Stonehage Fleming Financial Services Holdings Ltd Invests $2.17 Million in The TJX Companies, Inc. $TJX

Stonehage Fleming Financial Services Holdings Ltd bought a new stake in shares of The TJX Companies, Inc. (NYSE:TJX) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 14,322 shares of the apparel and home fashions retailer’s stock, valued at approximately $2,170,000.

Other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. purchased a new stake in TJX Companies during the second quarter valued at approximately $16,489,926,000. Geode Capital Management LLC increased its position in shares of TJX Companies by 2.6% during the 4th quarter. Geode Capital Management LLC now owns 27,011,104 shares of the apparel and home fashions retailer’s stock valued at $4,134,174,000 after purchasing an additional 673,690 shares during the last quarter. Bank of America Corp DE raised its holdings in TJX Companies by 2.0% during the 4th quarter. Bank of America Corp DE now owns 25,620,925 shares of the apparel and home fashions retailer’s stock valued at $3,935,630,000 after buying an additional 495,989 shares during the period. Capital International Investors lifted its position in TJX Companies by 2.0% in the fourth quarter. Capital International Investors now owns 15,986,573 shares of the apparel and home fashions retailer’s stock worth $2,455,911,000 after buying an additional 308,408 shares during the last quarter. Finally, Norges Bank purchased a new position in TJX Companies during the fourth quarter worth $2,211,975,000. Institutional investors own 91.09% of the company’s stock.

More TJX Companies News

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 Performance

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

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.03. The business had revenue of $15.18 billion during the quarter, compared to the consensus estimate of $15.16 billion. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The business’s revenue for the quarter was up 5.4% compared to the same quarter last year. During the same period last year, the company earned $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. Analysts predict that The TJX Companies, Inc. will post 5.2 earnings per share for the current year.

TJX Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be paid a $0.48 dividend. 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 dividend payout ratio is currently 35.49%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on TJX shares. Gordon Haskett reiterated an “accumulate” rating and set a $155.00 price objective on shares of TJX Companies in a research report on Thursday, August 20th. BTIG Research reaffirmed a “buy” rating and set a $190.00 price target on shares of TJX Companies in a research note on Thursday, August 20th. Robert W. Baird upped their price target on shares of TJX Companies from $172.00 to $175.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Weiss Ratings lowered shares of TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a research report on Tuesday, July 21st. Finally, Telsey Advisory Group raised their price objective on shares of TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, TJX Companies presently has an average rating of “Moderate Buy” and an average price target of $172.84.

Insider Activity at TJX Companies

In other TJX Companies news, Director Jackwyn Nemerov sold 957 shares of the firm’s stock in a transaction 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 transaction, the director directly owned 802 shares in the company, valued at $135,209.18. This trade represents a 54.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Ernie Herrman sold 29,549 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $157.46, for a total value of $4,652,785.54. Following the completion of the sale, the chief executive officer 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. The SEC filing for this sale provides additional information. Insiders have sold 130,367 shares of company stock valued at $20,959,476 over the last 90 days. 0.15% of the stock is currently owned by insiders.

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.