The TJX Companies, Inc. $TJX Stock Position Raised by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA increased its stake in The TJX Companies, Inc. (NYSE:TJX) by 246.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,000 shares of the apparel and home fashions retailer’s stock after acquiring an additional 5,691 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in TJX Companies were worth $1,229,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Alliancebernstein L.P. boosted its position in shares of TJX Companies by 91.6% in the 3rd quarter. Alliancebernstein L.P. now owns 6,712,226 shares of the apparel and home fashions retailer’s stock valued at $970,185,000 after purchasing an additional 3,208,458 shares during the period. Corient Private Wealth LLC raised its holdings in TJX Companies by 120.7% during the 2nd quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock worth $620,406,000 after buying an additional 2,743,676 shares during the period. Amundi lifted its stake in TJX Companies by 22.1% during the third quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock valued at $1,391,822,000 after buying an additional 1,761,281 shares in the last quarter. Mackenzie Financial Corp lifted its stake in TJX Companies by 81.2% during the third quarter. Mackenzie Financial Corp now owns 3,198,579 shares of the apparel and home fashions retailer’s stock valued at $462,323,000 after buying an additional 1,433,801 shares in the last quarter. Finally, Steadfast Capital Management LP boosted its holdings in shares of TJX Companies by 198.8% in the third quarter. Steadfast Capital Management LP now owns 2,053,266 shares of the apparel and home fashions retailer’s stock worth $296,779,000 after buying an additional 1,366,066 shares during the period. 91.09% of the stock is owned by institutional investors and hedge funds.

TJX Companies Price Performance

Shares of TJX opened at $161.37 on Friday. The business’s 50-day moving average is $155.89 and its 200-day moving average is $151.06. 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 company has a market capitalization of $179.19 billion, a price-to-earnings ratio of 33.07, a P/E/G ratio of 3.73 and a beta of 0.73. The TJX Companies, Inc. has a fifty-two week low of $116.37 and a fifty-two week high of $162.68.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping the consensus estimate of $1.38 by $0.05. The business had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period last year, the company posted $1.23 earnings per share. 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 research analysts expect that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be issued a dividend of $0.48 per share. The ex-dividend date is Thursday, May 14th. This represents a $1.92 annualized dividend and a dividend yield of 1.2%. This is an increase from TJX Companies’s previous quarterly dividend of $0.43. TJX Companies’s dividend payout ratio is presently 39.34%.

Insider Buying and Selling at TJX Companies

In other news, CEO Ernie Herrman sold 30,000 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $160.95, for a total value of $4,828,500.00. Following the transaction, the chief executive officer directly owned 479,316 shares of the company’s stock, valued at approximately $77,145,910.20. This represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.13% of the company’s stock.

Trending Headlines about TJX Companies

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

• Positive Sentiment: Board approved a 13% quarterly dividend increase (to $0.48) and reiterated a sizable share-repurchase plan ($2.50–$2.75B for FY2027), reinforcing capital-return commitment and supporting investor income and EPS lift from buybacks. Article Title
• Positive Sentiment: Market coverage highlights TJX as a dividend grower and defensive name amid geopolitical tensions and inflation/labor concerns — a narrative that can attract income-focused and risk-off flows. Article Title
• Positive Sentiment: Technical/sector momentum: IBD and other outlets flag TJX as “stock of the day”/near a breakout, noting off-price retailers could benefit from supply-chain disruption tied to the Iran war — a potential near-term tailwind for sales and margins. Article Title
• Neutral Sentiment: Sector peers showing strength (Ross up after earnings; Burlington flirting with a breakout) supports a constructive retail/off-price group backdrop, which may help TJX sentiment if the group continues to outperform. Article Title Read More.
• Neutral Sentiment: Media pieces reiterate that TJX’s modest but growing dividend remains strategically meaningful for investors; coverage may sustain interest from income-minded funds but is less likely to drive rapid re-rating alone. Article Title
• Negative Sentiment: Valuation and technical risk: TJX trades near its 12‑month high with a PE ~33 and PEG ~3.7, leaving limited margin for error; today’s decline and below-average volume suggest profit-taking or sensitivity to broader market weakness. (Background: company fundamentals/price action and intraday volume.)

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on TJX shares. BTIG Research reissued a “buy” rating and issued a $185.00 target price (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Barclays upped their price target on shares of TJX Companies from $172.00 to $183.00 and gave the company an “overweight” rating in a research report on Thursday, February 26th. Wall Street Zen upgraded shares of TJX Companies from a “hold” rating to a “buy” rating in a research report on Saturday, March 28th. Sanford C. Bernstein reissued an “outperform” rating and set a $170.00 target price on shares of TJX Companies in a research note on Tuesday, January 6th. Finally, JPMorgan Chase & Co. increased their target price on TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a report on Monday, February 23rd. Four analysts have rated the stock with a Strong Buy rating and twenty-one have given a Buy rating to the company. According to data from MarketBeat.com, the company currently 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.