33,336 Shares in The TJX Companies, Inc. $TJX Bought by Shelter Rock Management LLC

Shelter Rock Management LLC bought a new position in The TJX Companies, Inc. (NYSE:TJX) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 33,336 shares of the apparel and home fashions retailer’s stock, valued at approximately $5,121,000. TJX Companies accounts for about 5.1% of Shelter Rock Management LLC’s investment portfolio, making the stock its 10th biggest holding.

A number of other institutional investors also recently bought and sold shares of the stock. Banco Santander S.A. raised its holdings in TJX Companies by 24.6% during the third quarter. Banco Santander S.A. now owns 160,368 shares of the apparel and home fashions retailer’s stock valued at $23,180,000 after acquiring an additional 31,631 shares during the period. Swiss Life Asset Management Ltd raised its holdings in TJX Companies by 9.5% during the fourth quarter. Swiss Life Asset Management Ltd now owns 373,430 shares of the apparel and home fashions retailer’s stock valued at $57,363,000 after acquiring an additional 32,407 shares during the period. Family Capital Trust Co raised its holdings in TJX Companies by 1,080.0% during the fourth quarter. Family Capital Trust Co now owns 13,523 shares of the apparel and home fashions retailer’s stock valued at $2,077,000 after acquiring an additional 12,377 shares during the period. Nordea Investment Management AB raised its holdings in TJX Companies by 6.0% during the fourth 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 acquiring an additional 420,232 shares during the period. Finally, Wealthfront Advisers LLC raised its holdings in TJX Companies by 4.9% during the third quarter. Wealthfront Advisers LLC now owns 171,820 shares of the apparel and home fashions retailer’s stock valued at $24,835,000 after acquiring an additional 8,006 shares during the period. 91.09% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on TJX shares. Truist Financial set a $190.00 target price on TJX Companies and gave the stock a “buy” rating in a report on Thursday. UBS Group reaffirmed a “neutral” rating and issued a $197.00 target price (up from $193.00) on shares of TJX Companies in a report on Thursday. Evercore reaffirmed an “outperform” rating and issued a $175.00 target price on shares of TJX Companies in a report on Thursday. JPMorgan Chase & Co. lifted their target price on TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Finally, BTIG Research lifted their target price on TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, TJX Companies presently has a consensus rating of “Buy” and a consensus price target of $174.58.

Insider Buying and Selling

In related news, CEO Ernie Herrman sold 30,000 shares of TJX Companies 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 transaction, the chief executive officer owned 479,316 shares in the company, valued at approximately $77,145,910.20. This trade represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.13% of the company’s stock.

TJX Companies Trading Up 0.5%

Shares of TJX stock opened at $158.29 on Friday. The stock has a market capitalization of $175.04 billion, a price-to-earnings ratio of 30.74, a price-to-earnings-growth ratio of 3.58 and a beta of 0.64. The TJX Companies, Inc. has a 12-month low of $119.84 and a 12-month high of $165.82. The company has a current ratio of 1.14, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock’s 50-day moving average price is $156.68 and its 200-day moving average price is $154.59.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 EPS for the quarter, topping the consensus estimate of $1.02 by $0.17. The company had revenue of $14.32 billion during the quarter, compared to analyst estimates of $14.02 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The firm’s revenue was up 9.2% on a year-over-year basis. During the same quarter last year, the business posted $0.92 earnings per share. TJX Companies has set its FY 2027 guidance at 5.080-5.150 EPS and its Q2 2027 guidance at 1.150-1.170 EPS. Equities research analysts predict that The TJX Companies, Inc. will post 5.15 EPS for the current fiscal year.

TJX Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be given a $0.48 dividend. This is an increase from TJX Companies’s previous quarterly dividend of $0.43. This represents a $1.92 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, May 14th. TJX Companies’s dividend payout ratio (DPR) is 37.28%.

More TJX Companies News

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

• Positive Sentiment: TJX delivered better-than-expected Q1 results, including 9.2% revenue growth and EPS of $1.19, reinforcing that consumers are still spending at off-price retailers. TJX Q1 Deep Dive: Broad-Based Strength, Market Share Gains, and International Expansion
• Positive Sentiment: The company raised its full-year forecast after Q1 net income jumped about 28.5% and comparable sales came in above plan, which typically supports shares. TJX raises annual forecast after Q1 net income jumps 28.5%
• Positive Sentiment: Several analysts lifted price targets after the earnings beat, with firms such as BTIG, Baird, and Telsey highlighting upside from TJX’s strong execution and market-share gains. Wells Fargo Sticks to Their Hold Rating for TJX Companies (TJX)
• Neutral Sentiment: Not all analyst commentary was bullish, with Wells Fargo keeping a Hold rating, suggesting some caution despite the strong quarter. Analysts Conflicted on These Consumer Cyclical Names: TJX Companies (TJX), Choice Hotels (CHH) and Urban Outfitters (URBN)
• Neutral Sentiment: Broader retail coverage also points to TJX as a gauge of consumer health, alongside peers like Walmart and Ross Stores, which may add context but not a direct stock catalyst. Ross, TJX, and Walmart reveal how the real engine of the U.S. economy is doing

About TJX Companies

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.