Mufg Securities Americas Inc. Acquires 5,339 Shares of The TJX Companies, Inc. $TJX

Mufg Securities Americas Inc. lifted its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 21.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,084 shares of the apparel and home fashions retailer’s stock after buying an additional 5,339 shares during the quarter. Mufg Securities Americas Inc.’s holdings in TJX Companies were worth $4,348,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Brighton Jones LLC grew its position in shares of 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 purchasing an additional 8,002 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in TJX Companies by 12.1% in the 4th 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 grew its holdings in TJX Companies by 32.9% during the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after buying an additional 955 shares in the last quarter. United Bank increased its position in shares of 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 buying an additional 1,155 shares during the period. Finally, Schnieders Capital Management LLC. purchased a new stake in shares of TJX Companies in the second quarter worth about $244,000. 91.09% of the stock is currently 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: JPMorgan upgraded TJX to “overweight” and lifted its price target from $154 to $173, implying meaningful upside versus current levels — a clear buy-side endorsement that likely supported the stock. Price Target Raise
• Positive Sentiment: TJX shares recently reached an all-time high (reported at $159.56), reflecting strong investor sentiment heading into the quarter and momentum that can attract momentum/quant flows. All-Time High
• Neutral Sentiment: TJX is set to report Q4 earnings tomorrow; previews expect sales growth and traffic gains but note rising wages and costs that may pressure margins — the report could move the stock either way depending on gross-margin and expense execution. Earnings Preview
• Neutral Sentiment: Analyst previews (Zacks) highlight likely top-line strength from traffic and promotions but warn that higher wages and operating costs could weigh on profitability — investors will focus on same-store sales, gross margin, and guidance. Zacks Preview
• Neutral Sentiment: Erste Group published FY2026 earnings estimates for TJX — additional analyst projections add context to expectations but are less likely to move the stock than tomorrow’s actual results. Analyst Estimates
• Negative Sentiment: Coverage highlights tariff costs, refunds and lingering uncertainty after the Supreme Court’s partial reversal of past tariffs; tariff-related expense swings and supply-chain cost dynamics remain downside risks for TJX and other retailers. Tariff Uncertainty

TJX Companies Stock Down 0.3%

Shares of TJX opened at $157.74 on Tuesday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.09 and a quick ratio of 0.43. The TJX Companies, Inc. has a 1 year low of $112.10 and a 1 year high of $160.46. The stock has a 50 day simple moving average of $154.64 and a two-hundred day simple moving average of $147.08. The firm has a market cap of $175.16 billion, a P/E ratio of 34.82, a P/E/G ratio of 3.02 and a beta of 0.74.

TJX Companies Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. JPMorgan Chase & Co. boosted their price objective on shares of TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a research note on Monday. The Goldman Sachs Group boosted their price target on shares of TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Wall Street Zen raised shares of TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Jefferies Financial Group reissued a “buy” rating and set a $170.00 price objective on shares of TJX Companies in a research note on Tuesday, November 11th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $170.00 target price on shares of TJX Companies in a research report on Tuesday, January 6th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $164.76.

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.