Compass Wealth Management LLC Has $2.62 Million Stock Position in The TJX Companies, Inc. $TJX

Compass Wealth Management LLC reduced its holdings in The TJX Companies, Inc. (NYSE:TJX) by 67.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,149 shares of the apparel and home fashions retailer’s stock after selling 36,981 shares during the quarter. Compass Wealth Management LLC’s holdings in TJX Companies were worth $2,623,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in TJX Companies by 113.7% during the fourth quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after acquiring an additional 8,002 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of TJX Companies by 12.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after purchasing an additional 235 shares in the last quarter. Bison Wealth LLC boosted its position in shares of TJX Companies by 32.9% during the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock worth $466,000 after purchasing an additional 955 shares in the last quarter. Patton Fund Management Inc. acquired a new stake in shares of TJX Companies in the 2nd quarter valued at about $215,000. Finally, Avior Wealth Management LLC increased its position in TJX Companies by 18.5% in the 2nd quarter. Avior Wealth Management LLC now owns 13,123 shares of the apparel and home fashions retailer’s stock valued at $1,621,000 after buying an additional 2,052 shares in the last quarter. 91.09% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

TJX has been the topic of a number of research reports. Guggenheim raised TJX Companies to a “strong-buy” rating in a research note on Wednesday, December 10th. TD Cowen reaffirmed a “buy” rating on shares of TJX Companies in a research report on Thursday, November 20th. BTIG Research reiterated a “buy” rating and issued a $165.00 target price on shares of TJX Companies in a report on Thursday, November 20th. JPMorgan Chase & Co. boosted their price target on shares of TJX Companies from $150.00 to $154.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of TJX Companies in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $163.86.

TJX Companies Trading Down 2.1%

Shares of TJX Companies stock opened at $150.01 on Tuesday. The company has a market capitalization of $166.58 billion, a P/E ratio of 33.11, a price-to-earnings-growth ratio of 3.21 and a beta of 0.75. The stock has a fifty day simple moving average of $154.00 and a 200 day simple moving average of $143.17. The TJX Companies, Inc. has a 12-month low of $112.10 and a 12-month high of $159.48. The company has a current ratio of 1.09, a quick ratio of 0.43 and a debt-to-equity ratio of 0.20.

TJX Companies (NYSE:TJX) last posted its quarterly earnings data on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.06. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The firm had revenue of $15.12 billion for the quarter, compared to the consensus estimate of $14.80 billion. During the same period in the previous year, the firm earned $1.14 EPS. The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS and its FY 2026 guidance at 4.630-4.660 EPS. On average, sell-side analysts anticipate that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be issued a $0.425 dividend. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. TJX Companies’s dividend payout ratio is currently 37.53%.

Insider Buying and Selling

In other news, Director Amy B. Lane sold 500 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $151.40, for a total transaction of $75,700.00. Following the completion of the sale, the director directly owned 22,212 shares of the company’s stock, valued at $3,362,896.80. This trade represents a 2.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Ernie Herrman sold 24,363 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was 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 in the company, valued at $77,286,121.80. This trade represents a 4.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 54,863 shares of company stock valued at $8,226,366 over the last ninety days. 0.13% of the stock is currently owned by company insiders.

TJX Companies Company 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.