Edmond DE Rothschild Holding S.A. Purchases New Shares in The TJX Companies, Inc. $TJX

Edmond DE Rothschild Holding S.A. purchased a new position in The TJX Companies, Inc. (NYSE:TJX) in the 2nd quarter, HoldingsChannel.com reports. The fund purchased 254,488 shares of the apparel and home fashions retailer’s stock, valued at approximately $38,555,000.

A number of other large investors also recently added to or reduced their stakes in TJX. Coston McIsaac & Partners grew its position in shares of TJX Companies by 11.3% in the first quarter. Coston McIsaac & Partners now owns 628 shares of the apparel and home fashions retailer’s stock valued at $100,000 after purchasing an additional 64 shares during the period. Kohmann Bosshard Financial Services LLC raised its position in shares of TJX Companies by 11.0% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 666 shares of the apparel and home fashions retailer’s stock worth $106,000 after purchasing an additional 66 shares during the last quarter. HBW Advisory Services LLC raised its position in shares of TJX Companies by 5.1% during the 2nd quarter. HBW Advisory Services LLC now owns 1,357 shares of the apparel and home fashions retailer’s stock worth $206,000 after purchasing an additional 66 shares during the last quarter. Hohimer Wealth Management LLC lifted its stake in TJX Companies by 1.2% in the 4th quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock valued at $859,000 after buying an additional 66 shares in the last quarter. Finally, Verde Capital Management lifted its stake in TJX Companies by 0.7% in the 4th quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock valued at $1,539,000 after buying an additional 67 shares in the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: TJX reported second-quarter adjusted EPS of $1.22, above the roughly $1.19 analyst consensus, while sales rose 5.4% year over year to $15.18 billion. Consolidated comparable sales increased 4%, margins improved and management raised its fiscal 2027 adjusted EPS outlook to $5.15-$5.20. TJX Q2 FY27 Results
• Positive Sentiment: Management raised its long-term store target to approximately 7,500 locations and highlighted stronger comparable-sales trends at HomeGoods, Canada and International operations. Several analysts, including BTIG and Gordon Haskett, maintained bullish or positive ratings, arguing that the selloff could create an attractive entry point. Analyst view on TJX
• Neutral Sentiment: Analysts are divided on the outlook. UBS views the Marmaxx weakness as largely isolated and sees a favorable setup if execution improves, while Wells Fargo lowered its price target to $140 and Citi downgraded TJX to Neutral because the stock’s valuation leaves less room for operational disappointment. Citi downgrade
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest division, posted only 1% comparable-sales growth, well below the 6%-7% gains elsewhere. Management attributed the shortfall to merchandise-mix and execution mistakes, but analysts also cited tougher competition and consumers’ resistance to further price increases. TJX merchandising missteps
• Negative Sentiment: Investors questioned the quality of the earnings beat because second-quarter results included an estimated $0.14-per-share benefit from tariff refunds. The market also reacted negatively to cautious near-term guidance and concerns that weakening consumer spending could pressure future growth. Rising bond yields, oil prices and renewed inflation fears added to the selling pressure across retailers. TJX earnings reaction

TJX Companies Trading Down 2.6%

TJX opened at $140.76 on Friday. The firm has a market capitalization of $155.50 billion, a price-to-earnings ratio of 26.02, a price-to-earnings-growth ratio of 3.12 and a beta of 0.62. The company’s 50 day simple moving average is $156.18 and its two-hundred day simple moving average is $156.75. The TJX Companies, Inc. has a 1-year low of $134.74 and a 1-year high of $170.00. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.15 and a quick ratio of 0.54.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share (EPS) for the quarter, beating 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 business had revenue of $15.18 billion during the quarter, compared to analyst estimates of $15.16 billion. During the same period in the prior year, the business earned $1.10 earnings per share. The business’s revenue was up 5.4% compared to the same quarter last year. 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. Analysts expect that The TJX Companies, Inc. will post 5.18 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be paid a $0.48 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.4%. TJX Companies’s dividend payout ratio (DPR) is 37.28%.

Wall Street Analyst Weigh In

Several research firms have commented on TJX. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. BTIG Research restated a “buy” rating and issued a $190.00 target price on shares of TJX Companies in a research report on Thursday. Evercore reaffirmed an “outperform” rating and issued a $173.00 price target on shares of TJX Companies in a research note on Thursday. Telsey Advisory Group boosted their price target on TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Finally, Weiss Ratings downgraded TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, TJX Companies has an average rating of “Moderate Buy” and an average price target of $173.89.

Insider Buying and Selling

In other news, Chairman Carol Meyrowitz sold 55,624 shares of the business’s stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $163.65, for a total value of $9,102,867.60. Following the sale, the chairman directly owned 201,496 shares of the company’s stock, valued at approximately $32,974,820.40. The trade was a 21.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Jackwyn Nemerov sold 957 shares of the company’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total value of $161,340.63. Following the transaction, the director owned 802 shares in the company, valued at $135,209.18. This trade represents a 54.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 130,367 shares of company stock worth $20,959,476 in the last quarter. 0.15% of the stock is currently owned by insiders.

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.