Oregon Public Employees Retirement Fund Acquires 30,992 Shares of The TJX Companies, Inc. $TJX

Oregon Public Employees Retirement Fund raised its holdings in The TJX Companies, Inc. (NYSE:TJX) by 32.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 127,505 shares of the apparel and home fashions retailer’s stock after acquiring an additional 30,992 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in TJX Companies were worth $18,430,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC grew its position in shares of TJX Companies by 113.7% in the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock valued at $1,817,000 after buying an additional 8,002 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of TJX Companies by 12.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after acquiring an additional 235 shares during the period. Bison Wealth LLC boosted its holdings in TJX Companies by 32.9% in the fourth quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after acquiring an additional 955 shares during the last quarter. Dynamic Technology Lab Private Ltd boosted its holdings in TJX Companies by 5.9% in the first quarter. Dynamic Technology Lab Private Ltd now owns 4,462 shares of the apparel and home fashions retailer’s stock valued at $543,000 after acquiring an additional 247 shares during the last quarter. Finally, Empowered Funds LLC increased its position in TJX Companies by 35.2% during the 1st quarter. Empowered Funds LLC now owns 46,219 shares of the apparel and home fashions retailer’s stock valued at $5,629,000 after purchasing an additional 12,033 shares during the period. Institutional investors and hedge funds own 91.09% of the company’s stock.

Insider Buying and Selling at TJX Companies

In other news, Director Amy B. Lane sold 500 shares of the company’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $151.40, for a total value of $75,700.00. Following the completion of the sale, the director owned 22,212 shares in the company, valued at $3,362,896.80. This represents a 2.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Ernie Herrman sold 24,363 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $151.31, for a total transaction of $3,686,365.53. Following the completion of the sale, the chief executive officer owned 510,780 shares of the company’s stock, valued at approximately $77,286,121.80. This represents a 4.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 54,863 shares of company stock valued at $8,226,366. Company insiders own 0.13% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TJX. JPMorgan Chase & Co. boosted their price target on shares of TJX Companies from $150.00 to $154.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Wells Fargo & Company reaffirmed a “positive” rating and set a $150.00 price target (up previously from $145.00) on shares of TJX Companies in a research report on Tuesday, December 16th. TD Cowen lifted their price objective on TJX Companies from $162.00 to $167.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Morgan Stanley restated an “overweight” rating and set a $162.00 target price (up previously from $159.00) on shares of TJX Companies in a research report on Thursday, November 20th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $170.00 target price on shares of TJX Companies in a research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $163.86.

TJX Companies Price Performance

TJX stock opened at $158.04 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.43 and a current ratio of 1.09. The business has a 50-day simple moving average of $151.31 and a two-hundred day simple moving average of $140.33. The company has a market capitalization of $175.50 billion, a P/E ratio of 34.89, a price-to-earnings-growth ratio of 3.46 and a beta of 0.75. The TJX Companies, Inc. has a 52-week low of $112.10 and a 52-week high of $158.55.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $1.22 by $0.06. The company had revenue of $15.12 billion for the quarter, compared to analyst estimates of $14.80 billion. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter last year, the company earned $1.14 earnings per share. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS and its FY 2026 guidance at 4.630-4.660 EPS. Research analysts expect that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 12th will be issued a dividend of $0.425 per share. This represents a $1.70 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s payout ratio is currently 37.53%.

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.