Foster & Motley Inc. Purchases Shares of 16,474 The TJX Companies, Inc. $TJX

Foster & Motley Inc. purchased a new position in The TJX Companies, Inc. (NYSE:TJX) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 16,474 shares of the apparel and home fashions retailer’s stock, valued at approximately $2,496,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TJX. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna boosted its holdings in TJX Companies by 120.3% in the 4th quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock worth $25,000 after buying an additional 89 shares during the period. Entrust Financial LLC bought a new stake in TJX Companies during the fourth quarter valued at about $26,000. Wilkerson Advisory Group LLC purchased a new position in shares of TJX Companies in the fourth quarter valued at about $26,000. Joseph Group Capital Management bought a new position in shares of TJX Companies in the fourth quarter worth about $27,000. Finally, IMG Wealth Management Inc. grew its position in shares of TJX Companies by 65.7% during the fourth quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock worth $27,000 after purchasing an additional 69 shares in the last quarter. 91.09% of the stock is owned by hedge funds and other institutional investors.

TJX Companies News Summary

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

• Positive Sentiment: TJX reported second-quarter sales of approximately $15.18 billion, up 5.4% year over year, while adjusted EPS rose 11% to $1.22, exceeding the roughly $1.19 analyst consensus. Consolidated comparable sales increased 4%, and stronger margins prompted management to raise its full-year profit and margin outlook. TJX fiscal second-quarter results
• Positive Sentiment: The company outlined a long-term target of approximately 7,500 stores, suggesting substantial expansion potential for its off-price retail model. TJX store growth and earnings target
• Neutral Sentiment: Cost-conscious consumers continue to support TJX’s discount banners, and analysts remain broadly constructive; however, the stock’s relatively full valuation leaves less room for disappointing guidance.
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest U.S. segment, delivered only 1% comparable-sales growth and fell below management’s expectations. This lagged HomeGoods, Canada, and International, which posted considerably stronger gains. TJX earnings and consumer weakness
• Negative Sentiment: Investors viewed the fiscal 2027 adjusted EPS outlook of $5.15–$5.20 as below the approximately $5.22 consensus estimate. Reports also highlighted a less-robust third-quarter comparable-sales and earnings outlook, intensifying concerns that consumer spending may be slowing. TJX guidance outlook
• Negative Sentiment: About $0.14 of second-quarter adjusted EPS benefited from tariff refunds, raising questions about how much of the earnings beat came from recurring retail operations rather than underlying performance.

TJX Companies Trading Down 4.0%

Shares of TJX Companies stock opened at $144.88 on Thursday. The TJX Companies, Inc. has a twelve month low of $134.74 and a twelve month high of $170.00. The company has a quick ratio of 0.54, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The business has a 50-day moving average price of $156.73 and a 200-day moving average price of $156.81. The firm has a market cap of $160.05 billion, a price-to-earnings ratio of 28.13, a PEG ratio of 3.26 and a beta of 0.62.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The company had revenue of $15.18 billion for the quarter, compared to the consensus estimate of $15.17 billion. During the same period in the previous year, the business earned $1.10 earnings per share. The firm’s revenue for the quarter 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. Equities research analysts anticipate that The TJX Companies, Inc. will post 5.19 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s dividend payout ratio is 37.28%.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of TJX Companies in a research note on Thursday, May 21st. Telsey Advisory Group upped their price target on TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Robert W. Baird increased their price objective on shares of TJX Companies from $172.00 to $175.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Barclays reiterated an “overweight” rating and set a $190.00 price objective (up from $183.00) on shares of TJX Companies in a research report on Thursday, May 21st. Finally, Truist Financial set a $190.00 target price on shares of TJX Companies and gave the stock a “buy” rating in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $177.94.

Insider Transactions at TJX Companies

In related news, CEO Ernie Herrman sold 29,549 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total value of $4,652,785.54. Following the completion of the transaction, the chief executive officer directly owned 552,850 shares of the company’s stock, valued at approximately $87,051,761. This trade represents a 5.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Jackwyn Nemerov sold 957 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the transaction, the director directly owned 802 shares of the company’s stock, valued at approximately $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 a total of 130,367 shares of company stock valued at $20,959,476 over the last quarter. 0.15% of the stock is 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.