433,974 Shares in The TJX Companies, Inc. $TJX Acquired by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio purchased a new position in The TJX Companies, Inc. (NYSE:TJX) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 433,974 shares of the apparel and home fashions retailer’s stock, valued at approximately $65,747,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Swiss Life Asset Management Ltd boosted its holdings in TJX Companies by 9.5% in the fourth quarter. Swiss Life Asset Management Ltd now owns 373,430 shares of the apparel and home fashions retailer’s stock valued at $57,363,000 after acquiring an additional 32,407 shares during the last quarter. Danske Bank A S purchased a new stake in TJX Companies during the second quarter worth approximately $829,000. J.Safra Asset Management Corp increased its position in shares of TJX Companies by 78.3% in the fourth quarter. J.Safra Asset Management Corp now owns 6,805 shares of the apparel and home fashions retailer’s stock worth $1,045,000 after acquiring an additional 2,989 shares in the last quarter. Bluedoor Private Wealth LLC purchased a new position in shares of TJX Companies in the 4th quarter valued at $2,559,000. Finally, Man Group plc purchased a new position in shares of TJX Companies in the 2nd quarter valued at $217,422,000. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the transaction, the chief financial officer owned 64,257 shares of the company’s stock, valued at $10,330,597.89. This trade represents a 8.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the transaction, the director directly owned 802 shares of the company’s stock, valued at $135,209.18. This trade represents a 54.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 130,367 shares of company stock valued at $20,959,476. 0.15% of the stock is owned by corporate insiders.

Trending Headlines about TJX Companies

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

• Positive Sentiment: TJX’s second-quarter results exceeded expectations: comparable sales increased 4%, adjusted earnings per share rose 11% to $1.22, and management raised its full-year profit outlook. Revenue also slightly topped estimates, supporting the company’s earnings-growth narrative. TJX Beats Expectations Even As Its Biggest Division Stumbles
• Positive Sentiment: HomeGoods and TJX’s international businesses delivered stronger comparable-sales growth and helped offset weaker performance at Marmaxx. Analysts also point to margin expansion and the retailer’s resilient off-price model as continuing positives. TJX Q2 2027 Earnings Call Transcript
• Positive Sentiment: J.P. Morgan continues to rate TJX a Buy, indicating that some analysts view the recent weakness as an opportunity rather than evidence of a broken long-term investment thesis. J.P. Morgan Remains a Buy on TJX Companies
• Neutral Sentiment: Mixed retail-sector trading has made investors more selective: Kohl’s struggled despite improved guidance, while Ross Stores has outperformed. TJX’s relative resilience is constructive, but comparisons are raising expectations for continued execution. Kohl’s Falls Despite Raised Guidance
• Negative Sentiment: Marmaxx underperformed the rest of the company, prompting Jefferies to downgrade TJX to Hold from Buy with a $145 price target. The firm said the slowdown may reflect a more serious merchandising problem rather than a temporary miss, while Ross Stores continues to pull ahead. Jefferies Cuts TJX to Hold as Marmaxx Stumbles
• Negative Sentiment: The stock’s recent decline despite higher guidance signals that investors may consider TJX’s valuation demanding and expect better near-term momentum. Tariff uncertainty and the risk that Marmaxx weakness persists are additional overhangs. TJX Just Dropped 11% in a Month

Analyst Ratings Changes

TJX has been the subject of a number of research reports. BTIG Research reaffirmed a “buy” rating and set a $190.00 price target on shares of TJX Companies in a research report on Thursday, August 20th. Morgan Stanley set a $178.00 target price on TJX Companies and gave the stock an “overweight” rating in a report on Thursday, August 20th. JPMorgan Chase & Co. lifted their price target on shares of TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Evercore reaffirmed an “outperform” rating and issued a $173.00 target price on shares of TJX Companies in a research report on Thursday, August 20th. Finally, Robert W. Baird lifted their price objective on shares of TJX Companies from $172.00 to $175.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $172.84.

TJX Companies Price Performance

Shares of NYSE TJX opened at $134.30 on Friday. The TJX Companies, Inc. has a twelve month low of $134.17 and a twelve month high of $170.00. The company has a current ratio of 1.15, a quick ratio of 0.56 and a debt-to-equity ratio of 0.18. The firm has a 50-day moving average of $153.43 and a two-hundred day moving average of $156.22. The company has a market capitalization of $148.36 billion, a price-to-earnings ratio of 24.82, a PEG ratio of 2.65 and a beta of 0.62.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a net margin of 9.73% and a return on equity of 56.56%. The business had revenue of $15.18 billion for the quarter, compared to the consensus estimate of $15.16 billion. During the same period in the previous year, the firm earned $1.10 EPS. The business’s revenue for the quarter was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, analysts expect that The TJX Companies, Inc. will post 5.2 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be paid a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Thursday, August 13th. TJX Companies’s dividend payout ratio is currently 35.49%.

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.