Stonehage Fleming Financial Services Holdings Ltd Invests $2.17 Million in The TJX Companies, Inc. $TJX

Stonehage Fleming Financial Services Holdings Ltd acquired a new position 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 & Exchange Commission. The firm acquired 14,322 shares of the apparel and home fashions retailer's stock, valued at approximately $2,170,000.

Other large investors also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in shares of TJX Companies during the 2nd quarter valued at about $16,489,926,000. Geode Capital Management LLC raised its stake in TJX Companies by 2.6% during the 4th quarter. Geode Capital Management LLC now owns 27,011,104 shares of the apparel and home fashions retailer's stock worth $4,134,174,000 after acquiring an additional 673,690 shares during the period. Bank of America Corp DE lifted its holdings in TJX Companies by 2.0% during the fourth quarter. Bank of America Corp DE now owns 25,620,925 shares of the apparel and home fashions retailer's stock valued at $3,935,630,000 after purchasing an additional 495,989 shares in the last quarter. Capital International Investors lifted its holdings in TJX Companies by 2.0% during the fourth 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 purchasing an additional 308,408 shares in the last quarter. Finally, Norges Bank bought a new position in shares of TJX Companies in the fourth quarter worth approximately $2,211,975,000. 91.09% of the stock is currently owned by institutional investors.

TJX Companies Trading Down 1.8%

TJX Companies stock opened at $134.30 on Friday. The TJX Companies, Inc. has a 1 year low of $134.17 and a 1 year high of $170.00. The firm's 50 day moving average price is $153.43 and its 200-day moving average price is $156.22. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.15 and a quick ratio of 0.56. The stock has a market cap of $148.36 billion, a P/E ratio of 24.82, a PEG ratio of 2.65 and a beta of 0.62.

TJX Companies (NYSE:TJX - Get Free Report) last issued 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%. TJX Companies's revenue for the quarter was up 5.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $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. On average, equities analysts predict that The TJX Companies, Inc. will post 5.2 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies's dividend payout ratio is 35.49%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on TJX. Robert W. Baird increased their price objective on shares of TJX Companies from $172.00 to $175.00 and gave the stock an "outperform" rating in a research note on Thursday, May 21st. Morgan Stanley set a $178.00 target price on shares of TJX Companies and gave the company an "overweight" rating in a research note on Thursday, August 20th. BTIG Research reiterated a "buy" rating and issued a $190.00 price target on shares of TJX Companies in a research note on Thursday, August 20th. Barclays set a $188.00 price target on TJX Companies and gave the company an "overweight" rating in a report on Thursday, August 20th. Finally, Evercore restated an "outperform" rating and issued a $173.00 price objective on shares of TJX Companies in a research report on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $172.84.

Insider Transactions at TJX Companies

In related news, Director Jackwyn Nemerov sold 957 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the transaction, the director directly owned 802 shares of the company's stock, valued at approximately $135,209.18. This represents a 54.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO John Klinger sold 6,235 shares of the firm's 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 transaction, the chief financial officer owned 64,257 shares of the company's stock, valued at $10,330,597.89. This represents a 8.84% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 130,367 shares of company stock worth $20,959,476. 0.15% of the stock is currently owned by company insiders.

Trending Headlines about 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

TJX Companies Company 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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