Raiffeisen Bank International AG Raises Stock Holdings in The TJX Companies, Inc. $TJX

Raiffeisen Bank International AG grew its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 265.4% during the third quarter, HoldingsChannel.com reports. The fund owned 98,143 shares of the apparel and home fashions retailer’s stock after buying an additional 71,286 shares during the quarter. Raiffeisen Bank International AG’s holdings in TJX Companies were worth $14,085,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. High Note Wealth LLC raised its stake in TJX Companies by 12.1% during the 3rd quarter. High Note Wealth LLC now owns 667 shares of the apparel and home fashions retailer’s stock valued at $96,000 after buying an additional 72 shares during the last quarter. Valley National Advisers Inc. lifted its holdings in TJX Companies by 2.3% in the third quarter. Valley National Advisers Inc. now owns 3,271 shares of the apparel and home fashions retailer’s stock valued at $472,000 after acquiring an additional 73 shares during the period. Webster Bank N. A. grew its stake in shares of TJX Companies by 1.6% during the 3rd quarter. Webster Bank N. A. now owns 4,574 shares of the apparel and home fashions retailer’s stock valued at $661,000 after purchasing an additional 73 shares during the period. REAP Financial Group LLC increased its position in shares of TJX Companies by 12.1% during the 3rd quarter. REAP Financial Group LLC now owns 676 shares of the apparel and home fashions retailer’s stock valued at $98,000 after purchasing an additional 73 shares during the last quarter. Finally, Banco de Sabadell S.A lifted its stake in shares of TJX Companies by 0.4% in the 2nd quarter. Banco de Sabadell S.A now owns 20,951 shares of the apparel and home fashions retailer’s stock worth $2,587,000 after purchasing an additional 77 shares during the period. 91.09% of the stock is owned by hedge funds and other institutional investors.

TJX Companies Stock Performance

NYSE TJX opened at $158.29 on Friday. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20. The TJX Companies, Inc. has a twelve month low of $112.10 and a twelve month high of $159.48. The business has a 50-day moving average price of $154.62 and a 200-day moving average price of $146.67. The firm has a market cap of $175.77 billion, a price-to-earnings ratio of 34.94, a price-to-earnings-growth ratio of 2.99 and a beta of 0.74.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 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 company had revenue of $15.12 billion for the quarter, compared to analysts’ expectations of $14.80 billion. During the same period in the previous year, the firm earned $1.14 EPS. The firm’s revenue was up 7.5% compared to the same quarter last year. As a group, equities research analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 12th will be paid a dividend of $0.425 per share. This represents a $1.70 annualized dividend 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 presently 37.53%.

TJX Companies News Summary

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an Outperform rating on TJX, providing direct analyst support that can boost investor confidence. Telsey Advisory Group Reiterates Outperform Rating for TJX Companies (NYSE:TJX)
• Positive Sentiment: Broad retail strength: the SPDR S&P Retail ETF (XRT) has rallied ~11% over the past year, signaling healthy demand across apparel and discount retailers — a sector tailwind that typically helps large off-price chains like TJX. XRT Is Up 11% But the Real Story Is Which Retailers Are Winning
• Positive Sentiment: Peer beats among retail-related names (Booking, Wayfair, Etsy) show pockets of demand and margin improvement in parts of the consumer landscape, which can support investor sentiment for TJX ahead of its report. Booking Holdings Q4 Earnings Beat Estimates, Revenues Rise Y/Y Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y ETSY Q4 Earnings & Revenues Surpass Estimates, EPS Declines Y/Y
• Neutral Sentiment: Research pieces previewing TJX’s fiscal Q4 highlight analyst estimates and metrics to watch (comps, margin mix) — useful for framing expectations but not a direct catalyst. Unveiling TJX (TJX) Q4 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Coverage is mixed: some outlets note mixed analyst opinions on consumer-cyclical names including TJX, reflecting varied expectations across the sell-side. Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
• Negative Sentiment: Some investors trimmed positions ahead of TJX’s earnings release, causing a modest pullback in the stock as traders price in event risk. Popular Retail Stock Pulling Back Before Earnings
• Negative Sentiment: Sector caution: Sprouts flagged a soft start to 2026 despite a Q4 beat, highlighting margin and comp risk that could temper expectations for peers if consumers shift spending patterns. Sprouts Farmers Q4 Earnings Beat, Soft Start to 2026 Flagged

Analyst Upgrades and Downgrades

A number of brokerages have commented on TJX. Evercore upped their target price on shares of TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a report on Thursday, November 20th. Sanford C. Bernstein reissued an “outperform” rating and set a $170.00 price objective on shares of TJX Companies in a research report on Tuesday, January 6th. Barclays set a $172.00 price objective on TJX Companies and gave the stock an “overweight” rating in a research note on Thursday, December 4th. Robert W. Baird set a $168.00 target price on TJX Companies in a research report on Wednesday, December 17th. Finally, UBS Group restated a “buy” rating and issued a $193.00 price target (up previously from $181.00) on shares of TJX Companies in a research report on Thursday, January 8th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target 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.