Meeder Advisory Services Inc. Purchases New Holdings in The TJX Companies, Inc. $TJX

Meeder Advisory Services Inc. acquired a new position in The TJX Companies, Inc. (NYSE:TJX) in the 2nd quarter, Holdings Channel reports. The institutional investor acquired 38,512 shares of the apparel and home fashions retailer’s stock, valued at approximately $5,835,000.

Several other large investors have also recently bought and sold shares of the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna increased its stake in shares of TJX Companies by 120.3% in the 4th quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock valued at $25,000 after buying an additional 89 shares during the period. Entrust Financial LLC bought a new stake in shares of TJX Companies during the fourth quarter worth $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of TJX Companies during the fourth quarter valued at $26,000. IMG Wealth Management Inc. lifted its stake in shares of TJX Companies by 65.7% during the fourth quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock valued at $27,000 after acquiring an additional 69 shares during the period. Finally, Joseph Group Capital Management bought a new position in TJX Companies in the fourth quarter valued at about $27,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on TJX. Barclays reiterated an “overweight” rating and issued a $190.00 price objective (up from $183.00) on shares of TJX Companies in a research report on Thursday, May 21st. Erste Group Bank lowered shares of TJX Companies from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Evercore reiterated an “outperform” rating and set a $175.00 price target on shares of TJX Companies in a research report on Thursday, May 21st. Truist Financial set a $190.00 price target on shares of TJX Companies and gave the stock a “buy” rating in a research note on Thursday, May 21st. Finally, Wells Fargo & Company restated an “outperform” rating and issued a $160.00 price objective (up from $155.00) on shares of TJX Companies in a report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $177.94.

TJX Companies Price Performance

TJX Companies stock opened at $144.88 on Thursday. The company has a current ratio of 1.14, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $160.05 billion, a P/E ratio of 28.13, a PEG ratio of 3.26 and a beta of 0.62. The business has a 50-day moving average of $156.73 and a 200-day moving average of $156.81. The TJX Companies, Inc. has a 1 year low of $134.74 and a 1 year high of $170.00.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The business had revenue of $15.18 billion for the quarter, compared to the consensus estimate of $15.17 billion. During the same period last year, the company posted $1.10 EPS. TJX Companies’s revenue for the quarter was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. On average, equities analysts anticipate that The TJX Companies, Inc. will post 5.19 EPS for the current year.

TJX Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be issued a $0.48 dividend. The ex-dividend date is Thursday, August 13th. This represents a $1.92 annualized dividend and a yield of 1.3%. TJX Companies’s dividend payout ratio (DPR) is 37.28%.

TJX Companies News Roundup

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

• Positive Sentiment: TJX reported second-quarter sales of approximately $15.18 billion, up 5.4% year over year, while adjusted EPS rose 11% to $1.22, exceeding the roughly $1.19 analyst consensus. Consolidated comparable sales increased 4%, and stronger margins prompted management to raise its full-year profit and margin outlook. TJX fiscal second-quarter results
• Positive Sentiment: The company outlined a long-term target of approximately 7,500 stores, suggesting substantial expansion potential for its off-price retail model. TJX store growth and earnings target
• Neutral Sentiment: Cost-conscious consumers continue to support TJX’s discount banners, and analysts remain broadly constructive; however, the stock’s relatively full valuation leaves less room for disappointing guidance.
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest U.S. segment, delivered only 1% comparable-sales growth and fell below management’s expectations. This lagged HomeGoods, Canada, and International, which posted considerably stronger gains. TJX earnings and consumer weakness
• Negative Sentiment: Investors viewed the fiscal 2027 adjusted EPS outlook of $5.15–$5.20 as below the approximately $5.22 consensus estimate. Reports also highlighted a less-robust third-quarter comparable-sales and earnings outlook, intensifying concerns that consumer spending may be slowing. TJX guidance outlook
• Negative Sentiment: About $0.14 of second-quarter adjusted EPS benefited from tariff refunds, raising questions about how much of the earnings beat came from recurring retail operations rather than underlying performance.

Insider Activity

In other news, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction on Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the transaction, the chief financial officer directly owned 64,257 shares of the company’s stock, valued at $10,330,597.89. This trade represents a 8.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Chairman Carol Meyrowitz sold 55,624 shares of the business’s stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $163.65, for a total transaction of $9,102,867.60. Following the completion of the transaction, the chairman directly owned 201,496 shares of the company’s stock, valued at $32,974,820.40. This trade represents a 21.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 130,367 shares of company stock valued at $20,959,476. 0.15% of the stock is currently owned by company insiders.

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.