Vinva Investment Management Ltd Raises Stake in The TJX Companies, Inc. $TJX

Vinva Investment Management Ltd grew its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 30.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 75,797 shares of the apparel and home fashions retailer’s stock after acquiring an additional 17,882 shares during the period. Vinva Investment Management Ltd’s holdings in TJX Companies were worth $9,352,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of TJX. Ignite Planners LLC raised its stake in shares of TJX Companies by 3.8% during the 2nd quarter. Ignite Planners LLC now owns 2,130 shares of the apparel and home fashions retailer’s stock worth $260,000 after buying an additional 77 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in TJX Companies by 3.3% during the 2nd quarter. Revolve Wealth Partners LLC now owns 2,453 shares of the apparel and home fashions retailer’s stock valued at $303,000 after acquiring an additional 79 shares in the last quarter. Roble Belko & Company Inc raised its position in TJX Companies by 0.3% during the second quarter. Roble Belko & Company Inc now owns 31,478 shares of the apparel and home fashions retailer’s stock worth $3,887,000 after acquiring an additional 82 shares during the last quarter. Knuff & Co LLC raised its position in TJX Companies by 8.5% during the first quarter. Knuff & Co LLC now owns 1,056 shares of the apparel and home fashions retailer’s stock worth $129,000 after acquiring an additional 83 shares during the last quarter. Finally, 3Chopt Investment Partners LLC lifted its holdings in shares of TJX Companies by 1.6% in the second quarter. 3Chopt Investment Partners LLC now owns 5,239 shares of the apparel and home fashions retailer’s stock valued at $647,000 after purchasing an additional 83 shares in the last quarter. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on TJX shares. UBS Group increased their price target on shares of TJX Companies from $172.00 to $181.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. TD Cowen upped their target price on TJX Companies from $162.00 to $167.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. The Goldman Sachs Group raised their price target on TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Jefferies Financial Group restated a “buy” rating and issued a $170.00 price objective on shares of TJX Companies in a research report on Tuesday, November 11th. Finally, Macquarie reaffirmed a “buy” rating on shares of TJX Companies in a research note on Monday, August 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, TJX Companies currently has a consensus rating of “Buy” and an average target price of $158.90.

TJX Companies Price Performance

TJX stock opened at $153.32 on Thursday. The stock has a market capitalization of $170.63 billion, a price-to-earnings ratio of 34.92, a price-to-earnings-growth ratio of 3.14 and a beta of 0.90. The company has a quick ratio of 0.52, a current ratio of 1.17 and a debt-to-equity ratio of 0.32. The TJX Companies, Inc. has a 52-week low of $112.10 and a 52-week high of $154.66. The stock’s fifty day simple moving average is $143.73 and its 200-day simple moving average is $134.62.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share for the quarter, topping the consensus estimate of $1.22 by $0.06. The firm had revenue of $15.12 billion for the quarter, compared to the consensus estimate of $14.80 billion. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same period in the prior year, the business posted $1.14 earnings per share. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS. FY 2026 guidance at 4.630-4.660 EPS. Equities research analysts expect that The TJX Companies, Inc. will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Investors of record on Thursday, November 13th will be issued a $0.425 dividend. This represents a $1.70 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, November 13th. TJX Companies’s payout ratio is presently 37.53%.

Insider Activity at TJX Companies

In other news, Director Amy B. Lane sold 500 shares of the business’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $151.40, for a total transaction of $75,700.00. Following the completion of the sale, the director directly owned 22,212 shares of the company’s stock, valued at $3,362,896.80. The trade was a 2.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $148.81, for a total value of $4,464,300.00. Following the completion of the transaction, the chief executive officer directly owned 535,143 shares in the company, valued at $79,634,629.83. This trade represents a 5.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 54,863 shares of company stock valued at $8,226,366 in the last ninety days. 0.13% of the stock is currently owned by company insiders.

About TJX Companies

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.