Arjuna Capital Trims Stake in The TJX Companies, Inc. $TJX

Arjuna Capital lowered its position in The TJX Companies, Inc. (NYSE:TJX) by 4.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 25,842 shares of the apparel and home fashions retailer’s stock after selling 1,124 shares during the quarter. TJX Companies comprises approximately 0.8% of Arjuna Capital’s portfolio, making the stock its 27th largest holding. Arjuna Capital’s holdings in TJX Companies were worth $3,191,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. First American Bank boosted its position in shares of TJX Companies by 4.5% during the 2nd quarter. First American Bank now owns 138,840 shares of the apparel and home fashions retailer’s stock valued at $17,145,000 after acquiring an additional 5,921 shares during the last quarter. FCG Investment Co purchased a new stake in TJX Companies in the first quarter valued at approximately $2,620,000. MinichMacGregor Wealth Management LLC bought a new stake in TJX Companies during the second quarter valued at approximately $5,045,000. Empowered Funds LLC grew its stake in TJX Companies by 66.6% in the 2nd quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock worth $9,508,000 after buying an additional 30,779 shares in the last quarter. Finally, Hendley & Co. Inc. grew its stake in TJX Companies by 75.0% in the 2nd quarter. Hendley & Co. Inc. now owns 8,305 shares of the apparel and home fashions retailer’s stock worth $1,026,000 after buying an additional 3,560 shares in the last quarter. Institutional investors own 91.09% of the company’s stock.

Analyst Ratings Changes

TJX has been the topic of several research reports. Erste Group Bank assumed coverage on shares of TJX Companies in a research report on Friday, September 5th. They set a “buy” rating on the stock. Robert W. Baird set a $160.00 price target on TJX Companies and gave the company an “outperform” rating in a research report on Thursday, November 20th. Bank of America lifted their price target on TJX Companies from $150.00 to $168.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Sanford C. Bernstein increased their price objective on TJX Companies from $152.00 to $155.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Finally, JPMorgan Chase & Co. boosted their target price on TJX Companies from $150.00 to $154.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, TJX Companies has a consensus rating of “Buy” and a consensus price target of $158.90.

TJX Companies Stock Down 0.6%

TJX opened at $151.03 on Tuesday. The TJX Companies, Inc. has a 12 month low of $112.10 and a 12 month high of $154.66. The company has a current ratio of 1.17, a quick ratio of 0.52 and a debt-to-equity ratio of 0.32. The business’s 50-day moving average price is $144.48 and its 200-day moving average price is $135.08. The company has a market cap of $168.09 billion, a P/E ratio of 34.40, a P/E/G ratio of 3.14 and a beta of 0.90.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.22 by $0.06. The business had revenue of $15.12 billion for the quarter, compared to analyst estimates of $14.80 billion. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.TJX Companies’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same period last year, the company earned $1.14 EPS. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS. FY 2026 guidance at 4.630-4.660 EPS. On average, equities analysts expect that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Investors of record on Thursday, November 13th will be paid a $0.425 dividend. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, November 13th. TJX Companies’s payout ratio is presently 37.53%.

Insiders Place Their Bets

In other news, CEO Ernie Herrman sold 24,363 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $151.31, for a total transaction of $3,686,365.53. Following the completion of the transaction, the chief executive officer directly owned 510,780 shares of the company’s stock, valued at approximately $77,286,121.80. This represents a 4.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Amy B. Lane sold 500 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $151.40, for a total transaction of $75,700.00. Following the sale, the director owned 22,212 shares of the company’s stock, valued at approximately $3,362,896.80. This represents a 2.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,863 shares of company stock valued at $8,226,366 over the last quarter. 0.13% of the stock is currently owned by company insiders.

TJX Companies Company Profile

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.