Northwestern Mutual Wealth Management Co. Sells 243,294 Shares of The TJX Companies, Inc. $TJX

Posted by Stanley Muller on May 20th, 2026

Northwestern Mutual Wealth Management Co. reduced its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 59.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 169,205 shares of the apparel and home fashions retailer’s stock after selling 243,294 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in TJX Companies were worth $25,992,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in TJX. Banco Santander S.A. increased its position in shares of TJX Companies by 24.6% during the 3rd 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 during the last quarter. Swiss Life Asset Management Ltd increased its position in shares of 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 valued at $57,363,000 after purchasing an additional 32,407 shares during the last quarter. Family Capital Trust Co increased its position in shares of TJX Companies by 1,080.0% during 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 during the last quarter. Nordea Investment Management AB increased its position in shares of TJX Companies by 6.0% during the 4th 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 purchasing an additional 420,232 shares during the last quarter. Finally, Wealthfront Advisers LLC increased its position in shares of TJX Companies by 4.9% during the 3rd quarter. Wealthfront Advisers LLC now owns 171,820 shares of the apparel and home fashions retailer’s stock valued at $24,835,000 after purchasing an additional 8,006 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

TJX has been the topic of several recent research reports. UBS Group reiterated a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Barclays raised their price target on TJX Companies from $172.00 to $183.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Telsey Advisory Group raised their price target on TJX Companies from $170.00 to $175.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Argus upgraded TJX Companies to a “strong-buy” rating in a research report on Tuesday, March 3rd. Finally, Weiss Ratings lowered TJX Companies from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Friday, May 8th. Three research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $169.25.

View Our Latest Report on TJX Companies

TJX Companies Trading Up 0.4%

NYSE TJX opened at $150.87 on Wednesday. The TJX Companies, Inc. has a fifty-two week low of $119.84 and a fifty-two week high of $165.82. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.14. The stock has a 50 day simple moving average of $156.69 and a two-hundred day simple moving average of $154.32. The stock has a market cap of $166.84 billion, a P/E ratio of 30.92, a price-to-earnings-growth ratio of 3.45 and a beta of 0.64.

TJX Companies (NYSE:TJX – Get Free Report) last released its quarterly earnings data 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 return on equity of 57.70% and a net margin of 9.10%.The business had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. During the same quarter last year, the business posted $1.23 EPS. The business’s 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. On average, analysts forecast that The TJX Companies, Inc. will post 5.07 earnings per share for the current year.

TJX Companies Increases Dividend

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

Key Headlines Impacting TJX Companies

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

Positive Sentiment: JPMorgan raised its price target on TJX to $174 and kept an overweight rating, signaling confidence in more upside for the off-price retailer. TJX Companies price target raised by JPMorgan Chase & Co.
Positive Sentiment: Truist initiated coverage with a buy rating and a $175 price target, reflecting a constructive view on TJX’s execution and competitive position. TJX Companies now covered by Truist Financial Corporation
Positive Sentiment: Analysts remain optimistic that TJX can beat estimates again, citing its strong earnings surprise history and favorable setup heading into results. Will TJX (TJX) Beat Estimates Again in Its Next Earnings Report?
Positive Sentiment: Options activity surged, with traders buying far more call options than usual, suggesting some investors are positioning for a bullish move around earnings.
Neutral Sentiment: Coverage notes and broader retail-watchlist articles underscore that TJX remains in focus among off-price retailers, but do not add a new fundamental catalyst.
Neutral Sentiment: Upcoming earnings are the key near-term event, with investors watching whether bargain-hunting shoppers are still supporting sales and margins. TJX Results Will Show if Shoppers Are Still Bargain Hunting

Insiders Place Their Bets

In other news, CEO Ernie Herrman sold 30,000 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $160.95, for a total value of $4,828,500.00. Following the completion of the transaction, the chief executive officer owned 479,316 shares in the company, valued at $77,145,910.20. This trade represents a 5.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.13% 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.