Groupe la Francaise Increases Stock Position in The TJX Companies, Inc. $TJX

Groupe la Francaise lifted its stake in The TJX Companies, Inc. (NYSE:TJX) by 33.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 128,875 shares of the apparel and home fashions retailer’s stock after acquiring an additional 32,507 shares during the quarter. Groupe la Francaise’s holdings in TJX Companies were worth $15,899,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. First American Bank grew its position in TJX Companies by 4.5% during the second quarter. First American Bank now owns 138,840 shares of the apparel and home fashions retailer’s stock valued at $17,145,000 after buying an additional 5,921 shares during the period. FCG Investment Co bought a new position in TJX Companies in the first quarter worth approximately $2,620,000. MinichMacGregor Wealth Management LLC purchased a new position in shares of TJX Companies during the 2nd quarter worth $5,045,000. Empowered Funds LLC grew its position in shares of TJX Companies by 66.6% during the 2nd quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock valued at $9,508,000 after acquiring an additional 30,779 shares during the period. Finally, Hendley & Co. Inc. increased its stake in shares of TJX Companies by 75.0% in the 2nd quarter. Hendley & Co. Inc. now owns 8,305 shares of the apparel and home fashions retailer’s stock worth $1,026,000 after purchasing an additional 3,560 shares in the last quarter. Institutional investors own 91.09% of the company’s stock.

TJX Companies Stock Down 0.7%

Shares of TJX opened at $150.10 on Wednesday. The business’s 50 day moving average is $144.69 and its 200 day moving average is $135.20. The company has a current ratio of 1.17, a quick ratio of 0.52 and a debt-to-equity ratio of 0.32. The TJX Companies, Inc. has a 12-month low of $112.10 and a 12-month high of $154.66. The company has a market capitalization of $167.05 billion, a PE ratio of 34.19, a price-to-earnings-growth ratio of 3.14 and a beta of 0.76.

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

TJX Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Thursday, November 13th will be paid a $0.425 dividend. The ex-dividend date is Thursday, November 13th. This represents a $1.70 annualized dividend and a yield of 1.1%. TJX Companies’s payout ratio is presently 37.53%.

Insider Activity

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $148.81, for a total transaction of $4,464,300.00. Following the completion of the transaction, the chief executive officer owned 535,143 shares of the company’s stock, valued at $79,634,629.83. This represents a 5.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Amy B. Lane sold 500 shares of TJX Companies 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 in the company, valued at $3,362,896.80. This trade represents a 2.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 54,863 shares of company stock valued at $8,226,366 in the last three months. Insiders own 0.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on TJX shares. Wells Fargo & Company reiterated a “market perform” rating and set a $145.00 target price (up from $140.00) on shares of TJX Companies in a research report on Thursday, November 20th. Barclays reaffirmed an “overweight” rating and issued a $168.00 price objective (up previously from $155.00) on shares of TJX Companies in a research note on Thursday, November 20th. Robert W. Baird set a $160.00 price objective on TJX Companies and gave the company an “outperform” rating in a research note on Thursday, November 20th. TD Cowen raised their target price on shares of TJX Companies from $162.00 to $167.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Finally, Citigroup reaffirmed a “buy” rating and set a $168.00 price target (up previously from $160.00) on shares of TJX Companies in a report on Thursday, November 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $158.90.

TJX Companies Company 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.