The TJX Companies, Inc. $TJX Shares Purchased by TIAA Trust National Association

TIAA Trust National Association increased its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 1.6% in the third quarter, HoldingsChannel.com reports. The firm owned 204,624 shares of the apparel and home fashions retailer’s stock after buying an additional 3,313 shares during the period. TIAA Trust National Association’s holdings in TJX Companies were worth $29,576,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TJX. Banco Santander S.A. raised its stake in shares of TJX Companies by 24.6% in the third quarter. Banco Santander S.A. now owns 160,368 shares of the apparel and home fashions retailer’s stock valued at $23,180,000 after acquiring an additional 31,631 shares in the last quarter. Bank of Nova Scotia boosted its stake in shares of TJX Companies by 129.9% in the 2nd quarter. Bank of Nova Scotia now owns 269,813 shares of the apparel and home fashions retailer’s stock valued at $33,319,000 after buying an additional 152,453 shares during the period. Empowered Funds LLC grew its position in shares of TJX Companies by 66.6% during the second quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock worth $9,508,000 after buying an additional 30,779 shares in the last quarter. Rheos Capital Works Inc. increased its stake in shares of TJX Companies by 26.0% during the third quarter. Rheos Capital Works Inc. now owns 370,000 shares of the apparel and home fashions retailer’s stock worth $53,480,000 after buying an additional 76,400 shares during the period. Finally, Wealthfront Advisers LLC raised its holdings in TJX Companies by 4.9% in the third quarter. Wealthfront Advisers LLC now owns 171,820 shares of the apparel and home fashions retailer’s stock valued at $24,835,000 after acquiring an additional 8,006 shares in the last quarter. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
• Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
• Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
• Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
• Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run

TJX Companies Trading Up 1.7%

NYSE:TJX opened at $161.40 on Friday. The company has a market capitalization of $179.23 billion, a PE ratio of 33.07, a P/E/G ratio of 3.07 and a beta of 0.74. The TJX Companies, Inc. has a 52-week low of $112.10 and a 52-week high of $162.68. The stock’s 50 day moving average price is $154.91 and its 200 day moving average price is $147.61. The company has a quick ratio of 0.43, a current ratio of 1.14 and a debt-to-equity ratio of 0.18.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.38 by $0.05. The company had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The firm’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.23 earnings per share. 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, research analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Announces Dividend

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

Analyst Ratings Changes

TJX has been the subject of several analyst reports. 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. Morgan Stanley reiterated an “overweight” rating and set a $162.00 target price (up from $159.00) on shares of TJX Companies in a research note on Thursday, November 20th. JPMorgan Chase & Co. increased their target price on TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a report on Monday, February 23rd. Evercore lifted their price target on TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a report on Thursday, November 20th. Finally, Wall Street Zen downgraded TJX Companies from a “buy” rating to a “hold” rating in a report on Saturday. Two analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. According to data from MarketBeat, TJX Companies has an average rating of “Buy” and a consensus price target of $167.55.

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.