Chesley Taft & Associates LLC Has $6.43 Million Holdings in The TJX Companies, Inc. $TJX

Chesley Taft & Associates LLC grew its stake in The TJX Companies, Inc. (NYSE:TJX) by 8.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,835 shares of the apparel and home fashions retailer’s stock after purchasing an additional 3,277 shares during the period. Chesley Taft & Associates LLC’s holdings in TJX Companies were worth $6,426,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in TJX. Miller Global Investments LLC bought a new stake in shares of TJX Companies in the 4th quarter worth approximately $28,000. Dogwood Wealth Management LLC increased its position in shares of TJX Companies by 102.2% during the third 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. Imprint Wealth LLC bought a new stake in shares of TJX Companies during the third quarter valued at approximately $27,000. GGM Financials LLC acquired a new position in shares of TJX Companies in the third quarter valued at $27,000. Finally, KERR FINANCIAL PLANNING Corp bought a new position in TJX Companies in the third quarter worth $28,000. Institutional investors own 91.09% of the company’s stock.

Insider Transactions at TJX Companies

In related news, CEO Ernie Herrman sold 30,000 shares of TJX Companies stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the completion of the transaction, the chief executive officer directly owned 479,316 shares of the company’s stock, valued at $77,145,910.20. This trade represents a 5.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.13% of the stock is owned by corporate insiders.

TJX Companies News Roundup

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

• Positive Sentiment: TJX reported fiscal 2026 sales of about $60.4 billion with solid comparable-store sales and reiterated a growth strategy toward ~7,000 stores — reinforcing the company’s long-term growth thesis. TJX Hits $60B Sales Milestone in FY26: What Fuels Long-Term Growth?
• Positive Sentiment: Analysts and commentators highlight that TJX’s off‑price model can benefit from retail supply-chain disruption (higher freight/fuel, excess full‑price inventory), which may translate into better merchandise buys and margin resilience. How retailers like TJX can actually benefit from higher fuel costs and shipping delays
• Positive Sentiment: Sell‑side notes remain constructive: Bernstein reiterated a Buy and framed TJX’s off‑price “flywheel” as supporting sustainable earnings growth and a premium multiple. Continued analyst support can limit downside. TJX Companies: Leveraging a Self‑Reinforcing Off-Price Flywheel…
• Positive Sentiment: Equity research roundups (Zacks/other outlets) continue to feature TJX as a resilient retail name amid broader market ideas, keeping it on investors’ radar for long‑term portfolios. 3 S&P 500 Stocks for Long-Term Investors
• Neutral Sentiment: Some commentary asks whether TJX’s ~32% one‑year rally leaves less upside from current levels — raising valuation/entry‑timing questions rather than altering the core bull case. Investors weighing entry should compare growth outlook vs. premium valuation. Is It Too Late To Consider TJX Companies (TJX) After A 32% One Year Rally?
• Neutral Sentiment: Research roundups and “top reports” mention TJX alongside other favored names, which supports investor attention but doesn’t by itself move fundamentals. Top Stock Reports for Amazon.com, TJX and Eaton Corp.
• Negative Sentiment: Short‑term weakness: outlets note the stock is down modestly since the last earnings report and recent daily moves show small pullbacks — evidence of profit‑taking or re‑rating after a sizable rally. Why Is TJX (TJX) Down 0.7% Since Last Earnings Report?
• Negative Sentiment: Recent intraday/close reports show the stock moving down in individual sessions (e.g., a ~1.36% decline referenced in market summaries), signaling near‑term volatility that can pressure sentiment. TJX (TJX) Stock Moves -1.36%: What You Should Know

TJX Companies Stock Performance

Shares of NYSE:TJX opened at $155.02 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.59. The business’s fifty day moving average price is $155.56 and its two-hundred day moving average price is $150.59. The TJX Companies, Inc. has a fifty-two week low of $116.37 and a fifty-two week high of $162.68. The stock has a market capitalization of $172.14 billion, a price-to-earnings ratio of 31.77, a price-to-earnings-growth ratio of 3.57 and a beta of 0.73.

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 analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The company had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. During the same period last year, the business earned $1.23 earnings per share. The business’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. As a group, analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. Sanford C. Bernstein reiterated an “outperform” rating and set a $170.00 price target on shares of TJX Companies in a research note on Tuesday, January 6th. Robert W. Baird set a $168.00 price objective on shares of TJX Companies in a report on Wednesday, December 17th. Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Telsey Advisory Group upped their target price on shares of TJX Companies from $170.00 to $175.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Finally, UBS Group reissued a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Three research analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company’s stock. Based on data from MarketBeat, TJX Companies has an average rating of “Buy” and a consensus target price of $167.55.

About TJX Companies

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.