UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Acquires 447,162 Shares of The TJX Companies, Inc. $TJX

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 5.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 8,688,601 shares of the apparel and home fashions retailer’s stock after buying an additional 447,162 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in TJX Companies were worth $1,334,656,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Banco Santander S.A. increased its holdings 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 worth $23,180,000 after purchasing an additional 31,631 shares during the last quarter. Swiss Life Asset Management Ltd increased its holdings in shares of TJX Companies by 9.5% in the fourth quarter. Swiss Life Asset Management Ltd now owns 373,430 shares of the apparel and home fashions retailer’s stock worth $57,363,000 after purchasing an additional 32,407 shares during the last quarter. Family Capital Trust Co increased its holdings in shares of TJX Companies by 1,080.0% in the fourth quarter. Family Capital Trust Co now owns 13,523 shares of the apparel and home fashions retailer’s stock worth $2,077,000 after purchasing an additional 12,377 shares during the last quarter. J.Safra Asset Management Corp increased its holdings in shares of TJX Companies by 78.3% in the fourth quarter. J.Safra Asset Management Corp now owns 6,805 shares of the apparel and home fashions retailer’s stock worth $1,045,000 after purchasing an additional 2,989 shares during the last quarter. Finally, Nordea Investment Management AB increased its holdings in shares of TJX Companies by 6.0% in the fourth quarter. Nordea Investment Management AB now owns 7,479,163 shares of the apparel and home fashions retailer’s stock worth $1,155,830,000 after purchasing an additional 420,232 shares during the last quarter. 91.09% of the stock is owned by institutional investors.

Insider Buying and Selling

In other TJX Companies news, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the director owned 802 shares in the company, valued at $135,209.18. The trade was a 54.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Chairman Carol Meyrowitz sold 55,624 shares of the business’s stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $163.65, for a total value of $9,102,867.60. Following the transaction, the chairman owned 201,496 shares of the company’s stock, valued at $32,974,820.40. This trade represents a 21.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 130,367 shares of company stock worth $20,959,476. Insiders own 0.13% of the company’s stock.

Key TJX Companies News

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

• Positive Sentiment: Analyst coverage remained constructive, including Erste Group raising earnings estimates for FY2027 and FY2028, adding to expectations that TJX can continue delivering solid profit growth.
• Positive Sentiment: Recent articles pointed to TJX hitting a 52-week high, supported by strong customer traffic, off-price demand, and global expansion, which can fuel investor confidence in continued momentum.
• Positive Sentiment: The company’s quarterly dividend announcement underscores a steady cash-return profile and may appeal to income-oriented investors.
• Neutral Sentiment: Several headlines described TJX as a strong momentum or growth stock, but these were largely commentary pieces rather than new fundamental developments.
• Neutral Sentiment: Director Jackwyn Nemerov’s sale of TJX shares and Chairman Carol Meyrowitz’s larger share sale may draw attention, but insider selling does not necessarily indicate a change in business fundamentals.
• Negative Sentiment: Some coverage noted ongoing risks from costs and the broader macroeconomic environment, which could pressure margins if conditions weaken.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on TJX shares. JPMorgan Chase & Co. lifted their target price on TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Argus raised TJX Companies to a “strong-buy” rating in a report on Tuesday, March 3rd. Truist Financial set a $190.00 target price on TJX Companies and gave the stock a “buy” rating in a report on Thursday, May 21st. Weiss Ratings cut TJX Companies from a “buy (a-)” rating to a “buy (b+)” rating in a report on Friday, May 8th. Finally, BTIG Research lifted their price target on TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating and twenty have given a Buy rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $174.58.

TJX Companies Trading Up 0.0%

TJX opened at $168.42 on Friday. The firm has a market cap of $186.05 billion, a P/E ratio of 32.70, a P/E/G ratio of 3.65 and a beta of 0.62. The TJX Companies, Inc. has a 12 month low of $119.84 and a 12 month high of $170.00. The company has a current ratio of 1.14, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18. The stock has a 50-day moving average of $157.61 and a 200 day moving average of $156.08.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 EPS for the quarter, topping the consensus estimate of $1.02 by $0.17. The company had revenue of $14.32 billion during the quarter, compared to analyst estimates of $14.02 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The firm’s revenue was up 9.2% on a year-over-year basis. During the same quarter last year, the business posted $0.92 earnings per share. TJX Companies has set its FY 2027 guidance at 5.080-5.150 EPS and its Q2 2027 guidance at 1.150-1.170 EPS. As a group, research analysts forecast that The TJX Companies, Inc. will post 5.17 EPS for the current year.

TJX Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be given a $0.48 dividend. The ex-dividend date is Thursday, August 13th. This represents a $1.92 annualized dividend and a yield of 1.1%. TJX Companies’s dividend payout ratio (DPR) is currently 37.28%.

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.