Hendley & Co. Inc. Acquires 19,201 Shares of The TJX Companies, Inc. $TJX

Hendley & Co. Inc. raised its holdings in The TJX Companies, Inc. (NYSE:TJX) by 566.4% in the second quarter, Holdings Channel.com reports. The fund owned 22,591 shares of the apparel and home fashions retailer’s stock after acquiring an additional 19,201 shares during the quarter. TJX Companies makes up about 1.2% of Hendley & Co. Inc.’s investment portfolio, making the stock its 28th largest position. Hendley & Co. Inc.’s holdings in TJX Companies were worth $3,423,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Coston McIsaac & Partners lifted its stake in shares of TJX Companies by 11.3% in the 1st quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer’s stock valued at $100,000 after purchasing an additional 64 shares during the last quarter. Kohmann Bosshard Financial Services LLC raised its holdings in TJX Companies by 11.0% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer’s stock valued at $106,000 after buying an additional 66 shares in the last quarter. Hohimer Wealth Management LLC lifted its position in shares of TJX Companies by 1.2% in the fourth quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock worth $859,000 after buying an additional 66 shares during the last quarter. Verde Capital Management lifted its position in shares of TJX Companies by 0.7% in the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock worth $1,539,000 after buying an additional 67 shares during the last quarter. Finally, Intellectus Partners LLC boosted its stake in shares of TJX Companies by 1.1% during the 4th quarter. Intellectus Partners LLC now owns 6,299 shares of the apparel and home fashions retailer’s stock worth $968,000 after acquiring an additional 67 shares in the last quarter. 91.09% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on TJX shares. JPMorgan Chase & Co. raised their price objective on TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Evercore reiterated an “outperform” rating and set a $175.00 price target on shares of TJX Companies in a report on Thursday, May 21st. Robert W. Baird boosted their price objective on shares of TJX Companies from $172.00 to $175.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Citigroup reaffirmed a “buy” rating and set a $182.00 price objective (up from $168.00) on shares of TJX Companies in a report on Thursday, May 21st. Finally, BTIG Research raised their target price on shares of TJX Companies from $185.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $177.94.

TJX Companies Trading Up 0.7%

Shares of TJX Companies stock opened at $153.63 on Friday. The TJX Companies, Inc. has a 1 year low of $132.01 and a 1 year high of $170.00. The company’s fifty day simple moving average is $157.80 and its 200-day simple moving average is $156.77. The company has a market cap of $169.71 billion, a price-to-earnings ratio of 29.83, a PEG ratio of 3.29 and a beta of 0.62. The company has a current ratio of 1.14, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 EPS for the quarter, beating the consensus estimate of $1.02 by $0.17. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The firm had revenue of $14.32 billion during the quarter, compared to analysts’ expectations of $14.02 billion. During the same period in the prior year, the company earned $0.92 EPS. The business’s quarterly revenue was up 9.2% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 5.080-5.150 EPS and its Q2 2027 guidance at 1.150-1.170 EPS. As a group, sell-side analysts expect that The TJX Companies, Inc. will post 5.19 EPS for the current year.

TJX Companies Dividend Announcement

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 given a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. TJX Companies’s dividend payout ratio is currently 37.28%.

Insider Activity at TJX Companies

In related news, CEO Ernie Herrman sold 10,002 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $160.68, for a total value of $1,607,121.36. Following the completion of the sale, the chief executive officer owned 514,848 shares in the company, valued at approximately $82,725,776.64. This trade represents a 1.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman Carol Meyrowitz sold 55,624 shares of TJX Companies stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $163.65, for a total value of $9,102,867.60. Following the sale, the chairman directly owned 201,496 shares in the company, valued at approximately $32,974,820.40. This trade represents a 21.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 130,367 shares of company stock worth $20,959,476 in the last three months. Corporate insiders own 0.15% of the company’s stock.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Analysts expect TJX to potentially exceed quarterly expectations, with value-oriented demand, stronger traffic and margin gains providing support. The company’s prior quarter also produced an earnings and revenue beat, raising optimism ahead of the release. Is TJX Companies Positioned for a Beat in Q2 Earnings Release?
• Positive Sentiment: T.J. Maxx, TJX’s largest banner, plans to open five stores and relocate two others by the end of August. The expansion reinforces the company’s ability to grow its store base and capture demand for discounted apparel and home goods. T.J. Maxx opening 5 new stores in these 5 states in August
• Positive Sentiment: Broader retail commentary indicates consumers remain resilient but are prioritizing value and convenience—conditions that favor TJX’s off-price model. Retail ETFs: Following the Selective Consumer
• Neutral Sentiment: Positive outlooks for Ross Stores and an analyst upgrade of Five Below suggest healthy interest in discount retail, but they are peer developments rather than direct changes to TJX’s fundamentals. Ross Stores Earnings Expected to Grow
• Negative Sentiment: The upcoming earnings report remains a near-term risk: any miss against elevated expectations or cautious guidance could pressure the stock, which trades at a relatively high earnings multiple. TJX also recently lagged the broader market in an earlier session. TJX Dips More Than Broader Market

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.