The TJX Companies, Inc. $TJX Shares Sold by Zevin Asset Management LLC

Zevin Asset Management LLC lowered its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 7.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 179,234 shares of the apparel and home fashions retailer’s stock after selling 13,590 shares during the period. TJX Companies makes up about 3.8% of Zevin Asset Management LLC’s investment portfolio, making the stock its 6th largest position. Zevin Asset Management LLC’s holdings in TJX Companies were worth $25,907,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank purchased a new stake in TJX Companies during the 2nd quarter worth $1,808,774,000. Laurel Wealth Advisors LLC increased its position in shares of TJX Companies by 12,417.0% during the second quarter. Laurel Wealth Advisors LLC now owns 4,057,273 shares of the apparel and home fashions retailer’s stock worth $501,033,000 after acquiring an additional 4,024,859 shares during the last quarter. Corient Private Wealth LLC lifted its stake in shares of TJX Companies by 120.7% in the second quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock worth $620,406,000 after acquiring an additional 2,743,676 shares in the last quarter. ABN AMRO Bank N.V. acquired a new position in shares of TJX Companies in the second quarter worth about $244,687,000. Finally, Raymond James Financial Inc. boosted its holdings in TJX Companies by 26.3% in the second quarter. Raymond James Financial Inc. now owns 5,952,367 shares of the apparel and home fashions retailer’s stock valued at $735,058,000 after purchasing an additional 1,238,124 shares during the last quarter. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have issued reports on TJX shares. TD Cowen reaffirmed a “buy” rating on shares of TJX Companies in a research report on Thursday, November 20th. Wells Fargo & Company restated a “positive” rating and set a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th. JPMorgan Chase & Co. lifted their target price on TJX Companies from $150.00 to $154.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Bank of America upped their price target on shares of TJX Companies from $150.00 to $168.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, Evercore increased their price objective on shares of TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $163.86.

TJX Companies Trading Up 1.1%

Shares of TJX Companies stock opened at $158.29 on Monday. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20. The firm has a market cap of $175.77 billion, a price-to-earnings ratio of 34.94, a price-to-earnings-growth ratio of 3.02 and a beta of 0.74. The business has a fifty day simple moving average of $154.62 and a 200-day simple moving average of $146.90. The TJX Companies, Inc. has a fifty-two week low of $112.10 and a fifty-two week high of $159.48.

TJX Companies Announces Dividend

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

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.