Westfield Capital Management Co. LP Has $7.22 Million Stock Holdings in The TJX Companies, Inc. $TJX

Westfield Capital Management Co. LP trimmed its position in The TJX Companies, Inc. (NYSE:TJX) by 15.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 49,961 shares of the apparel and home fashions retailer’s stock after selling 9,388 shares during the period. Westfield Capital Management Co. LP’s holdings in TJX Companies were worth $7,221,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new position in TJX Companies in the 2nd quarter worth $1,808,774,000. Laurel Wealth Advisors LLC grew its position in shares of TJX Companies by 12,417.0% in the second quarter. Laurel Wealth Advisors LLC now owns 4,057,273 shares of the apparel and home fashions retailer’s stock valued at $501,033,000 after purchasing an additional 4,024,859 shares during the last quarter. Corient Private Wealth LLC grew its position in shares of TJX Companies by 120.7% in the second quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock valued at $620,406,000 after purchasing an additional 2,743,676 shares during the last quarter. ABN AMRO Bank N.V. bought a new position in shares of TJX Companies in the second quarter worth about $244,687,000. Finally, Raymond James Financial Inc. lifted its position in shares of TJX Companies by 26.3% during the 2nd quarter. Raymond James Financial Inc. now owns 5,952,367 shares of the apparel and home fashions retailer’s stock worth $735,058,000 after purchasing an additional 1,238,124 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

TJX Companies Stock Up 1.8%

TJX opened at $158.61 on Friday. The company has a market capitalization of $176.13 billion, a P/E ratio of 32.50, a P/E/G ratio of 2.97 and a beta of 0.74. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.43. The firm’s fifty day moving average price is $154.78 and its two-hundred day moving average price is $147.41. The TJX Companies, Inc. has a fifty-two week low of $112.10 and a fifty-two week high of $162.68.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The company had revenue of $17.74 billion during the quarter, compared to the consensus estimate of $17.36 billion. During the same period last year, the firm earned $1.23 EPS. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. On average, analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The business also recently disclosed 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 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s payout ratio is presently 37.53%.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of TJX Companies in a report on Wednesday, January 21st. Evercore increased their price objective on TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Wall Street Zen raised shares of TJX Companies from a “hold” rating to a “buy” rating in a research report on Sunday, January 11th. BTIG Research reissued a “buy” rating and issued a $185.00 price target (up from $165.00) on shares of TJX Companies in a report on Thursday. Finally, JPMorgan Chase & Co. raised their price target on shares of TJX Companies from $154.00 to $173.00 and gave the stock an “overweight” rating in a research report on Monday. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $167.55.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Q4 results beat consensus: adjusted EPS of $1.43 and revenue of $17.74B topped estimates; comps grew ~5% and margins improved, signaling continued strength in off‑price apparel and home. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Material capital returns announced — a 13% dividend increase and a $2.5–$2.75B buyback authorization — which supports EPS and signals management confidence. Company press release
• Positive Sentiment: Wall Street responded with upgrades/price‑target raises and bullish commentary (multiple firms raised targets and reiterated buy/overweight views), supporting near‑term demand for the shares. We’re boosting our price target on TJX
• Neutral Sentiment: Positive press and analyst writeups highlight TJX’s long track record, strong cash flow and market share gains in off‑price retail — a constructive backdrop for longer‑term holders.
• Negative Sentiment: Cautious guidance weighed on sentiment: TJX’s FY‑2027 and Q1 EPS guidance came in below some Street expectations (Q1 guide notably softer), and management flagged muted annual sales/profit as consumers pull back. TJX Cos forecasts muted annual sales and profit
• Negative Sentiment: Short‑term volatility after the print: some coverage noted the stock dipped earlier on guidance disappointment despite the beat, underscoring sensitivity to forward estimates and consumer spending trends. Why TJX Companies Stock Sank Today

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.