Landscape Capital Management L.L.C. Makes New Investment in The TJX Companies, Inc. $TJX

Landscape Capital Management L.L.C. acquired a new stake in shares of The TJX Companies, Inc. (NYSE:TJX) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 5,231 shares of the apparel and home fashions retailer’s stock, valued at approximately $792,000.

Other large investors have also modified their holdings of the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna lifted its holdings in shares of TJX Companies by 120.3% during the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock valued at $25,000 after purchasing an additional 89 shares during the last quarter. Entrust Financial LLC purchased a new position in TJX Companies in the 4th quarter worth about $26,000. Wilkerson Advisory Group LLC purchased a new position in TJX Companies in the 4th quarter worth about $26,000. Joseph Group Capital Management purchased a new position in TJX Companies in the 4th quarter worth about $27,000. Finally, IMG Wealth Management Inc. raised its holdings in TJX Companies by 65.7% during the 4th quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock worth $27,000 after buying an additional 69 shares during the period. 91.09% of the stock is owned by institutional investors.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: TJX reported revenue of $15.18 billion and adjusted EPS of $1.22, surpassing consensus estimates of $15.16 billion and $1.19, respectively. Comparable-store sales increased 4%, while adjusted earnings rose 11% year over year. TJX beats Q2 expectations despite self-inflicted apparel slump
• Positive Sentiment: Management raised fiscal 2027 EPS guidance to $5.15–$5.20 and increased its long-term store target to 7,500 locations, supporting the company’s longer-term growth outlook. TJX outlines 7,500-store target while raising FY2027 EPS
• Positive Sentiment: Winners, Marshalls and HomeSense are reportedly gaining significant market share in Canada, while HomeGoods and international operations also provided important sources of strength. TJX says Canadian banners are gaining market share
• Neutral Sentiment: Some analysts view the post-earnings sell-off as a buying opportunity, with BTIG reaffirming a Buy rating and a $190 price target; UBS characterized the Marmaxx weakness as potentially isolated. A rare stumble at TJX has Wall Street spooked
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls in the United States, delivered a disappointing comparable-sales performance. Management blamed merchandising and apparel-mix mistakes, but analysts also cited tougher off-price competition and consumer resistance to price increases. TJX blames merchandising missteps for rare US miss
• Negative Sentiment: Fiscal third-quarter guidance fell short of expectations, increasing concerns about near-term margin pressure and execution. Citi downgraded TJX to Neutral, while Wells Fargo cut its price target to $140 and assigned an Equal Weight rating. TJX Q2 beat but Marmaxx lags and Q3 guidance falls short

TJX Companies Trading Up 0.0%

Shares of NYSE TJX opened at $140.58 on Monday. The TJX Companies, Inc. has a one year low of $134.74 and a one year high of $170.00. The firm has a market capitalization of $155.30 billion, a PE ratio of 25.99, a PEG ratio of 2.71 and a beta of 0.62. The company has a current ratio of 1.15, a quick ratio of 0.56 and a debt-to-equity ratio of 0.18. The business has a 50-day moving average price of $155.63 and a two-hundred day moving average price of $156.68.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.03. The company had revenue of $15.18 billion for the quarter, compared to analysts’ expectations of $15.16 billion. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The business’s revenue for the quarter was up 5.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.10 EPS. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, analysts predict that The TJX Companies, Inc. will post 5.22 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be paid a $0.48 dividend. This represents a $1.92 annualized dividend and a yield of 1.4%. The ex-dividend date is Thursday, August 13th. TJX Companies’s dividend payout ratio is currently 35.49%.

Insider Activity at TJX Companies

In other TJX Companies news, Director Jackwyn Nemerov sold 957 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total value of $161,340.63. Following the completion of the sale, the director owned 802 shares in the company, valued at $135,209.18. This represents a 54.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ernie Herrman sold 29,549 shares of TJX Companies stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total transaction of $4,652,785.54. Following the sale, the chief executive officer directly owned 552,850 shares of the company’s stock, valued at $87,051,761. This trade represents a 5.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 130,367 shares of company stock worth $20,959,476 in the last 90 days. 0.15% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

TJX has been the subject of several recent analyst reports. Wall Street Zen cut shares of TJX Companies from a “buy” rating to a “hold” rating in a report on Saturday. Morgan Stanley set a $178.00 price target on shares of TJX Companies and gave the company an “overweight” rating in a report on Thursday. UBS Group restated a “buy” rating and issued a $198.00 price target (up from $197.00) on shares of TJX Companies in a research report on Thursday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of TJX Companies in a research note on Thursday, May 21st. Finally, Evercore reiterated an “outperform” rating and set a $173.00 price objective on shares of TJX Companies in a research report on Thursday. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, TJX Companies presently has a consensus rating of “Moderate Buy” and an average target price of $173.89.

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.