Archford Capital Strategies LLC Trims Stake in The TJX Companies, Inc. $TJX

Key Points

• Archford Capital Strategies LLC reduced its stake in TJX by 39.0% in Q4, selling 14,831 shares and retaining 23,170 shares worth $3.559 million, while institutional investors collectively own about 91.09% of the company.
• TJX’s board raised the quarterly dividend by 13% to $0.48 (annualized $1.92), ex-dividend May 14 and payable June 4, and analysts maintain a consensus Buy rating with an average price target of $167.55 after several recent upgrades.
• CEO Ernie Herrman sold 30,000 shares at an average price of $160.95; TJX also beat Q4 estimates with $1.43 EPS (vs. $1.38) and $17.74B revenue, and issued FY2027 guidance of $4.93–$5.02 EPS.

Archford Capital Strategies LLC reduced its position in The TJX Companies, Inc. (NYSE:TJX - Free Report) by 39.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,170 shares of the apparel and home fashions retailer's stock after selling 14,831 shares during the quarter. Archford Capital Strategies LLC's holdings in TJX Companies were worth $3,559,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in TJX. Jamison Private Wealth Management Inc. increased its holdings in shares of TJX Companies by 0.5% in the 4th quarter. Jamison Private Wealth Management Inc. now owns 21,254 shares of the apparel and home fashions retailer's stock valued at $3,265,000 after purchasing an additional 113 shares in the last quarter. Silver Oak Securities Incorporated increased its holdings in TJX Companies by 11.9% in the fourth quarter. Silver Oak Securities Incorporated now owns 6,091 shares of the apparel and home fashions retailer's stock valued at $946,000 after buying an additional 648 shares in the last quarter. Jaffetilchin Investment Partners LLC grew its holdings in TJX Companies by 1.6% in the fourth quarter. Jaffetilchin Investment Partners LLC now owns 4,236 shares of the apparel and home fashions retailer's stock valued at $651,000 after purchasing an additional 66 shares during the last quarter. Brookstone Capital Management raised its stake in shares of TJX Companies by 49.0% during the 4th quarter. Brookstone Capital Management now owns 19,474 shares of the apparel and home fashions retailer's stock worth $2,991,000 after buying an additional 6,400 shares during the last quarter. Finally, Paladin Wealth LLC purchased a new stake in shares of TJX Companies in the 4th quarter worth about $547,000. Hedge funds and other institutional investors own 91.09% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TJX. UBS Group reissued a "buy" rating on shares of TJX Companies in a research note on Wednesday, March 4th. Deutsche Bank Aktiengesellschaft set a $184.00 price target on TJX Companies in a research report on Thursday, January 8th. JPMorgan Chase & Co. boosted their target price on shares of TJX Companies from $154.00 to $173.00 and gave the company an "overweight" rating in a research note on Monday, February 23rd. Barclays lifted their price target on shares of TJX Companies from $172.00 to $183.00 and gave the stock an "overweight" rating in a report on Thursday, February 26th. Finally, Wells Fargo & Company restated a "positive" rating and set a $150.00 price objective (up from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Three analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. Based on data from MarketBeat, TJX Companies currently has an average rating of "Buy" and a consensus price target of $167.55.

TJX Companies News Summary

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

• Positive Sentiment: TJX’s board raised the quarterly dividend by 13% to $0.48 per share (payable June 4; record date May 14), signaling strong cash flow and management confidence—this is the primary catalyst for the intraday strength. The TJX Companies, Inc. Announces 13% Increase in Common Stock Dividend
• Positive Sentiment: Market write‑ups and analyst commentary note the dividend boost makes TJX’s yield and shareholder return story more attractive amid resilient demand for off‑price retail, supporting investor sentiment. TJX Companies’ (TJX) Dividend Just Got More Attractive With a 13% Increase
• Neutral Sentiment: News outlets also flagged the share price reaction (shares rose modestly) and noted TJX is trading near its 52‑week highs; the move appears driven by the dividend announcement rather than new operational info. TJX (TJX) Rises Yet Lags Behind Market: Some Facts Worth Knowing

Insider Buying and Selling at TJX Companies

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of TJX Companies stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $160.95, for a total value of $4,828,500.00. Following the completion of the transaction, the chief executive officer directly owned 479,316 shares in the company, valued at $77,145,910.20. The trade was a 5.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.13% of the company's stock.

TJX Companies Price Performance

TJX Companies stock opened at $159.64 on Wednesday. The firm has a fifty day moving average of $155.60 and a 200-day moving average of $150.91. The TJX Companies, Inc. has a 52-week low of $116.37 and a 52-week high of $162.68. The company has a quick ratio of 0.59, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $177.27 billion, a P/E ratio of 32.71, a PEG ratio of 3.58 and a beta of 0.73.

TJX Companies (NYSE:TJX - Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.38 by $0.05. The company had revenue of $17.74 billion for the quarter, compared to analyst estimates of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The business's quarterly revenue was up 8.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.23 earnings per share. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. As a group, analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be issued a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from TJX Companies's previous quarterly dividend of $0.43. The ex-dividend date of this dividend is Thursday, May 14th. TJX Companies's dividend payout ratio is currently 34.84%.

TJX Companies Profile

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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