Homestead Advisers Corp Has $80.36 Million Stake in The TJX Companies, Inc. $TJX

Homestead Advisers Corp reduced its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 1.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 556,000 shares of the apparel and home fashions retailer’s stock after selling 10,900 shares during the quarter. TJX Companies comprises about 1.9% of Homestead Advisers Corp’s holdings, making the stock its 20th largest position. Homestead Advisers Corp’s holdings in TJX Companies were worth $80,364,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Lavaca Capital LLC acquired a new position in shares of TJX Companies during the second quarter valued at $25,000. Princeton Global Asset Management LLC bought a new stake in TJX Companies during the 2nd quarter worth about $28,000. Howard Hughes Medical Institute bought a new stake in TJX Companies during the 2nd quarter worth about $30,000. Legacy Investment Solutions LLC acquired a new position in TJX Companies during the 2nd quarter valued at about $32,000. Finally, Capital A Wealth Management LLC boosted its stake in shares of TJX Companies by 776.7% in the 2nd quarter. Capital A Wealth Management LLC now owns 263 shares of the apparel and home fashions retailer’s stock valued at $32,000 after purchasing an additional 233 shares during the last quarter. Institutional investors own 91.09% of the company’s stock.

TJX Companies News Roundup

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

• Positive Sentiment: TJ Maxx plans a higher-profile expansion — the chain will open its first New York City store in over a decade, a visible growth and brand-priority move that can support sales and local market penetration. TJ Maxx to open its first store in New York City in more than a decade
• Positive Sentiment: Analysts / coverage note that TJX is allocating capital more efficiently (share buybacks/dividends or better returns on invested capital), which supports longer-term shareholder returns and helps justify the stock’s premium multiple. TJX Companies (NYSE:TJX) Is Investing Its Capital With Increasing Efficiency
• Positive Sentiment: Zacks highlights TJX among retail/wholesale names with favorable Earnings ESP signals, suggesting a higher-than-consensus chance of an earnings beat — a catalyst that can lift the stock into earnings season. These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar
• Positive Sentiment: Insider purchases: a director (Amy B. Lane) has made multiple small open‑market purchases disclosed with the SEC. Insider buying, even modest, is often viewed as a confidence signal by management/board members. SEC ownership filing for Amy B. Lane
• Neutral Sentiment: Market-context coverage: Zacks noted TJX advanced while the broader market dipped over the last sessions, reflecting relative-strength trading rather than company-specific news alone. TJX (TJX) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Another Zacks market note reported the stock rising amid a market dip (recap of price action and key facts), useful for context but not a standalone catalyst. TJX (TJX) Rises As Market Takes a Dip: Key Facts

TJX Companies Trading Up 1.1%

Shares of NYSE:TJX opened at $153.75 on Thursday. The firm has a market cap of $170.73 billion, a price-to-earnings ratio of 33.94, a PEG ratio of 2.91 and a beta of 0.74. The TJX Companies, Inc. has a 12 month low of $112.10 and a 12 month high of $159.48. The company’s fifty day simple moving average is $154.06 and its 200 day simple moving average is $144.37. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20.

TJX Companies (NYSE:TJX) last released its earnings results 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. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The firm had revenue of $15.12 billion during the quarter, compared to analysts’ expectations of $14.80 billion. During the same quarter in the prior year, the company earned $1.14 EPS. The company’s revenue was up 7.5% on a year-over-year basis. 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. As a group, research analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 12th will be given a $0.425 dividend. This represents a $1.70 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s dividend payout ratio (DPR) is currently 37.53%.

Insider Activity at TJX Companies

In other TJX Companies news, CEO Ernie Herrman sold 24,363 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Amy B. Lane sold 500 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $151.40, for a total transaction of $75,700.00. Following the transaction, the director directly owned 22,212 shares of the company’s stock, valued at $3,362,896.80. This represents a 2.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 54,863 shares of company stock worth $8,226,366 in the last 90 days. Company insiders own 0.13% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on TJX shares. Bank of America boosted their price target on shares of TJX Companies from $150.00 to $168.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Robert W. Baird set a $168.00 target price on shares of TJX Companies in a report on Wednesday, December 17th. Telsey Advisory Group reissued an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Thursday, December 4th. The Goldman Sachs Group raised their price target on TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $163.86.

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.