The TJX Companies, Inc. $TJX Shares Sold by London & Capital Asset Management Ltd

London & Capital Asset Management Ltd trimmed its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 28.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,360 shares of the apparel and home fashions retailer’s stock after selling 4,825 shares during the period. London & Capital Asset Management Ltd’s holdings in TJX Companies were worth $1,787,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of TJX. Norges Bank acquired a new position in TJX Companies during the 2nd quarter valued at about $1,808,774,000. Laurel Wealth Advisors LLC boosted its holdings 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 acquiring an additional 4,024,859 shares in the last quarter. Corient Private Wealth LLC increased its stake in shares of TJX Companies by 120.7% during 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 acquiring an additional 2,743,676 shares during the period. ABN AMRO Bank N.V. bought a new stake in TJX Companies during the second quarter worth approximately $244,687,000. Finally, Raymond James Financial Inc. lifted its position in TJX Companies by 26.3% in the second 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 period. 91.09% of the stock is currently owned by institutional investors.

TJX Companies Stock Up 1.7%

Shares of TJX Companies stock opened at $161.40 on Monday. The TJX Companies, Inc. has a 12-month low of $112.10 and a 12-month high of $162.68. The firm has a market capitalization of $179.23 billion, a PE ratio of 33.07, a price-to-earnings-growth ratio of 3.72 and a beta of 0.73. 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’s fifty day moving average is $154.91 and its 200-day moving average is $147.80.

TJX Companies (NYSE:TJX) last released its quarterly earnings results 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 business had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.TJX Companies’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same quarter last year, the company posted $1.23 EPS. 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. Equities analysts anticipate that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be given a $0.425 dividend. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s dividend payout ratio (DPR) is 34.84%.

Analyst Ratings Changes

A number of brokerages have issued reports on TJX. Telsey Advisory Group increased their price target on TJX Companies from $170.00 to $175.00 and gave the company an “outperform” rating in a research note on Thursday. Jefferies Financial Group restated a “buy” rating and issued a $170.00 price objective on shares of TJX Companies in a report on Tuesday, November 11th. BTIG Research reaffirmed a “buy” rating and set a $185.00 target price (up from $165.00) on shares of TJX Companies in a report on Thursday. Citigroup reiterated a “buy” rating and issued a $168.00 price target (up from $160.00) on shares of TJX Companies in a research report on Thursday, November 20th. Finally, Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $167.55.

TJX Companies News Roundup

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

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.