Clearbridge Investments LLC Sells 401,499 Shares of The TJX Companies, Inc. $TJX

Posted by on Jun 7th, 2026

Clearbridge Investments LLC decreased its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 6.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 5,410,710 shares of the apparel and home fashions retailer’s stock after selling 401,499 shares during the quarter. Clearbridge Investments LLC’s holdings in TJX Companies were worth $831,139,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Dogwood Wealth Management LLC boosted its holdings in shares of 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 worth $26,000 after buying an additional 92 shares during the last quarter. Entrust Financial LLC purchased a new position in shares of TJX Companies in the 4th quarter worth about $26,000. GGM Financials LLC purchased a new position in shares of TJX Companies in the 3rd quarter worth about $27,000. Joseph Group Capital Management purchased a new position in shares of TJX Companies in the 4th quarter worth about $27,000. Finally, IMG Wealth Management Inc. boosted its holdings in shares of 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 worth $27,000 after buying an additional 69 shares during the last quarter. Institutional investors own 91.09% of the company’s stock.

Insider Transactions at TJX Companies

In other news, CFO John Klinger sold 6,235 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $160.77, for a total value of $1,002,400.95. Following the sale, the chief financial officer directly owned 64,257 shares of the company’s stock, valued at approximately $10,330,597.89. This represents a 8.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Ernie Herrman sold 10,002 shares of the stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $160.68, for a total transaction of $1,607,121.36. Following the completion of the sale, the chief executive officer directly owned 514,848 shares in the company, valued at approximately $82,725,776.64. The trade was a 1.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 73,786 shares of company stock worth $11,695,268. Insiders own 0.13% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on TJX shares. BTIG Research boosted their price target on shares of TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. UBS Group reissued a “neutral” rating and issued a $197.00 price target (up from $193.00) on shares of TJX Companies in a report on Thursday, May 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of TJX Companies in a report on Thursday, May 21st. Barclays reaffirmed an “overweight” rating and set a $190.00 price objective (up from $183.00) on shares of TJX Companies in a report on Thursday, May 21st. Finally, Telsey Advisory Group upped their price objective on shares of TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $174.58.

View Our Latest Stock Report on TJX Companies

TJX Companies Price Performance

NYSE TJX opened at $160.69 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 market cap of $177.51 billion, a PE ratio of 31.20, a price-to-earnings-growth ratio of 3.49 and a beta of 0.62. 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 firm’s 50-day simple moving average is $156.84 and its two-hundred day simple moving average is $155.43.

TJX Companies (NYSE:TJX – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The firm had revenue of $14.32 billion for the quarter, compared to the consensus estimate of $14.02 billion. During the same period in the prior year, the firm posted $0.92 earnings per share. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.080-5.150 EPS and its Q2 2027 guidance at 1.150-1.170 EPS. Research analysts predict that The TJX Companies, Inc. will post 5.15 earnings per share for the current year.

TJX Companies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th were issued a $0.48 dividend. The ex-dividend date of this dividend was Thursday, May 14th. This is a positive change from TJX Companies’s previous quarterly dividend of $0.43. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. TJX Companies’s payout ratio is currently 37.28%.

Trending Headlines about TJX Companies

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

  • Positive Sentiment: TJX posted strong fiscal Q1 results, including 6% comparable sales growth and 29% EPS growth, and raised guidance, supporting the stock’s recent strength.
  • Positive Sentiment: Analysts remain constructive on The TJX Companies, Inc., with a consensus “Buy” view and continued praise for its growth and defensive retail appeal.
  • Positive Sentiment: UBS singled out TJX as a preferred consumer stock, citing its ability to grow, deliver strong returns, and exceed expectations.
  • Neutral Sentiment: Recent stock gains have pushed TJX near its 52-week high, which may attract both momentum buyers and some profit-taking.
  • Negative Sentiment: CEO Ernie Herrman and CFO John Klinger sold shares this week, which may weigh on sentiment even though the transactions were disclosed as routine filings.

TJX Companies Profile

(Free Report)

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.

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Institutional Ownership by Quarter for TJX Companies (NYSE:TJX)

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