The TJX Companies, Inc. $TJX is ABN AMRO Bank N.V.’s 7th Largest Position

ABN AMRO Bank N.V. grew its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 1.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,005,917 shares of the apparel and home fashions retailer’s stock after acquiring an additional 35,110 shares during the quarter. TJX Companies comprises 2.8% of ABN AMRO Bank N.V.’s portfolio, making the stock its 7th biggest position. ABN AMRO Bank N.V.’s holdings in TJX Companies were worth $289,024,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in TJX Companies by 0.7% during the second quarter. Vanguard Group Inc. now owns 101,141,056 shares of the apparel and home fashions retailer’s stock valued at $12,489,909,000 after buying an additional 727,292 shares in the last quarter. State Street Corp boosted its position in TJX Companies by 0.6% during the 2nd quarter. State Street Corp now owns 48,595,536 shares of the apparel and home fashions retailer’s stock worth $6,001,063,000 after purchasing an additional 285,737 shares during the period. Geode Capital Management LLC increased its holdings in TJX Companies by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 26,070,916 shares of the apparel and home fashions retailer’s stock valued at $3,205,927,000 after purchasing an additional 301,127 shares in the last quarter. Norges Bank purchased a new position in TJX Companies in the second quarter valued at about $1,808,774,000. Finally, Invesco Ltd. lifted its stake in shares of TJX Companies by 0.9% during the second quarter. Invesco Ltd. now owns 9,081,087 shares of the apparel and home fashions retailer’s stock worth $1,121,423,000 after purchasing an additional 80,487 shares in the last quarter. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

TJX Companies Stock Performance

TJX stock opened at $153.75 on Thursday. 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 12-month low of $112.10 and a 12-month high of $159.48. The stock’s 50 day simple moving average is $154.06 and its 200 day simple moving average is $144.37. The firm has a market cap of $170.73 billion, a P/E ratio of 33.94, a P/E/G ratio of 2.91 and a beta of 0.74.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.06. The company had revenue of $15.12 billion for the quarter, compared to the consensus estimate of $14.80 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period last year, the firm posted $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. As a group, equities research analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be issued a dividend of $0.425 per share. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. TJX Companies’s payout ratio is 37.53%.

Insider Activity

In related news, Director Amy B. Lane sold 500 shares of the 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 sale, the director owned 22,212 shares of the company’s stock, valued at $3,362,896.80. This trade represents a 2.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ernie Herrman sold 30,000 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 535,143 shares of the company’s stock, valued at $79,634,629.83. The trade was a 5.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 54,863 shares of company stock valued at $8,226,366 in the last 90 days. Insiders own 0.13% of the company’s stock.

Key TJX Companies News

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

• Positive Sentiment: TJ Maxx plans a higher-profile expansion — the chain will open its first New York City store in over a decade, a visible growth and brand-priority move that can support sales and local market penetration. TJ Maxx to open its first store in New York City in more than a decade
• Positive Sentiment: Analysts / coverage note that TJX is allocating capital more efficiently (share buybacks/dividends or better returns on invested capital), which supports longer-term shareholder returns and helps justify the stock’s premium multiple. TJX Companies (NYSE:TJX) Is Investing Its Capital With Increasing Efficiency
• Positive Sentiment: Zacks highlights TJX among retail/wholesale names with favorable Earnings ESP signals, suggesting a higher-than-consensus chance of an earnings beat — a catalyst that can lift the stock into earnings season. These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar
• Positive Sentiment: Insider purchases: a director (Amy B. Lane) has made multiple small open‑market purchases disclosed with the SEC. Insider buying, even modest, is often viewed as a confidence signal by management/board members. SEC ownership filing for Amy B. Lane
• Neutral Sentiment: Market-context coverage: Zacks noted TJX advanced while the broader market dipped over the last sessions, reflecting relative-strength trading rather than company-specific news alone. TJX (TJX) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Another Zacks market note reported the stock rising amid a market dip (recap of price action and key facts), useful for context but not a standalone catalyst. TJX (TJX) Rises As Market Takes a Dip: Key Facts

Analyst Upgrades and Downgrades

TJX has been the topic of several analyst reports. Jefferies Financial Group reiterated a “buy” rating and set a $170.00 target price on shares of TJX Companies in a report on Tuesday, November 11th. Wells Fargo & Company reiterated a “positive” rating and set a $150.00 price objective (up previously from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th. Sanford C. Bernstein restated an “outperform” rating and issued a $170.00 target price on shares of TJX Companies in a research note on Tuesday, January 6th. Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. Finally, Telsey Advisory Group reiterated an “outperform” rating and issued a $170.00 price objective on shares of TJX Companies in a report on Thursday, December 4th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $163.86.

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.