National Pension Service Increases Holdings in The TJX Companies, Inc. $TJX

Posted by George Bondi on May 29th, 2026

National Pension Service raised its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,580,800 shares of the apparel and home fashions retailer’s stock after buying an additional 58,408 shares during the period. National Pension Service’s holdings in TJX Companies were worth $396,437,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in TJX Companies by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 102,733,668 shares of the apparel and home fashions retailer’s stock valued at $15,780,919,000 after buying an additional 771,882 shares during the last quarter. Geode Capital Management LLC grew its position in shares of TJX Companies by 2.6% during the 4th quarter. Geode Capital Management LLC now owns 27,011,104 shares of the apparel and home fashions retailer’s stock valued at $4,134,174,000 after acquiring an additional 673,690 shares during the period. Capital International Investors grew its position in shares of TJX Companies by 4.2% during the 3rd quarter. Capital International Investors now owns 15,678,165 shares of the apparel and home fashions retailer’s stock valued at $2,266,066,000 after acquiring an additional 630,574 shares during the period. Ameriprise Financial Inc. grew its position in shares of TJX Companies by 3.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 13,391,533 shares of the apparel and home fashions retailer’s stock valued at $1,939,435,000 after acquiring an additional 392,097 shares during the period. Finally, Amundi grew its position in shares of TJX Companies by 22.1% during the 3rd quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock valued at $1,391,822,000 after acquiring an additional 1,761,281 shares during the period. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Truist Financial set a $190.00 price objective on shares of TJX Companies and gave the company a “buy” rating in a research report on Thursday, May 21st. Barclays reissued an “overweight” rating and set a $190.00 price objective (up from $183.00) on shares of TJX Companies in a research report on Thursday, May 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of TJX Companies in a research report on Thursday, May 21st. Argus raised shares of TJX Companies to a “strong-buy” rating in a research report on Tuesday, March 3rd. Finally, Telsey Advisory Group boosted their price objective on shares of TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $174.58.

Get Our Latest Stock Analysis on TJX Companies

TJX Companies Trading Down 1.4%

Shares of TJX Companies stock opened at $154.82 on Friday. The company has a market capitalization of $171.20 billion, a P/E ratio of 30.06, a P/E/G ratio of 3.41 and a beta of 0.64. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.14. The company has a fifty day moving average of $156.81 and a 200 day moving average of $155.08. The TJX Companies, Inc. has a fifty-two week low of $119.84 and a fifty-two week 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 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.17. The company 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 9.40% and a return on equity of 57.92%. TJX Companies’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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, sell-side analysts anticipate that The TJX Companies, Inc. will post 5.15 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 issued a $0.48 dividend. The ex-dividend date of this dividend is Thursday, May 14th. This represents a $1.92 annualized dividend and a yield of 1.2%. This is an increase from TJX Companies’s previous quarterly dividend of $0.43. TJX Companies’s payout ratio is currently 37.28%.

Insiders Place Their Bets

In related news, CEO Ernie Herrman sold 30,000 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were 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 of the company’s stock, valued at approximately $77,145,910.20. This represents a 5.89% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.13% of the company’s stock.

About TJX Companies

(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.