The TJX Companies, Inc. $TJX Holdings Raised by Dakota Wealth Management

Dakota Wealth Management grew its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 13.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 133,510 shares of the apparel and home fashions retailer’s stock after acquiring an additional 16,063 shares during the period. Dakota Wealth Management’s holdings in TJX Companies were worth $19,298,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TJX. Cary Street Partners Investment Advisory LLC grew its stake in TJX Companies by 13.2% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 5,325 shares of the apparel and home fashions retailer’s stock valued at $770,000 after purchasing an additional 621 shares in the last quarter. Legacy Financial Advisors Inc. raised its stake in shares of TJX Companies by 10.4% during the 3rd quarter. Legacy Financial Advisors Inc. now owns 9,994 shares of the apparel and home fashions retailer’s stock worth $1,445,000 after purchasing an additional 939 shares in the last quarter. Private Advisory Group LLC lifted its holdings in shares of TJX Companies by 17.9% during the 3rd quarter. Private Advisory Group LLC now owns 2,116 shares of the apparel and home fashions retailer’s stock valued at $306,000 after buying an additional 322 shares during the last quarter. Verus Capital Partners LLC bought a new stake in shares of TJX Companies in the 3rd quarter valued at approximately $285,000. Finally, American Money Management LLC increased its holdings in TJX Companies by 6.3% in the third quarter. American Money Management LLC now owns 3,652 shares of the apparel and home fashions retailer’s stock worth $528,000 after buying an additional 216 shares during the last quarter. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have issued reports on TJX. Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a research note on Wednesday, December 10th. Robert W. Baird set a $168.00 price objective on shares of TJX Companies in a research note on Wednesday, December 17th. Wall Street Zen upgraded shares of TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. UBS Group restated a “buy” rating and set a $193.00 target price (up from $181.00) on shares of TJX Companies in a report on Thursday, January 8th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $162.00 price target (up previously from $159.00) on shares of TJX Companies in a research note on Thursday, November 20th. Two 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.com, TJX Companies presently has a consensus rating of “Buy” and a consensus price target of $164.76.

Key TJX Companies News

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: JPMorgan raised its price target on TJX to $173 and assigned an “overweight” rating, citing upside to the consensus — a clear positive catalyst for buy-side interest and the stock’s rally. Benzinga
• Positive Sentiment: TJX reached an intraday all-time high (~$159.56), signaling momentum and investor confidence ahead of earnings. Momentum can attract technical buyers and support further gains. Tjx stock hits all-time high
• Neutral Sentiment: TJX will report Q4 results tomorrow; investors will focus on same-store sales, traffic trends and margin commentary. The print is a near-term catalyst that could move the stock either way. TJX To Report Earnings Tomorrow
• Neutral Sentiment: Analyst previews expect Q4 sales growth and traffic gains, which is supportive, but results will be parsed for margin impact and guidance. TJX to Report Q4 Earnings
• Neutral Sentiment: Erste Group released FY2026 earnings estimates for TJX — useful for modeling but not a direct catalyst unless guidance diverges materially from consensus. Erste Group Bank Estimates
• Negative Sentiment: Rising wages and other cost pressures may compress margins even if sales rise; analysts flag profitability risk that could weigh on the stock if margins disappoint. Margins and cost pressure
• Negative Sentiment: Tariff rulings and refund uncertainties remain in focus for retailers after recent Supreme Court-related developments, creating potential cost/credit noise that could hurt near-term results or guidance. Tariffs and refunds spotlight

TJX Companies Stock Down 0.3%

TJX Companies stock opened at $157.74 on Tuesday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.09 and a quick ratio of 0.43. The TJX Companies, Inc. has a fifty-two week low of $112.10 and a fifty-two week high of $160.46. The firm has a fifty day moving average price of $154.64 and a two-hundred day moving average price of $147.08. The firm has a market cap of $175.16 billion, a price-to-earnings ratio of 34.82, a P/E/G ratio of 3.02 and a beta of 0.74.

TJX Companies Announces Dividend

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