Chesley Taft & Associates LLC Acquires 3,277 Shares of The TJX Companies, Inc. $TJX

Chesley Taft & Associates LLC boosted its holdings in shares of The TJX Companies, Inc. (NYSE:TJX) by 8.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,835 shares of the apparel and home fashions retailer’s stock after purchasing an additional 3,277 shares during the period. Chesley Taft & Associates LLC’s holdings in TJX Companies were worth $6,426,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Lavaca Capital LLC acquired a new stake in shares of TJX Companies in the second quarter valued at $25,000. Dogwood Wealth Management LLC raised its holdings 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 buying an additional 92 shares during the last quarter. GGM Financials LLC acquired a new position in TJX Companies during the 3rd quarter worth about $27,000. Imprint Wealth LLC acquired a new position in TJX Companies during the 3rd quarter worth about $27,000. Finally, KERR FINANCIAL PLANNING Corp bought a new stake in TJX Companies during the 3rd quarter worth about $28,000. Institutional investors own 91.09% of the company’s stock.

TJX Companies Stock Performance

Shares of NYSE:TJX opened at $155.02 on Friday. 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 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 P/E ratio of 31.77, a P/E/G ratio of 3.57 and a beta of 0.73. The business has a 50-day moving average price of $155.56 and a two-hundred day moving average price of $150.59.

TJX Companies (NYSE:TJX) last issued its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The company had revenue of $17.74 billion for the quarter, compared to analyst estimates of $17.36 billion. During the same quarter last year, the firm earned $1.23 EPS. The company’s revenue for the quarter 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. Equities analysts predict that The TJX Companies, Inc. will post 4.18 earnings per share for the current year.

Insiders Place Their Bets

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

Key TJX Companies News

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

Analysts Set New Price Targets

Several equities research analysts have weighed in on TJX shares. Wells Fargo & Company restated a “positive” rating and issued a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research report on Tuesday, December 16th. Robert W. Baird set a $168.00 price target on shares of TJX Companies in a research note on Wednesday, December 17th. Telsey Advisory Group increased their price target on shares of TJX Companies from $170.00 to $175.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Wall Street Zen raised shares of TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday. Finally, JPMorgan Chase & Co. boosted their price objective on shares of TJX Companies from $154.00 to $173.00 and gave the stock an “overweight” rating in a research report on Monday, February 23rd. Three equities research 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 presently has an average rating of “Buy” and an average target price of $167.55.

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.