The TJX Companies, Inc. $TJX Shares Purchased by Stonegate Investment Group LLC

Stonegate Investment Group LLC increased its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 9.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 566,710 shares of the apparel and home fashions retailer’s stock after purchasing an additional 50,790 shares during the period. TJX Companies makes up 1.9% of Stonegate Investment Group LLC’s holdings, making the stock its 18th biggest position. Stonegate Investment Group LLC owned approximately 0.05% of TJX Companies worth $81,912,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in TJX Companies during the second quarter worth about $1,808,774,000. Laurel Wealth Advisors LLC increased its position in shares of TJX Companies by 12,417.0% in the second quarter. Laurel Wealth Advisors LLC now owns 4,057,273 shares of the apparel and home fashions retailer’s stock valued at $501,033,000 after buying an additional 4,024,859 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of TJX Companies by 120.7% during the 2nd quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock worth $620,406,000 after buying an additional 2,743,676 shares during the period. ABN AMRO Bank N.V. purchased a new position in shares of TJX Companies during the 2nd quarter valued at approximately $244,687,000. Finally, Mirova US LLC grew its stake in TJX Companies by 164.5% in the 2nd quarter. Mirova US LLC now owns 2,699,156 shares of the apparel and home fashions retailer’s stock valued at $333,319,000 after acquiring an additional 1,678,665 shares during the period. 91.09% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have weighed in on TJX shares. Evercore ISI upped their price objective on shares of TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. TD Cowen restated a “buy” rating on shares of TJX Companies in a research report on Thursday, November 20th. Barclays set a $172.00 target price on TJX Companies and gave the company an “overweight” rating in a report on Thursday, December 4th. Wall Street Zen raised shares of TJX Companies from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. Finally, Telsey Advisory Group reissued an “outperform” rating and set a $170.00 price objective on shares of TJX Companies in a research report on Thursday, December 4th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $163.86.

TJX Companies Price Performance

Shares of TJX opened at $150.01 on Tuesday. The firm has a market capitalization of $166.58 billion, a price-to-earnings ratio of 33.11, a PEG ratio of 3.21 and a beta of 0.75. The firm’s fifty day simple moving average is $154.00 and its 200-day simple moving average is $143.17. The TJX Companies, Inc. has a twelve month low of $112.10 and a twelve month high of $159.48. The company has a current ratio of 1.09, a quick ratio of 0.43 and a debt-to-equity ratio of 0.20.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, beating 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 firm had revenue of $15.12 billion for the quarter, compared to analyst estimates of $14.80 billion. During the same quarter in the prior year, the company posted $1.14 earnings per share. TJX Companies’s revenue for the quarter 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. Equities analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The firm also recently announced 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 is Thursday, February 12th. This represents a $1.70 annualized dividend and a yield of 1.1%. TJX Companies’s payout ratio is presently 37.53%.

Insider Activity at TJX Companies

In related news, CEO Ernie Herrman sold 24,363 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $151.31, for a total value of $3,686,365.53. Following the transaction, the chief executive officer directly owned 510,780 shares of the company’s stock, valued at $77,286,121.80. This trade represents a 4.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Amy B. Lane sold 500 shares of TJX Companies stock in a transaction 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 sale, the director owned 22,212 shares in the company, valued at $3,362,896.80. This represents a 2.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 54,863 shares of company stock valued at $8,226,366. 0.13% of the stock is owned by company 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.