The TJX Companies, Inc. $TJX Shares Purchased by APG Asset Management N.V.

APG Asset Management N.V. raised its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 49.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,756,903 shares of the apparel and home fashions retailer’s stock after purchasing an additional 579,999 shares during the period. APG Asset Management N.V.’s holdings in TJX Companies were worth $253,943,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Banco Santander S.A. lifted its holdings in TJX Companies by 24.6% in the third quarter. Banco Santander S.A. now owns 160,368 shares of the apparel and home fashions retailer’s stock worth $23,180,000 after acquiring an additional 31,631 shares during the last quarter. Bank of Nova Scotia raised its position in shares of TJX Companies by 129.9% during the 2nd quarter. Bank of Nova Scotia now owns 269,813 shares of the apparel and home fashions retailer’s stock worth $33,319,000 after purchasing an additional 152,453 shares during the period. Empowered Funds LLC lifted its holdings in shares of TJX Companies by 66.6% in the 2nd quarter. Empowered Funds LLC now owns 76,998 shares of the apparel and home fashions retailer’s stock worth $9,508,000 after purchasing an additional 30,779 shares during the last quarter. Rheos Capital Works Inc. boosted its position in TJX Companies by 26.0% during the 3rd quarter. Rheos Capital Works Inc. now owns 370,000 shares of the apparel and home fashions retailer’s stock valued at $53,480,000 after purchasing an additional 76,400 shares during the period. Finally, Wealthfront Advisers LLC grew its stake in TJX Companies by 4.9% during the 3rd quarter. Wealthfront Advisers LLC now owns 171,820 shares of the apparel and home fashions retailer’s stock worth $24,835,000 after buying an additional 8,006 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have issued reports on TJX. Citigroup reiterated a “buy” rating and issued a $168.00 target price (up from $160.00) on shares of TJX Companies in a research note on Thursday, November 20th. Barclays lifted their price objective on shares of TJX Companies from $172.00 to $183.00 and gave the company an “overweight” rating in a research report on Thursday. Wall Street Zen cut shares of TJX Companies from a “buy” rating to a “hold” rating in a research report on Saturday. BTIG Research restated a “buy” rating and issued a $185.00 price target (up from $165.00) on shares of TJX Companies in a research note on Thursday. Finally, Guggenheim upgraded TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $167.55.

TJX Companies News Summary

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

• Positive Sentiment: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
• Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
• Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
• Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
• Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run

TJX Companies Stock Up 1.7%

TJX opened at $161.40 on Friday. The TJX Companies, Inc. has a one year low of $112.10 and a one year high of $162.68. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.43 and a current ratio of 1.14. The stock’s fifty day moving average is $154.91 and its 200-day moving average is $147.71. The company has a market capitalization of $179.23 billion, a PE ratio of 33.07, a P/E/G ratio of 3.13 and a beta of 0.74.

TJX Companies (NYSE:TJX) last announced 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. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The business had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. During the same quarter last year, the business posted $1.23 earnings per share. The company’s quarterly revenue was up 8.5% on a year-over-year basis. 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. On average, equities analysts predict that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be paid a $0.425 dividend. The ex-dividend date of this dividend 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 34.84%.

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.