Hendley & Co. Inc. Sells 4,900 Shares of The TJX Companies, Inc. $TJX

Hendley & Co. Inc. lessened its stake in shares of The TJX Companies, Inc. (NYSE:TJX) by 62.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 3,005 shares of the apparel and home fashions retailer’s stock after selling 4,900 shares during the quarter. Hendley & Co. Inc.’s holdings in TJX Companies were worth $462,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Banco Santander S.A. lifted its holdings in TJX Companies by 24.6% during the third quarter. Banco Santander S.A. now owns 160,368 shares of the apparel and home fashions retailer’s stock valued at $23,180,000 after purchasing an additional 31,631 shares in the last quarter. Swiss Life Asset Management Ltd lifted its holdings in TJX Companies by 9.5% during the fourth quarter. Swiss Life Asset Management Ltd now owns 373,430 shares of the apparel and home fashions retailer’s stock valued at $57,363,000 after purchasing an additional 32,407 shares in the last quarter. Family Capital Trust Co lifted its holdings in TJX Companies by 1,080.0% during the fourth quarter. Family Capital Trust Co now owns 13,523 shares of the apparel and home fashions retailer’s stock valued at $2,077,000 after purchasing an additional 12,377 shares in the last quarter. Nordea Investment Management AB raised its position in shares of TJX Companies by 6.0% during the fourth quarter. Nordea Investment Management AB now owns 7,479,163 shares of the apparel and home fashions retailer’s stock valued at $1,155,830,000 after buying an additional 420,232 shares during the last quarter. Finally, Wealthfront Advisers LLC raised its position in shares of TJX Companies by 4.9% during the third quarter. Wealthfront Advisers LLC now owns 171,820 shares of the apparel and home fashions retailer’s stock valued at $24,835,000 after buying an additional 8,006 shares during the last quarter. Hedge funds and other institutional investors own 91.09% of the company’s stock.

TJX Companies Trading Up 0.0%

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

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The company had revenue of $17.74 billion for the quarter, compared to analysts’ expectations of $17.36 billion. During the same quarter in the previous year, the business posted $1.23 earnings per share. TJX Companies’s quarterly revenue was up 8.5% on a year-over-year basis. 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. Sell-side analysts expect that The TJX Companies, Inc. will post 5.06 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be given a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 1.3%. This is a positive change from TJX Companies’s previous quarterly dividend of $0.43. The ex-dividend date is Thursday, May 14th. TJX Companies’s dividend payout ratio (DPR) is presently 39.34%.

Insiders Place Their Bets

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.13% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research firms have recently issued reports on TJX. Argus upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Tuesday, March 3rd. JPMorgan Chase & Co. lifted their price objective on shares of TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. Barclays boosted their price target on shares of TJX Companies from $172.00 to $183.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. UBS Group restated a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Finally, BTIG Research restated a “buy” rating and issued a $185.00 price target (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Three analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company. According to data from MarketBeat, TJX Companies presently has an average rating of “Buy” and a consensus price target of $167.55.

Key Stories Impacting TJX Companies

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)?

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.