J. Safra Sarasin Holding AG Grows Holdings in The TJX Companies, Inc. $TJX

J. Safra Sarasin Holding AG boosted its position in The TJX Companies, Inc. (NYSE:TJX) by 39.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,285 shares of the apparel and home fashions retailer’s stock after buying an additional 4,052 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in TJX Companies were worth $2,194,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in TJX Companies by 113.7% during the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after purchasing an additional 8,002 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of TJX Companies by 12.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock valued at $262,000 after buying an additional 235 shares during the last quarter. Bison Wealth LLC boosted its stake in shares of TJX Companies by 32.9% during the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after buying an additional 955 shares during the last quarter. United Bank grew its position in shares of TJX Companies by 7.6% during the second quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock worth $2,013,000 after buying an additional 1,155 shares in the last quarter. Finally, Schnieders Capital Management LLC. acquired a new stake in shares of TJX Companies during the second quarter worth approximately $244,000. 91.09% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on TJX. Argus raised shares of TJX Companies to a “strong-buy” rating in a report on Tuesday, March 3rd. UBS Group reissued a “buy” rating on shares of TJX Companies in a report on Wednesday, March 4th. Telsey Advisory Group boosted their target price on shares of TJX Companies from $170.00 to $175.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. JPMorgan Chase & Co. upped their target price on shares of TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a research note on Monday, February 23rd. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of TJX Companies in a research report on Wednesday, January 21st. Three 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.com, TJX Companies presently has an average rating of “Buy” and a consensus target price of $167.55.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: TJX’s board raised the quarterly dividend by 13% to $0.48 per share (payable June 4; record date May 14), signaling strong cash flow and management confidence—this is the primary catalyst for the intraday strength. The TJX Companies, Inc. Announces 13% Increase in Common Stock Dividend
• Positive Sentiment: Market write‑ups and analyst commentary note the dividend boost makes TJX’s yield and shareholder return story more attractive amid resilient demand for off‑price retail, supporting investor sentiment. TJX Companies’ (TJX) Dividend Just Got More Attractive With a 13% Increase
• Neutral Sentiment: News outlets also flagged the share price reaction (shares rose modestly) and noted TJX is trading near its 52‑week highs; the move appears driven by the dividend announcement rather than new operational info. TJX (TJX) Rises Yet Lags Behind Market: Some Facts Worth Knowing

Insider Buying and Selling at TJX Companies

In related news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the sale, the chief executive officer owned 479,316 shares in the company, valued at $77,145,910.20. This represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.13% of the stock is currently owned by corporate insiders.

TJX Companies Stock Performance

TJX stock opened at $159.64 on Wednesday. The stock’s 50 day simple moving average is $155.60 and its 200 day simple moving average is $150.91. The TJX Companies, Inc. has a 12-month low of $116.37 and a 12-month high of $162.68. The firm has a market cap of $177.27 billion, a P/E ratio of 32.71, a P/E/G ratio of 3.58 and a beta of 0.73. The company has a current ratio of 1.14, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm had revenue of $17.74 billion during the quarter, compared to the consensus estimate of $17.36 billion. During the same quarter in the previous year, the company posted $1.23 earnings per share. The firm’s revenue was up 8.5% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. As a group, equities research analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be given a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, May 14th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. This is a boost from TJX Companies’s previous quarterly dividend of $0.43. TJX Companies’s payout ratio is currently 34.84%.

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.