UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys 447,162 Shares of The TJX Companies, Inc. $TJX

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 5.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,688,601 shares of the apparel and home fashions retailer’s stock after buying an additional 447,162 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.78% of TJX Companies worth $1,334,656,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in TJX. Brighton Jones LLC boosted its stake in TJX Companies by 113.7% during the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock valued at $1,817,000 after purchasing an additional 8,002 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in TJX Companies by 12.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock valued at $262,000 after purchasing an additional 235 shares during the last quarter. Bison Wealth LLC boosted its stake in TJX Companies by 32.9% during the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after purchasing an additional 955 shares during the last quarter. United Bank boosted its stake in TJX Companies by 7.6% during the 2nd quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock valued at $2,013,000 after purchasing an additional 1,155 shares during the last quarter. Finally, Schnieders Capital Management LLC. purchased a new stake in TJX Companies during the 2nd quarter valued at $244,000. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

TJX Companies Price Performance

Shares of TJX Companies stock opened at $168.42 on Friday. The TJX Companies, Inc. has a one year low of $119.84 and a one year high of $170.00. The stock’s fifty day moving average is $157.61 and its 200 day moving average is $156.08. The stock has a market cap of $186.05 billion, a P/E ratio of 32.70, a P/E/G ratio of 3.65 and a beta of 0.62. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.14.

TJX Companies (NYSE:TJX) last announced its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The company had revenue of $14.32 billion for the quarter, compared to analysts’ expectations of $14.02 billion. During the same period last year, the firm earned $0.92 EPS. TJX Companies’s revenue for the quarter was up 9.2% compared to the same quarter last year. 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. Sell-side analysts anticipate that The TJX Companies, Inc. will post 5.17 earnings per share for the current year.

TJX Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be issued a $0.48 dividend. This represents a $1.92 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s dividend payout ratio (DPR) is currently 37.28%.

TJX Companies News Summary

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

• Positive Sentiment: Analyst coverage remained constructive, including Erste Group raising earnings estimates for FY2027 and FY2028, adding to expectations that TJX can continue delivering solid profit growth.
• Positive Sentiment: Recent articles pointed to TJX hitting a 52-week high, supported by strong customer traffic, off-price demand, and global expansion, which can fuel investor confidence in continued momentum.
• Positive Sentiment: The company’s quarterly dividend announcement underscores a steady cash-return profile and may appeal to income-oriented investors.
• Neutral Sentiment: Several headlines described TJX as a strong momentum or growth stock, but these were largely commentary pieces rather than new fundamental developments.
• Neutral Sentiment: Director Jackwyn Nemerov’s sale of TJX shares and Chairman Carol Meyrowitz’s larger share sale may draw attention, but insider selling does not necessarily indicate a change in business fundamentals.
• Negative Sentiment: Some coverage noted ongoing risks from costs and the broader macroeconomic environment, which could pressure margins if conditions weaken.

Analysts Set New Price Targets

Several analysts have commented on TJX shares. JPMorgan Chase & Co. increased their target price on TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. UBS Group reiterated a “buy” rating on shares of TJX Companies in a research note on Tuesday. Weiss Ratings downgraded TJX Companies from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Friday, May 8th. Wells Fargo & Company reiterated an “outperform” rating and set a $160.00 target price (up from $155.00) on shares of TJX Companies in a research note on Thursday, May 21st. Finally, Truist Financial set a $190.00 target price on TJX Companies and gave the company a “buy” rating in a research note on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating and twenty have assigned a Buy rating to the stock. According to MarketBeat, TJX Companies has a consensus rating of “Buy” and an average price target of $174.58.

Insider Buying and Selling

In related news, Chairman Carol Meyrowitz sold 55,624 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $163.65, for a total value of $9,102,867.60. Following the transaction, the chairman directly owned 201,496 shares of the company’s stock, valued at approximately $32,974,820.40. This trade represents a 21.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jackwyn Nemerov sold 957 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $168.59, for a total value of $161,340.63. Following the sale, the director directly owned 802 shares in the company, valued at approximately $135,209.18. This represents a 54.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 130,367 shares of company stock valued at $20,959,476 in the last 90 days. 0.13% of the stock is owned by company insiders.

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.