First National Bank of Omaha Sells 5,449 Shares of The TJX Companies, Inc. $TJX

First National Bank of Omaha decreased its holdings in The TJX Companies, Inc. (NYSE:TJX) by 5.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 86,523 shares of the apparel and home fashions retailer’s stock after selling 5,449 shares during the quarter. First National Bank of Omaha’s holdings in TJX Companies were worth $13,295,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna boosted its stake in shares of TJX Companies by 120.3% in the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock worth $25,000 after acquiring an additional 89 shares during the period. Entrust Financial LLC bought a new position in TJX Companies during the fourth quarter valued at approximately $26,000. IMG Wealth Management Inc. boosted its stake in TJX Companies by 65.7% during the fourth quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock valued at $27,000 after buying an additional 69 shares during the last quarter. Joseph Group Capital Management purchased a new stake in TJX Companies during the fourth quarter valued at approximately $27,000. Finally, Miller Global Investments LLC purchased a new stake in TJX Companies during the fourth quarter valued at approximately $28,000. Institutional investors own 91.09% of the company’s stock.

Insiders Place Their Bets

In other news, Chairman Carol Meyrowitz sold 55,624 shares of the stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $163.65, for a total value of $9,102,867.60. Following the sale, the chairman directly owned 201,496 shares in the company, valued at approximately $32,974,820.40. This represents a 21.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO John Klinger sold 6,235 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $160.77, for a total value of $1,002,400.95. Following the completion of the sale, the chief financial officer owned 64,257 shares in the company, valued at approximately $10,330,597.89. The trade was a 8.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 130,367 shares of company stock valued at $20,959,476. Corporate insiders own 0.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Evercore restated an “outperform” rating and set a $175.00 price objective on shares of TJX Companies in a research report on Thursday, May 21st. Wells Fargo & Company restated an “outperform” rating and set a $160.00 price objective (up from $155.00) on shares of TJX Companies in a research report on Thursday, May 21st. Sanford C. Bernstein restated an “outperform” rating on shares of TJX Companies in a research report on Thursday, May 21st. Robert W. Baird upped their price objective on TJX Companies from $172.00 to $175.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Finally, Barclays restated an “overweight” rating and set a $190.00 price objective (up from $183.00) on shares of TJX Companies in a research report on Thursday, May 21st. Three research 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 stock has a consensus rating of “Buy” and a consensus price target of $174.58.

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 Trading Up 0.0%

Shares of NYSE TJX opened at $168.42 on Friday. 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 business’s 50 day moving average price is $157.61 and its 200-day moving average price is $156.08. The TJX Companies, Inc. has a fifty-two week low of $119.84 and a fifty-two week high of $170.00. The company 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.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.17. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The firm had revenue of $14.32 billion for the quarter, compared to the consensus estimate of $14.02 billion. During the same period in the prior year, the business posted $0.92 earnings per share. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. 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 expect that The TJX Companies, Inc. will post 5.17 earnings per share for the current year.

TJX Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be issued a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, August 13th. TJX Companies’s dividend payout ratio is presently 37.28%.

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.