Dearborn Partners LLC Buys New Shares in The TJX Companies, Inc. $TJX

Dearborn Partners LLC bought a new position in shares of The TJX Companies, Inc. (NYSE:TJX) during the 2nd quarter, Holdings Channel reports. The institutional investor bought 57,603 shares of the apparel and home fashions retailer’s stock, valued at approximately $8,727,000.

Several other large investors have also recently bought and sold shares of the stock. Coston McIsaac & Partners increased its position in shares of TJX Companies by 11.3% during the 1st quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer’s stock worth $100,000 after purchasing an additional 64 shares during the last quarter. Kohmann Bosshard Financial Services LLC raised its stake in shares of TJX Companies by 11.0% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer’s stock worth $106,000 after purchasing an additional 66 shares in the last quarter. HBW Advisory Services LLC boosted its holdings in shares of TJX Companies by 5.1% in the 2nd quarter. HBW Advisory Services LLC now owns 1,357 shares of the apparel and home fashions retailer’s stock valued at $206,000 after buying an additional 66 shares during the last quarter. Hohimer Wealth Management LLC boosted its holdings in shares of TJX Companies by 1.2% in the 4th quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock valued at $859,000 after buying an additional 66 shares during the last quarter. Finally, Verde Capital Management grew its stake in shares of TJX Companies by 0.7% in the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock valued at $1,539,000 after buying an additional 67 shares in the last quarter. 91.09% of the stock is owned by institutional investors and hedge funds.

Insider Activity at TJX Companies

In related news, Chairman Carol Meyrowitz sold 55,624 shares of the company’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $163.65, for a total value of $9,102,867.60. Following the transaction, the chairman owned 201,496 shares in the company, valued at approximately $32,974,820.40. This represents a 21.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO John Klinger sold 6,235 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the completion of the transaction, the chief financial officer directly owned 64,257 shares in the company, valued at approximately $10,330,597.89. This represents a 8.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 130,367 shares of company stock worth $20,959,476. 0.15% of the stock is owned by corporate insiders.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: TJX’s second-quarter results exceeded expectations: comparable sales increased 4%, adjusted earnings per share rose 11% to $1.22, and management raised its full-year profit outlook. Revenue also slightly topped estimates, supporting the company’s earnings-growth narrative. TJX Beats Expectations Even As Its Biggest Division Stumbles
• Positive Sentiment: HomeGoods and TJX’s international businesses delivered stronger comparable-sales growth and helped offset weaker performance at Marmaxx. Analysts also point to margin expansion and the retailer’s resilient off-price model as continuing positives. TJX Q2 2027 Earnings Call Transcript
• Positive Sentiment: J.P. Morgan continues to rate TJX a Buy, indicating that some analysts view the recent weakness as an opportunity rather than evidence of a broken long-term investment thesis. J.P. Morgan Remains a Buy on TJX Companies
• Neutral Sentiment: Mixed retail-sector trading has made investors more selective: Kohl’s struggled despite improved guidance, while Ross Stores has outperformed. TJX’s relative resilience is constructive, but comparisons are raising expectations for continued execution. Kohl’s Falls Despite Raised Guidance
• Negative Sentiment: Marmaxx underperformed the rest of the company, prompting Jefferies to downgrade TJX to Hold from Buy with a $145 price target. The firm said the slowdown may reflect a more serious merchandising problem rather than a temporary miss, while Ross Stores continues to pull ahead. Jefferies Cuts TJX to Hold as Marmaxx Stumbles
• Negative Sentiment: The stock’s recent decline despite higher guidance signals that investors may consider TJX’s valuation demanding and expect better near-term momentum. Tariff uncertainty and the risk that Marmaxx weakness persists are additional overhangs. TJX Just Dropped 11% in a Month

TJX Companies Stock Down 1.8%

TJX stock opened at $134.30 on Friday. The company has a current ratio of 1.15, a quick ratio of 0.56 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $148.36 billion, a PE ratio of 24.82, a PEG ratio of 2.65 and a beta of 0.62. The TJX Companies, Inc. has a 1-year low of $134.17 and a 1-year high of $170.00. The business’s 50 day simple moving average is $153.43 and its 200 day simple moving average is $156.22.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.03. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The business had revenue of $15.18 billion during the quarter, compared to the consensus estimate of $15.16 billion. During the same quarter last year, the firm posted $1.10 EPS. The company’s quarterly revenue was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, research analysts anticipate that The TJX Companies, Inc. will post 5.2 EPS for the current year.

TJX Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be given a $0.48 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 annualized dividend and a dividend yield of 1.4%. TJX Companies’s dividend payout ratio is presently 35.49%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. JPMorgan Chase & Co. boosted their target price on shares of TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Truist Financial set a $190.00 price target on shares of TJX Companies and gave the company a “buy” rating in a research note on Thursday, May 21st. Sanford C. Bernstein reissued an “outperform” rating and issued a $175.00 price objective on shares of TJX Companies in a research report on Tuesday. Weiss Ratings lowered shares of TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. Finally, Telsey Advisory Group upped their target price on shares of TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, TJX Companies presently has a consensus rating of “Moderate Buy” and a consensus target price of $172.84.

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.