The TJX Companies, Inc. $TJX Shares Acquired by APG Asset Management N.V.

APG Asset Management N.V. boosted its stake in The TJX Companies, Inc. (NYSE:TJX) by 49.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,756,903 shares of the apparel and home fashions retailer’s stock after purchasing an additional 579,999 shares during the quarter. APG Asset Management N.V. owned about 0.16% of TJX Companies worth $253,943,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the stock. Banco Santander S.A. increased its position in shares of TJX Companies by 24.6% in the third quarter. Banco Santander S.A. now owns 160,368 shares of the apparel and home fashions retailer’s stock worth $23,180,000 after acquiring an additional 31,631 shares in the last quarter. Bank of Nova Scotia lifted its holdings in shares of TJX Companies by 129.9% during the 2nd quarter. Bank of Nova Scotia now owns 269,813 shares of the apparel and home fashions retailer’s stock valued at $33,319,000 after acquiring an additional 152,453 shares in the last quarter. Empowered Funds LLC boosted its position in TJX Companies by 66.6% during the 2nd quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock worth $9,508,000 after purchasing an additional 30,779 shares during the period. Rheos Capital Works Inc. increased its holdings in TJX Companies by 26.0% in the 3rd quarter. Rheos Capital Works Inc. now owns 370,000 shares of the apparel and home fashions retailer’s stock valued at $53,480,000 after purchasing an additional 76,400 shares in the last quarter. Finally, Wealthfront Advisers LLC raised its position in TJX Companies by 4.9% in the third quarter. Wealthfront Advisers LLC now owns 171,820 shares of the apparel and home fashions retailer’s stock valued at $24,835,000 after purchasing an additional 8,006 shares during the period. Hedge funds and other institutional investors own 91.09% of the company’s stock.

TJX Companies Stock Up 1.7%

Shares of NYSE:TJX 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 3.13 and a beta of 0.74. The company has a fifty day simple moving average of $154.91 and a 200 day simple moving average of $147.71. The company has a current ratio of 1.14, a quick ratio of 0.43 and a debt-to-equity ratio of 0.18. The TJX Companies, Inc. has a 12-month low of $112.10 and a 12-month high of $162.68.

TJX Companies (NYSE:TJX) last announced its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.38 by $0.05. The company had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same period last year, the business earned $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. On average, equities research analysts anticipate that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

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 $0.425 dividend. This represents a $1.70 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s payout ratio is currently 34.84%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on TJX shares. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of TJX Companies in a research report on Wednesday, January 21st. BTIG Research reissued a “buy” rating and set a $185.00 price target (up from $165.00) on shares of TJX Companies in a research report on Thursday. Wall Street Zen downgraded shares of TJX Companies from a “buy” rating to a “hold” rating in a research report on Saturday. The Goldman Sachs Group lifted their price objective on shares of TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Finally, TD Cowen reissued a “buy” rating on shares of TJX Companies in a research report on Thursday, November 20th. 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. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $167.55.

More 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

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.