The TJX Companies, Inc. $TJX Shares Sold by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund trimmed its stake in The TJX Companies, Inc. (NYSE:TJX) by 1.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 347,268 shares of the apparel and home fashions retailer’s stock after selling 4,200 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in TJX Companies were worth $50,194,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of the company. Brighton Jones LLC grew its position in TJX Companies by 113.7% in the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after purchasing an additional 8,002 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of TJX Companies by 12.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after buying an additional 235 shares during the period. Bison Wealth LLC grew its holdings in TJX Companies by 32.9% in the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock worth $466,000 after buying an additional 955 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its stake in TJX Companies by 2.3% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 10,887 shares of the apparel and home fashions retailer’s stock valued at $1,344,000 after acquiring an additional 245 shares in the last quarter. Finally, Baron Wealth Management LLC raised its stake in TJX Companies by 13.3% during the 2nd quarter. Baron Wealth Management LLC now owns 2,410 shares of the apparel and home fashions retailer’s stock valued at $298,000 after acquiring an additional 283 shares in the last quarter. Institutional investors own 91.09% of the company’s stock.

TJX Companies Price Performance

TJX stock opened at $156.00 on Friday. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $159.48. The firm has a 50-day moving average of $152.79 and a two-hundred day moving average of $141.48. The firm has a market capitalization of $173.23 billion, a PE ratio of 34.44, a P/E/G ratio of 3.25 and a beta of 0.75. The company has a current ratio of 1.09, a quick ratio of 0.43 and a debt-to-equity ratio of 0.20.

TJX Companies (NYSE:TJX) last issued its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, topping the consensus estimate of $1.22 by $0.06. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The business had revenue of $15.12 billion during the quarter, compared to analysts’ expectations of $14.80 billion. During the same quarter last year, the firm posted $1.14 earnings per share. TJX Companies’s revenue was up 7.5% compared to the same quarter last year. 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. On average, analysts forecast that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

TJX Companies Dividend Announcement

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

Insider Buying and Selling

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of the business’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 535,143 shares of the company’s stock, valued at $79,634,629.83. The trade was a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Amy B. Lane sold 500 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $151.40, for a total transaction of $75,700.00. Following the transaction, the director directly owned 22,212 shares in the company, valued at $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. Insiders sold 54,863 shares of company stock worth $8,226,366 in the last 90 days. 0.13% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on TJX shares. BTIG Research reissued a “buy” rating and issued a $165.00 price target on shares of TJX Companies in a research note on Thursday, November 20th. Deutsche Bank Aktiengesellschaft set a $184.00 price objective on shares of TJX Companies in a report on Thursday, January 8th. TD Cowen increased their target price on shares of TJX Companies from $162.00 to $167.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Finally, Evercore ISI upped their price target on shares of TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a research note on Thursday, November 20th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the stock. According to MarketBeat, TJX Companies currently has an average rating of “Buy” and an average target price of $163.86.

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.