Mach 1 Financial Group LLC Buys New Stake in The TJX Companies, Inc. $TJX

Posted by Brian Himes on May 21st, 2026

Mach 1 Financial Group LLC bought a new stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 9,783 shares of the apparel and home fashions retailer’s stock, valued at approximately $1,503,000.

Several other institutional investors have also recently added to or reduced their stakes in TJX. Alliancebernstein L.P. increased its holdings in TJX Companies by 91.6% in the 3rd quarter. Alliancebernstein L.P. now owns 6,712,226 shares of the apparel and home fashions retailer’s stock valued at $970,185,000 after purchasing an additional 3,208,458 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of TJX Companies by 120.7% in the second quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock worth $620,406,000 after acquiring an additional 2,743,676 shares in the last quarter. Amundi grew its stake in shares of TJX Companies by 22.1% in the third quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock worth $1,391,822,000 after acquiring an additional 1,761,281 shares in the last quarter. Mackenzie Financial Corp grew its stake in shares of TJX Companies by 81.2% in the third quarter. Mackenzie Financial Corp now owns 3,198,579 shares of the apparel and home fashions retailer’s stock worth $462,323,000 after acquiring an additional 1,433,801 shares in the last quarter. Finally, Steadfast Capital Management LP grew its stake in shares of TJX Companies by 198.8% in the third quarter. Steadfast Capital Management LP now owns 2,053,266 shares of the apparel and home fashions retailer’s stock worth $296,779,000 after acquiring an additional 1,366,066 shares in the last quarter. Institutional investors and hedge funds own 91.09% of the company’s stock.

Insider Activity at TJX Companies

In related 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 completion of the transaction, the chief executive officer owned 479,316 shares in the company, valued at approximately $77,145,910.20. The trade was a 5.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.13% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on TJX shares. Argus upgraded shares of TJX Companies to a “strong-buy” rating in a research note on Tuesday, March 3rd. 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 note on Thursday, February 26th. Telsey Advisory Group boosted their price target on shares of TJX Companies from $170.00 to $175.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. JPMorgan Chase & Co. boosted their price target on shares of TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a research note on Monday. Finally, UBS Group restated a “buy” rating on shares of TJX Companies in a research note on Wednesday, March 4th. Three equities research analysts have rated the stock with a Strong Buy rating and twenty-one have assigned a Buy rating to the company. According to data from MarketBeat, TJX Companies presently has an average rating of “Buy” and an average price target of $169.25.

Check Out Our Latest Report on TJX

TJX Companies Stock Performance

Shares of TJX stock opened at $159.13 on Thursday. The company has a current ratio of 1.14, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The firm has a fifty day moving average price of $156.71 and a 200 day moving average price of $154.44. The company has a market cap of $175.97 billion, a P/E ratio of 32.61, a PEG ratio of 3.45 and a beta of 0.64. The TJX Companies, Inc. has a 12 month low of $119.84 and a 12 month high of $165.82.

TJX Companies (NYSE:TJX – Get Free Report) last issued 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 the consensus estimate of $14.02 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The company’s revenue was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Sell-side analysts predict that The TJX Companies, Inc. will post 5.07 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be paid a dividend of $0.48 per share. The ex-dividend date is Thursday, May 14th. This is an increase 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 presently 39.34%.

Key Stories Impacting TJX Companies

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

Positive Sentiment: TJX beat Q1 estimates with EPS of $1.19 versus about $1.02 expected and revenue of $14.32 billion versus roughly $14.0 billion estimated, showing resilient demand at its off-price banners. TJX Reports Q1 FY27 Results
Positive Sentiment: Comparable sales rose 6%, pretax margin improved to 12.0%, and management said traffic remained strong across its retail banners, suggesting the company is taking share from more cautious shoppers. Reuters TJX raises annual sales, profit forecasts
Positive Sentiment: TJX raised its FY27 outlook for comparable sales, pretax margin, EPS, and buybacks, increasing its share repurchase target to $2.75 billion-$3.0 billion, which supports the stock’s bullish reaction. TJX Stock Is Rising. Why Investors Are Shrugging Off Cautious Guidance.
Neutral Sentiment: The company’s second-quarter EPS outlook of $1.15-$1.17 is slightly below the consensus estimate, but investors appear to be focusing more on the strong quarter and upbeat full-year commentary than on the near-term caution.

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.