Lansforsakringar Fondforvaltning AB publ Increases Stock Position in The TJX Companies, Inc. $TJX

Lansforsakringar Fondforvaltning AB publ grew its stake in The TJX Companies, Inc. (NYSE:TJX) by 2.0% during the third quarter, Holdings Channel.com reports. The fund owned 407,790 shares of the apparel and home fashions retailer’s stock after acquiring an additional 8,090 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in TJX Companies were worth $58,942,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in TJX. Norges Bank purchased a new stake in TJX Companies in the second quarter valued at approximately $1,808,774,000. Laurel Wealth Advisors LLC boosted its position in shares of TJX Companies by 12,417.0% during the second quarter. Laurel Wealth Advisors LLC now owns 4,057,273 shares of the apparel and home fashions retailer’s stock worth $501,033,000 after buying an additional 4,024,859 shares during the period. Corient Private Wealth LLC grew its stake in shares of TJX Companies by 120.7% in the second quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock valued at $620,406,000 after buying an additional 2,743,676 shares in the last quarter. ABN AMRO Bank N.V. purchased a new stake in shares of TJX Companies in the 2nd quarter valued at $244,687,000. Finally, Raymond James Financial Inc. lifted its stake in TJX Companies by 26.3% during the 2nd quarter. Raymond James Financial Inc. now owns 5,952,367 shares of the apparel and home fashions retailer’s stock worth $735,058,000 after acquiring an additional 1,238,124 shares in the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

TJX has been the subject of several research reports. BTIG Research reaffirmed a “buy” rating and issued a $165.00 target price on shares of TJX Companies in a research report on Thursday, November 20th. Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a research note on Wednesday, December 10th. Deutsche Bank Aktiengesellschaft set a $184.00 price objective on shares of TJX Companies in a report on Thursday, January 8th. Wall Street Zen raised shares of TJX Companies from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. Finally, Wells Fargo & Company reiterated a “positive” rating and set a $150.00 target price (up from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $163.86.

TJX Companies Stock Up 1.1%

TJX stock opened at $158.29 on Friday. The company’s 50 day moving average price is $154.62 and its 200 day moving average price is $146.80. The firm has a market capitalization of $175.77 billion, a price-to-earnings ratio of 34.94, a PEG ratio of 3.02 and a beta of 0.74. The TJX Companies, Inc. has a fifty-two week low of $112.10 and a fifty-two week high of $159.48. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.43 and a current ratio of 1.09.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, topping the consensus estimate of $1.22 by $0.06. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The company had revenue of $15.12 billion during the quarter, compared to analysts’ expectations of $14.80 billion. During the same quarter in the previous year, the business posted $1.14 EPS. The firm’s revenue was up 7.5% on a year-over-year basis. On average, equities research analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

The company also recently disclosed 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 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s payout ratio is 37.53%.

Key Stories 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

TJX Companies Company Profile

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.