The TJX Companies, Inc. $TJX Stake Raised by Howard Capital Management Group LLC

Howard Capital Management Group LLC raised its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 1.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 250,837 shares of the apparel and home fashions retailer’s stock after acquiring an additional 3,365 shares during the quarter. TJX Companies makes up 2.3% of Howard Capital Management Group LLC’s investment portfolio, making the stock its 13th largest holding. Howard Capital Management Group LLC’s holdings in TJX Companies were worth $36,256,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Lavaca Capital LLC purchased a new position in TJX Companies during the second quarter valued at approximately $25,000. Princeton Global Asset Management LLC purchased a new stake in TJX Companies in the 2nd quarter worth approximately $28,000. Howard Hughes Medical Institute acquired a new stake in shares of TJX Companies during the 2nd quarter valued at $30,000. Legacy Investment Solutions LLC purchased a new position in shares of TJX Companies during the 2nd quarter valued at $32,000. Finally, Capital A Wealth Management LLC increased its stake in shares of TJX Companies by 776.7% in the second quarter. Capital A Wealth Management LLC now owns 263 shares of the apparel and home fashions retailer’s stock worth $32,000 after acquiring an additional 233 shares during the last quarter. Institutional investors and hedge funds own 91.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Jefferies Financial Group reissued a “buy” rating and set a $170.00 price objective on shares of TJX Companies in a research report on Tuesday, November 11th. Weiss Ratings reiterated a “buy (b+)” rating on shares of TJX Companies in a report on Wednesday, October 8th. UBS Group restated a “buy” rating and issued a $181.00 price objective on shares of TJX Companies in a report on Thursday, December 4th. Barclays set a $172.00 price objective on shares of TJX Companies and gave the company an “overweight” rating in a research report on Thursday, December 4th. Finally, Erste Group Bank assumed coverage on shares of TJX Companies in a research report on Friday, September 5th. They issued a “buy” rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-three have assigned a Buy rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $161.50.

TJX Companies Price Performance

NYSE TJX opened at $157.14 on Friday. The company has a market cap of $174.50 billion, a P/E ratio of 34.69, a P/E/G ratio of 3.53 and a beta of 0.76. The company has a current ratio of 1.09, a quick ratio of 0.43 and a debt-to-equity ratio of 0.20. The TJX Companies, Inc. has a 1 year low of $112.10 and a 1 year high of $157.82. The company has a fifty day simple moving average of $149.16 and a 200 day simple moving average of $138.39.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.22 by $0.06. The company had revenue of $15.12 billion during the quarter, compared to analysts’ expectations of $14.80 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period in the prior year, the company earned $1.14 earnings per share. 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. On average, sell-side analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 12th will be issued a $0.425 dividend. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 dividend on an annualized basis and a yield of 1.1%. TJX Companies’s dividend payout ratio (DPR) is 37.53%.

Insider Activity at TJX Companies

In other news, Director Amy B. Lane sold 500 shares of the company’s stock in a transaction that occurred 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 transaction, the director directly owned 22,212 shares in the company, valued at $3,362,896.80. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $148.81, for a total value of $4,464,300.00. Following the completion of the sale, the chief executive officer directly owned 535,143 shares of the company’s stock, valued at $79,634,629.83. This represents a 5.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 54,863 shares of company stock worth $8,226,366. Company insiders own 0.13% of the company’s stock.

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.