First National Bank of Omaha Sells 5,449 Shares of The TJX Companies, Inc. $TJX

First National Bank of Omaha reduced its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 5.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 86,523 shares of the apparel and home fashions retailer’s stock after selling 5,449 shares during the period. First National Bank of Omaha’s holdings in TJX Companies were worth $13,295,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Trust Point Inc. increased its position in TJX Companies by 1.3% during the fourth quarter. Trust Point Inc. now owns 5,227 shares of the apparel and home fashions retailer’s stock valued at $803,000 after acquiring an additional 66 shares during the last quarter. Jaffetilchin Investment Partners LLC increased its position in TJX Companies by 1.6% during the fourth quarter. Jaffetilchin Investment Partners LLC now owns 4,236 shares of the apparel and home fashions retailer’s stock valued at $651,000 after acquiring an additional 66 shares during the last quarter. Hohimer Wealth Management LLC increased its position in TJX Companies by 1.2% during the fourth quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock valued at $859,000 after acquiring an additional 66 shares during the last quarter. Tempus Wealth Planning LLC increased its position in TJX Companies by 0.5% during the fourth quarter. Tempus Wealth Planning LLC now owns 12,277 shares of the apparel and home fashions retailer’s stock valued at $1,886,000 after acquiring an additional 67 shares during the last quarter. Finally, Verde Capital Management increased its position in TJX Companies by 0.7% during the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock valued at $1,539,000 after acquiring an additional 67 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms recently commented on TJX. Argus upgraded TJX Companies to a “strong-buy” rating in a research report on Tuesday, March 3rd. JPMorgan Chase & Co. upped their price objective on TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. Wells Fargo & Company reiterated an “outperform” rating and set a $160.00 price objective (up from $155.00) on shares of TJX Companies in a research report on Thursday, May 21st. Sanford C. Bernstein reiterated an “outperform” rating on shares of TJX Companies in a research report on Thursday, May 21st. Finally, Robert W. Baird upped their price objective on TJX Companies from $172.00 to $175.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating and twenty have issued a Buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $174.58.

TJX Companies Stock Performance

NYSE:TJX opened at $168.42 on Friday. The stock has a 50-day simple moving average of $157.61 and a two-hundred day simple moving average of $156.08. The TJX Companies, Inc. has a 52-week low of $119.84 and a 52-week high of $170.00. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.14. The firm has a market capitalization of $186.05 billion, a PE ratio of 32.70, a P/E/G ratio of 3.65 and a beta of 0.62.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.17. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The business had revenue of $14.32 billion during the quarter, compared to analyst estimates of $14.02 billion. During the same quarter in the previous year, the company posted $0.92 earnings per share. TJX Companies’s revenue for the quarter was up 9.2% on a year-over-year basis. 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. Analysts forecast that The TJX Companies, Inc. will post 5.17 EPS for the current year.

TJX Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s payout ratio is currently 37.28%.

TJX Companies News Roundup

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

• Positive Sentiment: Analyst coverage remained constructive, including Erste Group raising earnings estimates for FY2027 and FY2028, adding to expectations that TJX can continue delivering solid profit growth.
• Positive Sentiment: Recent articles pointed to TJX hitting a 52-week high, supported by strong customer traffic, off-price demand, and global expansion, which can fuel investor confidence in continued momentum.
• Positive Sentiment: The company’s quarterly dividend announcement underscores a steady cash-return profile and may appeal to income-oriented investors.
• Neutral Sentiment: Several headlines described TJX as a strong momentum or growth stock, but these were largely commentary pieces rather than new fundamental developments.
• Neutral Sentiment: Director Jackwyn Nemerov’s sale of TJX shares and Chairman Carol Meyrowitz’s larger share sale may draw attention, but insider selling does not necessarily indicate a change in business fundamentals.
• Negative Sentiment: Some coverage noted ongoing risks from costs and the broader macroeconomic environment, which could pressure margins if conditions weaken.

Insider Buying and Selling

In other TJX Companies news, CFO John Klinger sold 6,235 shares of the business’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the completion of the sale, the chief financial officer owned 64,257 shares of the company’s stock, valued at approximately $10,330,597.89. The trade was a 8.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $168.59, for a total value of $161,340.63. Following the sale, the director directly owned 802 shares of the company’s stock, valued at $135,209.18. This represents a 54.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 130,367 shares of company stock worth $20,959,476. 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.