Brookstone Capital Management Purchases 6,400 Shares of The TJX Companies, Inc. $TJX

Brookstone Capital Management raised its position in The TJX Companies, Inc. (NYSE:TJX) by 49.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,474 shares of the apparel and home fashions retailer’s stock after purchasing an additional 6,400 shares during the quarter. Brookstone Capital Management’s holdings in TJX Companies were worth $2,991,000 at the end of the most recent reporting period.

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

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.)

Wall Street Analyst Weigh In

TJX has been the topic of a number of recent research reports. Wall Street Zen upgraded shares of TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday, March 28th. BTIG Research restated a “buy” rating and set a $185.00 target price (up from $165.00) on shares of TJX Companies in a report on Thursday, February 26th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Tuesday, January 6th. UBS Group reissued a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Finally, Deutsche Bank Aktiengesellschaft set a $184.00 price objective on shares of TJX Companies in a research note on Thursday, January 8th. Four analysts have rated the stock with a Strong Buy rating and twenty-one have issued a Buy rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $167.55.

TJX Companies Trading Down 0.4%

Shares of TJX Companies stock opened at $161.37 on Friday. The stock has a market cap of $179.19 billion, a P/E ratio of 33.07, a P/E/G ratio of 3.73 and a beta of 0.73. The company has a quick ratio of 0.59, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The TJX Companies, Inc. has a 12-month low of $116.37 and a 12-month high of $162.68. The business’s 50 day moving average is $155.89 and its 200-day moving average is $151.06.

TJX Companies (NYSE:TJX) last released 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 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 revenue was up 8.5% on a year-over-year basis. During the same period last year, the business earned $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 predict that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be given a $0.48 dividend. This is a boost from TJX Companies’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend is Thursday, May 14th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. TJX Companies’s payout ratio is 39.34%.

Insider Activity at TJX Companies

In other news, CEO Ernie Herrman sold 30,000 shares of the business’s 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 transaction, the chief executive officer directly owned 479,316 shares in the company, valued at $77,145,910.20. The trade was a 5.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.13% of the stock is currently owned by company insiders.

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.