Coldstream Capital Management Inc. Acquires 4,379 Shares of The TJX Companies, Inc. $TJX

Coldstream Capital Management Inc. grew its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 6.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,103 shares of the apparel and home fashions retailer’s stock after purchasing an additional 4,379 shares during the quarter. Coldstream Capital Management Inc.’s holdings in TJX Companies were worth $8,534,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in TJX Companies by 0.7% in the 2nd quarter. Vanguard Group Inc. now owns 101,141,056 shares of the apparel and home fashions retailer’s stock valued at $12,489,909,000 after buying an additional 727,292 shares during the period. Geode Capital Management LLC raised its stake in shares of TJX Companies by 1.2% during the second quarter. Geode Capital Management LLC now owns 26,070,916 shares of the apparel and home fashions retailer’s stock valued at $3,205,927,000 after acquiring an additional 301,127 shares in the last quarter. Ameriprise Financial Inc. boosted its holdings in shares of TJX Companies by 0.3% in the first quarter. Ameriprise Financial Inc. now owns 13,068,312 shares of the apparel and home fashions retailer’s stock valued at $1,591,758,000 after purchasing an additional 35,800 shares during the period. Amundi grew its stake in TJX Companies by 10.2% in the first quarter. Amundi now owns 11,888,455 shares of the apparel and home fashions retailer’s stock worth $1,489,305,000 after purchasing an additional 1,104,292 shares in the last quarter. Finally, Nuveen LLC bought a new position in TJX Companies in the first quarter worth approximately $1,330,717,000. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on TJX. Citigroup reiterated a “buy” rating and issued a $168.00 target price (up from $160.00) on shares of TJX Companies in a report on Thursday. Robert W. Baird set a $160.00 price objective on TJX Companies and gave the company an “outperform” rating in a report on Thursday. Telsey Advisory Group reiterated an “outperform” rating and set a $170.00 target price (up from $155.00) on shares of TJX Companies in a report on Wednesday. Bank of America raised their target price on shares of TJX Companies from $150.00 to $168.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $170.00 price target on shares of TJX Companies in a research report on Tuesday, November 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $158.90.

TJX Companies Stock Performance

Shares of TJX Companies stock opened at $151.46 on Friday. The company has a market capitalization of $168.57 billion, a PE ratio of 34.50, a P/E/G ratio of 3.14 and a beta of 0.90. The company has a 50-day simple moving average of $143.04 and a two-hundred day simple moving average of $134.13. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $152.58. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.52 and a current ratio of 1.17.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.06. The firm had revenue of $15.12 billion for the quarter, compared to the consensus estimate of $14.80 billion. TJX Companies had a net margin of 8.59% and a return on equity of 58.63%. The company’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.14 EPS. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS. FY 2026 guidance at 4.630-4.660 EPS. Research analysts expect that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Thursday, November 13th will be given a dividend of $0.425 per share. The ex-dividend date of this dividend is Thursday, November 13th. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.1%. TJX Companies’s dividend payout ratio is presently 38.72%.

Insider Buying and Selling at TJX Companies

In related news, CEO Ernie Herrman sold 24,363 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $151.31, for a total transaction of $3,686,365.53. Following the transaction, the chief executive officer directly owned 510,780 shares of the company’s stock, valued at $77,286,121.80. This represents a 4.55% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Amy B. Lane sold 500 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $151.40, for a total value of $75,700.00. Following the completion of the sale, the director directly owned 22,212 shares of the company’s stock, valued at approximately $3,362,896.80. This represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 54,863 shares of company stock valued at $8,226,366. Company insiders own 0.13% of the company’s stock.

TJX Companies Profile

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.