Envestnet Asset Management Inc. Raises Stake in The TJX Companies, Inc. $TJX

Envestnet Asset Management Inc. grew its holdings in The TJX Companies, Inc. (NYSE:TJX) by 1.1% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 3,919,773 shares of the apparel and home fashions retailer’s stock after buying an additional 41,295 shares during the period. Envestnet Asset Management Inc. owned 0.35% of TJX Companies worth $566,564,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in TJX. High Note Wealth LLC increased its holdings in shares of TJX Companies by 12.1% in the third quarter. High Note Wealth LLC now owns 667 shares of the apparel and home fashions retailer’s stock valued at $96,000 after purchasing an additional 72 shares during the period. Valley National Advisers Inc. lifted its holdings in shares of TJX Companies by 2.3% during the third quarter. Valley National Advisers Inc. now owns 3,271 shares of the apparel and home fashions retailer’s stock worth $472,000 after purchasing an additional 73 shares during the period. Webster Bank N. A. grew its position in TJX Companies by 1.6% in the 3rd quarter. Webster Bank N. A. now owns 4,574 shares of the apparel and home fashions retailer’s stock valued at $661,000 after buying an additional 73 shares during the last quarter. Ignite Planners LLC increased its stake in TJX Companies by 3.8% in the 2nd quarter. Ignite Planners LLC now owns 2,130 shares of the apparel and home fashions retailer’s stock valued at $260,000 after buying an additional 77 shares during the period. Finally, Banco de Sabadell S.A raised its position in TJX Companies by 0.4% during the 2nd quarter. Banco de Sabadell S.A now owns 20,951 shares of the apparel and home fashions retailer’s stock worth $2,587,000 after buying an additional 77 shares during the last quarter. Hedge funds and other institutional investors own 91.09% of the company’s stock.

TJX Companies Stock Performance

TJX opened at $151.93 on Wednesday. The TJX Companies, Inc. has a 1-year low of $112.10 and a 1-year high of $159.48. The stock has a market cap of $168.71 billion, a P/E ratio of 33.54, a P/E/G ratio of 2.87 and a beta of 0.74. The stock’s 50 day simple moving average is $154.05 and its 200 day simple moving average is $144.30. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.09 and a quick ratio of 0.43.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.22 by $0.06. The firm had revenue of $15.12 billion during the quarter, compared to analysts’ expectations of $14.80 billion. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.TJX Companies’s revenue was up 7.5% on a year-over-year basis. During the same period in the previous 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. As a group, equities analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 12th will be given a $0.425 dividend. The ex-dividend date is Thursday, February 12th. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. TJX Companies’s payout ratio is currently 37.53%.

Trending Headlines about TJX Companies

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

• Positive Sentiment: Director insider purchases — Amy B. Lane made a series of small purchases over recent months that were just disclosed; the filings show multiple buys (a mix of 2–22 share trades) and a modest increase in her holdings, a classic signal investors view as management/insider confidence. SEC Ownership Filing
• Positive Sentiment: TJ Maxx NYC expansion — TJX plans to open its first new TJ Maxx store in New York City in more than a decade, a high-visibility expansion that supports store-growth narratives and could help sales momentum in a major market. TJ Maxx store in NYC
• Positive Sentiment: Capital allocation / efficiency story — Recent coverage highlights that TJX is deploying capital with increasing efficiency (buybacks and returns), which supports valuation and investor confidence in long-term shareholder returns. Capital efficiency article
• Positive Sentiment: Analyst/earnings momentum — Commentary noting TJX’s strong history of earnings surprises and the setup to beat again reinforces expectations for continued outperformance, which can lift multiple and demand for the shares. Zacks earnings preview
• Neutral Sentiment: Market-day note — A market summary piece reported TJX trading up while the broader market declined, reflecting relative strength but not providing new fundamental information. Market summary

Analysts Set New Price Targets

Several analysts have recently weighed in on TJX shares. Citigroup reaffirmed a “buy” rating and issued a $168.00 target price (up previously from $160.00) on shares of TJX Companies in a report on Thursday, November 20th. Robert W. Baird set a $168.00 price objective on TJX Companies in a report on Wednesday, December 17th. Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. UBS Group reissued a “buy” rating and issued a $193.00 price target (up from $181.00) on shares of TJX Companies in a report on Thursday, January 8th. Finally, Evercore ISI upped their price objective on TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $163.86.

Insider Transactions at TJX Companies

In other TJX Companies news, Director Amy B. Lane sold 500 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 22,212 shares in the company, valued at approximately $3,362,896.80. This trade represents a 2.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 sale, the chief executive officer directly owned 510,780 shares in the company, valued at $77,286,121.80. This trade represents a 4.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 54,863 shares of company stock worth $8,226,366. 0.13% of the stock is owned by corporate 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.