Handelsbanken Fonder AB Purchases 24,884 Shares of The TJX Companies, Inc. $TJX

Handelsbanken Fonder AB increased its holdings in The TJX Companies, Inc. (NYSE:TJX) by 4.5% during the third quarter, HoldingsChannel reports. The institutional investor owned 577,095 shares of the apparel and home fashions retailer’s stock after acquiring an additional 24,884 shares during the quarter. Handelsbanken Fonder AB’s holdings in TJX Companies were worth $83,413,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in TJX. Norges Bank purchased a new stake in shares of TJX Companies in the 2nd quarter valued at about $1,808,774,000. Laurel Wealth Advisors LLC increased its position in shares of TJX Companies by 12,417.0% in 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 purchasing an additional 4,024,859 shares during the last quarter. Corient Private Wealth LLC raised its stake in 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 valued at $620,406,000 after purchasing an additional 2,743,676 shares in the last quarter. ABN AMRO Bank N.V. bought a new stake in TJX Companies during the second quarter valued at approximately $244,687,000. Finally, Raymond James Financial Inc. grew its stake in TJX Companies by 26.3% in the 2nd quarter. Raymond James Financial Inc. now owns 5,952,367 shares of the apparel and home fashions retailer’s stock worth $735,058,000 after buying an additional 1,238,124 shares in the last quarter. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

TJX Companies Price Performance

Shares of TJX Companies stock opened at $158.61 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.43. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $162.68. The business’s 50 day simple moving average is $154.78 and its two-hundred day simple moving average is $147.41. The stock has a market capitalization of $176.13 billion, a P/E ratio of 32.50, a price-to-earnings-growth ratio of 2.97 and a beta of 0.74.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The firm had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. During the same quarter in the prior year, the firm posted $1.23 earnings per share. The business’s quarterly revenue was up 8.5% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. Analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 12th will be issued 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 37.53%.

Analyst Ratings Changes

A number of research firms have recently issued reports on TJX. Evercore lifted 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. UBS Group reaffirmed a “buy” rating and set a $193.00 price target (up from $181.00) on shares of TJX Companies in a research note on Thursday, January 8th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $170.00 price objective on shares of TJX Companies in a report on Tuesday, January 6th. Citigroup reissued a “buy” rating and set a $168.00 price objective (up from $160.00) on shares of TJX Companies in a report on Thursday, November 20th. Finally, Bank of America upped their target price on TJX Companies from $150.00 to $168.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. 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 an average rating of “Buy” and an average target price of $167.55.

TJX Companies News Roundup

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

• Positive Sentiment: Q4 results beat consensus: adjusted EPS of $1.43 and revenue of $17.74B topped estimates; comps grew ~5% and margins improved, signaling continued strength in off‑price apparel and home. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Material capital returns announced — a 13% dividend increase and a $2.5–$2.75B buyback authorization — which supports EPS and signals management confidence. Company press release
• Positive Sentiment: Wall Street responded with upgrades/price‑target raises and bullish commentary (multiple firms raised targets and reiterated buy/overweight views), supporting near‑term demand for the shares. We’re boosting our price target on TJX
• Neutral Sentiment: Positive press and analyst writeups highlight TJX’s long track record, strong cash flow and market share gains in off‑price retail — a constructive backdrop for longer‑term holders.
• Negative Sentiment: Cautious guidance weighed on sentiment: TJX’s FY‑2027 and Q1 EPS guidance came in below some Street expectations (Q1 guide notably softer), and management flagged muted annual sales/profit as consumers pull back. TJX Cos forecasts muted annual sales and profit
• Negative Sentiment: Short‑term volatility after the print: some coverage noted the stock dipped earlier on guidance disappointment despite the beat, underscoring sensitivity to forward estimates and consumer spending trends. Why TJX Companies Stock Sank Today

TJX Companies Company 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.