Kovitz Investment Group Partners LLC Purchases 8,707 Shares of The TJX Companies, Inc. $TJX

Kovitz Investment Group Partners LLC raised its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 4.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 213,883 shares of the apparel and home fashions retailer’s stock after purchasing an additional 8,707 shares during the period. Kovitz Investment Group Partners LLC’s holdings in TJX Companies were worth $30,915,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in TJX. Brighton Jones LLC lifted its position in 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 worth $1,817,000 after buying an additional 8,002 shares during the last quarter. Revolve Wealth Partners LLC grew its position 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 valued at $262,000 after acquiring an additional 235 shares during the last quarter. Bison Wealth LLC raised its stake in shares of 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 acquiring an additional 955 shares in the last quarter. United Bank lifted its holdings in shares of TJX Companies by 7.6% in the 2nd quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock worth $2,013,000 after acquiring an additional 1,155 shares during the last quarter. Finally, Schnieders Capital Management LLC. purchased a new stake in shares of TJX Companies in the 2nd quarter valued at $244,000. Institutional investors own 91.09% of the company’s stock.

Trending Headlines about 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 Stock Up 1.1%

NYSE TJX opened at $158.29 on Monday. 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 capitalization of $175.77 billion, a PE ratio of 34.94, a PEG 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 business’s 50-day moving average is $154.62 and its 200 day moving average is $146.90.

TJX Companies Dividend Announcement

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

Analysts Set New Price Targets

TJX has been the topic of a number of analyst reports. Morgan Stanley reiterated an “overweight” rating and issued a $162.00 target price (up previously from $159.00) on shares of TJX Companies in a research report on Thursday, November 20th. Barclays set a $172.00 price objective on TJX Companies and gave the stock an “overweight” rating in a report on Thursday, December 4th. The Goldman Sachs Group boosted their target price on TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Bank of America raised their price target on TJX Companies from $150.00 to $168.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, Citigroup reaffirmed a “buy” rating and issued a $168.00 price target (up from $160.00) on shares of TJX Companies in a research note on Thursday, November 20th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $163.86.

TJX Companies 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.