41,374 Shares in The TJX Companies, Inc. $TJX Purchased by First National Bank of Omaha

First National Bank of Omaha purchased a new stake in The TJX Companies, Inc. (NYSE:TJX) during the second quarter, Holdings Channel.com reports. The institutional investor purchased 41,374 shares of the apparel and home fashions retailer’s stock, valued at approximately $6,268,000.

Several other institutional investors also recently bought and sold shares of TJX. BlackRock Inc. acquired a new position in shares of TJX Companies during the second quarter valued at approximately $16,489,926,000. Norges Bank acquired a new stake in shares of TJX Companies in the fourth quarter worth approximately $2,211,975,000. Bank of New York Mellon Corp acquired a new stake in shares of TJX Companies in the second quarter worth approximately $1,598,731,000. Deutsche Bank AG purchased a new stake in shares of TJX Companies during the second quarter worth approximately $866,901,000. Finally, Diamant Asset Management Inc. increased its position in shares of TJX Companies by 15,998.0% during the first quarter. Diamant Asset Management Inc. now owns 3,779,983 shares of the apparel and home fashions retailer’s stock worth $603,663,000 after purchasing an additional 3,756,502 shares in the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at TJX Companies

In related news, CFO John Klinger sold 6,235 shares of the business’s stock in a transaction 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 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Ernie Herrman sold 29,549 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $157.46, for a total value of $4,652,785.54. Following the transaction, the chief executive officer directly owned 552,850 shares in the company, valued at approximately $87,051,761. The trade was a 5.07% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 130,367 shares of company stock valued at $20,959,476. 0.15% of the stock is owned by insiders.

Key TJX Companies News

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

• Positive Sentiment: TJX reported second-quarter sales of approximately $15.18 billion, up 5.4% year over year, while adjusted EPS rose 11% to $1.22, exceeding the roughly $1.19 analyst consensus. Consolidated comparable sales increased 4%, and stronger margins prompted management to raise its full-year profit and margin outlook. TJX fiscal second-quarter results
• Positive Sentiment: The company outlined a long-term target of approximately 7,500 stores, suggesting substantial expansion potential for its off-price retail model. TJX store growth and earnings target
• Neutral Sentiment: Cost-conscious consumers continue to support TJX’s discount banners, and analysts remain broadly constructive; however, the stock’s relatively full valuation leaves less room for disappointing guidance.
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest U.S. segment, delivered only 1% comparable-sales growth and fell below management’s expectations. This lagged HomeGoods, Canada, and International, which posted considerably stronger gains. TJX earnings and consumer weakness
• Negative Sentiment: Investors viewed the fiscal 2027 adjusted EPS outlook of $5.15–$5.20 as below the approximately $5.22 consensus estimate. Reports also highlighted a less-robust third-quarter comparable-sales and earnings outlook, intensifying concerns that consumer spending may be slowing. TJX guidance outlook
• Negative Sentiment: About $0.14 of second-quarter adjusted EPS benefited from tariff refunds, raising questions about how much of the earnings beat came from recurring retail operations rather than underlying performance.

TJX Companies Stock Down 4.0%

Shares of NYSE TJX opened at $144.88 on Thursday. The company has a market capitalization of $160.05 billion, a P/E ratio of 28.13, a P/E/G ratio of 3.26 and a beta of 0.62. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.54. The company has a 50 day simple moving average of $156.73 and a 200-day simple moving average of $156.81. The TJX Companies, Inc. has a 1 year low of $134.74 and a 1 year high of $170.00.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03. The firm had revenue of $15.18 billion for the quarter, compared to analysts’ expectations of $15.17 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The firm’s quarterly revenue was up 5.4% on a year-over-year basis. During the same period in the prior year, the firm posted $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 research analysts predict that The TJX Companies, Inc. will post 5.19 earnings per share for the current year.

TJX Companies Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s dividend payout ratio (DPR) is presently 37.28%.

Analyst Ratings Changes

A number of research analysts have weighed in on TJX shares. Citigroup restated a “buy” rating and issued a $182.00 price objective (up from $168.00) on shares of TJX Companies in a report on Thursday, May 21st. Weiss Ratings lowered shares of TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a report on Tuesday, July 21st. Truist Financial set a $190.00 target price on shares of TJX Companies and gave the company a “buy” rating in a research report on Thursday, May 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of TJX Companies in a research note on Thursday, May 21st. Finally, Barclays restated an “overweight” rating and set a $190.00 price target (up from $183.00) on shares of TJX Companies in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $177.94.

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.