Mitsubishi UFJ Asset Management UK Ltd. Sells 12,000 Shares of The TJX Companies, Inc. $TJX

Mitsubishi UFJ Asset Management UK Ltd. decreased its stake in The TJX Companies, Inc. (NYSE:TJX) by 57.1% in the third quarter, Holdings Channel.com reports. The firm owned 9,000 shares of the apparel and home fashions retailer’s stock after selling 12,000 shares during the period. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in TJX Companies were worth $1,301,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in TJX Companies by 0.8% during the third quarter. Vanguard Group Inc. now owns 101,961,786 shares of the apparel and home fashions retailer’s stock worth $14,737,557,000 after buying an additional 820,730 shares during the period. State Street Corp lifted its holdings in shares of TJX Companies by 0.6% in the 2nd quarter. State Street Corp now owns 48,595,536 shares of the apparel and home fashions retailer’s stock worth $6,001,063,000 after acquiring an additional 285,737 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of TJX Companies by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 26,070,916 shares of the apparel and home fashions retailer’s stock worth $3,205,927,000 after purchasing an additional 301,127 shares during the period. Norges Bank bought a new position in TJX Companies during the 2nd quarter valued at about $1,808,774,000. Finally, Invesco Ltd. raised its position in TJX Companies by 0.9% in the 2nd quarter. Invesco Ltd. now owns 9,081,087 shares of the apparel and home fashions retailer’s stock worth $1,121,423,000 after purchasing an additional 80,487 shares during the period. Hedge funds and other institutional investors own 91.09% of the company’s stock.

TJX Companies Trading Up 1.1%

Shares of NYSE TJX opened at $158.29 on Friday. The TJX Companies, Inc. has a twelve month low of $112.10 and a twelve month high of $159.48. The firm has a market cap of $175.77 billion, a PE ratio of 34.94, a price-to-earnings-growth ratio of 2.99 and a beta of 0.74. The business has a fifty day simple moving average of $154.62 and a two-hundred day simple moving average of $146.67. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, beating the consensus estimate of $1.22 by $0.06. The firm had revenue of $15.12 billion for the quarter, compared to analyst estimates of $14.80 billion. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.14 earnings per share. Analysts expect that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 12th will be issued a dividend of $0.425 per share. This represents a $1.70 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, February 12th. TJX Companies’s dividend payout ratio is presently 37.53%.

Trending Headlines about TJX Companies

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an Outperform rating on TJX, providing direct analyst support that can boost investor confidence. Telsey Advisory Group Reiterates Outperform Rating for TJX Companies (NYSE:TJX)
• Positive Sentiment: Broad retail strength: the SPDR S&P Retail ETF (XRT) has rallied ~11% over the past year, signaling healthy demand across apparel and discount retailers — a sector tailwind that typically helps large off-price chains like TJX. XRT Is Up 11% But the Real Story Is Which Retailers Are Winning
• Positive Sentiment: Peer beats among retail-related names (Booking, Wayfair, Etsy) show pockets of demand and margin improvement in parts of the consumer landscape, which can support investor sentiment for TJX ahead of its report. Booking Holdings Q4 Earnings Beat Estimates, Revenues Rise Y/Y Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y ETSY Q4 Earnings & Revenues Surpass Estimates, EPS Declines Y/Y
• Neutral Sentiment: Research pieces previewing TJX’s fiscal Q4 highlight analyst estimates and metrics to watch (comps, margin mix) — useful for framing expectations but not a direct catalyst. Unveiling TJX (TJX) Q4 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Coverage is mixed: some outlets note mixed analyst opinions on consumer-cyclical names including TJX, reflecting varied expectations across the sell-side. Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
• Negative Sentiment: Some investors trimmed positions ahead of TJX’s earnings release, causing a modest pullback in the stock as traders price in event risk. Popular Retail Stock Pulling Back Before Earnings
• Negative Sentiment: Sector caution: Sprouts flagged a soft start to 2026 despite a Q4 beat, highlighting margin and comp risk that could temper expectations for peers if consumers shift spending patterns. Sprouts Farmers Q4 Earnings Beat, Soft Start to 2026 Flagged

Analyst Ratings Changes

Several research analysts have issued reports on TJX shares. Weiss Ratings restated a “buy (b+)” rating on shares of TJX Companies in a research report on Wednesday, January 21st. Barclays set a $172.00 price target on TJX Companies and gave the stock an “overweight” rating in a research note on Thursday, December 4th. BTIG Research reaffirmed a “buy” rating and issued a $165.00 price objective on shares of TJX Companies in a research report on Thursday, November 20th. Evercore lifted their target price on TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Finally, Deutsche Bank Aktiengesellschaft set a $184.00 price target on shares of TJX Companies in a report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $163.86.

TJX Companies Company 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.