United Capital Financial Advisors LLC Purchases Shares of 60,508 The TJX Companies, Inc. $TJX

United Capital Financial Advisors LLC purchased a new position in shares of The TJX Companies, Inc. (NYSE:TJX) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 60,508 shares of the apparel and home fashions retailer’s stock, valued at approximately $9,167,000.

Several other hedge funds have also made changes to their positions in the business. Coston McIsaac & Partners increased its stake in 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 valued at $100,000 after purchasing an additional 64 shares during the last quarter. Kohmann Bosshard Financial Services LLC boosted its stake 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 worth $106,000 after buying an additional 66 shares during the last quarter. HBW Advisory Services LLC boosted its stake in TJX Companies by 5.1% in 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 buying an additional 66 shares during the last quarter. Hohimer Wealth Management LLC lifted its holdings 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 acquiring an additional 66 shares during the period. Finally, Verde Capital Management lifted its holdings in shares of TJX Companies by 0.7% during 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. Institutional investors and hedge funds own 91.09% of the company’s stock.

Key Stories Impacting 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

Insider Buying and Selling

In other news, CFO John Klinger sold 6,235 shares of the company’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $160.77, for a total value of $1,002,400.95. Following the completion of the sale, the chief financial officer owned 64,257 shares of the company’s stock, valued at $10,330,597.89. This represents a 8.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Chairman Carol Meyrowitz sold 55,624 shares of the stock in a transaction dated 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 completion of the sale, the chairman owned 201,496 shares of the company’s stock, valued at approximately $32,974,820.40. This trade represents a 21.63% decrease in their position. 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. Company insiders own 0.15% of the company’s stock.

TJX Companies Price Performance

TJX opened at $134.30 on Friday. The company has a quick ratio of 0.56, a current ratio of 1.15 and a debt-to-equity ratio of 0.18. The TJX Companies, Inc. has a 52-week low of $134.17 and a 52-week high of $170.00. The company has a 50 day moving average of $153.43 and a two-hundred day moving average of $156.22. 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.

TJX Companies (NYSE:TJX) last issued its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03. The business had revenue of $15.18 billion for the quarter, compared to the consensus estimate of $15.16 billion. TJX Companies had a net margin of 9.73% and a return on equity of 56.56%. The business’s revenue for the quarter was up 5.4% compared to the same quarter last year. During the same quarter last year, the firm 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. On average, 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 $0.48 dividend. The ex-dividend date of this dividend 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 research firms recently issued reports on TJX. Wall Street Zen downgraded shares of TJX Companies from a “buy” rating to a “hold” rating in a report on Saturday, August 22nd. UBS Group reaffirmed a “buy” rating and set a $198.00 price target (up from $197.00) on shares of TJX Companies in a research note on Thursday, August 20th. Wells Fargo & Company decreased their price target on shares of TJX Companies from $160.00 to $140.00 and set an “equal weight” rating on the stock in a report on Thursday, August 20th. JPMorgan Chase & Co. boosted their price objective on shares of TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $175.00 price objective on shares of TJX Companies in a report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, TJX Companies has a consensus rating of “Moderate Buy” and a consensus price target of $172.84.

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.