The TJX Companies, Inc. $TJX Shares Sold by American Century Companies Inc.

American Century Companies Inc. decreased its holdings in The TJX Companies, Inc. (NYSE:TJX) by 14.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,581,830 shares of the apparel and home fashions retailer’s stock after selling 592,043 shares during the quarter. American Century Companies Inc. owned 0.32% of TJX Companies worth $517,718,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. lifted its position in shares of TJX Companies by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 101,961,786 shares of the apparel and home fashions retailer’s stock valued at $14,737,557,000 after buying an additional 820,730 shares in the last quarter. State Street Corp raised its position in TJX Companies by 0.6% during 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 period. Geode Capital Management LLC raised its position in TJX Companies by 1.2% during the second quarter. Geode Capital Management LLC now owns 26,070,916 shares of the apparel and home fashions retailer’s stock worth $3,205,927,000 after acquiring an additional 301,127 shares during the period. Norges Bank purchased a new position in TJX Companies during the second quarter valued at $1,808,774,000. Finally, Invesco Ltd. grew its position in shares of TJX Companies by 0.9% in the second 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 during the period. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Key TJX Companies News

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

Analysts Set New Price Targets

Several research firms recently weighed in on TJX. UBS Group restated a “buy” rating and set a $193.00 price target (up from $181.00) on shares of TJX Companies in a research report on Thursday, January 8th. Guggenheim raised TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. Wells Fargo & Company reaffirmed a “positive” rating and issued a $150.00 price target (up from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th. The Goldman Sachs Group boosted their price target on TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Finally, Telsey Advisory Group raised their price objective on TJX Companies from $170.00 to $175.00 and gave the company an “outperform” rating in a report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company. According to data from MarketBeat.com, TJX Companies has a consensus rating of “Buy” and an average target price of $167.55.

TJX Companies Stock Performance

Shares of TJX Companies stock opened at $161.40 on Friday. The firm has a market cap of $179.23 billion, a PE ratio of 33.07, a price-to-earnings-growth ratio of 3.07 and a beta of 0.74. 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 business’s fifty day simple moving average is $154.91 and its 200-day simple moving average is $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, beating the consensus estimate 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 analyst estimates of $17.36 billion. During the same period in the previous year, the firm earned $1.23 EPS. TJX Companies’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 analysts forecast that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Dividend Announcement

The business 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 dividend of $0.425 per share. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.1%. TJX Companies’s dividend payout ratio (DPR) is presently 37.53%.

TJX Companies 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.