Cumberland Partners Ltd Increases Stock Position in The TJX Companies, Inc. $TJX

Cumberland Partners Ltd lifted its holdings in The TJX Companies, Inc. (NYSE:TJX) by 73.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 52,802 shares of the apparel and home fashions retailer’s stock after purchasing an additional 22,275 shares during the period. Cumberland Partners Ltd’s holdings in TJX Companies were worth $8,111,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of TJX. Brighton Jones LLC lifted its position in shares of TJX Companies by 113.7% in the 4th 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 during the period. Revolve Wealth Partners LLC lifted its position in shares of TJX Companies by 12.1% in the 4th 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 during the period. Bison Wealth LLC lifted its position in shares of TJX Companies by 32.9% in the 4th 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 during the period. United Bank lifted its position in shares of TJX Companies by 7.6% in the 2nd 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 during the period. Finally, Schnieders Capital Management LLC. purchased a new stake in shares of TJX Companies in the 2nd quarter worth approximately $244,000. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Trending Headlines about TJX Companies

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

• Positive Sentiment: TJX delivered better-than-expected Q1 results, including 9.2% revenue growth and EPS of $1.19, reinforcing that consumers are still spending at off-price retailers. TJX Q1 Deep Dive: Broad-Based Strength, Market Share Gains, and International Expansion
• Positive Sentiment: The company raised its full-year forecast after Q1 net income jumped about 28.5% and comparable sales came in above plan, which typically supports shares. TJX raises annual forecast after Q1 net income jumps 28.5%
• Positive Sentiment: Several analysts lifted price targets after the earnings beat, with firms such as BTIG, Baird, and Telsey highlighting upside from TJX’s strong execution and market-share gains. Wells Fargo Sticks to Their Hold Rating for TJX Companies (TJX)
• Neutral Sentiment: Not all analyst commentary was bullish, with Wells Fargo keeping a Hold rating, suggesting some caution despite the strong quarter. Analysts Conflicted on These Consumer Cyclical Names: TJX Companies (TJX), Choice Hotels (CHH) and Urban Outfitters (URBN)
• Neutral Sentiment: Broader retail coverage also points to TJX as a gauge of consumer health, alongside peers like Walmart and Ross Stores, which may add context but not a direct stock catalyst. Ross, TJX, and Walmart reveal how the real engine of the U.S. economy is doing

Analyst Ratings Changes

TJX has been the subject of several research reports. Wells Fargo & Company reaffirmed an “outperform” rating and issued a $160.00 price target (up from $155.00) on shares of TJX Companies in a research report on Thursday. Truist Financial set a $190.00 target price on shares of TJX Companies and gave the company a “buy” rating in a research report on Thursday. JPMorgan Chase & Co. increased their target price on shares of TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. UBS Group reissued a “neutral” rating and set a $197.00 target price (up from $193.00) on shares of TJX Companies in a research report on Thursday. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of TJX Companies in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, TJX Companies currently has a consensus rating of “Buy” and an average target price of $174.58.

Insider Activity

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of the firm’s 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 completion of the transaction, the chief executive officer owned 479,316 shares of the company’s stock, 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 filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.13% of the company’s stock.

TJX Companies Trading Up 0.5%

NYSE:TJX opened at $158.29 on Friday. The TJX Companies, Inc. has a 52 week low of $119.84 and a 52 week high of $165.82. The firm has a 50 day moving average of $156.68 and a 200 day moving average of $154.59. The company has a quick ratio of 0.59, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $175.04 billion, a price-to-earnings ratio of 30.74, a PEG ratio of 3.56 and a beta of 0.64.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The company had revenue of $14.32 billion during the quarter, compared to analysts’ expectations of $14.02 billion. During the same quarter in the prior year, the company posted $0.92 earnings per share. 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. As a group, sell-side analysts anticipate that The TJX Companies, Inc. will post 5.13 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The business also recently declared 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 is an increase from TJX Companies’s previous quarterly dividend of $0.43. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, May 14th. TJX Companies’s dividend payout ratio is 37.28%.

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.