Compass Wealth Management LLC Makes New $7.57 Million Investment in The TJX Companies, Inc. $TJX

Compass Wealth Management LLC acquired a new stake in shares of The TJX Companies, Inc. (NYSE:TJX) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 49,962 shares of the apparel and home fashions retailer’s stock, valued at approximately $7,569,000. TJX Companies accounts for 1.4% of Compass Wealth Management LLC’s investment portfolio, making the stock its 17th largest position.

A number of other institutional investors have also recently bought and sold shares of TJX. Brighton Jones LLC increased its stake in TJX Companies by 113.7% in the fourth quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock valued at $1,817,000 after acquiring an additional 8,002 shares during the period. Revolve Wealth Partners LLC lifted its stake in TJX Companies by 12.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after purchasing an additional 235 shares during the period. Bison Wealth LLC lifted its stake in TJX Companies by 32.9% during the fourth quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock worth $466,000 after purchasing an additional 955 shares during the period. United Bank boosted its holdings in TJX Companies by 7.6% during the second quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock valued at $2,013,000 after purchasing an additional 1,155 shares in the last quarter. Finally, Schnieders Capital Management LLC. acquired a new stake in TJX Companies during the second quarter valued at approximately $244,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

Insiders Place Their Bets

In related news, CFO John Klinger sold 6,235 shares of the company’s stock in a transaction dated 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 owned 64,257 shares in the company, valued at $10,330,597.89. This represents a 8.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ernie Herrman sold 10,002 shares of the stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $160.68, for a total transaction of $1,607,121.36. Following the sale, the chief executive officer directly owned 514,848 shares in the company, valued at approximately $82,725,776.64. This represents a 1.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 130,367 shares of company stock worth $20,959,476 over the last ninety days. Company insiders own 0.15% of the company’s stock.

TJX Companies Stock Performance

NYSE TJX opened at $144.88 on Thursday. The TJX Companies, Inc. has a 1-year low of $134.74 and a 1-year high of $170.00. The company has a 50 day moving average of $156.73 and a 200-day moving average of $156.81. 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 cap of $160.05 billion, a price-to-earnings ratio of 28.13, a PEG ratio of 3.26 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 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The business had revenue of $15.18 billion for the quarter, compared to analyst estimates of $15.17 billion. During the same period in the prior year, the company earned $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 forecast that The TJX Companies, Inc. will post 5.19 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

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

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on TJX shares. UBS Group reiterated a “buy” rating on shares of TJX Companies in a research note on Tuesday, June 9th. BTIG Research boosted their price target on TJX Companies from $185.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Truist Financial set a $190.00 price target on TJX Companies and gave the company a “buy” rating in a research report on Thursday, May 21st. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Finally, Morgan Stanley reissued an “overweight” rating on shares of TJX Companies in a report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, TJX Companies has an average rating of “Buy” and an average price target of $177.94.

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.