The TJX Companies, Inc. $TJX Shares Sold by HORAN Wealth LLC

HORAN Wealth LLC lowered its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 11.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,457 shares of the apparel and home fashions retailer’s stock after selling 4,810 shares during the quarter. TJX Companies comprises 0.8% of HORAN Wealth LLC’s portfolio, making the stock its 26th largest position. HORAN Wealth LLC’s holdings in TJX Companies were worth $5,125,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Bank of Nova Scotia increased its stake in shares of 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 acquiring an additional 152,453 shares during the period. Empowered Funds LLC increased its position in shares of TJX Companies by 66.6% during the 2nd 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 during the period. Rheos Capital Works Inc. raised its stake in shares of TJX Companies by 26.0% in 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 buying an additional 76,400 shares in the last quarter. Hendley & Co. Inc. lifted its holdings in shares of TJX Companies by 75.0% in the second quarter. Hendley & Co. Inc. now owns 8,305 shares of the apparel and home fashions retailer’s stock valued at $1,026,000 after buying an additional 3,560 shares during the period. Finally, Savoir Faire Capital Management L.P. lifted its holdings in shares of TJX Companies by 45.7% in the third quarter. Savoir Faire Capital Management L.P. now owns 81,361 shares of the apparel and home fashions retailer’s stock valued at $11,760,000 after buying an additional 25,534 shares during the period. Institutional investors and hedge funds 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: 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

TJX Companies Trading Up 1.1%

TJX Companies stock opened at $153.75 on Thursday. The TJX Companies, Inc. has a 52 week low of $112.10 and a 52 week high of $159.48. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.43 and a current ratio of 1.09. The firm has a market capitalization of $170.73 billion, a price-to-earnings ratio of 33.94, a P/E/G ratio of 2.91 and a beta of 0.74. The company has a 50 day moving average price of $154.06 and a 200 day moving average price of $144.37.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.22 by $0.06. The company had revenue of $15.12 billion during the quarter, compared to analyst estimates of $14.80 billion. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.14 earnings per share. 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. Research analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Announces Dividend

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

Insider Buying and Selling

In other TJX Companies news, Director Amy B. Lane sold 500 shares of the stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $151.40, for a total value of $75,700.00. Following the completion of the sale, the director owned 22,212 shares in the company, valued at $3,362,896.80. This represents a 2.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ernie Herrman sold 24,363 shares of TJX Companies stock in a transaction on Friday, November 21st. The shares were sold at an average price of $151.31, for a total transaction of $3,686,365.53. Following the sale, the chief executive officer directly owned 510,780 shares of the company’s stock, valued at $77,286,121.80. This trade represents a 4.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 54,863 shares of company stock valued at $8,226,366 over the last three months. 0.13% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have commented on TJX shares. Deutsche Bank Aktiengesellschaft set a $184.00 price target on shares of TJX Companies in a research report on Thursday, January 8th. Sanford C. Bernstein reissued an “outperform” rating and set a $170.00 target price on shares of TJX Companies in a research note on Tuesday, January 6th. Robert W. Baird set a $168.00 target price on shares of TJX Companies in a report on Wednesday, December 17th. Guggenheim raised TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. Finally, BTIG Research reiterated a “buy” rating and set a $165.00 price objective on shares of TJX Companies in a research report on Thursday, November 20th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $163.86.

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.