The TJX Companies, Inc. $TJX Shares Acquired by TIAA Trust National Association

TIAA Trust National Association lifted its holdings in The TJX Companies, Inc. (NYSE:TJX) by 1.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 204,624 shares of the apparel and home fashions retailer’s stock after purchasing an additional 3,313 shares during the period. TIAA Trust National Association’s holdings in TJX Companies were worth $29,576,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of TJX. Norges Bank acquired a new stake in TJX Companies in the 2nd quarter valued at $1,808,774,000. Laurel Wealth Advisors LLC grew its position in shares of TJX Companies by 12,417.0% in the second quarter. Laurel Wealth Advisors LLC now owns 4,057,273 shares of the apparel and home fashions retailer’s stock valued at $501,033,000 after purchasing an additional 4,024,859 shares during the period. Corient Private Wealth LLC increased its stake in shares of TJX Companies by 120.7% during the second quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock worth $620,406,000 after purchasing an additional 2,743,676 shares in the last quarter. ABN AMRO Bank N.V. acquired a new position in shares of TJX Companies during the 2nd quarter worth about $244,687,000. Finally, Raymond James Financial Inc. lifted its stake in TJX Companies by 26.3% in the 2nd quarter. Raymond James Financial Inc. now owns 5,952,367 shares of the apparel and home fashions retailer’s stock valued at $735,058,000 after buying an additional 1,238,124 shares in the last quarter. Hedge funds and other 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: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
• Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
• Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
• Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
• Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run

TJX Companies Price Performance

Shares of TJX stock opened at $161.40 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.43. The company has a market capitalization of $179.23 billion, a PE ratio of 33.07, a price-to-earnings-growth ratio of 3.07 and a beta of 0.74. The firm’s 50-day moving average is $154.91 and its two-hundred day moving average is $147.61. The TJX Companies, Inc. has a 12 month low of $112.10 and a 12 month high of $162.68.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. The business had revenue of $17.74 billion during the quarter, compared to the consensus estimate of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The business’s revenue was up 8.5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.23 EPS. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. Analysts predict that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Announces Dividend

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 paid a $0.425 dividend. 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 dividend payout ratio is 37.53%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on TJX shares. Deutsche Bank Aktiengesellschaft set a $184.00 target price on TJX Companies in a research report on Thursday, January 8th. The Goldman Sachs Group lifted their target price on shares of TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Weiss Ratings reissued a “buy (b+)” rating on shares of TJX Companies in a research note on Wednesday, January 21st. Jefferies Financial Group reaffirmed a “buy” rating and set a $170.00 price objective on shares of TJX Companies in a research note on Tuesday, November 11th. Finally, UBS Group reissued a “buy” rating and issued a $193.00 target price (up from $181.00) on shares of TJX Companies in a research note on Thursday, January 8th. Two investment 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 data from MarketBeat.com, TJX Companies currently has a consensus rating of “Buy” and an average target price of $167.55.

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.