National Pension Service Purchases 67,940 Shares of The TJX Companies, Inc. $TJX

National Pension Service lifted its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 2.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,522,392 shares of the apparel and home fashions retailer’s stock after acquiring an additional 67,940 shares during the period. National Pension Service’s holdings in TJX Companies were worth $364,587,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in TJX. Bank of Nova Scotia lifted its stake in shares of TJX Companies by 129.9% in the 2nd quarter. Bank of Nova Scotia now owns 269,813 shares of the apparel and home fashions retailer’s stock valued at $33,319,000 after purchasing an additional 152,453 shares during the period. Empowered Funds LLC lifted its holdings in shares of TJX Companies by 66.6% in the 2nd quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock worth $9,508,000 after purchasing an additional 30,779 shares in the last quarter. Rheos Capital Works Inc. lifted its stake in shares of TJX Companies by 26.0% in the third quarter. Rheos Capital Works Inc. now owns 370,000 shares of the apparel and home fashions retailer’s stock valued at $53,480,000 after buying an additional 76,400 shares in the last quarter. Hendley & Co. Inc. lifted its position in TJX Companies by 75.0% in the 2nd quarter. Hendley & Co. Inc. now owns 8,305 shares of the apparel and home fashions retailer’s stock valued at $1,026,000 after acquiring an additional 3,560 shares in the last quarter. Finally, Savoir Faire Capital Management L.P. lifted its holdings in shares of TJX Companies by 45.7% in the third quarter. Savoir Faire Capital Management L.P. now owns 81,361 shares of the apparel and home fashions retailer’s stock valued at $11,760,000 after purchasing an additional 25,534 shares in the last quarter. 91.09% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

TJX has been the subject of several analyst reports. Evercore ISI increased their target price on shares of TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a report on Thursday, November 20th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $170.00 price target on shares of TJX Companies in a research report on Tuesday, January 6th. UBS Group reaffirmed a “buy” rating and issued a $193.00 price objective (up previously from $181.00) on shares of TJX Companies in a research report on Thursday, January 8th. The Goldman Sachs Group upped their price target on TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Finally, Citigroup restated a “buy” rating and set a $168.00 price target (up from $160.00) on shares of TJX Companies in a research note on Thursday, November 20th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. Based on data from MarketBeat.com, TJX Companies has a consensus rating of “Buy” and a consensus price target of $163.86.

TJX Companies Stock Up 1.6%

Shares of NYSE:TJX opened at $149.80 on Friday. The firm has a fifty day moving average price of $154.03 and a two-hundred day moving average price of $143.58. The company has a market cap of $166.35 billion, a price-to-earnings ratio of 33.07, a PEG ratio of 3.09 and a beta of 0.75. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.09 and a quick ratio of 0.43. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $159.48.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share for the quarter, topping the consensus estimate of $1.22 by $0.06. The firm had revenue of $15.12 billion for the quarter, compared to analysts’ expectations of $14.80 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The business’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.14 earnings per share. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS and its FY 2026 guidance at 4.630-4.660 EPS. Analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be given a dividend of $0.425 per share. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, February 12th. TJX Companies’s dividend payout ratio (DPR) is 37.53%.

Insider Activity

In other TJX Companies news, Director Amy B. Lane sold 500 shares of TJX Companies stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $151.40, for a total transaction of $75,700.00. Following the completion of the sale, the director directly owned 22,212 shares in the company, valued at $3,362,896.80. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Ernie Herrman sold 30,000 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $148.81, for a total transaction of $4,464,300.00. Following the completion of the transaction, the chief executive officer directly owned 535,143 shares of the company’s stock, valued at approximately $79,634,629.83. This represents a 5.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 54,863 shares of company stock valued at $8,226,366 in the last three months. 0.13% of the stock is owned by insiders.

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.