Cambiar Investors LLC Has $24.91 Million Stock Holdings in The TJX Companies, Inc. $TJX

Cambiar Investors LLC trimmed its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 36.3% in the second quarter, Holdings Channel.com reports. The firm owned 201,746 shares of the apparel and home fashions retailer’s stock after selling 115,203 shares during the quarter. Cambiar Investors LLC’s holdings in TJX Companies were worth $24,914,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of TJX Companies by 1.1% during the first quarter. Vanguard Group Inc. now owns 100,413,764 shares of the apparel and home fashions retailer’s stock worth $12,230,396,000 after buying an additional 1,099,129 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in shares of TJX Companies by 0.3% during the 1st quarter. Ameriprise Financial Inc. now owns 13,068,312 shares of the apparel and home fashions retailer’s stock valued at $1,591,758,000 after acquiring an additional 35,800 shares in the last quarter. Amundi boosted its holdings in shares of TJX Companies by 10.2% during the 1st quarter. Amundi now owns 11,888,455 shares of the apparel and home fashions retailer’s stock valued at $1,489,305,000 after acquiring an additional 1,104,292 shares in the last quarter. Nuveen LLC bought a new position in TJX Companies in the first quarter valued at about $1,330,717,000. Finally, Invesco Ltd. raised its position in TJX Companies by 2.8% in the first quarter. Invesco Ltd. now owns 9,000,600 shares of the apparel and home fashions retailer’s stock valued at $1,096,273,000 after purchasing an additional 247,579 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

TJX Companies Stock Performance

Shares of TJX stock opened at $140.13 on Friday. The stock has a market capitalization of $155.96 billion, a PE ratio of 31.92, a PEG ratio of 3.14 and a beta of 0.92. The TJX Companies, Inc. has a one year low of $111.73 and a one year high of $146.46. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.17 and a quick ratio of 0.52. The business’s 50 day simple moving average is $140.95 and its 200 day simple moving average is $132.21.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, August 20th. The apparel and home fashions retailer reported $1.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.01 by $0.09. TJX Companies had a net margin of 8.59% and a return on equity of 58.63%. The firm had revenue of $14.40 billion for the quarter, compared to the consensus estimate of $14.12 billion. During the same quarter in the previous year, the company earned $0.96 EPS. The company’s revenue for the quarter was up 6.9% on a year-over-year basis. TJX Companies has set its FY 2026 guidance at 4.520-4.570 EPS. Q3 2026 guidance at 1.170-1.190 EPS. As a group, research analysts forecast that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Thursday, November 13th will be issued a dividend of $0.425 per share. This represents a $1.70 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, November 13th. TJX Companies’s dividend payout ratio (DPR) is presently 38.72%.

Analyst Upgrades and Downgrades

TJX has been the subject of several recent research reports. Barclays upped their price objective on TJX Companies from $147.00 to $155.00 and gave the company an “overweight” rating in a research note on Thursday, August 21st. Robert W. Baird boosted their target price on shares of TJX Companies from $143.00 to $152.00 and gave the stock an “outperform” rating in a report on Thursday, August 21st. Sanford C. Bernstein boosted their target price on shares of TJX Companies from $145.00 to $152.00 and gave the stock an “outperform” rating in a report on Thursday, August 21st. Bank of America lifted their price target on shares of TJX Companies from $145.00 to $150.00 and gave the stock a “buy” rating in a report on Thursday, August 21st. Finally, JPMorgan Chase & Co. lifted their price target on shares of TJX Companies from $148.00 to $149.00 and gave the stock an “overweight” rating in a report on Monday, October 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, TJX Companies has a consensus rating of “Buy” and a consensus target price of $149.00.

TJX Companies Profile

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.