TJX Companies (NYSE:TJX) Stock Sale Revealed by Rep. Kevin Hern

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of The TJX Companies, Inc. (NYSE:TJX). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in TJX Companies stock on September 2nd. The trade occurred in the Representative’s “HERN FAMILY FOUNDATION” account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of CenterPoint Energy (NYSE:CNP) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of TJX Companies (NYSE:TJX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of STERIS (NYSE:STE) on 9/15/2026.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 9/15/2026.
• Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of IQVIA (NYSE:IQV) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/14/2026.
• Sold $15,001 – $50,000 in shares of Emerson Electric (NYSE:EMR) on 9/14/2026.

TJX Companies Stock Up 2.2%

Shares of TJX traded up $2.85 during mid-day trading on Tuesday, hitting $133.10. The company’s stock had a trading volume of 4,225,816 shares, compared to its average volume of 5,948,147. The firm has a market capitalization of $146.40 billion, a price-to-earnings ratio of 24.56, a PEG ratio of 2.34 and a beta of 0.60. The company’s 50-day moving average is $142.28 and its 200-day moving average is $151.91. The company has a current ratio of 1.15, a quick ratio of 0.56 and a debt-to-equity ratio of 0.18. The TJX Companies, Inc. has a 52-week low of $122.78 and a 52-week high of $170.00.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The firm had revenue of $15.18 billion during the quarter, compared to analysts’ expectations of $15.16 billion. During the same period in the prior year, the business posted $1.10 EPS. The firm’s quarterly revenue was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. On average, equities research analysts forecast that The TJX Companies, Inc. will post 5.22 EPS for the current fiscal year.

TJX Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Thursday, November 12th will be paid a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, November 12th. TJX Companies’s payout ratio is currently 35.49%.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: Store expansion supports long-term growth. Strong performance from new locations is encouraging TJX to accelerate expansion across rural, urban and established markets, potentially increasing sales and earnings over time. TJX Companies’ New Store Strength: Can Expansion Accelerate Growth?
• Positive Sentiment: Higher guidance reinforces the earnings outlook. TJX raised its outlook, signaling confidence in demand and operating performance even though the market’s initial reaction was subdued. The company previously reported quarterly EPS and revenue slightly ahead of consensus, with revenue up year over year. TJX Companies stock falls 1.16 percent as guidance rises
• Positive Sentiment: Off-price demand remains a structural tailwind. TJX and Burlington benefit from shoppers seeking recognizable brands at discounted prices. TJX’s merchandising capabilities, value proposition and store growth could help it remain the stronger investment option among off-price retailers. TJX vs. BURL: Which Off-Price Stock Is the Better Buy Now?
• Positive Sentiment: Recent problems may be temporary. A bullish analysis argues that TJX’s operational issues are manageable and that the company’s scale, balance sheet and off-price model remain intact, supporting the case for a recovery. The TJX Companies’ Problems Are Only Temporary
• Neutral Sentiment: Board appointment adds governance expertise. Craig A. Pintoff joins TJX’s Board and Audit and Finance Committee, bringing experience in risk management, compliance, human capital and international operations from United Rentals. The appointment is strategically relevant but has limited immediate earnings impact. What Does TJX Companies Gain From Adding Craig Pintoff To Its Board?
• Negative Sentiment: Valuation remains a key risk. One analysis estimates TJX could be about 24% overvalued, arguing that its substantial multiyear share-price gains require stronger future cash-flow growth. Persistent concerns at the Marmaxx division could make that valuation harder to justify. TJX Stock Could Be 24% Overvalued As Marmaxx Concerns Persist
• Negative Sentiment: Fair-value concerns could limit upside. Another valuation analysis concludes that TJX remains above its estimated fair value despite its pullback, leaving the stock vulnerable if growth or margins disappoint. The TJX Companies: Trading 11% Above My Fair Value Estimate Despite The Selloff

Analyst Upgrades and Downgrades

TJX has been the topic of several research analyst reports. Guggenheim set a $152.00 target price on shares of TJX Companies in a research report on Monday, August 31st. Barclays set a $188.00 price target on TJX Companies and gave the stock an “overweight” rating in a research report on Thursday, August 20th. Erste Group Bank cut TJX Companies from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. UBS Group reiterated a “buy” rating and issued a $198.00 price objective (up from $197.00) on shares of TJX Companies in a research note on Thursday, August 20th. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $175.00 target price on shares of TJX Companies in a research note on Tuesday, August 25th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $171.63.

Institutional Trading of TJX Companies

Several large investors have recently made changes to their positions in the company. QRG Capital Management Inc. raised its holdings in TJX Companies by 6.8% in the 2nd quarter. QRG Capital Management Inc. now owns 323,830 shares of the apparel and home fashions retailer’s stock valued at $49,060,000 after buying an additional 20,517 shares during the period. Envestnet Portfolio Solutions Inc. lifted its stake in TJX Companies by 1.7% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 70,476 shares of the apparel and home fashions retailer’s stock worth $10,677,000 after acquiring an additional 1,166 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in TJX Companies by 0.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 4,676,531 shares of the apparel and home fashions retailer’s stock valued at $708,492,000 after acquiring an additional 28,559 shares during the period. State Street Corp grew its position in TJX Companies by 2.9% in the 2nd quarter. State Street Corp now owns 49,709,223 shares of the apparel and home fashions retailer’s stock valued at $7,530,947,000 after acquiring an additional 1,388,026 shares in the last quarter. Finally, Security National Bank of SO Dak acquired a new position in shares of TJX Companies in the second quarter valued at approximately $60,000. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.

Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

About TJX Companies

The TJX Companies, Inc is an off-price retailer that sells apparel, footwear, accessories, home furnishings and other merchandise at prices generally below those of traditional department and specialty stores. Its inventory typically includes branded, designer and name-brand products purchased through opportunistic buying, including order cancellations, excess production and closeout merchandise. Product selection and pricing can vary by store and change frequently.

The company operates a portfolio of retail chains in the United States, Canada, Europe and Australia.