Wallington Asset Management LLC Has $34.09 Million Position in The TJX Companies, Inc. $TJX

Posted by Brian Himes on Jun 29th, 2026

Wallington Asset Management LLC decreased its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 213,478 shares of the apparel and home fashions retailer’s stock after selling 8,714 shares during the period. TJX Companies accounts for approximately 4.5% of Wallington Asset Management LLC’s holdings, making the stock its 3rd biggest holding. Wallington Asset Management LLC’s holdings in TJX Companies were worth $34,092,000 as of its most recent SEC filing.

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

Analysts Set New Price Targets

Several research analysts have issued reports on TJX shares. 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. Wall Street Zen cut TJX Companies from a “buy” rating to a “hold” rating in a research note on Saturday. Argus raised TJX Companies to a “strong-buy” rating in a research note on Tuesday, March 3rd. Weiss Ratings cut TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a report on Thursday, June 18th. Finally, BTIG Research lifted their price objective on TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating and twenty have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $174.58.

Check Out Our Latest Analysis on TJX Companies

Key Stories Impacting TJX Companies

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

Positive Sentiment: UBS reaffirmed a Buy rating and $197 price target after a consumer survey showed strong interest in off-price and department store retail, reinforcing the bullish long-term view on TJX. UBS Reaffirms Bullish Outlook on The TJX Companies (TJX) Following Strong Consumer Survey
Positive Sentiment: Multiple brokerage write-ups highlighted that analysts remain bullish on TJX overall, with recent reports showing no sell ratings and several buy/outperform calls. Is It Worth Investing in TJX (TJX) Based on Wall Street’s Bullish Views?
Neutral Sentiment: Articles discussing whether TJX is worth buying based on Wall Street views were largely commentary pieces, not new company-specific fundamentals, so they are unlikely to be a major standalone price driver. Is It Worth Investing in TJX (TJX) Based on Wall Street’s Bullish Views?
Neutral Sentiment: Long-term performance pieces about what a $1,000 investment in TJX would be worth today are informational and do not materially change the near-term outlook. Here’s How Much You’d Have If You Invested $1000 in TJX a Decade Ago
Negative Sentiment: TJX fell sharply in the prior session as investors weighed its strong quarter against a more cautious near-term outlook, including second-quarter guidance, higher fuel costs, and signs of profit-taking after a strong run. TJX Falls as Investors Weigh a Strong Quarter Against a More Measured Near-Term Outlook
Negative Sentiment: Recent reporting also noted that TJX dropped more than the broader market, suggesting momentum cooled after the earnings-driven rally. TJX (TJX) Registers a Bigger Fall Than the Market: Important Facts to Note

TJX Companies Trading Down 0.1%

Shares of NYSE TJX opened at $155.28 on Monday. The TJX Companies, Inc. has a fifty-two week low of $119.84 and a fifty-two week high of $170.00. The firm has a market capitalization of $171.54 billion, a P/E ratio of 30.15, a P/E/G ratio of 3.37 and a beta of 0.62. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.54. The company’s 50 day simple moving average is $158.01 and its 200 day simple moving average is $156.91.

TJX Companies (NYSE:TJX – Get Free Report) last released its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. The firm had revenue of $14.32 billion during the quarter, compared to analyst estimates of $14.02 billion. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The business’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.92 EPS. 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. On average, analysts predict that The TJX Companies, Inc. will post 5.17 EPS for the current year.

TJX Companies Dividend Announcement

The business 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 dividend on an annualized basis and a dividend yield of 1.2%. TJX Companies’s payout ratio is 37.28%.

Insider Buying and Selling

In related news, Chairman Carol Meyrowitz sold 55,624 shares of the company’s stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $163.65, for a total value of $9,102,867.60. Following the completion of the sale, the chairman owned 201,496 shares in the company, valued at approximately $32,974,820.40. This represents a 21.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Ernie Herrman sold 10,002 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $160.68, for a total value of $1,607,121.36. Following the completion of the transaction, the chief executive officer directly owned 514,848 shares in the company, valued at $82,725,776.64. The trade was a 1.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 130,367 shares of company stock valued at $20,959,476 in the last three months. 0.15% of the stock is currently owned by company insiders.

TJX Companies Company 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.