Mitsubishi UFJ Asset Management UK Ltd. Sells 12,000 Shares of The TJX Companies, Inc. $TJX

Mitsubishi UFJ Asset Management UK Ltd. decreased its stake in The TJX Companies, Inc. (NYSE:TJX) by 57.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,000 shares of the apparel and home fashions retailer’s stock after selling 12,000 shares during the quarter. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in TJX Companies were worth $1,301,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Heartland Bank & Trust Co raised its stake in TJX Companies by 10.7% during the 3rd quarter. Heartland Bank & Trust Co now owns 4,901 shares of the apparel and home fashions retailer’s stock worth $708,000 after acquiring an additional 474 shares during the period. Rossby Financial LCC increased its stake in shares of TJX Companies by 1.4% in the third quarter. Rossby Financial LCC now owns 7,169 shares of the apparel and home fashions retailer’s stock worth $1,035,000 after purchasing an additional 96 shares in the last quarter. Personal CFO Solutions LLC raised its position in shares of TJX Companies by 79.9% during the 3rd quarter. Personal CFO Solutions LLC now owns 8,702 shares of the apparel and home fashions retailer’s stock valued at $1,258,000 after purchasing an additional 3,865 shares during the period. Asahi Life Asset Management CO. LTD. purchased a new position in shares of TJX Companies during the 3rd quarter valued at $327,000. Finally, Coyle Financial Counsel LLC purchased a new position in shares of TJX Companies during the 3rd quarter valued at $242,000. 91.09% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on TJX. Citigroup reissued a “buy” rating and set a $168.00 price target (up from $160.00) on shares of TJX Companies in a report on Thursday, November 20th. Bank of America lifted their target price on TJX Companies from $150.00 to $168.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Robert W. Baird set a $168.00 price target on TJX Companies in a report on Wednesday, December 17th. BTIG Research reaffirmed a “buy” rating and set a $165.00 price objective on shares of TJX Companies in a report on Thursday, November 20th. Finally, Wells Fargo & Company reissued a “positive” rating and issued a $150.00 target price (up previously from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. Based on data from MarketBeat.com, TJX Companies presently has an average rating of “Buy” and an average target price of $163.86.

TJX Companies Stock Performance

NYSE:TJX opened at $158.29 on Friday. The company has a market cap of $175.77 billion, a price-to-earnings ratio of 34.94, a PEG ratio of 2.99 and a beta of 0.74. The TJX Companies, Inc. has a 1 year low of $112.10 and a 1 year high of $159.48. The stock’s 50 day simple moving average is $154.62 and its two-hundred day simple moving average is $146.67. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.09 and a quick ratio of 0.43.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $1.22 by $0.06. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The firm had revenue of $15.12 billion during the quarter, compared to analyst estimates of $14.80 billion. During the same period last year, the firm posted $1.14 earnings per share. TJX Companies’s revenue for the quarter was up 7.5% compared to the same quarter last year. As a group, equities analysts anticipate that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

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

Key Stories Impacting TJX Companies

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an Outperform rating on TJX, providing direct analyst support that can boost investor confidence. Telsey Advisory Group Reiterates Outperform Rating for TJX Companies (NYSE:TJX)
• Positive Sentiment: Broad retail strength: the SPDR S&P Retail ETF (XRT) has rallied ~11% over the past year, signaling healthy demand across apparel and discount retailers — a sector tailwind that typically helps large off-price chains like TJX. XRT Is Up 11% But the Real Story Is Which Retailers Are Winning
• Positive Sentiment: Peer beats among retail-related names (Booking, Wayfair, Etsy) show pockets of demand and margin improvement in parts of the consumer landscape, which can support investor sentiment for TJX ahead of its report. Booking Holdings Q4 Earnings Beat Estimates, Revenues Rise Y/Y Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y ETSY Q4 Earnings & Revenues Surpass Estimates, EPS Declines Y/Y
• Neutral Sentiment: Research pieces previewing TJX’s fiscal Q4 highlight analyst estimates and metrics to watch (comps, margin mix) — useful for framing expectations but not a direct catalyst. Unveiling TJX (TJX) Q4 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Coverage is mixed: some outlets note mixed analyst opinions on consumer-cyclical names including TJX, reflecting varied expectations across the sell-side. Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
• Negative Sentiment: Some investors trimmed positions ahead of TJX’s earnings release, causing a modest pullback in the stock as traders price in event risk. Popular Retail Stock Pulling Back Before Earnings
• Negative Sentiment: Sector caution: Sprouts flagged a soft start to 2026 despite a Q4 beat, highlighting margin and comp risk that could temper expectations for peers if consumers shift spending patterns. Sprouts Farmers Q4 Earnings Beat, Soft Start to 2026 Flagged

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.