Danske Bank A S Acquires Shares of 681,111 The TJX Companies, Inc. $TJX

Danske Bank A S bought a new position in The TJX Companies, Inc. (NYSE:TJX) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 681,111 shares of the apparel and home fashions retailer’s stock, valued at approximately $103,188,000. Danske Bank A S owned approximately 0.06% of TJX Companies as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Coston McIsaac & Partners increased its holdings in shares of TJX Companies by 11.3% in the 1st 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 lifted its holdings in shares of TJX Companies by 11.0% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer’s stock valued at $106,000 after purchasing an additional 66 shares in the last quarter. HBW Advisory Services LLC boosted its position in shares of TJX Companies by 5.1% during the second 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 last quarter. Hohimer Wealth Management LLC increased its holdings in 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 worth $859,000 after buying an additional 66 shares in the last quarter. Finally, Verde Capital Management increased its holdings in 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 buying an additional 67 shares in the last quarter. Hedge funds and other institutional investors own 91.09% of the company’s stock.

TJX Companies Trading Down 4.0%

Shares of NYSE TJX opened at $144.88 on Thursday. The TJX Companies, Inc. has a twelve month low of $134.74 and a twelve month high of $170.00. The firm has a market cap of $160.05 billion, a PE ratio of 28.13, a price-to-earnings-growth ratio of 3.26 and a beta of 0.62. The business has a fifty day simple moving average of $156.73 and a two-hundred day simple moving average of $156.81. The company has a quick ratio of 0.54, a current ratio of 1.14 and a debt-to-equity ratio of 0.18.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.03. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The firm had revenue of $15.18 billion during the quarter, compared to the consensus estimate of $15.17 billion. During the same period in the previous year, the company posted $1.10 earnings per share. The firm’s quarterly revenue was up 5.4% on a year-over-year basis. 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. Analysts expect that The TJX Companies, Inc. will post 5.19 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be given a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s dividend payout ratio is presently 37.28%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on TJX. Erste Group Bank downgraded TJX Companies from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Wall Street Zen upgraded shares of TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Wells Fargo & Company restated an “outperform” rating and set a $160.00 price objective (up from $155.00) on shares of TJX Companies in a report on Thursday, May 21st. JPMorgan Chase & Co. boosted their target price 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, Evercore reaffirmed an “outperform” rating and issued a $175.00 price target on shares of TJX Companies in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $177.94.

Insider Buying and Selling at TJX Companies

In other news, CEO Ernie Herrman sold 29,549 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total transaction of $4,652,785.54. Following the transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the transaction, the chief financial officer directly owned 64,257 shares in the company, valued at approximately $10,330,597.89. The trade was a 8.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 130,367 shares of company stock valued at $20,959,476 in the last ninety days. Company insiders own 0.15% of the company’s stock.

Trending Headlines about TJX Companies

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.

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.