L & S Advisors Inc Cuts Stock Position in The TJX Companies, Inc. $TJX

L & S Advisors Inc decreased its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 28.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,020 shares of the apparel and home fashions retailer’s stock after selling 14,724 shares during the quarter. L & S Advisors Inc’s holdings in TJX Companies were worth $5,687,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Dogwood Wealth Management LLC increased its holdings in TJX Companies by 102.2% during the 3rd quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock worth $26,000 after purchasing an additional 92 shares during the period. GGM Financials LLC purchased a new stake in TJX Companies during the 3rd quarter worth about $27,000. Joseph Group Capital Management purchased a new stake in TJX Companies during the 4th quarter worth about $27,000. IMG Wealth Management Inc. increased its holdings in TJX Companies by 65.7% during the 4th quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock worth $27,000 after purchasing an additional 69 shares during the period. Finally, Imprint Wealth LLC purchased a new stake in TJX Companies during the 3rd quarter worth about $27,000. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on TJX. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday, March 28th. Weiss Ratings downgraded TJX Companies from a “buy (a-)” rating to a “buy (b+)” rating in a report on Friday, May 8th. Telsey Advisory Group upped their price target on TJX Companies from $170.00 to $175.00 and gave the stock an “outperform” rating in a report on Thursday, February 26th. UBS Group restated a “buy” rating on shares of TJX Companies in a report on Wednesday, March 4th. Finally, Argus upgraded TJX Companies to a “strong-buy” rating in a report on Tuesday, March 3rd. Three research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $167.55.

TJX Companies Trading Up 0.0%

NYSE:TJX opened at $147.40 on Friday. The stock has a 50-day simple moving average of $157.08 and a 200-day simple moving average of $154.14. The stock has a market cap of $163.00 billion, a P/E ratio of 30.21, a P/E/G ratio of 3.39 and a beta of 0.64. The TJX Companies, Inc. has a 1 year low of $119.84 and a 1 year high of $165.82. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.14.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.38 by $0.05. The business had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The business’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.23 EPS. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. As a group, analysts anticipate that The TJX Companies, Inc. will post 5.06 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be given a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, May 14th. This represents a $1.92 annualized dividend and a dividend yield of 1.3%. This is an increase from TJX Companies’s previous quarterly dividend of $0.43. TJX Companies’s payout ratio is currently 39.34%.

Insider Activity

In related news, CEO Ernie Herrman sold 30,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $160.95, for a total value of $4,828,500.00. Following the completion of the sale, the chief executive officer directly owned 479,316 shares of the company’s stock, valued at $77,145,910.20. This represents a 5.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.13% of the company’s stock.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Analysts and market commentators continue to view TJX favorably ahead of earnings, citing strong traffic, sales momentum, and merchandise availability that could support another solid quarter. TJX Q1 Earnings on Deck: Essential Insights Ahead of the Report
• Positive Sentiment: TJX’s recently reported fiscal 2026 results showed healthy growth in sales and profits, plus a higher dividend, reinforcing investor confidence in the off-price retailer’s business model. Is TJX’s Strong FY26 Results And Cautious Outlook Altering The Investment Case For TJX (TJX)?
• Positive Sentiment: Jim Cramer called TJX “superb in this environment,” adding to upbeat sentiment around the stock among retail investors. Jim Cramer Says “TJX Is Superb in This Environment”
• Neutral Sentiment: Wall Street preview pieces are focused on TJX’s upcoming quarter and key operating metrics, but they do not point to a major new catalyst on their own. Seeking Clues to TJX (TJX) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
• Neutral Sentiment: Cerity Partners LLC disclosed a large reduction in its TJX position in its latest 13F filing, but this appears to be a portfolio move rather than a company-specific fundamental concern. Fund Update: Cerity Partners LLC Just Disclosed New Holdings
• Negative Sentiment: Some coverage notes TJX’s management is guiding more cautiously for fiscal 2027 amid softer consumer spending and mixed retail sentiment, which could limit upside if demand slows. Is TJX’s Strong FY26 Results And Cautious Outlook Altering The Investment Case For TJX (TJX)?

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.