PineStone Asset Management Inc. Sells 112,253 Shares of The TJX Companies, Inc. $TJX

PineStone Asset Management Inc. lowered its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 2.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,226,294 shares of the apparel and home fashions retailer’s stock after selling 112,253 shares during the quarter. TJX Companies comprises 4.0% of PineStone Asset Management Inc.’s investment portfolio, making the stock its 8th biggest holding. PineStone Asset Management Inc. owned about 0.38% of TJX Companies worth $649,201,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Lavaca Capital LLC acquired a new position in shares of TJX Companies in the 2nd quarter valued at about $25,000. Dogwood Wealth Management LLC grew its stake in TJX Companies by 102.2% during the third quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock worth $26,000 after purchasing an additional 92 shares during the period. GGM Financials LLC acquired a new stake in TJX Companies during the third quarter worth approximately $27,000. Imprint Wealth LLC bought a new stake in TJX Companies in the third quarter worth approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp bought a new stake in TJX Companies in the third quarter worth approximately $28,000. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Ernie Herrman sold 30,000 shares of TJX Companies stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $160.95, for a total value of $4,828,500.00. Following the completion of the transaction, the chief executive officer owned 479,316 shares in the company, valued at $77,145,910.20. This trade represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.13% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

TJX has been the topic of a number of research analyst reports. Telsey Advisory Group increased their price target on TJX Companies from $170.00 to $175.00 and gave the stock an “outperform” rating in a report on Thursday, February 26th. Argus upgraded shares of TJX Companies to a “strong-buy” rating in a research note on Tuesday, March 3rd. Barclays boosted their target price on shares of TJX Companies from $172.00 to $183.00 and gave the company an “overweight” rating in a research report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft set a $184.00 target price on shares of TJX Companies in a research note on Thursday, January 8th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Tuesday, January 6th. Three analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $167.55.

TJX Companies Stock Performance

Shares of TJX stock opened at $159.64 on Wednesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.59. The firm has a 50-day moving average of $155.60 and a 200-day moving average of $150.91. The TJX Companies, Inc. has a one year low of $116.37 and a one year high of $162.68. The company has a market cap of $177.27 billion, a P/E ratio of 32.71, a P/E/G ratio of 3.58 and a beta of 0.73.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. The business had revenue of $17.74 billion for the quarter, compared to analyst estimates of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.TJX Companies’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period last year, the company posted $1.23 earnings per share. 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. Equities research analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a yield of 1.2%. This is a boost from TJX Companies’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend is Thursday, May 14th. TJX Companies’s payout ratio is currently 34.84%.

Trending Headlines about TJX Companies

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

• Positive Sentiment: TJX’s board raised the quarterly dividend by 13% to $0.48 per share (payable June 4; record date May 14), signaling strong cash flow and management confidence—this is the primary catalyst for the intraday strength. The TJX Companies, Inc. Announces 13% Increase in Common Stock Dividend
• Positive Sentiment: Market write‑ups and analyst commentary note the dividend boost makes TJX’s yield and shareholder return story more attractive amid resilient demand for off‑price retail, supporting investor sentiment. TJX Companies’ (TJX) Dividend Just Got More Attractive With a 13% Increase
• Neutral Sentiment: News outlets also flagged the share price reaction (shares rose modestly) and noted TJX is trading near its 52‑week highs; the move appears driven by the dividend announcement rather than new operational info. TJX (TJX) Rises Yet Lags Behind Market: Some Facts Worth Knowing

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.