The TJX Companies, Inc. $TJX Shares Acquired by Lansforsakringar Fondforvaltning AB publ

Lansforsakringar Fondforvaltning AB publ boosted its stake in The TJX Companies, Inc. (NYSE:TJX) by 2.0% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 407,790 shares of the apparel and home fashions retailer’s stock after acquiring an additional 8,090 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in TJX Companies were worth $58,942,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Journey Advisory Group LLC grew its position in shares of TJX Companies by 0.7% in the third quarter. Journey Advisory Group LLC now owns 48,380 shares of the apparel and home fashions retailer’s stock valued at $6,993,000 after purchasing an additional 342 shares during the period. Heartland Bank & Trust Co lifted its stake in TJX Companies by 10.7% in the 3rd quarter. Heartland Bank & Trust Co now owns 4,901 shares of the apparel and home fashions retailer’s stock valued at $708,000 after buying an additional 474 shares in the last quarter. Rossby Financial LCC increased its stake in TJX Companies by 1.4% during the 3rd quarter. Rossby Financial LCC now owns 7,169 shares of the apparel and home fashions retailer’s stock worth $1,035,000 after buying an additional 96 shares in the last quarter. Personal CFO Solutions LLC increased its stake in TJX Companies by 79.9% during the 3rd quarter. Personal CFO Solutions LLC now owns 8,702 shares of the apparel and home fashions retailer’s stock worth $1,258,000 after buying an additional 3,865 shares in the last quarter. Finally, Asahi Life Asset Management CO. LTD. acquired a new position in shares of TJX Companies during the third quarter valued at approximately $327,000. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Key TJX Companies News

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

TJX Companies Price Performance

TJX Companies stock opened at $158.29 on Friday. The company has a current ratio of 1.09, a quick ratio of 0.43 and a debt-to-equity ratio of 0.20. The company has a 50-day moving average price of $154.62 and a 200 day moving average price of $146.80. The TJX Companies, Inc. has a 12-month low of $112.10 and a 12-month high of $159.48. The stock has a market cap of $175.77 billion, a P/E ratio of 34.94, a PEG ratio of 3.02 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 earnings per share for the quarter, beating the consensus estimate of $1.22 by $0.06. The business had revenue of $15.12 billion during the quarter, compared to analysts’ expectations of $14.80 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.14 EPS. Sell-side analysts anticipate that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Barclays set a $172.00 price target on TJX Companies and gave the stock an “overweight” rating in a research note on Thursday, December 4th. Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. JPMorgan Chase & Co. raised their price target on shares of TJX Companies from $150.00 to $154.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th. Jefferies Financial Group reaffirmed a “buy” rating and set a $170.00 price objective on shares of TJX Companies in a research note on Tuesday, November 11th. Finally, Wells Fargo & Company reiterated a “positive” rating and issued a $150.00 price objective (up previously from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Two equities 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 data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $163.86.

TJX Companies Company 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.