Cwm LLC Purchases 39,816 Shares of The TJX Companies, Inc. $TJX

Cwm LLC increased its position in The TJX Companies, Inc. (NYSE:TJX) by 12.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 352,732 shares of the apparel and home fashions retailer’s stock after buying an additional 39,816 shares during the quarter. Cwm LLC’s holdings in TJX Companies were worth $50,984,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of TJX. Lavaca Capital LLC bought a new stake in shares of TJX Companies in the 2nd quarter worth approximately $25,000. Princeton Global Asset Management LLC purchased a new position in TJX Companies in the 2nd quarter worth $28,000. Howard Hughes Medical Institute bought a new stake in TJX Companies in the second quarter worth $30,000. Legacy Investment Solutions LLC purchased a new stake in TJX Companies during the second quarter valued at about $32,000. Finally, Capital A Wealth Management LLC boosted its position in TJX Companies by 776.7% during the second quarter. Capital A Wealth Management LLC now owns 263 shares of the apparel and home fashions retailer’s stock valued at $32,000 after buying an additional 233 shares during the period. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Bank of America boosted their target price on TJX Companies from $150.00 to $168.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Morgan Stanley reaffirmed an “overweight” rating and issued a $162.00 price target (up from $159.00) on shares of TJX Companies in a research note on Thursday, November 20th. Barclays set a $172.00 price objective on TJX Companies and gave the company an “overweight” rating in a research report on Thursday, December 4th. The Goldman Sachs Group raised their target price on shares of TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $165.00 target price on shares of TJX Companies in a research note on Thursday, November 20th. Two research analysts have rated the stock with a Strong Buy rating and twenty-three have given a Buy rating to the company. Based on data from MarketBeat.com, TJX Companies currently has a consensus rating of “Buy” and an average target price of $161.50.

Insider Transactions at TJX Companies

In related news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $148.81, for a total value of $4,464,300.00. Following the completion of the transaction, the chief executive officer directly owned 535,143 shares of the company’s stock, valued at $79,634,629.83. This represents a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Amy B. Lane sold 500 shares of TJX Companies 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 sale, the director directly owned 22,212 shares in the company, valued at approximately $3,362,896.80. The trade was a 2.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 54,863 shares of company stock valued at $8,226,366. 0.13% of the stock is owned by insiders.

TJX Companies Price Performance

Shares of TJX Companies stock opened at $156.27 on Friday. The business has a 50 day moving average of $148.89 and a 200 day moving average of $138.18. The TJX Companies, Inc. has a 52 week low of $112.10 and a 52 week high of $157.82. The company has a market cap of $173.53 billion, a PE ratio of 34.50, a P/E/G ratio of 3.53 and a beta of 0.76. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.22 by $0.06. The business had revenue of $15.12 billion for the quarter, compared to analysts’ expectations of $14.80 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.14 earnings per share. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS and its FY 2026 guidance at 4.630-4.660 EPS. As a group, equities research analysts forecast that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 12th will be given a dividend of $0.425 per share. The ex-dividend date is Thursday, February 12th. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. TJX Companies’s payout ratio is currently 37.53%.

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.