Csenge Advisory Group Makes New $1.33 Million Investment in The TJX Companies, Inc. $TJX

Csenge Advisory Group purchased a new position in The TJX Companies, Inc. (NYSE:TJX) in the 2nd quarter, HoldingsChannel reports. The fund purchased 8,802 shares of the apparel and home fashions retailer’s stock, valued at approximately $1,333,000.

A number of other hedge funds also recently bought and sold shares of the company. Coston McIsaac & Partners increased its stake in TJX Companies by 11.3% during the 1st quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer’s stock valued at $100,000 after purchasing an additional 64 shares in the last quarter. Kohmann Bosshard Financial Services LLC lifted its stake in shares of TJX Companies by 11.0% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer’s stock worth $106,000 after buying an additional 66 shares in the last quarter. HBW Advisory Services LLC grew its holdings in shares of TJX Companies by 5.1% during the second quarter. HBW Advisory Services LLC now owns 1,357 shares of the apparel and home fashions retailer’s stock valued at $206,000 after buying an additional 66 shares during the last quarter. Hohimer Wealth Management LLC increased its position in shares of TJX Companies by 1.2% during the fourth quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock valued at $859,000 after acquiring an additional 66 shares in the last quarter. Finally, Verde Capital Management increased its position in shares of TJX Companies by 0.7% during the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock valued at $1,539,000 after acquiring an additional 67 shares in the last quarter. Institutional investors own 91.09% of the company’s stock.

TJX Companies Stock Down 2.6%

TJX Companies stock opened at $140.76 on Friday. The TJX Companies, Inc. has a one year low of $134.74 and a one year high of $170.00. The stock has a fifty day moving average of $156.18 and a 200 day moving average of $156.75. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.15. The stock has a market cap of $155.50 billion, a PE ratio of 26.02, a price-to-earnings-growth ratio of 3.12 and a beta of 0.62.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The business had revenue of $15.18 billion during the quarter, compared to the consensus estimate of $15.16 billion. During the same period in the previous year, the company posted $1.10 EPS. The business’s quarterly revenue was up 5.4% compared to the same quarter last year. 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. As a group, sell-side analysts predict that The TJX Companies, Inc. will post 5.18 EPS for the current year.

TJX Companies Dividend Announcement

The firm 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 dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s dividend payout ratio is currently 37.28%.

Key TJX Companies News

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

• Positive Sentiment: TJX reported second-quarter adjusted EPS of $1.22, above the roughly $1.19 analyst consensus, while sales rose 5.4% year over year to $15.18 billion. Consolidated comparable sales increased 4%, margins improved and management raised its fiscal 2027 adjusted EPS outlook to $5.15-$5.20. TJX Q2 FY27 Results
• Positive Sentiment: Management raised its long-term store target to approximately 7,500 locations and highlighted stronger comparable-sales trends at HomeGoods, Canada and International operations. Several analysts, including BTIG and Gordon Haskett, maintained bullish or positive ratings, arguing that the selloff could create an attractive entry point. Analyst view on TJX
• Neutral Sentiment: Analysts are divided on the outlook. UBS views the Marmaxx weakness as largely isolated and sees a favorable setup if execution improves, while Wells Fargo lowered its price target to $140 and Citi downgraded TJX to Neutral because the stock’s valuation leaves less room for operational disappointment. Citi downgrade
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest division, posted only 1% comparable-sales growth, well below the 6%-7% gains elsewhere. Management attributed the shortfall to merchandise-mix and execution mistakes, but analysts also cited tougher competition and consumers’ resistance to further price increases. TJX merchandising missteps
• Negative Sentiment: Investors questioned the quality of the earnings beat because second-quarter results included an estimated $0.14-per-share benefit from tariff refunds. The market also reacted negatively to cautious near-term guidance and concerns that weakening consumer spending could pressure future growth. Rising bond yields, oil prices and renewed inflation fears added to the selling pressure across retailers. TJX earnings reaction

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. UBS Group reaffirmed a “buy” rating and issued a $198.00 price objective (up from $197.00) on shares of TJX Companies in a research report on Thursday. Barclays set a $188.00 price target on TJX Companies and gave the stock an “overweight” rating in a research note on Thursday. BTIG Research reiterated a “buy” rating and issued a $190.00 price objective on shares of TJX Companies in a report on Thursday. Wells Fargo & Company lowered their target price on shares of TJX Companies from $160.00 to $140.00 and set an “equal weight” rating on the stock in a research note on Thursday. Finally, Truist Financial set a $190.00 price objective on shares of TJX Companies and gave the company a “buy” rating in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $173.89.

Insider Buying and Selling at TJX Companies

In other TJX Companies news, CEO Ernie Herrman sold 10,002 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $160.68, for a total value of $1,607,121.36. Following the transaction, the chief executive officer directly owned 514,848 shares in the company, valued at approximately $82,725,776.64. This trade represents a 1.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jackwyn Nemerov sold 957 shares of TJX Companies stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total transaction of $161,340.63. Following the transaction, the director owned 802 shares in the company, valued at $135,209.18. This represents a 54.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 130,367 shares of company stock valued at $20,959,476 in the last ninety days. Corporate insiders own 0.15% of the company’s stock.

About TJX Companies

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.