Public Employees Retirement System of Ohio Purchases Shares of 433,974 The TJX Companies, Inc. $TJX

Public Employees Retirement System of Ohio bought a new position in shares of The TJX Companies, Inc. (NYSE:TJX) during the second quarter, HoldingsChannel.com reports. The institutional investor bought 433,974 shares of the apparel and home fashions retailer’s stock, valued at approximately $65,747,000.

Other institutional investors also recently modified their holdings of the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna raised its stake in TJX Companies by 120.3% in the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock valued at $25,000 after buying an additional 89 shares during the period. Entrust Financial LLC acquired a new stake in shares of TJX Companies during the 4th quarter worth about $26,000. Wilkerson Advisory Group LLC acquired a new stake in shares of TJX Companies during the 4th quarter worth about $26,000. Joseph Group Capital Management bought a new stake in shares of TJX Companies in the fourth quarter valued at approximately $27,000. Finally, IMG Wealth Management Inc. grew its position in TJX Companies by 65.7% during the fourth quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock worth $27,000 after buying an additional 69 shares in the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at TJX Companies

In related news, Director Jackwyn Nemerov sold 957 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the sale, the director directly owned 802 shares of the company’s stock, valued at approximately $135,209.18. This trade represents a 54.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Ernie Herrman sold 29,549 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total transaction of $4,652,785.54. Following the transaction, the chief executive officer directly owned 552,850 shares of the company’s stock, valued at $87,051,761. This represents a 5.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 130,367 shares of company stock worth $20,959,476. Corporate insiders own 0.15% of the company’s stock.

TJX Companies Price Performance

Shares of TJX opened at $134.30 on Friday. The business’s 50 day moving average price is $153.43 and its two-hundred day moving average price is $156.22. The firm has a market cap of $148.36 billion, a PE ratio of 24.82, a price-to-earnings-growth ratio of 2.65 and a beta of 0.62. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.56 and a current ratio of 1.15. The TJX Companies, Inc. has a 52-week low of $134.17 and a 52-week high of $170.00.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. The business had revenue of $15.18 billion during the quarter, compared to analysts’ expectations of $15.16 billion. TJX Companies had a net margin of 9.73% and a return on equity of 56.56%. The business’s quarterly revenue was up 5.4% on a year-over-year basis. During the same period last year, the company posted $1.10 earnings per share. 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. On average, equities analysts anticipate that The TJX Companies, Inc. will post 5.2 EPS for the current year.

TJX Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be paid a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, August 13th. TJX Companies’s payout ratio is 35.49%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on TJX. Telsey Advisory Group upped their target price on TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Jefferies Financial Group cut TJX Companies from a “buy” rating to a “hold” rating and cut their target price for the stock from $180.00 to $145.00 in a research note on Wednesday. Wall Street Zen cut TJX Companies from a “buy” rating to a “hold” rating in a report on Saturday, August 22nd. Robert W. Baird raised their price target on shares of TJX Companies from $172.00 to $175.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Finally, UBS Group reissued a “buy” rating and issued a $198.00 price objective (up from $197.00) on shares of TJX Companies in a research note on Thursday, August 20th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $172.84.

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

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.