Cyr Financial Inc. Buys Shares of 6,107 The TJX Companies, Inc. $TJX

Cyr Financial Inc. purchased a new position in shares of The TJX Companies, Inc. (NYSE:TJX) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 6,107 shares of the apparel and home fashions retailer’s stock, valued at approximately $938,000.

Several other institutional investors and hedge funds have also recently modified their holdings of TJX. Banque Pictet & Cie SA grew its holdings in shares of TJX Companies by 5.8% in the fourth quarter. Banque Pictet & Cie SA now owns 205,817 shares of the apparel and home fashions retailer’s stock valued at $31,616,000 after purchasing an additional 11,256 shares during the period. Legacy Capital Wealth Partners LLC raised its stake in TJX Companies by 7.2% during the fourth quarter. Legacy Capital Wealth Partners LLC now owns 8,379 shares of the apparel and home fashions retailer’s stock worth $1,287,000 after purchasing an additional 563 shares during the period. Linden Thomas Advisory Services LLC boosted its holdings in TJX Companies by 2.5% in the 4th quarter. Linden Thomas Advisory Services LLC now owns 14,411 shares of the apparel and home fashions retailer’s stock valued at $2,214,000 after purchasing an additional 356 shares during the last quarter. Compagnie Lombard Odier SCmA boosted its holdings in TJX Companies by 246.5% in the 4th quarter. Compagnie Lombard Odier SCmA now owns 8,000 shares of the apparel and home fashions retailer’s stock valued at $1,229,000 after purchasing an additional 5,691 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in shares of TJX Companies by 3.6% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 59,786 shares of the apparel and home fashions retailer’s stock valued at $9,184,000 after buying an additional 2,067 shares during the period. Institutional investors and hedge funds own 91.09% of the company’s stock.

TJX Companies Stock Performance

Shares of TJX stock opened at $162.16 on Thursday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.14. The firm has a market cap of $180.08 billion, a P/E ratio of 33.23, a P/E/G ratio of 3.67 and a beta of 0.73. The firm’s 50 day moving average price is $155.73 and its 200-day moving average price is $150.99. The TJX Companies, Inc. has a one year low of $116.37 and a one year high of $162.68.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.38 by $0.05. The firm had revenue of $17.74 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter last year, the firm 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. As a group, equities research analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be issued a $0.48 dividend. The ex-dividend date is Thursday, May 14th. This represents a $1.92 annualized dividend and a dividend yield of 1.2%. This is a boost from TJX Companies’s previous quarterly dividend of $0.43. TJX Companies’s dividend payout ratio (DPR) is presently 34.84%.

Wall Street Analyst Weigh In

TJX has been the topic of several analyst reports. Robert W. Baird set a $168.00 price target on shares of TJX Companies in a research report on Wednesday, December 17th. Telsey Advisory Group increased their price objective on TJX Companies from $170.00 to $175.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. BTIG Research reissued a “buy” rating and set a $185.00 target price (up from $165.00) on shares of TJX Companies in a research note on Thursday, February 26th. Argus upgraded TJX Companies to a “strong-buy” rating in a research report on Tuesday, March 3rd. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Tuesday, January 6th. Three analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $167.55.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: TJX’s board approved a 13% quarterly dividend increase to $0.48 per share (ex‑dividend/record/payable dates announced) and reiterated a sizable share repurchase program ($2.50–$2.75B for FY2027). That combination strengthens the capital‑return story, supports earnings per‑share growth, and tends to lift investor demand for the stock. Does TJX’s Latest Dividend Hike and Buyback Plan Change The Bull Case For TJX Companies (TJX)?
• Positive Sentiment: Multiple outlets flagged the dividend raise (and its long history of increases — 29 hikes in 30 years), reinforcing the view that TJX has steady cash flow and shareholder-friendly capital allocation. This tends to attract income and quality-growth investors. Sierra Parent TJX Raises Dividend by 13 Percent
• Positive Sentiment: Technical and thematic coverage: IBD named TJX a stock of the day and noted the company could benefit from supply‑chain disruptions tied to the Iran war (as consumers and retailers seek resilient inventory/discount channels). Analysts/technical traders point to a near‑breakout pattern, which can draw momentum buyers. TJX, IBD Stock Of The Day, Tops Early Entry Amid Iran War
• Neutral Sentiment: Market commentary notes TJX’s dividend is modest in yield but strategically important; the coverage frames the payout as part of a total‑return story rather than a high‑yield investment, which may temper income‑oriented buyer enthusiasm. The market’s early rally fizzles — plus, why TJX’s modest dividend still matters for investors
• Neutral Sentiment: Short‑term price action coverage shows TJX has risen but in some reports is “lagging” broader market moves — a reminder that while corporate actions are bullish, sector rotation and macro factors can limit near‑term outperformance. TJX (TJX) Rises Yet Lags Behind Market: Some Facts Worth Knowing

Insider Transactions at TJX Companies

In related news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the transaction, the chief executive officer owned 479,316 shares of the company’s stock, valued at approximately $77,145,910.20. This represents a 5.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.13% of the company’s stock.

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.