Robeco Institutional Asset Management B.V. Boosts Stock Position in The TJX Companies, Inc. $TJX

Robeco Institutional Asset Management B.V. boosted its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 13.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,068,647 shares of the apparel and home fashions retailer’s stock after buying an additional 128,125 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.10% of TJX Companies worth $154,462,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. D.A. Davidson & CO. increased its holdings in shares of TJX Companies by 0.5% during the third quarter. D.A. Davidson & CO. now owns 52,916 shares of the apparel and home fashions retailer’s stock valued at $7,649,000 after acquiring an additional 277 shares in the last quarter. CWA Asset Management Group LLC grew its position in TJX Companies by 8.6% during the 3rd quarter. CWA Asset Management Group LLC now owns 6,021 shares of the apparel and home fashions retailer’s stock valued at $870,000 after purchasing an additional 476 shares during the last quarter. LS Investment Advisors LLC grew its position in TJX Companies by 94.5% during the 3rd quarter. LS Investment Advisors LLC now owns 3,654 shares of the apparel and home fashions retailer’s stock valued at $528,000 after purchasing an additional 1,775 shares during the last quarter. City Holding Co. increased its stake in TJX Companies by 10.0% during the 3rd quarter. City Holding Co. now owns 21,763 shares of the apparel and home fashions retailer’s stock valued at $3,145,000 after purchasing an additional 1,983 shares in the last quarter. Finally, Daymark Wealth Partners LLC raised its holdings in TJX Companies by 2.8% in the third quarter. Daymark Wealth Partners LLC now owns 21,694 shares of the apparel and home fashions retailer’s stock worth $3,136,000 after buying an additional 581 shares during the last quarter. 91.09% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on TJX shares. Sanford C. Bernstein raised their price target on shares of TJX Companies from $152.00 to $155.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. UBS Group reiterated a “buy” rating and set a $181.00 target price on shares of TJX Companies in a research note on Thursday, December 4th. The Goldman Sachs Group lifted their target price on TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. 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. Finally, Wells Fargo & Company reaffirmed a “positive” rating and set a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research report on Tuesday, December 16th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-three have issued a Buy rating to the stock. Based on data from MarketBeat, TJX Companies currently has a consensus rating of “Buy” and an average price target of $161.50.

TJX Companies Price Performance

NYSE TJX opened at $153.80 on Tuesday. The stock has a market capitalization of $170.79 billion, a price-to-earnings ratio of 33.95, a PEG ratio of 3.46 and a beta of 0.75. The TJX Companies, Inc. has a 1-year low of $112.10 and a 1-year high of $157.82. 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 business’s fifty day moving average price is $150.55 and its 200-day moving average price is $139.89.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, topping the consensus estimate of $1.22 by $0.06. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The company had revenue of $15.12 billion during the quarter, compared to analyst estimates of $14.80 billion. During the same quarter in the previous year, the company posted $1.14 earnings per share. TJX Companies’s revenue was up 7.5% compared to the same quarter last year. 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, equities analysts predict that The TJX Companies, Inc. will post 4.18 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, March 5th. Stockholders of record on Thursday, February 12th will be paid a $0.425 dividend. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, February 12th. TJX Companies’s dividend payout ratio is 37.53%.

Insider Buying and Selling

In related news, Director Amy B. Lane sold 500 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $151.40, for a total value of $75,700.00. Following the transaction, the director owned 22,212 shares of the company’s stock, valued at approximately $3,362,896.80. This trade represents a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Ernie Herrman sold 30,000 shares of the company’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $148.81, for a total transaction of $4,464,300.00. Following the sale, the chief executive officer directly owned 535,143 shares of the company’s stock, valued at approximately $79,634,629.83. This represents a 5.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 54,863 shares of company stock worth $8,226,366. 0.13% of the stock is currently owned by insiders.

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.