The TJX Companies, Inc. $TJX Shares Bought by DNB Asset Management AS

DNB Asset Management AS raised its position in The TJX Companies, Inc. (NYSE:TJX) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 325,264 shares of the apparel and home fashions retailer’s stock after acquiring an additional 9,948 shares during the quarter. DNB Asset Management AS’s holdings in TJX Companies were worth $47,014,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of TJX. Brighton Jones LLC boosted its stake in shares of TJX Companies by 113.7% in the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock valued at $1,817,000 after buying an additional 8,002 shares during the period. Revolve Wealth Partners LLC lifted its stake in TJX Companies by 12.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock valued at $262,000 after buying an additional 235 shares during the last quarter. Bison Wealth LLC boosted its stake in 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 during the period. United Bank grew its position in TJX Companies by 7.6% during the 2nd quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock worth $2,013,000 after purchasing an additional 1,155 shares during the last quarter. Finally, Schnieders Capital Management LLC. acquired a new position in TJX Companies in the second quarter valued at $244,000. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on TJX. The Goldman Sachs Group increased their target price on shares of TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Citigroup reiterated a “buy” rating and issued a $168.00 target price (up from $160.00) on shares of TJX Companies in a research note on Thursday, November 20th. Weiss Ratings restated a “buy (b+)” rating on shares of TJX Companies in a research note on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of TJX Companies in a research note on Thursday, November 20th. Finally, Deutsche Bank Aktiengesellschaft set a $184.00 price objective on shares of TJX Companies in a research report on Thursday, January 8th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $167.55.

Key Headlines Impacting TJX Companies

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

TJX Companies Stock Performance

Shares of TJX opened at $158.61 on Friday. The company has a quick ratio of 0.43, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The TJX Companies, Inc. has a 52-week low of $112.10 and a 52-week high of $162.68. The company has a 50-day simple moving average of $154.78 and a 200-day simple moving average of $147.41. The company has a market capitalization of $176.13 billion, a PE ratio of 32.50, a P/E/G ratio of 2.97 and a beta of 0.74.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. During the same quarter in the previous year, the firm earned $1.23 earnings per share. The firm’s revenue was up 8.5% on a year-over-year basis. 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. Equities research analysts predict that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 12th will be issued a dividend of $0.425 per share. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 annualized dividend and a 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.