Diversify Advisory Services LLC Buys New Position in The TJX Companies, Inc. $TJX

Diversify Advisory Services LLC bought a new position in shares of The TJX Companies, Inc. (NYSE:TJX) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 28,963 shares of the apparel and home fashions retailer’s stock, valued at approximately $4,529,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Coston McIsaac & Partners grew its position in shares of TJX Companies by 11.3% during the 1st quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer’s stock worth $100,000 after buying an additional 64 shares during the period. Kohmann Bosshard Financial Services LLC lifted its position in shares of TJX Companies by 11.0% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer’s stock valued at $106,000 after acquiring an additional 66 shares during the period. HBW Advisory Services LLC boosted its stake in TJX Companies by 5.1% during the second quarter. HBW Advisory Services LLC now owns 1,357 shares of the apparel and home fashions retailer’s stock worth $206,000 after acquiring an additional 66 shares in the last quarter. Hohimer Wealth Management LLC boosted its stake in TJX Companies by 1.2% during the fourth quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock worth $859,000 after acquiring an additional 66 shares in the last quarter. Finally, Verde Capital Management grew its holdings in TJX Companies by 0.7% in the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock worth $1,539,000 after purchasing an additional 67 shares during the period. 91.09% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at TJX Companies

In other news, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total value of $161,340.63. Following the sale, the director owned 802 shares of the company’s stock, valued at $135,209.18. The trade was a 54.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Ernie Herrman sold 29,549 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total value of $4,652,785.54. Following the sale, the chief executive officer owned 552,850 shares in the company, valued at approximately $87,051,761. The trade was a 5.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 130,367 shares of company stock worth $20,959,476 over the last three months. Company insiders own 0.15% of the company’s stock.

TJX Companies Stock Down 4.0%

TJX Companies stock opened at $144.88 on Thursday. 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 stock has a market cap of $160.05 billion, a PE ratio of 28.13, a price-to-earnings-growth ratio of 3.26 and a beta of 0.62. The firm’s 50-day simple moving average is $156.73 and its 200 day simple moving average is $156.81. The TJX Companies, Inc. has a fifty-two week low of $134.74 and a fifty-two week high of $170.00.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. The business had revenue of $15.18 billion for the quarter, compared to analyst estimates of $15.17 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 5.4% compared to the same quarter last year. During the same period last year, the company 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. Research analysts predict that The TJX Companies, Inc. will post 5.19 EPS for the current fiscal year.

TJX Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be paid a dividend of $0.48 per share. The ex-dividend date is Thursday, August 13th. This represents a $1.92 annualized dividend and a dividend yield of 1.3%. TJX Companies’s dividend payout ratio is presently 37.28%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Truist Financial set a $190.00 price target on shares of TJX Companies and gave the company a “buy” rating in a research note on Thursday, May 21st. Wells Fargo & Company restated an “outperform” rating and issued a $160.00 target price (up from $155.00) on shares of TJX Companies in a research note on Thursday, May 21st. Morgan Stanley reaffirmed an “overweight” rating on shares of TJX Companies in a research note on Thursday, August 6th. BTIG Research increased their price target on TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, TJX Companies presently has an average rating of “Buy” and a consensus price target of $177.94.

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 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.