Jefferies Financial Group Inc. Invests $7.63 Million in The TJX Companies, Inc. $TJX

Jefferies Financial Group Inc. acquired a new stake in The TJX Companies, Inc. (NYSE:TJX) in the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 50,345 shares of the apparel and home fashions retailer’s stock, valued at approximately $7,627,000.

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

Insider Transactions at TJX Companies

In related news, CEO Ernie Herrman sold 10,002 shares of TJX Companies stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $160.68, for a total transaction of $1,607,121.36. Following the completion of the sale, the chief executive officer directly owned 514,848 shares of the company’s stock, valued at approximately $82,725,776.64. This trade represents a 1.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Jackwyn Nemerov sold 957 shares of the business’s 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 completion of the sale, the director owned 802 shares of the company’s stock, valued at $135,209.18. This trade represents a 54.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 130,367 shares of company stock worth $20,959,476. Insiders own 0.15% of the company’s stock.

TJX Companies Price Performance

NYSE:TJX opened at $134.30 on Friday. The company has a market cap of $148.36 billion, a P/E ratio of 24.82, a P/E/G ratio of 2.65 and a beta of 0.62. The firm’s fifty day moving average price is $153.43 and its two-hundred day moving average price is $156.22. The TJX Companies, Inc. has a one year low of $134.17 and a one year high of $170.00. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.15 and a quick ratio of 0.56.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. The company had revenue of $15.18 billion during the quarter, compared to analysts’ expectations of $15.16 billion. TJX Companies had a net margin of 9.73% and a return on equity of 56.56%. TJX Companies’s quarterly revenue was up 5.4% compared to the same quarter last year. During the same quarter last year, the company posted $1.10 EPS. 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. Equities analysts expect that The TJX Companies, Inc. will post 5.2 earnings per share for the current year.

TJX Companies Announces Dividend

The business 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 annualized dividend and a yield of 1.4%. TJX Companies’s dividend payout ratio (DPR) is 35.49%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on TJX shares. Weiss Ratings downgraded shares of TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a report on Tuesday, July 21st. Jefferies Financial Group cut shares of TJX Companies from a “buy” rating to a “hold” rating and dropped their target price for the company from $180.00 to $145.00 in a report on Wednesday. Telsey Advisory Group raised their target price on shares of TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Evercore reiterated an “outperform” rating and set a $173.00 price target on shares of TJX Companies in a report on Thursday, August 20th. Finally, Citigroup downgraded TJX Companies from a “buy” rating to a “neutral” rating and lowered their price target for the stock from $182.00 to $154.00 in a research report on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, TJX Companies currently has an average rating of “Moderate Buy” and a consensus price target of $172.84.

Trending Headlines about TJX Companies

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

• Positive Sentiment: TJX’s second-quarter results exceeded expectations: comparable sales increased 4%, adjusted earnings per share rose 11% to $1.22, and management raised its full-year profit outlook. Revenue also slightly topped estimates, supporting the company’s earnings-growth narrative. TJX Beats Expectations Even As Its Biggest Division Stumbles
• Positive Sentiment: HomeGoods and TJX’s international businesses delivered stronger comparable-sales growth and helped offset weaker performance at Marmaxx. Analysts also point to margin expansion and the retailer’s resilient off-price model as continuing positives. TJX Q2 2027 Earnings Call Transcript
• Positive Sentiment: J.P. Morgan continues to rate TJX a Buy, indicating that some analysts view the recent weakness as an opportunity rather than evidence of a broken long-term investment thesis. J.P. Morgan Remains a Buy on TJX Companies
• Neutral Sentiment: Mixed retail-sector trading has made investors more selective: Kohl’s struggled despite improved guidance, while Ross Stores has outperformed. TJX’s relative resilience is constructive, but comparisons are raising expectations for continued execution. Kohl’s Falls Despite Raised Guidance
• Negative Sentiment: Marmaxx underperformed the rest of the company, prompting Jefferies to downgrade TJX to Hold from Buy with a $145 price target. The firm said the slowdown may reflect a more serious merchandising problem rather than a temporary miss, while Ross Stores continues to pull ahead. Jefferies Cuts TJX to Hold as Marmaxx Stumbles
• Negative Sentiment: The stock’s recent decline despite higher guidance signals that investors may consider TJX’s valuation demanding and expect better near-term momentum. Tariff uncertainty and the risk that Marmaxx weakness persists are additional overhangs. TJX Just Dropped 11% in a Month

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.