Flossbach Von Storch SE Acquires New Holdings in The TJX Companies, Inc. $TJX

Flossbach Von Storch SE bought a new position in The TJX Companies, Inc. (NYSE:TJX) in the 2nd quarter, HoldingsChannel reports. The fund bought 168,727 shares of the apparel and home fashions retailer’s stock, valued at approximately $25,562,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Coston McIsaac & Partners grew its stake in shares of TJX Companies by 11.3% in the first quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer’s stock worth $100,000 after purchasing an additional 64 shares in the last quarter. Kohmann Bosshard Financial Services LLC grew its position in TJX Companies by 11.0% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer’s stock valued at $106,000 after buying an additional 66 shares in the last quarter. HBW Advisory Services LLC increased its stake in TJX Companies by 5.1% during the 2nd quarter. HBW Advisory Services LLC now owns 1,357 shares of the apparel and home fashions retailer’s stock valued at $206,000 after buying an additional 66 shares during the period. Hohimer Wealth Management LLC raised its position in shares of TJX Companies by 1.2% during the 4th quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock worth $859,000 after buying an additional 66 shares in the last quarter. Finally, Verde Capital Management lifted its stake in shares of TJX Companies by 0.7% in the 4th quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock worth $1,539,000 after acquiring an additional 67 shares during the period. 91.09% of the stock is owned by institutional investors.

TJX Companies News Roundup

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

• Positive Sentiment: TJX reported second-quarter sales of approximately $15.18 billion, up 5.4% year over year, while adjusted EPS rose 11% to $1.22, exceeding the roughly $1.19 analyst consensus. Consolidated comparable sales increased 4%, and stronger margins prompted management to raise its full-year profit and margin outlook. TJX fiscal second-quarter results
• Positive Sentiment: The company outlined a long-term target of approximately 7,500 stores, suggesting substantial expansion potential for its off-price retail model. TJX store growth and earnings target
• Neutral Sentiment: Cost-conscious consumers continue to support TJX’s discount banners, and analysts remain broadly constructive; however, the stock’s relatively full valuation leaves less room for disappointing guidance.
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest U.S. segment, delivered only 1% comparable-sales growth and fell below management’s expectations. This lagged HomeGoods, Canada, and International, which posted considerably stronger gains. TJX earnings and consumer weakness
• Negative Sentiment: Investors viewed the fiscal 2027 adjusted EPS outlook of $5.15–$5.20 as below the approximately $5.22 consensus estimate. Reports also highlighted a less-robust third-quarter comparable-sales and earnings outlook, intensifying concerns that consumer spending may be slowing. TJX guidance outlook
• Negative Sentiment: About $0.14 of second-quarter adjusted EPS benefited from tariff refunds, raising questions about how much of the earnings beat came from recurring retail operations rather than underlying performance.

Insider Activity at TJX Companies

In related news, CEO Ernie Herrman sold 29,549 shares of the stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $157.46, for a total transaction of $4,652,785.54. Following the completion of the sale, the chief executive officer directly owned 552,850 shares in the company, valued at approximately $87,051,761. This trade represents a 5.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jackwyn Nemerov sold 957 shares of TJX Companies stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total value of $161,340.63. Following the sale, the director directly owned 802 shares of the company’s stock, valued at approximately $135,209.18. The trade was a 54.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 130,367 shares of company stock worth $20,959,476 in the last 90 days. 0.15% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on TJX. Truist Financial set a $190.00 price objective on shares of TJX Companies and gave the company a “buy” rating in a research note on Thursday, May 21st. Telsey Advisory Group lifted their price target on TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of TJX Companies in a research note on Thursday, May 21st. UBS Group restated a “buy” rating on shares of TJX Companies in a report on Tuesday, June 9th. Finally, Robert W. Baird lifted their target price on TJX Companies from $172.00 to $175.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $177.94.

TJX Companies Price Performance

TJX stock opened at $144.88 on Thursday. The TJX Companies, Inc. has a one year low of $134.74 and a one year high of $170.00. The firm has a 50-day moving average of $156.73 and a two-hundred day moving average of $156.81. The firm has a market capitalization of $160.05 billion, a PE ratio of 28.13, a P/E/G ratio of 3.26 and a beta of 0.62. The company has a current ratio of 1.14, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.03. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The business had revenue of $15.18 billion for the quarter, compared to the consensus estimate of $15.17 billion. During the same period last year, the firm posted $1.10 earnings per share. The firm’s quarterly revenue was up 5.4% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. On average, analysts forecast that The TJX Companies, Inc. will post 5.19 earnings per share for the current year.

TJX Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be given a dividend of $0.48 per share. The ex-dividend date is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a yield of 1.3%. TJX Companies’s dividend payout ratio (DPR) is presently 37.28%.

TJX Companies 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.