BI Asset Management Fondsmaeglerselskab A S Raises Holdings in The TJX Companies, Inc. $TJX

BI Asset Management Fondsmaeglerselskab A S boosted its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 1.6% in the 3rd quarter, Holdings Channel reports. The fund owned 578,853 shares of the apparel and home fashions retailer’s stock after buying an additional 9,371 shares during the period. TJX Companies makes up 0.8% of BI Asset Management Fondsmaeglerselskab A S’s investment portfolio, making the stock its 27th largest position. BI Asset Management Fondsmaeglerselskab A S’s holdings in TJX Companies were worth $83,667,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of TJX. Lavaca Capital LLC purchased a new stake in TJX Companies during the second quarter worth $25,000. Princeton Global Asset Management LLC purchased a new stake in shares of TJX Companies during the 2nd quarter worth about $28,000. Highline Wealth Partners LLC grew its position in shares of TJX Companies by 65.0% during the 3rd quarter. Highline Wealth Partners LLC now owns 231 shares of the apparel and home fashions retailer’s stock valued at $33,000 after acquiring an additional 91 shares during the period. Howard Hughes Medical Institute purchased a new position in shares of TJX Companies in the 2nd quarter valued at about $30,000. Finally, Legacy Investment Solutions LLC acquired a new position in TJX Companies in the 2nd quarter worth about $32,000. 91.09% of the stock is owned by institutional investors and hedge funds.

Insider Activity at TJX Companies

In other TJX Companies news, Director Amy B. Lane sold 500 shares of TJX Companies stock in a transaction on Friday, November 21st. The stock was sold at an average price of $151.40, for a total value of $75,700.00. Following the sale, the director owned 22,212 shares in the company, valued at $3,362,896.80. The trade was a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ernie Herrman sold 24,363 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $151.31, for a total value of $3,686,365.53. Following the transaction, the chief executive officer owned 510,780 shares of the company’s stock, valued at approximately $77,286,121.80. This represents a 4.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 54,863 shares of company stock worth $8,226,366. Corporate insiders own 0.13% of the company’s stock.

Analysts Set New Price Targets

Several analysts have commented on TJX shares. JPMorgan Chase & Co. raised their price objective on TJX Companies from $150.00 to $154.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. The Goldman Sachs Group boosted their price target on shares of TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Citigroup reaffirmed a “buy” rating and set a $168.00 price objective (up from $160.00) on shares of TJX Companies in a report on Thursday, November 20th. Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a research note on Wednesday, December 10th. Finally, Wells Fargo & Company reaffirmed a “positive” rating and issued a $150.00 price target (up from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th. Two investment 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, TJX Companies presently has a consensus rating of “Buy” and a consensus price target of $163.86.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: TJ Maxx plans a higher-profile expansion — the chain will open its first New York City store in over a decade, a visible growth and brand-priority move that can support sales and local market penetration. TJ Maxx to open its first store in New York City in more than a decade
• Positive Sentiment: Analysts / coverage note that TJX is allocating capital more efficiently (share buybacks/dividends or better returns on invested capital), which supports longer-term shareholder returns and helps justify the stock’s premium multiple. TJX Companies (NYSE:TJX) Is Investing Its Capital With Increasing Efficiency
• Positive Sentiment: Zacks highlights TJX among retail/wholesale names with favorable Earnings ESP signals, suggesting a higher-than-consensus chance of an earnings beat — a catalyst that can lift the stock into earnings season. These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar
• Positive Sentiment: Insider purchases: a director (Amy B. Lane) has made multiple small open‑market purchases disclosed with the SEC. Insider buying, even modest, is often viewed as a confidence signal by management/board members. SEC ownership filing for Amy B. Lane
• Neutral Sentiment: Market-context coverage: Zacks noted TJX advanced while the broader market dipped over the last sessions, reflecting relative-strength trading rather than company-specific news alone. TJX (TJX) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Another Zacks market note reported the stock rising amid a market dip (recap of price action and key facts), useful for context but not a standalone catalyst. TJX (TJX) Rises As Market Takes a Dip: Key Facts

TJX Companies Stock Performance

Shares of TJX Companies stock opened at $153.75 on Thursday. The business’s 50 day moving average price is $154.06 and its 200 day moving average price is $144.37. The company has a market cap of $170.73 billion, a price-to-earnings ratio of 33.94, a PEG ratio of 2.91 and a beta of 0.74. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.43 and a current ratio of 1.09. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $159.48.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, topping the consensus estimate of $1.22 by $0.06. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The business had revenue of $15.12 billion for the quarter, compared to analyst estimates of $14.80 billion. During the same quarter in the previous year, the firm earned $1.14 EPS. The company’s quarterly revenue was up 7.5% compared to the same quarter last year. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS and its FY 2026 guidance at 4.630-4.660 EPS. On average, research analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be paid a $0.425 dividend. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. TJX Companies’s dividend payout ratio is 37.53%.

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.