Van Hulzen Asset Management LLC Has $10.85 Million Stake in The TJX Companies, Inc. $TJX

Van Hulzen Asset Management LLC lifted its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 30.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 70,604 shares of the apparel and home fashions retailer’s stock after buying an additional 16,453 shares during the period. Van Hulzen Asset Management LLC’s holdings in TJX Companies were worth $10,846,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of TJX. Brighton Jones LLC lifted its position in shares of TJX Companies by 113.7% during the fourth quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after purchasing an additional 8,002 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of 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 worth $262,000 after purchasing an additional 235 shares in the last quarter. Bison Wealth LLC lifted its position 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 purchasing an additional 955 shares in the last quarter. United Bank lifted its position in shares of TJX Companies by 7.6% during the second quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock worth $2,013,000 after purchasing an additional 1,155 shares in the last quarter. Finally, Schnieders Capital Management LLC. acquired a new position in shares of TJX Companies during the second quarter worth approximately $244,000. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: TJX beat Q1 estimates with EPS of $1.19 versus about $1.02 expected, while revenue rose 9% year over year to $14.3 billion and comparable sales increased 6%, signaling broad-based demand across Marshalls, T.J. Maxx and HomeGoods.
• Positive Sentiment: The company raised its full-year fiscal 2027 outlook, including EPS guidance of $5.08 to $5.15 and comp-sales growth of 3% to 4%, which investors viewed as evidence that momentum is continuing into the next quarter.
• Positive Sentiment: TJX also boosted its share repurchase plan to $2.75 billion to $3.0 billion and returned $1.1 billion to shareholders in the quarter, adding support for the stock.
• Positive Sentiment: Several analysts turned more constructive after the report, with BTIG, Telsey Advisory Group and Robert W. Baird all raising price targets, while commentary emphasized that there are still “no signs of consumer weakness” in TJX’s business.
• Neutral Sentiment: Some coverage noted that the company’s second-quarter EPS guidance of $1.15 to $1.17 was slightly below consensus, but this was outweighed by the stronger full-year outlook and better-than-expected Q1 results.
• Neutral Sentiment: Broader retail commentary suggested consumers are still spending but remain selective, which supports off-price chains like TJX even as the macro backdrop stays cautious.

TJX Companies Trading Down 1.0%

Shares of NYSE TJX opened at $157.59 on Friday. The company’s 50 day simple moving average is $156.67 and its 200 day simple moving average is $154.57. The TJX Companies, Inc. has a fifty-two week low of $119.84 and a fifty-two week high of $165.82. The firm has a market capitalization of $174.26 billion, a P/E ratio of 30.60, a P/E/G ratio of 3.61 and a beta of 0.64. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.59.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.17. The company had revenue of $14.32 billion for the quarter, compared to analyst estimates of $14.02 billion. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period last year, the business posted $0.92 earnings per share. TJX Companies has set its FY 2027 guidance at 5.080-5.150 EPS and its Q2 2027 guidance at 1.150-1.170 EPS. On average, analysts predict that The TJX Companies, Inc. will post 5.12 EPS for the current year.

TJX Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be issued a $0.48 dividend. 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 is Thursday, May 14th. TJX Companies’s dividend payout ratio (DPR) is 37.28%.

Analyst Ratings Changes

TJX has been the topic of several analyst reports. BTIG Research increased their price objective on shares of TJX Companies from $185.00 to $190.00 and gave the company a “buy” rating in a report on Thursday. Sanford C. Bernstein restated an “outperform” rating on shares of TJX Companies in a report on Thursday. Citigroup restated a “buy” rating and issued a $182.00 price objective (up from $168.00) on shares of TJX Companies in a report on Thursday. Evercore restated an “outperform” rating and issued a $175.00 price objective on shares of TJX Companies in a report on Thursday. Finally, UBS Group restated a “neutral” rating and issued a $197.00 price objective (up from $193.00) on shares of TJX Companies in a report on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, TJX Companies has a consensus rating of “Buy” and an average target price of $174.58.

Insiders Place Their Bets

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction on 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 sale, the chief executive officer directly owned 479,316 shares in the company, valued at approximately $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 SEC, which is accessible through the SEC website. Company insiders own 0.13% of the company’s stock.

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.