Choreo LLC Purchases 4,965 Shares of The TJX Companies, Inc. $TJX

Choreo LLC grew its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 10.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,313 shares of the apparel and home fashions retailer’s stock after buying an additional 4,965 shares during the quarter. Choreo LLC’s holdings in TJX Companies were worth $7,272,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of the business. Dogwood Wealth Management LLC grew its stake in TJX Companies by 102.2% in the 3rd quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock valued at $26,000 after purchasing an additional 92 shares during the period. GGM Financials LLC purchased a new position in shares of TJX Companies in the 3rd quarter worth about $27,000. Lavaca Capital LLC bought a new position in TJX Companies during the second quarter valued at about $25,000. Highline Wealth Partners LLC increased its holdings in TJX Companies by 65.0% during the third quarter. Highline Wealth Partners LLC now owns 231 shares of the apparel and home fashions retailer’s stock worth $33,000 after buying an additional 91 shares during the last quarter. Finally, Howard Hughes Medical Institute bought a new stake in TJX Companies in the second quarter worth about $30,000. 91.09% of the stock is owned by institutional investors.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
• Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
• Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
• Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
• Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Wall Street Zen lowered shares of TJX Companies from a “buy” rating to a “hold” rating in a research note on Saturday. UBS Group reissued a “buy” rating and set a $193.00 price objective (up from $181.00) on shares of TJX Companies in a report on Thursday, January 8th. The Goldman Sachs Group boosted their target price on TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Guggenheim raised TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Finally, Wells Fargo & Company reissued a “positive” rating and issued a $150.00 price objective (up from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. Based on data from MarketBeat.com, TJX Companies currently has a consensus rating of “Buy” and a consensus price target of $167.55.

TJX Companies Price Performance

TJX Companies stock opened at $161.40 on Friday. The firm has a market capitalization of $179.23 billion, a P/E ratio of 33.07, a PEG ratio of 3.07 and a beta of 0.74. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $162.68. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.43. The business has a fifty day moving average price of $154.91 and a 200-day moving average price of $147.61.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. The business had revenue of $17.74 billion for 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 quarterly revenue was up 8.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.23 EPS. 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, equities research analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current 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 paid 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.