Dearborn Partners LLC purchased a new stake in The TJX Companies, Inc. (NYSE:TJX - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 57,603 shares of the apparel and home fashions retailer's stock, valued at approximately $8,727,000.
Several other hedge funds and other institutional investors have also made changes to their positions in TJX. Swiss Life Asset Management Ltd grew its holdings in shares of TJX Companies by 9.5% in the 4th quarter. Swiss Life Asset Management Ltd now owns 373,430 shares of the apparel and home fashions retailer's stock valued at $57,363,000 after buying an additional 32,407 shares during the period. Danske Bank A S bought a new stake in shares of TJX Companies in the 2nd quarter valued at $829,000. J.Safra Asset Management Corp raised its stake in TJX Companies by 78.3% during the 4th quarter. J.Safra Asset Management Corp now owns 6,805 shares of the apparel and home fashions retailer's stock worth $1,045,000 after buying an additional 2,989 shares during the period. Bluedoor Private Wealth LLC acquired a new stake in TJX Companies during the 4th quarter worth $2,559,000. Finally, Man Group plc bought a new position in TJX Companies during the second quarter worth about $217,422,000. 91.09% of the stock is currently owned by institutional investors.
TJX Companies Price Performance
TJX stock opened at $134.30 on Friday. The stock has a 50-day moving average price of $153.43 and a two-hundred day moving average price of $156.22. The TJX Companies, Inc. has a 1 year low of $134.17 and a 1 year high of $170.00. The stock has a market cap of $148.36 billion, a PE ratio of 24.82, a price-to-earnings-growth ratio of 2.65 and a beta of 0.62. The company has a current ratio of 1.15, a quick ratio of 0.56 and a debt-to-equity ratio of 0.18.
TJX Companies (NYSE:TJX - Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, beating analysts' consensus estimates of $1.19 by $0.03. The company had revenue of $15.18 billion for the quarter, compared to analyst estimates of $15.16 billion. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The company's quarterly revenue was up 5.4% compared to the same quarter last year. During the same period 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. Equities analysts forecast that The TJX Companies, Inc. will post 5.2 EPS for the current fiscal year.
TJX Companies Announces Dividend
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 paid a $0.48 dividend. The ex-dividend date is Thursday, August 13th. This represents a $1.92 annualized dividend and a yield of 1.4%. TJX Companies's payout ratio is presently 35.49%.
Insider Transactions at TJX Companies
In other news, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $160.77, for a total value of $1,002,400.95. Following the sale, the chief financial officer directly owned 64,257 shares in the company, valued at $10,330,597.89. This trade represents a 8.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ernie Herrman sold 10,002 shares of the business's stock in a transaction on Friday, June 5th. The stock was sold at an average price of $160.68, for a total transaction of $1,607,121.36. Following the completion of the sale, the chief executive officer directly owned 514,848 shares in the company, valued at approximately $82,725,776.64. This represents a 1.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 130,367 shares of company stock worth $20,959,476. 0.15% of the stock is currently owned by insiders.
Key Stories Impacting TJX Companies
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
Analyst Upgrades and Downgrades
A number of research firms have issued reports on TJX. Erste Group Bank cut TJX Companies from a "buy" rating to a "hold" rating in a research note on Wednesday, July 15th. Barclays set a $188.00 price target on TJX Companies and gave the stock an "overweight" rating in a research report on Thursday, August 20th. Weiss Ratings cut TJX Companies from a "buy (b+)" rating to a "buy (b)" rating in a report on Tuesday, July 21st. Jefferies Financial Group lowered TJX Companies from a "buy" rating to a "hold" rating and decreased their price objective for the company from $180.00 to $145.00 in a research report on Wednesday. Finally, Robert W. Baird increased their target price on TJX Companies from $172.00 to $175.00 and gave the stock an "outperform" rating in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $172.84.
Check Out Our Latest Analysis on TJX Companies
TJX Companies Profile
(
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.
Further Reading
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