Nemes Rush Group LLC Boosts Stake in The TJX Companies, Inc. $TJX

Nemes Rush Group LLC boosted its holdings in The TJX Companies, Inc. (NYSE:TJX) by 6.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 41,851 shares of the apparel and home fashions retailer’s stock after acquiring an additional 2,476 shares during the quarter. Nemes Rush Group LLC’s holdings in TJX Companies were worth $5,168,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of TJX. Brighton Jones LLC increased its holdings in shares of TJX Companies by 113.7% in the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock valued at $1,817,000 after purchasing an additional 8,002 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in TJX Companies by 12.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after buying an additional 235 shares in the last quarter. Bison Wealth LLC grew its position in TJX Companies by 32.9% during the fourth quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock worth $466,000 after buying an additional 955 shares during the period. Advisor OS LLC increased its holdings in TJX Companies by 17.0% in the first quarter. Advisor OS LLC now owns 3,533 shares of the apparel and home fashions retailer’s stock valued at $430,000 after buying an additional 514 shares in the last quarter. Finally, Brookwood Investment Group LLC purchased a new position in TJX Companies in the first quarter valued at about $296,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

Insider Activity

In other news, CEO Ernie Herrman sold 24,363 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $151.31, for a total transaction of $3,686,365.53. Following the completion of the transaction, the chief executive officer owned 510,780 shares of the company’s stock, valued at $77,286,121.80. This represents a 4.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Amy B. Lane sold 500 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $151.40, for a total transaction of $75,700.00. Following the transaction, the director owned 22,212 shares in the company, valued at approximately $3,362,896.80. The trade was a 2.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,863 shares of company stock valued at $8,226,366 in the last 90 days. 0.13% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on TJX shares. Morgan Stanley restated an “overweight” rating and issued a $162.00 price target (up previously from $159.00) on shares of TJX Companies in a report on Thursday. Citigroup reiterated a “buy” rating and set a $168.00 target price (up from $160.00) on shares of TJX Companies in a research report on Thursday. TD Cowen upped their target price on TJX Companies from $162.00 to $167.00 and gave the company a “buy” rating in a report on Thursday. Robert W. Baird set a $160.00 price target on TJX Companies and gave the stock an “outperform” rating in a research note on Thursday. Finally, UBS Group boosted their price objective on shares of TJX Companies from $172.00 to $181.00 and gave the stock a “buy” rating in a research report on Thursday. 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $158.90.

TJX Companies Stock Up 2.3%

Shares of NYSE TJX opened at $151.46 on Friday. The firm has a market cap of $168.57 billion, a P/E ratio of 34.50, a price-to-earnings-growth ratio of 3.14 and a beta of 0.90. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.52 and a current ratio of 1.17. The TJX Companies, Inc. has a 1 year low of $112.10 and a 1 year high of $152.58. The firm’s 50 day moving average price is $143.04 and its 200 day moving average price is $134.13.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.22 by $0.06. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.The company had revenue of $15.12 billion during the quarter, compared to the consensus estimate of $14.80 billion. During the same period in the previous year, the firm posted $1.14 EPS. TJX Companies’s revenue was up 7.5% on a year-over-year basis. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS. FY 2026 guidance at 4.630-4.660 EPS. As a group, sell-side analysts anticipate that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Dividend Announcement

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 paid a $0.425 dividend. This represents a $1.70 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, November 13th. TJX Companies’s dividend payout ratio (DPR) is presently 37.53%.

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.