Finemark National Bank & Trust Has $29.21 Million Holdings in The TJX Companies, Inc. $TJX

Finemark National Bank & Trust lessened its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 202,116 shares of the apparel and home fashions retailer’s stock after selling 3,552 shares during the period. TJX Companies comprises 1.0% of Finemark National Bank & Trust’s holdings, making the stock its 18th largest position. Finemark National Bank & Trust’s holdings in TJX Companies were worth $29,214,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Banco Santander S.A. increased its position in shares of TJX Companies by 24.6% in the third quarter. Banco Santander S.A. now owns 160,368 shares of the apparel and home fashions retailer’s stock valued at $23,180,000 after acquiring an additional 31,631 shares during the last quarter. Bank of Nova Scotia boosted its position in TJX Companies by 129.9% during the second quarter. Bank of Nova Scotia now owns 269,813 shares of the apparel and home fashions retailer’s stock valued at $33,319,000 after purchasing an additional 152,453 shares during the last quarter. Empowered Funds LLC grew its stake in TJX Companies by 66.6% in the second quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock valued at $9,508,000 after purchasing an additional 30,779 shares in the last quarter. Rheos Capital Works Inc. increased its position in shares of TJX Companies by 26.0% during the 3rd quarter. Rheos Capital Works Inc. now owns 370,000 shares of the apparel and home fashions retailer’s stock worth $53,480,000 after purchasing an additional 76,400 shares during the last quarter. Finally, Wealthfront Advisers LLC increased its position in shares of TJX Companies by 4.9% during the 3rd quarter. Wealthfront Advisers LLC now owns 171,820 shares of the apparel and home fashions retailer’s stock worth $24,835,000 after purchasing an additional 8,006 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors.

Trending Headlines about TJX Companies

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

• Positive Sentiment: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
• Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
• Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
• Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
• Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run

Analyst Ratings Changes

Several analysts have issued reports on TJX shares. JPMorgan Chase & Co. upped their price target on shares of TJX Companies from $154.00 to $173.00 and gave the stock an “overweight” rating in a research report on Monday, February 23rd. BTIG Research restated a “buy” rating and set a $185.00 price objective (up from $165.00) on shares of TJX Companies in a research note on Thursday. Telsey Advisory Group upped their target price on shares of TJX Companies from $170.00 to $175.00 and gave the company an “outperform” rating in a report on Thursday. Evercore lifted their price target on TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $170.00 price target on shares of TJX Companies in a research report on Tuesday, January 6th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company. According to MarketBeat, TJX Companies presently has an average rating of “Buy” and a consensus price target of $167.55.

TJX Companies Stock Performance

NYSE TJX opened at $161.40 on Friday. The stock has a market cap of $179.23 billion, a PE ratio of 33.07, a P/E/G ratio of 3.13 and a beta of 0.74. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.43 and a current ratio of 1.14. The firm has a 50-day moving average of $154.91 and a 200-day moving average of $147.71. The TJX Companies, Inc. has a 52-week low of $112.10 and a 52-week high of $162.68.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.38 by $0.05. The firm had revenue of $17.74 billion for the quarter, compared to analysts’ expectations of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The business’s revenue was up 8.5% on a year-over-year basis. During the same period in the prior 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. On average, sell-side analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors 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 yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s dividend payout ratio (DPR) is presently 34.84%.

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.