The TJX Companies, Inc. $TJX Stake Decreased by J.W. Cole Advisors Inc.

J.W. Cole Advisors Inc. cut its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 27.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,767 shares of the apparel and home fashions retailer’s stock after selling 13,865 shares during the period. J.W. Cole Advisors Inc.’s holdings in TJX Companies were worth $5,170,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in TJX. Bank of Nova Scotia boosted its holdings in shares of TJX Companies by 129.9% in the second quarter. Bank of Nova Scotia now owns 269,813 shares of the apparel and home fashions retailer’s stock worth $33,319,000 after buying an additional 152,453 shares during the period. Empowered Funds LLC lifted its position in shares of TJX Companies by 66.6% in the 2nd quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock valued at $9,508,000 after acquiring an additional 30,779 shares in the last quarter. Rheos Capital Works Inc. lifted its position in shares of TJX Companies by 26.0% in the 3rd quarter. Rheos Capital Works Inc. now owns 370,000 shares of the apparel and home fashions retailer’s stock valued at $53,480,000 after acquiring an additional 76,400 shares in the last quarter. Hendley & Co. Inc. boosted its stake in TJX Companies by 75.0% in the 2nd quarter. Hendley & Co. Inc. now owns 8,305 shares of the apparel and home fashions retailer’s stock worth $1,026,000 after purchasing an additional 3,560 shares during the period. Finally, Savoir Faire Capital Management L.P. grew its position in TJX Companies by 45.7% during the 3rd quarter. Savoir Faire Capital Management L.P. now owns 81,361 shares of the apparel and home fashions retailer’s stock worth $11,760,000 after purchasing an additional 25,534 shares in the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

TJX Companies Stock Performance

TJX stock opened at $153.75 on Thursday. The firm has a 50 day moving average of $154.06 and a two-hundred day moving average of $144.37. The TJX Companies, Inc. has a 12 month low of $112.10 and a 12 month high of $159.48. The company has a market capitalization of $170.73 billion, a price-to-earnings ratio of 33.94, a P/E/G ratio of 2.91 and a beta of 0.74. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.22 by $0.06. The business had revenue of $15.12 billion during the quarter, compared to analyst estimates of $14.80 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. TJX Companies’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.14 EPS. 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. As a group, equities analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

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

Insider Buying and Selling

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $148.81, for a total transaction of $4,464,300.00. Following the transaction, the chief executive officer owned 535,143 shares in the company, valued at $79,634,629.83. This trade represents a 5.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Amy B. Lane sold 500 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $151.40, for a total transaction of $75,700.00. Following the completion of the sale, the director owned 22,212 shares of the company’s stock, valued at $3,362,896.80. The trade was a 2.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 54,863 shares of company stock worth $8,226,366 over the last three months. 0.13% of the stock is owned by company insiders.

TJX Companies News Summary

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: TJ Maxx plans a higher-profile expansion — the chain will open its first New York City store in over a decade, a visible growth and brand-priority move that can support sales and local market penetration. TJ Maxx to open its first store in New York City in more than a decade
• Positive Sentiment: Analysts / coverage note that TJX is allocating capital more efficiently (share buybacks/dividends or better returns on invested capital), which supports longer-term shareholder returns and helps justify the stock’s premium multiple. TJX Companies (NYSE:TJX) Is Investing Its Capital With Increasing Efficiency
• Positive Sentiment: Zacks highlights TJX among retail/wholesale names with favorable Earnings ESP signals, suggesting a higher-than-consensus chance of an earnings beat — a catalyst that can lift the stock into earnings season. These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar
• Positive Sentiment: Insider purchases: a director (Amy B. Lane) has made multiple small open‑market purchases disclosed with the SEC. Insider buying, even modest, is often viewed as a confidence signal by management/board members. SEC ownership filing for Amy B. Lane
• Neutral Sentiment: Market-context coverage: Zacks noted TJX advanced while the broader market dipped over the last sessions, reflecting relative-strength trading rather than company-specific news alone. TJX (TJX) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Another Zacks market note reported the stock rising amid a market dip (recap of price action and key facts), useful for context but not a standalone catalyst. TJX (TJX) Rises As Market Takes a Dip: Key Facts

Analyst Upgrades and Downgrades

TJX has been the topic of a number of research analyst reports. Weiss Ratings reiterated a “buy (b+)” rating on shares of TJX Companies in a report on Wednesday, January 21st. Wells Fargo & Company reiterated a “positive” rating and issued a $150.00 target price (up previously from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. TD Cowen restated a “buy” rating on shares of TJX Companies in a report on Thursday, November 20th. JPMorgan Chase & Co. upped their price objective on shares of TJX Companies from $150.00 to $154.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Finally, BTIG Research reissued a “buy” rating and set a $165.00 target price on shares of TJX Companies in a research note on Thursday, November 20th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. According to MarketBeat, TJX Companies presently has an average rating of “Buy” and an average price target of $163.86.

About TJX Companies

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.