The TJX Companies, Inc. $TJX Stock Position Increased by Van Lanschot Kempen Investment Management N.V.

Van Lanschot Kempen Investment Management N.V. lifted its position in The TJX Companies, Inc. (NYSE:TJX) by 17.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 136,244 shares of the apparel and home fashions retailer’s stock after buying an additional 20,017 shares during the period. Van Lanschot Kempen Investment Management N.V.’s holdings in TJX Companies were worth $20,928,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its position in shares of TJX Companies by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 102,733,668 shares of the apparel and home fashions retailer’s stock worth $15,780,919,000 after purchasing an additional 771,882 shares during the period. Geode Capital Management LLC raised its position in shares of TJX Companies by 2.6% during the fourth 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 purchasing an additional 673,690 shares during the period. Capital International Investors raised its position in shares of 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 worth $2,455,911,000 after purchasing an additional 308,408 shares during the period. Norges Bank acquired a new stake in shares of TJX Companies during the fourth quarter worth $2,211,975,000. Finally, Ameriprise Financial Inc. raised its position in shares of TJX Companies by 3.0% during the third quarter. Ameriprise Financial Inc. now owns 13,391,533 shares of the apparel and home fashions retailer’s stock worth $1,939,435,000 after purchasing an additional 392,097 shares during the period. 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: 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 Stock Up 0.0%

NYSE:TJX opened at $168.42 on Friday. The firm has a market capitalization 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 TJX Companies, Inc. has a 1-year low of $119.84 and a 1-year high of $170.00. The company has a current ratio of 1.14, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18. The business’s fifty day moving average price is $157.61 and its 200 day moving average price is $156.08.

TJX Companies (NYSE:TJX) last posted 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. The firm had revenue of $14.32 billion for the quarter, compared to analyst estimates of $14.02 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.TJX Companies’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm earned $0.92 earnings per share. 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. On average, sell-side analysts forecast that The TJX Companies, Inc. will post 5.17 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

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 given a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s payout ratio is presently 37.28%.

Insiders Place Their Bets

In other TJX Companies news, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $168.59, for a total value of $161,340.63. Following the transaction, the director owned 802 shares in the company, valued at $135,209.18. The trade was a 54.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Chairman Carol Meyrowitz sold 55,624 shares of the business’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $163.65, for a total value of $9,102,867.60. Following the completion of the transaction, the chairman owned 201,496 shares in the company, valued at $32,974,820.40. This trade represents a 21.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 130,367 shares of company stock valued at $20,959,476 over the last ninety days. Corporate insiders own 0.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on TJX shares. Truist Financial set a $190.00 target price on TJX Companies and gave the stock a “buy” rating in a research report on Thursday, May 21st. JPMorgan Chase & Co. boosted their target price on TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. BTIG Research boosted their target price on TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Wells Fargo & Company reaffirmed an “outperform” rating and set a $160.00 target price (up from $155.00) on shares of TJX Companies in a research report on Thursday, May 21st. Finally, Citigroup reissued a “buy” rating and set a $182.00 price target (up from $168.00) on shares of TJX Companies in a research report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating and twenty have given a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $174.58.

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.