Churchill Financial Advisors LLC Buys New Position in The TJX Companies, Inc. $TJX

Churchill Financial Advisors LLC bought a new stake in shares of The TJX Companies, Inc. (NYSE:TJX) in the 4th quarter, Holdings Channel.com reports. The firm bought 24,332 shares of the apparel and home fashions retailer’s stock, valued at approximately $3,738,000. TJX Companies makes up 1.1% of Churchill Financial Advisors LLC’s holdings, making the stock its 23rd biggest position.

Several other large investors also recently added to or reduced their stakes in the business. Trust Point Inc. grew its position in TJX Companies by 1.3% during the fourth quarter. Trust Point Inc. now owns 5,227 shares of the apparel and home fashions retailer’s stock valued at $803,000 after buying an additional 66 shares during the period. Jaffetilchin Investment Partners LLC grew its position in TJX Companies by 1.6% during the fourth quarter. Jaffetilchin Investment Partners LLC now owns 4,236 shares of the apparel and home fashions retailer’s stock valued at $651,000 after buying an additional 66 shares during the period. Tempus Wealth Planning LLC grew its position in TJX Companies by 0.5% during the fourth quarter. Tempus Wealth Planning LLC now owns 12,277 shares of the apparel and home fashions retailer’s stock valued at $1,886,000 after buying an additional 67 shares during the period. Verde Capital Management grew its position in TJX Companies by 0.7% during 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 during the period. Finally, Sound Income Strategies LLC grew its position in TJX Companies by 3.0% during the fourth quarter. Sound Income Strategies LLC now owns 2,355 shares of the apparel and home fashions retailer’s stock valued at $371,000 after buying an additional 69 shares during the period. 91.09% of the stock is currently owned by institutional investors.

Insider Activity at TJX Companies

In other news, CEO Ernie Herrman sold 30,000 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $160.95, for a total value of $4,828,500.00. Following the transaction, the chief executive officer owned 479,316 shares of the company’s stock, valued at approximately $77,145,910.20. The trade was a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.13% of the company’s stock.

More TJX Companies News

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

• Positive Sentiment: TJX delivered better-than-expected Q1 results, including 9.2% revenue growth and EPS of $1.19, reinforcing that consumers are still spending at off-price retailers. TJX Q1 Deep Dive: Broad-Based Strength, Market Share Gains, and International Expansion
• Positive Sentiment: The company raised its full-year forecast after Q1 net income jumped about 28.5% and comparable sales came in above plan, which typically supports shares. TJX raises annual forecast after Q1 net income jumps 28.5%
• Positive Sentiment: Several analysts lifted price targets after the earnings beat, with firms such as BTIG, Baird, and Telsey highlighting upside from TJX’s strong execution and market-share gains. Wells Fargo Sticks to Their Hold Rating for TJX Companies (TJX)
• Neutral Sentiment: Not all analyst commentary was bullish, with Wells Fargo keeping a Hold rating, suggesting some caution despite the strong quarter. Analysts Conflicted on These Consumer Cyclical Names: TJX Companies (TJX), Choice Hotels (CHH) and Urban Outfitters (URBN)
• Neutral Sentiment: Broader retail coverage also points to TJX as a gauge of consumer health, alongside peers like Walmart and Ross Stores, which may add context but not a direct stock catalyst. Ross, TJX, and Walmart reveal how the real engine of the U.S. economy is doing

TJX Companies Stock Performance

Shares of NYSE TJX opened at $158.29 on Monday. The firm has a fifty day moving average price of $156.68 and a 200-day moving average price of $154.69. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.59. The stock has a market cap of $175.04 billion, a PE ratio of 30.74, a price-to-earnings-growth ratio of 3.58 and a beta of 0.64. The TJX Companies, Inc. has a 1 year low of $119.84 and a 1 year high of $165.82.

TJX Companies (NYSE:TJX) last announced its quarterly earnings data on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. The firm had revenue of $14.32 billion during the quarter, compared to analysts’ expectations of $14.02 billion. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the company 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. Equities analysts anticipate that The TJX Companies, Inc. will post 5.15 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be issued a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 1.2%. This is a boost from TJX Companies’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend is Thursday, May 14th. TJX Companies’s payout ratio is presently 37.28%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on TJX shares. Barclays restated an “overweight” rating and set a $190.00 target price (up from $183.00) on shares of TJX Companies in a research report on Thursday. Citigroup reiterated a “buy” rating and issued a $182.00 price target (up from $168.00) on shares of TJX Companies in a research report on Thursday. Weiss Ratings cut shares of TJX Companies from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Friday, May 8th. Telsey Advisory Group increased their price objective on shares of TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Truist Financial set a $190.00 price objective on shares of TJX Companies and gave the stock a “buy” rating in a research note on Thursday. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $174.58.

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.