Kovitz Investment Group Partners LLC Purchases 8,707 Shares of The TJX Companies, Inc. $TJX

Kovitz Investment Group Partners LLC boosted its position in The TJX Companies, Inc. (NYSE:TJX) by 4.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 213,883 shares of the apparel and home fashions retailer’s stock after acquiring an additional 8,707 shares during the period. Kovitz Investment Group Partners LLC’s holdings in TJX Companies were worth $30,915,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Lavaca Capital LLC purchased a new position in shares of TJX Companies in the second quarter worth about $25,000. Howard Hughes Medical Institute bought a new position in TJX Companies in the 2nd quarter worth approximately $30,000. Legacy Investment Solutions LLC purchased a new position in TJX Companies in the 2nd quarter valued at approximately $32,000. Capital A Wealth Management LLC grew its stake in TJX Companies by 776.7% in the 2nd quarter. Capital A Wealth Management LLC now owns 263 shares of the apparel and home fashions retailer’s stock valued at $32,000 after buying an additional 233 shares in the last quarter. Finally, Highline Wealth Partners LLC raised its holdings in TJX Companies by 65.0% during the 3rd quarter. Highline Wealth Partners LLC now owns 231 shares of the apparel and home fashions retailer’s stock valued at $33,000 after acquiring an additional 91 shares during the period. 91.09% of the stock is owned by hedge funds and other institutional investors.

TJX Companies News Summary

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 Price Performance

Shares of NYSE TJX opened at $158.29 on Monday. The stock’s 50-day simple moving average is $154.62 and its two-hundred day simple moving average is $146.90. The TJX Companies, Inc. has a twelve month low of $112.10 and a twelve month high of $159.48. The firm has a market capitalization of $175.77 billion, a P/E ratio of 34.94, a P/E/G ratio of 3.02 and a beta of 0.74. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20.

TJX Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors 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 yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s dividend payout ratio (DPR) is currently 37.53%.

Analyst Ratings Changes

A number of research firms have recently commented on TJX. Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. TD Cowen reissued a “buy” rating on shares of TJX Companies in a report on Thursday, November 20th. Barclays set a $172.00 target price on TJX Companies and gave the company an “overweight” rating in a report on Thursday, December 4th. Evercore upped their price target on TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Finally, Citigroup restated a “buy” rating and issued a $168.00 price objective (up from $160.00) on shares of TJX Companies in a research report on Thursday, November 20th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus 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.