.

TJX Companies Price Performance

Shares of NYSE TJX opened at $168.42 on Friday. The TJX Companies, Inc. has a fifty-two week low of $119.84 and a fifty-two week high of $170.00. The stock has a market cap of $186.05 billion, a price-to-earnings ratio of 32.70, a PEG ratio of 3.65 and a beta of 0.62. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.14. The firm's 50-day simple moving average is $157.61 and its 200 day simple moving average is $156.08.

TJX Companies (NYSE:TJX - Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The business had revenue of $14.32 billion for the quarter, compared to analysts' expectations of $14.02 billion. During the same quarter last year, the firm earned $0.92 EPS. The firm's revenue for the quarter was up 9.2% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 5.080-5.150 EPS and its Q2 2027 guidance at 1.150-1.170 EPS. As a group, research analysts anticipate that The TJX Companies, Inc. will post 5.17 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be given a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 annualized dividend and a dividend yield of 1.1%. TJX Companies's dividend payout ratio (DPR) is currently 37.28%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on TJX. Truist Financial set a $190.00 price target on shares of TJX Companies and gave the company a "buy" rating in a research report on Thursday, May 21st. JPMorgan Chase & Co. raised their price target on shares of TJX Companies from $173.00 to $174.00 and gave the company an "overweight" rating in a research report on Monday, May 18th. Wall Street Zen raised shares of TJX Companies from a "hold" rating to a "buy" rating in a research report on Saturday, March 28th. BTIG Research raised their price target on shares of TJX Companies from $185.00 to $190.00 and gave the company a "buy" rating in a research report on Thursday, May 21st. Finally, UBS Group reaffirmed a "buy" rating on shares of TJX Companies in a research report on Tuesday. Three equities research analysts have rated the stock with a Strong Buy rating and twenty have given a Buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus target price of $174.58.

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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