Arjuna Capital Reduces Stock Holdings in The TJX Companies, Inc. $TJX

Arjuna Capital lowered its stake in The TJX Companies, Inc. (NYSE:TJX) by 4.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,842 shares of the apparel and home fashions retailer’s stock after selling 1,124 shares during the period. TJX Companies accounts for approximately 0.8% of Arjuna Capital’s holdings, making the stock its 27th biggest holding. Arjuna Capital’s holdings in TJX Companies were worth $3,191,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of TJX Companies by 0.7% during the 2nd quarter. Vanguard Group Inc. now owns 101,141,056 shares of the apparel and home fashions retailer’s stock valued at $12,489,909,000 after purchasing an additional 727,292 shares in the last quarter. Geode Capital Management LLC lifted its holdings in TJX Companies by 1.2% in the second quarter. Geode Capital Management LLC now owns 26,070,916 shares of the apparel and home fashions retailer’s stock worth $3,205,927,000 after buying an additional 301,127 shares during the period. Norges Bank bought a new stake in TJX Companies during the 2nd quarter valued at approximately $1,808,774,000. Ameriprise Financial Inc. boosted its position in TJX Companies by 0.3% during the 1st quarter. Ameriprise Financial Inc. now owns 13,068,312 shares of the apparel and home fashions retailer’s stock valued at $1,591,758,000 after acquiring an additional 35,800 shares in the last quarter. Finally, Amundi grew its holdings in shares of TJX Companies by 10.2% during the 1st quarter. Amundi now owns 11,888,455 shares of the apparel and home fashions retailer’s stock worth $1,489,305,000 after acquiring an additional 1,104,292 shares during the period. 91.09% of the stock is currently owned by institutional investors.

TJX Companies Price Performance

Shares of NYSE:TJX opened at $151.03 on Tuesday. The TJX Companies, Inc. has a 1-year low of $112.10 and a 1-year high of $154.66. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.17 and a quick ratio of 0.52. The business has a fifty day moving average price of $144.48 and a 200-day moving average price of $135.08. The company has a market capitalization of $168.09 billion, a PE ratio of 34.40, a PEG ratio of 3.14 and a beta of 0.90.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.06. The company had revenue of $15.12 billion for the quarter, compared to analysts’ expectations of $14.80 billion. TJX Companies had a net margin of 8.59% and a return on equity of 58.63%. TJX Companies’s revenue was up 7.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.14 EPS. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS. FY 2026 guidance at 4.630-4.660 EPS. As a group, equities analysts expect that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Thursday, November 13th will be issued a dividend of $0.425 per share. The ex-dividend date is Thursday, November 13th. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.1%. TJX Companies’s dividend payout ratio is presently 37.53%.

Insider Activity at TJX Companies

In related news, CEO Ernie Herrman sold 24,363 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $151.31, for a total transaction of $3,686,365.53. Following the completion of the sale, the chief executive officer owned 510,780 shares of the company’s stock, valued at $77,286,121.80. This trade represents a 4.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Amy B. Lane sold 500 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $151.40, for a total value of $75,700.00. Following the completion of the transaction, the director directly owned 22,212 shares in the company, valued at $3,362,896.80. This trade represents a 2.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 54,863 shares of company stock valued at $8,226,366 in the last three months. 0.13% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts have recently commented on TJX shares. Barclays restated an “overweight” rating and issued a $168.00 target price (up previously from $155.00) on shares of TJX Companies in a research note on Thursday, November 20th. Telsey Advisory Group reissued an “outperform” rating and set a $170.00 price objective (up previously from $155.00) on shares of TJX Companies in a research report on Wednesday, November 19th. Bank of America boosted their target price on shares of TJX Companies from $150.00 to $168.00 and gave the company a “buy” rating in a report on Thursday, November 20th. UBS Group increased their price target on shares of TJX Companies from $172.00 to $181.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Finally, Erste Group Bank initiated coverage on shares of TJX Companies in a research report on Friday, September 5th. They set a “buy” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $158.90.

About TJX Companies

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.