Adell Harriman & Carpenter Inc. Increases Stock Position in The TJX Companies, Inc. $TJX

Adell Harriman & Carpenter Inc. raised its stake in The TJX Companies, Inc. (NYSE:TJX) by 34.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,524 shares of the apparel and home fashions retailer’s stock after acquiring an additional 4,725 shares during the period. Adell Harriman & Carpenter Inc.’s holdings in TJX Companies were worth $2,677,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bank of Nova Scotia boosted its stake 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 valued at $33,319,000 after buying an additional 152,453 shares in the last quarter. Empowered Funds LLC raised its position in TJX Companies by 66.6% in the second quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock worth $9,508,000 after acquiring an additional 30,779 shares in the last quarter. Rheos Capital Works Inc. lifted its holdings in TJX Companies by 26.0% in the third 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 during the period. Hendley & Co. Inc. lifted its holdings in TJX Companies by 75.0% in the second quarter. Hendley & Co. Inc. now owns 8,305 shares of the apparel and home fashions retailer’s stock valued at $1,026,000 after acquiring an additional 3,560 shares during the period. Finally, Savoir Faire Capital Management L.P. boosted its position in shares of 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. Institutional investors and hedge funds own 91.09% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on TJX shares. Sanford C. Bernstein reiterated an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a report on Tuesday, January 6th. Morgan Stanley restated an “overweight” rating and set a $162.00 target price (up from $159.00) on shares of TJX Companies in a research report on Thursday, November 20th. UBS Group reaffirmed a “buy” rating and issued a $193.00 target price (up from $181.00) on shares of TJX Companies in a report on Thursday, January 8th. Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Finally, JPMorgan Chase & Co. boosted their price target on TJX Companies from $150.00 to $154.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company’s stock. According to data from MarketBeat.com, TJX Companies currently has an average rating of “Buy” and a consensus price target of $163.86.

TJX Companies Trading Up 1.2%

Shares of TJX opened at $151.93 on Wednesday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.09 and a quick ratio of 0.43. The TJX Companies, Inc. has a 1-year low of $112.10 and a 1-year high of $159.48. The stock has a market cap of $168.71 billion, a price-to-earnings ratio of 33.54, a price-to-earnings-growth ratio of 2.87 and a beta of 0.74. The firm has a 50 day simple moving average of $154.05 and a 200-day simple moving average of $144.30.

TJX Companies (NYSE:TJX) last announced its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, beating analysts’ consensus estimates of $1.22 by $0.06. The firm had revenue of $15.12 billion for the quarter, compared to analysts’ expectations of $14.80 billion. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.TJX Companies’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the firm 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. Equities analysts forecast 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. Investors of record on Thursday, February 12th will be paid 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 (DPR) is presently 37.53%.

Insider Transactions at TJX Companies

In related news, Director Amy B. Lane sold 500 shares of the business’s stock in a transaction dated 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 transaction, the director owned 22,212 shares of the company’s stock, valued at approximately $3,362,896.80. The trade was a 2.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ernie Herrman sold 24,363 shares of the company’s 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 transaction, the chief executive officer owned 510,780 shares in the company, valued at approximately $77,286,121.80. This trade represents a 4.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 54,863 shares of company stock valued at $8,226,366. 0.13% of the stock is currently owned by company insiders.

Key TJX Companies News

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

• Positive Sentiment: Director insider purchases — Amy B. Lane made a series of small purchases over recent months that were just disclosed; the filings show multiple buys (a mix of 2–22 share trades) and a modest increase in her holdings, a classic signal investors view as management/insider confidence. SEC Ownership Filing
• Positive Sentiment: TJ Maxx NYC expansion — TJX plans to open its first new TJ Maxx store in New York City in more than a decade, a high-visibility expansion that supports store-growth narratives and could help sales momentum in a major market. TJ Maxx store in NYC
• Positive Sentiment: Capital allocation / efficiency story — Recent coverage highlights that TJX is deploying capital with increasing efficiency (buybacks and returns), which supports valuation and investor confidence in long-term shareholder returns. Capital efficiency article
• Positive Sentiment: Analyst/earnings momentum — Commentary noting TJX’s strong history of earnings surprises and the setup to beat again reinforces expectations for continued outperformance, which can lift multiple and demand for the shares. Zacks earnings preview
• Neutral Sentiment: Market-day note — A market summary piece reported TJX trading up while the broader market declined, reflecting relative strength but not providing new fundamental information. Market summary

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.