Sumitomo Mitsui Trust Group Inc. Reduces Stock Position in The TJX Companies, Inc. $TJX

Posted by Brian Himes on Jul 9th, 2026

Sumitomo Mitsui Trust Group Inc. lowered its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 1.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,561,381 shares of the apparel and home fashions retailer’s stock after selling 37,913 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in TJX Companies were worth $409,053,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Swiss Life Asset Management Ltd grew its holdings in TJX Companies by 9.5% during the 4th quarter. Swiss Life Asset Management Ltd now owns 373,430 shares of the apparel and home fashions retailer’s stock worth $57,363,000 after acquiring an additional 32,407 shares in the last quarter. Family Capital Trust Co raised its holdings in shares of TJX Companies by 1,080.0% in the 4th 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. J.Safra Asset Management Corp raised its holdings in shares of TJX Companies by 78.3% in the 4th quarter. J.Safra Asset Management Corp now owns 6,805 shares of the apparel and home fashions retailer’s stock valued at $1,045,000 after purchasing an additional 2,989 shares in the last quarter. Nordea Investment Management AB lifted its position in shares of TJX Companies by 6.0% in the 4th quarter. Nordea Investment Management AB now owns 7,479,163 shares of the apparel and home fashions retailer’s stock worth $1,155,830,000 after purchasing an additional 420,232 shares during the period. Finally, Bluedoor Private Wealth LLC purchased a new stake in shares of TJX Companies in the 4th quarter worth approximately $2,559,000. Institutional investors own 91.09% of the company’s stock.

Analysts Set New Price Targets

TJX has been the topic of several research reports. Robert W. Baird lifted 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. Telsey Advisory Group upped their target price on TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. BTIG Research increased their target price on TJX Companies from $185.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Truist Financial set a $190.00 price target on TJX Companies and gave the company a “buy” rating in a report on Thursday, May 21st. Finally, Citigroup reissued a “buy” rating and issued a $182.00 price target (up from $168.00) on shares of TJX Companies in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating and twenty have issued a Buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $176.89.

Get Our Latest Report on TJX

TJX Companies Stock Down 0.7%

Shares of TJX Companies stock opened at $153.06 on Thursday. The firm’s 50 day moving average price is $157.05 and its 200-day moving average price is $156.75. 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 TJX Companies, Inc. has a 52-week low of $119.84 and a 52-week high of $170.00. The company has a market cap of $169.09 billion, a P/E ratio of 29.72, a PEG ratio of 3.34 and a beta of 0.63.

TJX Companies (NYSE:TJX – Get Free Report) last posted its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. The company had revenue of $14.32 billion during the quarter, compared to analysts’ expectations of $14.02 billion. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. TJX Companies’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.92 earnings per share. 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, sell-side analysts predict that The TJX Companies, Inc. will post 5.17 EPS for the current fiscal year.

TJX Companies Announces Dividend

The firm 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 is Thursday, August 13th. TJX Companies’s dividend payout ratio is currently 37.28%.

Insiders Place Their Bets

In other news, Chairman Carol Meyrowitz sold 55,624 shares of the firm’s stock in a transaction on 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 of the company’s stock, valued at $32,974,820.40. This trade represents a 21.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total value of $161,340.63. Following the transaction, the director owned 802 shares in the company, 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 sold 130,367 shares of company stock worth $20,959,476 over the last quarter. Company insiders own 0.15% of the company’s stock.

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.