Oxford Financial Group LTD. LLC Purchases New Stake in The TJX Companies, Inc. $TJX

Oxford Financial Group LTD. LLC acquired a new position in shares of The TJX Companies, Inc. (NYSE:TJX) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,732 shares of the apparel and home fashions retailer’s stock, valued at approximately $565,000.

Several other hedge funds have also added to or reduced their stakes in TJX. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna grew its position in shares of TJX Companies by 120.3% during the 4th quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock valued at $25,000 after acquiring an additional 89 shares during the period. Entrust Financial LLC bought a new stake in shares of TJX Companies in the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of TJX Companies in the 4th quarter worth approximately $26,000. Joseph Group Capital Management purchased a new position in TJX Companies in the fourth quarter valued at approximately $27,000. Finally, IMG Wealth Management Inc. lifted its stake in TJX Companies by 65.7% in the fourth quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock valued at $27,000 after purchasing an additional 69 shares during the last quarter. Institutional investors own 91.09% of the company’s stock.

Insider Activity

In related news, CFO John Klinger sold 6,235 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the sale, the chief financial officer owned 64,257 shares of the company’s stock, valued at approximately $10,330,597.89. This represents a 8.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Chairman Carol Meyrowitz sold 55,624 shares of the stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $163.65, for a total transaction of $9,102,867.60. Following the completion of the sale, the chairman owned 201,496 shares in the company, valued at $32,974,820.40. This represents a 21.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 130,367 shares of company stock worth $20,959,476. Insiders own 0.15% of the company’s stock.

Key TJX Companies News

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 Stock Performance

NYSE:TJX opened at $140.76 on Friday. The business’s fifty day moving average is $156.18 and its 200 day moving average is $156.75. The firm has a market cap of $155.50 billion, a price-to-earnings ratio of 26.02, a PEG ratio of 3.12 and a beta of 0.62. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.15. The TJX Companies, Inc. has a 52-week low of $134.74 and a 52-week high of $170.00.

TJX Companies (NYSE:TJX) last issued its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping the consensus estimate of $1.19 by $0.03. The business had revenue of $15.18 billion during the quarter, compared to the consensus estimate of $15.16 billion. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The firm’s revenue was up 5.4% compared to the same quarter last year. During the same quarter last year, the company earned $1.10 EPS. 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. Research analysts predict that The TJX Companies, Inc. will post 5.18 EPS for the current year.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be paid a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 annualized dividend and a yield of 1.4%. TJX Companies’s payout ratio is currently 37.28%.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Morgan Stanley set a $178.00 target price on TJX Companies and gave the company an “overweight” rating in a research note on Thursday. JPMorgan Chase & Co. increased their price target on TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. Barclays set a $188.00 price objective on TJX Companies and gave the stock an “overweight” rating in a report on Thursday. Weiss Ratings downgraded shares of TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a report on Tuesday, July 21st. Finally, Wells Fargo & Company cut their target price on shares of TJX Companies from $160.00 to $140.00 and set an “equal weight” rating for the company in a research report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $173.89.

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.