Andra AP fonden Boosts Holdings in The TJX Companies, Inc. $TJX

Andra AP fonden boosted its holdings in The TJX Companies, Inc. (NYSE:TJX) by 4.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 334,500 shares of the apparel and home fashions retailer’s stock after acquiring an additional 14,500 shares during the quarter. TJX Companies comprises approximately 0.6% of Andra AP fonden’s portfolio, making the stock its 28th biggest holding. Andra AP fonden’s holdings in TJX Companies were worth $48,349,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in TJX Companies by 0.8% during the third quarter. Vanguard Group Inc. now owns 101,961,786 shares of the apparel and home fashions retailer’s stock worth $14,737,557,000 after acquiring an additional 820,730 shares during the last quarter. State Street Corp raised its holdings in shares of TJX Companies by 0.6% in the second quarter. State Street Corp now owns 48,595,536 shares of the apparel and home fashions retailer’s stock worth $6,001,063,000 after acquiring an additional 285,737 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of TJX Companies by 1.2% in the second quarter. Geode Capital Management LLC now owns 26,070,916 shares of the apparel and home fashions retailer’s stock valued at $3,205,927,000 after acquiring an additional 301,127 shares in the last quarter. Norges Bank acquired a new stake in shares of TJX Companies during the second quarter valued at $1,808,774,000. Finally, Invesco Ltd. lifted its holdings in TJX Companies by 0.9% in the 2nd quarter. Invesco Ltd. now owns 9,081,087 shares of the apparel and home fashions retailer’s stock valued at $1,121,423,000 after purchasing an additional 80,487 shares in the last quarter. Institutional investors and hedge funds own 91.09% of the company’s stock.

More TJX Companies News

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

• Positive Sentiment: Q4 results beat expectations — EPS and revenue topped estimates, comps grew and margins improved, supporting near-term fundamentals. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns increased: TJX raised its dividend by ~13% and authorized a $2.50–$2.75B buyback — both support EPS per-share metrics and investor returns. TJX Reports Q4 Results; Increases Dividend and Buyback
• Positive Sentiment: Analyst response is supportive: multiple firms boosted price targets and reiterated overweight/outperform calls after the quarter, providing upward pressure on the stock. We’re boosting our price target on retail stock TJX after another knockout quarter
• Neutral Sentiment: Analyst/market write-ups and earnings transcripts emphasize operational strength (MarMaxx, international growth) and inventory/margin discipline — useful context but not immediate catalysts. TJX Q4 2026 Earnings Call Transcript
• Negative Sentiment: Guidance disappointed some investors — FY27 and early‑FY27 EPS guidance came in below consensus (Q1 guidance notably below Street estimates), signaling management expects slower growth as consumers pull back. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Market reaction was mixed: despite the beat and buybacks, some coverage flagged the weak guidance and caution on consumer spending — a driver of intraday volatility and short-term profit-taking. Why TJX Companies Stock Sank Today

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Telsey Advisory Group lifted their price target on shares of TJX Companies from $170.00 to $175.00 and gave the stock an “outperform” rating in a report on Thursday. TD Cowen reiterated a “buy” rating on shares of TJX Companies in a research note on Thursday, November 20th. Deutsche Bank Aktiengesellschaft set a $184.00 price target on shares of TJX Companies in a research note on Thursday, January 8th. Barclays upped their price target on TJX Companies from $172.00 to $183.00 and gave the company an “overweight” rating in a report on Thursday. Finally, BTIG Research reissued a “buy” rating and issued a $185.00 price objective (up from $165.00) on shares of TJX Companies in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. According to MarketBeat.com, TJX Companies currently has a consensus rating of “Buy” and an average target price of $167.55.

TJX Companies Stock Performance

Shares of NYSE:TJX opened at $158.61 on Friday. The TJX Companies, Inc. has a fifty-two week low of $112.10 and a fifty-two week high of $162.68. The stock has a market capitalization of $176.13 billion, a price-to-earnings ratio of 32.50, a price-to-earnings-growth ratio of 2.97 and a beta of 0.74. The business’s fifty day moving average price is $154.78 and its two-hundred day moving average price is $147.41. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.43.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.38 by $0.05. The business had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same period in the previous year, the business posted $1.23 earnings per share. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. As a group, analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

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

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.