Bahl & Gaynor Inc. Sells 22,501 Shares of The TJX Companies, Inc. $TJX

Bahl & Gaynor Inc. reduced its position in The TJX Companies, Inc. (NYSE:TJX) by 1.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,310,283 shares of the apparel and home fashions retailer’s stock after selling 22,501 shares during the quarter. Bahl & Gaynor Inc. owned about 0.12% of TJX Companies worth $189,388,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Dogwood Wealth Management LLC grew its position in shares of TJX Companies by 102.2% during 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 in the last quarter. GGM Financials LLC bought a new stake in TJX Companies during the third quarter valued at $27,000. Lavaca Capital LLC purchased a new position in TJX Companies during the second quarter worth about $25,000. Highline Wealth Partners LLC increased its stake in TJX Companies by 65.0% in the 3rd quarter. Highline Wealth Partners LLC now owns 231 shares of the apparel and home fashions retailer’s stock worth $33,000 after acquiring an additional 91 shares during the last quarter. Finally, Howard Hughes Medical Institute purchased a new stake in shares of TJX Companies in the 2nd quarter valued at about $30,000. Hedge funds and other institutional investors own 91.09% of the company’s stock.

TJX Companies Trading Up 1.7%

Shares of TJX opened at $161.40 on Monday. The TJX Companies, Inc. has a fifty-two week low of $112.10 and a fifty-two week high of $162.68. The firm has a market cap of $179.23 billion, a price-to-earnings ratio of 33.07, a PEG ratio of 3.72 and a beta of 0.73. The firm has a 50 day moving average price of $154.91 and a 200-day moving average price of $147.80. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.14.

TJX Companies (NYSE:TJX) last issued its earnings results 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 company had revenue of $17.74 billion for the quarter, compared to analysts’ expectations of $17.36 billion. During the same quarter last year, the company earned $1.23 EPS. The firm’s revenue was up 8.5% compared to the same quarter last year. 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 earnings per share for the current year.

TJX Companies Dividend Announcement

The business also recently announced 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 is Thursday, February 12th. This represents a $1.70 annualized dividend and a yield of 1.1%. TJX Companies’s dividend payout ratio is currently 34.84%.

Key Stories 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 Analysts Forecast Growth

Several research analysts have recently commented on the company. Barclays boosted their price objective on TJX Companies from $172.00 to $183.00 and gave the stock an “overweight” rating in a report on Thursday. Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a research note on Wednesday, December 10th. The Goldman Sachs Group raised their price objective on shares of TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. UBS Group reaffirmed 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. Finally, Evercore increased their target price on TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a research note on Thursday, November 20th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company’s stock. According to data from MarketBeat.com, TJX Companies presently has a consensus rating of “Buy” and a consensus price target of $167.55.

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.