Mitsubishi UFJ Asset Management Co. Ltd. Grows Position in The TJX Companies, Inc. $TJX

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in The TJX Companies, Inc. (NYSE:TJX) by 2.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,662,056 shares of the apparel and home fashions retailer’s stock after purchasing an additional 75,560 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.24% of TJX Companies worth $384,767,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Brucke Financial Inc. raised its holdings in shares of TJX Companies by 5.0% in the third quarter. Brucke Financial Inc. now owns 2,924 shares of the apparel and home fashions retailer’s stock worth $410,000 after buying an additional 139 shares during the period. Citizens Business Bank purchased a new stake in TJX Companies in the third quarter worth $218,000. AlphaCore Capital LLC increased its stake in TJX Companies by 9.5% in the third quarter. AlphaCore Capital LLC now owns 9,479 shares of the apparel and home fashions retailer’s stock worth $1,370,000 after purchasing an additional 825 shares during the period. Intech Investment Management LLC lifted its position in shares of TJX Companies by 2.8% during the third quarter. Intech Investment Management LLC now owns 96,498 shares of the apparel and home fashions retailer’s stock worth $13,948,000 after purchasing an additional 2,612 shares during the last quarter. Finally, US Bancorp DE boosted its stake in shares of TJX Companies by 2.0% during the third quarter. US Bancorp DE now owns 659,247 shares of the apparel and home fashions retailer’s stock valued at $95,290,000 after purchasing an additional 12,610 shares during the period. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Key TJX Companies News

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

• Positive Sentiment: Q4 results topped estimates: EPS and revenue beat, with broad-based comp growth and margin expansion supporting the quarter’s strength. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Management raised shareholder returns: announced a 13% dividend increase and a $2.5–$2.75 billion buyback authorization — a near-term catalyst for EPS support and shareholder value. The ‘off-price’ boom: Retail giant announces $2.5B buyback as discount shopping surges
• Positive Sentiment: Analysts remain constructive: price-target increases and reiterated outperformance/buy ratings (recent lifts include Telsey and JPMorgan), which supports longer-term upside expectations. Telsey Advisory Group raises TJX price target
• Neutral Sentiment: Full earnings-call and transcripts are available for deeper color on merchandise, inventory and category trends; useful for investors who want to parse management commentary on demand dynamics. The TJX Companies, Inc. Q4 2026 Earnings Call Transcript
• Negative Sentiment: Cautious guidance pressured sentiment: TJX issued Q1 EPS guidance of $0.97–$0.99 (well below consensus ~$1.24) and FY2027 EPS guidance slightly under some estimates; Reuters and others flagged a “muted” annual outlook as consumers pare discretionary spending. TJX Cos forecasts muted annual sales, profit as consumers reduce spending
• Negative Sentiment: Investor reaction: several outlets report the stock dipped after the print because the guidance tempered enthusiasm despite the beat and capital returns. Watch near-term trading volatility and whether guidance commentary or updated comp/inventory metrics ease concerns. Why TJX Companies Stock Sank Today

TJX Companies Stock Performance

Shares of TJX Companies stock opened at $155.78 on Thursday. The company has a market capitalization of $172.99 billion, a PE ratio of 34.39, a P/E/G ratio of 3.01 and a beta of 0.74. The company has a 50-day simple moving average of $154.70 and a two-hundred day simple moving average of $147.33. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $162.68. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.43 and a current ratio of 1.09.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. The firm had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The company’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.23 EPS. 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. Research analysts expect that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal 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 issued a dividend of $0.425 per share. 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 currently 37.53%.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Bank of America raised their price target on shares of TJX Companies from $150.00 to $168.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Citigroup reaffirmed a “buy” rating and set a $168.00 target price (up from $160.00) on shares of TJX Companies in a research report on Thursday, November 20th. TD Cowen reaffirmed a “buy” rating on shares of TJX Companies in a research note on Thursday, November 20th. Sanford C. Bernstein reissued an “outperform” rating and issued a $170.00 price objective on shares of TJX Companies in a research note on Tuesday, January 6th. Finally, UBS Group restated a “buy” rating and set a $193.00 price objective (up from $181.00) on shares of TJX Companies in a report on Thursday, January 8th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $165.95.

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.