Universal Beteiligungs und Servicegesellschaft mbH Trims Stock Holdings in The TJX Companies, Inc. $TJX

Universal Beteiligungs und Servicegesellschaft mbH trimmed its holdings in The TJX Companies, Inc. (NYSE:TJX) by 1.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,124,054 shares of the apparel and home fashions retailer’s stock after selling 18,923 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in TJX Companies were worth $172,266,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of TJX Companies by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 101,961,786 shares of the apparel and home fashions retailer’s stock valued at $14,737,557,000 after purchasing an additional 820,730 shares in the last quarter. Capital International Investors grew its position in shares of TJX Companies by 4.2% during the 3rd quarter. Capital International Investors now owns 15,678,165 shares of the apparel and home fashions retailer’s stock valued at $2,266,066,000 after purchasing an additional 630,574 shares in the last quarter. Ameriprise Financial Inc. grew its position in shares of TJX Companies by 3.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 13,391,533 shares of the apparel and home fashions retailer’s stock valued at $1,939,435,000 after purchasing an additional 392,097 shares in the last quarter. Amundi grew its position in shares of TJX Companies by 22.1% during the 3rd quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock valued at $1,391,822,000 after purchasing an additional 1,761,281 shares in the last quarter. Finally, Nordea Investment Management AB grew its position in shares of TJX Companies by 6.0% during the 4th quarter. Nordea Investment Management AB now owns 7,479,163 shares of the apparel and home fashions retailer’s stock valued at $1,155,830,000 after purchasing an additional 420,232 shares in the last quarter. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. UBS Group restated a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Barclays boosted their price target on shares of TJX Companies from $172.00 to $183.00 and gave the company an “overweight” rating in a research report on Thursday, February 26th. BTIG Research restated a “buy” rating and set a $185.00 price target (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Argus upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Tuesday, March 3rd. Finally, Deutsche Bank Aktiengesellschaft set a $184.00 price target on shares of TJX Companies in a research report on Thursday, January 8th. Four investment analysts have rated the stock with a Strong Buy rating and twenty-one have given a Buy rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $167.55.

TJX Companies Stock Down 0.3%

Shares of NYSE:TJX opened at $159.24 on Wednesday. The TJX Companies, Inc. has a 52-week low of $119.84 and a 52-week high of $165.82. The firm has a fifty day moving average of $158.16 and a 200 day moving average of $152.94. The firm has a market capitalization of $176.25 billion, a PE ratio of 32.63, a price-to-earnings-growth ratio of 3.67 and a beta of 0.73. 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 announced its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. The business had revenue of $17.74 billion for 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% on a year-over-year basis. During the same period in the previous year, the firm earned $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, research analysts anticipate that The TJX Companies, Inc. will post 5.06 EPS for the current fiscal year.

TJX Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be paid a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 1.2%. This is a positive change from TJX Companies’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend is Thursday, May 14th. TJX Companies’s payout ratio is currently 34.84%.

Insider Activity at TJX Companies

In other news, CEO Ernie Herrman sold 30,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the completion of the transaction, the chief executive officer directly owned 479,316 shares of the company’s stock, valued at approximately $77,145,910.20. This represents a 5.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 0.13% of the company’s stock.

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.