Avity Investment Management Inc. Sells 9,313 Shares of The TJX Companies, Inc. $TJX

Avity Investment Management Inc. trimmed its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 3.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 304,219 shares of the apparel and home fashions retailer’s stock after selling 9,313 shares during the period. TJX Companies comprises about 3.3% of Avity Investment Management Inc.’s portfolio, making the stock its 12th biggest holding. Avity Investment Management Inc.’s holdings in TJX Companies were worth $46,731,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the stock. Miller Global Investments LLC acquired a new position in TJX Companies in the 4th quarter valued at $28,000. Dogwood Wealth Management LLC grew its position in shares of TJX Companies by 102.2% in the third quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock valued at $26,000 after purchasing an additional 92 shares during the last quarter. Imprint Wealth LLC bought a new position in shares of TJX Companies in the third quarter worth about $27,000. GGM Financials LLC bought a new position in shares of TJX Companies in the third quarter worth about $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of TJX Companies during the third quarter worth approximately $28,000. 91.09% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Ernie Herrman sold 30,000 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $160.95, for a total value of $4,828,500.00. Following the transaction, the chief executive officer owned 479,316 shares in the company, valued at $77,145,910.20. This trade represents a 5.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.13% of the stock is owned by company insiders.

TJX Companies Trading Down 1.6%

TJX opened at $155.02 on Friday. The TJX Companies, Inc. has a 1-year low of $116.37 and a 1-year high of $162.68. The stock has a market capitalization of $172.14 billion, a PE ratio of 31.77, a PEG ratio of 3.62 and a beta of 0.73. The company has a current ratio of 1.14, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The firm has a 50-day moving average price of $155.56 and a two-hundred day moving average price of $150.51.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The business had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. During the same quarter last year, the business posted $1.23 earnings per share. TJX Companies’s revenue for the quarter was up 8.5% compared to the same quarter last year. 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. As a group, equities analysts anticipate that The TJX Companies, Inc. will post 4.18 earnings per share for the current fiscal year.

Analysts Set New Price Targets

TJX has been the subject of a number of research analyst reports. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $170.00 price objective on shares of TJX Companies in a research report on Tuesday, January 6th. Argus raised TJX Companies to a “strong-buy” rating in a report on Tuesday, March 3rd. Guggenheim upgraded TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Wells Fargo & Company reissued a “positive” rating and issued a $150.00 price target (up from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Finally, BTIG Research reissued a “buy” rating and issued a $185.00 price target (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Three analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $167.55.

TJX Companies News Roundup

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

• Positive Sentiment: TJX reported fiscal 2026 sales of about $60.4 billion with solid comparable-store sales and reiterated a growth strategy toward ~7,000 stores — reinforcing the company’s long-term growth thesis. TJX Hits $60B Sales Milestone in FY26: What Fuels Long-Term Growth?
• Positive Sentiment: Analysts and commentators highlight that TJX’s off‑price model can benefit from retail supply-chain disruption (higher freight/fuel, excess full‑price inventory), which may translate into better merchandise buys and margin resilience. How retailers like TJX can actually benefit from higher fuel costs and shipping delays
• Positive Sentiment: Sell‑side notes remain constructive: Bernstein reiterated a Buy and framed TJX’s off‑price “flywheel” as supporting sustainable earnings growth and a premium multiple. Continued analyst support can limit downside. TJX Companies: Leveraging a Self‑Reinforcing Off-Price Flywheel…
• Positive Sentiment: Equity research roundups (Zacks/other outlets) continue to feature TJX as a resilient retail name amid broader market ideas, keeping it on investors’ radar for long‑term portfolios. 3 S&P 500 Stocks for Long-Term Investors
• Neutral Sentiment: Some commentary asks whether TJX’s ~32% one‑year rally leaves less upside from current levels — raising valuation/entry‑timing questions rather than altering the core bull case. Investors weighing entry should compare growth outlook vs. premium valuation. Is It Too Late To Consider TJX Companies (TJX) After A 32% One Year Rally?
• Neutral Sentiment: Research roundups and “top reports” mention TJX alongside other favored names, which supports investor attention but doesn’t by itself move fundamentals. Top Stock Reports for Amazon.com, TJX and Eaton Corp.
• Negative Sentiment: Short‑term weakness: outlets note the stock is down modestly since the last earnings report and recent daily moves show small pullbacks — evidence of profit‑taking or re‑rating after a sizable rally. Why Is TJX (TJX) Down 0.7% Since Last Earnings Report?
• Negative Sentiment: Recent intraday/close reports show the stock moving down in individual sessions (e.g., a ~1.36% decline referenced in market summaries), signaling near‑term volatility that can pressure sentiment. TJX (TJX) Stock Moves -1.36%: What You Should Know

About TJX Companies

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.