The TJX Companies, Inc. $TJX Shares Sold by Dana Investment Advisors Inc.

Dana Investment Advisors Inc. decreased its position in shares of The TJX Companies, Inc. (NYSE:TJX) by 3.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 146,873 shares of the apparel and home fashions retailer’s stock after selling 5,446 shares during the quarter. TJX Companies accounts for approximately 0.7% of Dana Investment Advisors Inc.’s portfolio, making the stock its 27th largest holding. Dana Investment Advisors Inc.’s holdings in TJX Companies were worth $22,561,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Dogwood Wealth Management LLC grew its stake in TJX Companies by 102.2% in the 3rd quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock valued at $26,000 after acquiring an additional 92 shares during the period. GGM Financials LLC acquired a new stake in TJX Companies in the 3rd quarter valued at $27,000. Joseph Group Capital Management acquired a new stake in TJX Companies in the 4th quarter valued at $27,000. IMG Wealth Management Inc. grew its stake in TJX Companies by 65.7% in the 4th quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock valued at $27,000 after acquiring an additional 69 shares during the period. Finally, Imprint Wealth LLC acquired a new stake in TJX Companies in the 3rd quarter valued at $27,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

Insider Activity at TJX Companies

In other news, CEO Ernie Herrman sold 30,000 shares of TJX Companies 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 transaction, the chief executive officer owned 479,316 shares in the company, valued at $77,145,910.20. The trade was a 5.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.13% of the stock is currently owned by corporate insiders.

TJX Companies Stock Up 0.0%

NYSE TJX opened at $147.40 on Friday. The TJX Companies, Inc. has a 52 week low of $119.84 and a 52 week high of $165.82. The company has a quick ratio of 0.59, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The business’s fifty day simple moving average is $157.08 and its 200-day simple moving average is $154.14. The firm has a market cap of $163.00 billion, a PE ratio of 30.21, a P/E/G ratio of 3.39 and a beta of 0.64.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS 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 business had revenue of $17.74 billion for the quarter, compared to analyst estimates of $17.36 billion. During the same quarter in the previous year, the firm earned $1.23 EPS. The company’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. As a group, equities analysts anticipate that The TJX Companies, Inc. will post 5.06 earnings per share for the current year.

TJX Companies Increases Dividend

The business 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 represents a $1.92 annualized dividend and a dividend yield of 1.3%. This is a boost from TJX Companies’s previous quarterly dividend of $0.43. TJX Companies’s payout ratio is presently 39.34%.

More TJX Companies News

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

• Positive Sentiment: Analysts and market commentators continue to view TJX favorably ahead of earnings, citing strong traffic, sales momentum, and merchandise availability that could support another solid quarter. TJX Q1 Earnings on Deck: Essential Insights Ahead of the Report
• Positive Sentiment: TJX’s recently reported fiscal 2026 results showed healthy growth in sales and profits, plus a higher dividend, reinforcing investor confidence in the off-price retailer’s business model. Is TJX’s Strong FY26 Results And Cautious Outlook Altering The Investment Case For TJX (TJX)?
• Positive Sentiment: Jim Cramer called TJX “superb in this environment,” adding to upbeat sentiment around the stock among retail investors. Jim Cramer Says “TJX Is Superb in This Environment”
• Neutral Sentiment: Wall Street preview pieces are focused on TJX’s upcoming quarter and key operating metrics, but they do not point to a major new catalyst on their own. Seeking Clues to TJX (TJX) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
• Neutral Sentiment: Cerity Partners LLC disclosed a large reduction in its TJX position in its latest 13F filing, but this appears to be a portfolio move rather than a company-specific fundamental concern. Fund Update: Cerity Partners LLC Just Disclosed New Holdings
• Negative Sentiment: Some coverage notes TJX’s management is guiding more cautiously for fiscal 2027 amid softer consumer spending and mixed retail sentiment, which could limit upside if demand slows. Is TJX’s Strong FY26 Results And Cautious Outlook Altering The Investment Case For TJX (TJX)?

Wall Street Analysts Forecast Growth

TJX has been the topic of a number of research analyst reports. Telsey Advisory Group lifted 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. UBS Group reissued a “buy” rating on shares of TJX Companies in a research note on Wednesday, March 4th. 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 note on Thursday, February 26th. Argus raised shares of TJX Companies to a “strong-buy” rating in a research note on Tuesday, March 3rd. Finally, Barclays lifted their target price on shares of TJX Companies from $172.00 to $183.00 and gave the stock an “overweight” rating in a research note on Thursday, February 26th. Three investment analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. According to MarketBeat, TJX Companies has a consensus rating of “Buy” and a consensus price target 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.