The TJX Companies, Inc. $TJX Shares Acquired by US Bancorp DE

US Bancorp DE lifted its position in The TJX Companies, Inc. (NYSE:TJX) by 2.0% in the third quarter, Holdings Channel reports. The firm owned 659,247 shares of the apparel and home fashions retailer’s stock after acquiring an additional 12,610 shares during the period. US Bancorp DE’s holdings in TJX Companies were worth $95,290,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. GGM Financials LLC acquired a new stake in shares of TJX Companies in the third quarter valued at approximately $27,000. Lavaca Capital LLC purchased a new stake in TJX Companies in the 2nd quarter valued at $25,000. Highline Wealth Partners LLC raised its position in TJX Companies by 65.0% in 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 purchasing an additional 91 shares during the last quarter. Howard Hughes Medical Institute acquired a new stake in TJX Companies during the 2nd quarter worth $30,000. Finally, Legacy Investment Solutions LLC purchased a new position in TJX Companies during the 2nd quarter worth $32,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

TJX Companies Trading Up 1.8%

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

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping the consensus estimate of $1.38 by $0.05. The business had revenue of $17.74 billion for the quarter, compared to analyst estimates of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The company’s quarterly revenue was up 8.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.23 EPS. 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. On average, research analysts predict that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The company also recently announced 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. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 annualized dividend and a yield of 1.1%. TJX Companies’s dividend payout ratio is 37.53%.

TJX Companies News Summary

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

Analyst Ratings Changes

TJX has been the subject of a number of research reports. Jefferies Financial Group reaffirmed a “buy” rating and issued a $170.00 target price on shares of TJX Companies in a report on Tuesday, November 11th. Guggenheim raised TJX Companies to a “strong-buy” rating in a research note on Wednesday, December 10th. TD Cowen reaffirmed a “buy” rating on shares of TJX Companies in a research report on Thursday, November 20th. Citigroup reissued a “buy” rating and issued a $168.00 target price (up from $160.00) on shares of TJX Companies in a report on Thursday, November 20th. Finally, Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $167.55.

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.