Banque Pictet & Cie SA Raises Position in The TJX Companies, Inc. $TJX

Banque Pictet & Cie SA increased its stake in The TJX Companies, Inc. (NYSE:TJX) by 5.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 205,817 shares of the apparel and home fashions retailer’s stock after buying an additional 11,256 shares during the quarter. Banque Pictet & Cie SA’s holdings in TJX Companies were worth $31,616,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TJX. Legacy Capital Wealth Partners LLC boosted its holdings in TJX Companies by 7.2% in the 4th 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 acquiring an additional 563 shares during the period. Linden Thomas Advisory Services LLC grew its position in TJX Companies by 2.5% in the fourth 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 acquiring an additional 356 shares in the last quarter. Compagnie Lombard Odier SCmA raised its stake in shares of TJX Companies by 246.5% during the fourth 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 period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in shares of TJX Companies by 3.6% during the fourth 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 purchasing an additional 2,067 shares during the period. Finally, Powerhouse Assets LLC acquired a new position in shares of TJX Companies during the fourth quarter worth $287,000. 91.09% of the stock is owned by institutional investors and hedge funds.

TJX Companies Stock Up 1.5%

TJX stock opened at $162.16 on Thursday. The company has a current ratio of 1.14, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The firm has a 50 day simple moving average of $155.73 and a 200-day simple moving average of $150.99. The company has a market capitalization of $180.08 billion, a P/E ratio of 33.23, a PEG ratio of 3.67 and a beta of 0.73. The TJX Companies, Inc. has a twelve month low of $116.37 and a twelve month 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm had revenue of $17.74 billion for the quarter, compared to analysts’ expectations of $17.36 billion. During the same period in the prior year, the company posted $1.23 earnings per share. The firm’s quarterly 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. On average, equities research analysts predict that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

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

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 Activity 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 stock was sold at an average price of $160.95, for a total value of $4,828,500.00. Following the completion of the transaction, the chief executive officer directly owned 479,316 shares in the company, valued at approximately $77,145,910.20. This trade represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.13% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on TJX. Robert W. Baird set a $168.00 target price on shares of TJX Companies in a research note on Wednesday, December 17th. Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. UBS Group reissued a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Sanford C. Bernstein restated an “outperform” rating and set a $170.00 target price on shares of TJX Companies in a research note on Tuesday, January 6th. Finally, BTIG Research reaffirmed a “buy” rating and set a $185.00 target price (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Three 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, the company presently has a consensus rating of “Buy” and an average target price 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.