Allspring Global Investments Holdings LLC Sells 16,797 Shares of The TJX Companies, Inc. $TJX

Allspring Global Investments Holdings LLC decreased its position in The TJX Companies, Inc. (NYSE:TJX) by 7.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 209,783 shares of the apparel and home fashions retailer’s stock after selling 16,797 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in TJX Companies were worth $32,365,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brookstone Capital Management lifted its holdings in TJX Companies by 49.0% in the 4th quarter. Brookstone Capital Management now owns 19,474 shares of the apparel and home fashions retailer’s stock worth $2,991,000 after buying an additional 6,400 shares during the period. Paladin Wealth LLC purchased a new position in shares of TJX Companies during the fourth quarter valued at approximately $547,000. Financial Planning Hawaii Inc. bought a new position in shares of TJX Companies during the fourth quarter valued at approximately $531,000. J. Safra Sarasin Holding AG lifted its stake in TJX Companies by 39.6% in the fourth quarter. J. Safra Sarasin Holding AG now owns 14,285 shares of the apparel and home fashions retailer’s stock worth $2,194,000 after acquiring an additional 4,052 shares during the period. Finally, ORG Wealth Partners LLC lifted its stake in TJX Companies by 64.0% in the fourth quarter. ORG Wealth Partners LLC now owns 1,637 shares of the apparel and home fashions retailer’s stock worth $252,000 after acquiring an additional 639 shares during the period. Institutional investors own 91.09% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TJX. UBS Group reissued a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Weiss Ratings upgraded shares of TJX Companies from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday. JPMorgan Chase & Co. lifted their price objective on TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday, March 28th. Finally, BTIG Research reissued a “buy” rating and issued a $185.00 target price (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating and twenty-one have given a Buy rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $167.55.

Insider Transactions at TJX Companies

In related news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the sale, the chief executive officer directly owned 479,316 shares of the company’s stock, 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 filing with the SEC, which is available at the SEC website. Company insiders own 0.13% of the company’s stock.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: Board approved a 13% quarterly dividend increase (to $0.48) and reiterated a sizable share-repurchase plan ($2.50–$2.75B for FY2027), reinforcing capital-return commitment and supporting investor income and EPS lift from buybacks. Article Title
• Positive Sentiment: Market coverage highlights TJX as a dividend grower and defensive name amid geopolitical tensions and inflation/labor concerns — a narrative that can attract income-focused and risk-off flows. Article Title
• Positive Sentiment: Technical/sector momentum: IBD and other outlets flag TJX as “stock of the day”/near a breakout, noting off-price retailers could benefit from supply-chain disruption tied to the Iran war — a potential near-term tailwind for sales and margins. Article Title
• Neutral Sentiment: Sector peers showing strength (Ross up after earnings; Burlington flirting with a breakout) supports a constructive retail/off-price group backdrop, which may help TJX sentiment if the group continues to outperform. Article Title Read More.
• Neutral Sentiment: Media pieces reiterate that TJX’s modest but growing dividend remains strategically meaningful for investors; coverage may sustain interest from income-minded funds but is less likely to drive rapid re-rating alone. Article Title
• Negative Sentiment: Valuation and technical risk: TJX trades near its 12‑month high with a PE ~33 and PEG ~3.7, leaving limited margin for error; today’s decline and below-average volume suggest profit-taking or sensitivity to broader market weakness. (Background: company fundamentals/price action and intraday volume.)

TJX Companies Price Performance

TJX stock opened at $161.37 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.14. The firm has a 50 day moving average price of $155.89 and a 200-day moving average price of $151.06. The TJX Companies, Inc. has a 52-week low of $116.37 and a 52-week high of $162.68. The firm has a market capitalization of $179.19 billion, a price-to-earnings ratio of 33.07, a PEG ratio of 3.73 and a beta of 0.73.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, topping 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 company had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. During the same quarter in the prior year, the business posted $1.23 EPS. The firm’s quarterly revenue 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. Equities research analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be issued a dividend of $0.48 per share. The ex-dividend date is Thursday, May 14th. This is a positive change from TJX Companies’s previous quarterly dividend of $0.43. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. TJX Companies’s dividend payout ratio is currently 39.34%.

TJX Companies Company 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.