Inspire Trust Co. N.A. Purchases 12,000 Shares of The TJX Companies, Inc. $TJX

Inspire Trust Co. N.A. boosted its position in The TJX Companies, Inc. (NYSE:TJX) by 120.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 22,000 shares of the apparel and home fashions retailer’s stock after purchasing an additional 12,000 shares during the period. Inspire Trust Co. N.A.’s holdings in TJX Companies were worth $3,180,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of TJX Companies by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 101,961,786 shares of the apparel and home fashions retailer’s stock valued at $14,737,557,000 after purchasing an additional 820,730 shares in the last quarter. State Street Corp raised its position in TJX Companies by 0.6% in the 2nd quarter. State Street Corp now owns 48,595,536 shares of the apparel and home fashions retailer’s stock worth $6,001,063,000 after purchasing an additional 285,737 shares during the period. Geode Capital Management LLC lifted its stake in TJX Companies by 1.2% in the second quarter. Geode Capital Management LLC now owns 26,070,916 shares of the apparel and home fashions retailer’s stock worth $3,205,927,000 after purchasing an additional 301,127 shares during the last quarter. Norges Bank bought a new stake in TJX Companies in the second quarter worth $1,808,774,000. Finally, Invesco Ltd. boosted its position in TJX Companies by 0.9% during the second quarter. Invesco Ltd. now owns 9,081,087 shares of the apparel and home fashions retailer’s stock valued at $1,121,423,000 after buying an additional 80,487 shares during the period. 91.09% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an Outperform rating on TJX, providing direct analyst support that can boost investor confidence. Telsey Advisory Group Reiterates Outperform Rating for TJX Companies (NYSE:TJX)
• Positive Sentiment: Broad retail strength: the SPDR S&P Retail ETF (XRT) has rallied ~11% over the past year, signaling healthy demand across apparel and discount retailers — a sector tailwind that typically helps large off-price chains like TJX. XRT Is Up 11% But the Real Story Is Which Retailers Are Winning
• Positive Sentiment: Peer beats among retail-related names (Booking, Wayfair, Etsy) show pockets of demand and margin improvement in parts of the consumer landscape, which can support investor sentiment for TJX ahead of its report. Booking Holdings Q4 Earnings Beat Estimates, Revenues Rise Y/Y Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y ETSY Q4 Earnings & Revenues Surpass Estimates, EPS Declines Y/Y
• Neutral Sentiment: Research pieces previewing TJX’s fiscal Q4 highlight analyst estimates and metrics to watch (comps, margin mix) — useful for framing expectations but not a direct catalyst. Unveiling TJX (TJX) Q4 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Coverage is mixed: some outlets note mixed analyst opinions on consumer-cyclical names including TJX, reflecting varied expectations across the sell-side. Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
• Negative Sentiment: Some investors trimmed positions ahead of TJX’s earnings release, causing a modest pullback in the stock as traders price in event risk. Popular Retail Stock Pulling Back Before Earnings
• Negative Sentiment: Sector caution: Sprouts flagged a soft start to 2026 despite a Q4 beat, highlighting margin and comp risk that could temper expectations for peers if consumers shift spending patterns. Sprouts Farmers Q4 Earnings Beat, Soft Start to 2026 Flagged

Analyst Upgrades and Downgrades

Several research firms have recently commented on TJX. Sanford C. Bernstein reiterated an “outperform” rating and issued a $170.00 price objective on shares of TJX Companies in a report on Tuesday, January 6th. JPMorgan Chase & Co. raised their price target on TJX Companies from $150.00 to $154.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. TD Cowen reaffirmed a “buy” rating on shares of TJX Companies in a research note on Thursday, November 20th. BTIG Research reiterated a “buy” rating and issued a $165.00 price objective on shares of TJX Companies in a research report on Thursday, November 20th. Finally, Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. Two 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, the stock currently has an average rating of “Buy” and an average price target of $163.86.

TJX Companies Stock Up 1.1%

Shares of NYSE:TJX opened at $158.29 on Friday. The stock’s 50-day moving average is $154.62 and its 200 day moving average is $146.80. The company has a market cap of $175.77 billion, a PE ratio of 34.94, a P/E/G ratio of 3.02 and a beta of 0.74. 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 1 year low of $112.10 and a 1 year high of $159.48.

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 for the quarter, topping analysts’ consensus estimates of $1.22 by $0.06. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The firm had revenue of $15.12 billion for the quarter, compared to analyst estimates of $14.80 billion. During the same period last year, the company earned $1.14 EPS. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. Sell-side analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders 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 yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s payout ratio is presently 37.53%.

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.