Transamerica Financial Advisors LLC Invests $4.13 Million in The TJX Companies, Inc. $TJX

Posted by Brian Himes on Aug 27th, 2026

Transamerica Financial Advisors LLC bought a new position in The TJX Companies, Inc. (NYSE:TJX – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 27,258 shares of the apparel and home fashions retailer’s stock, valued at approximately $4,130,000.

A number of other institutional investors have also recently bought and sold shares of TJX. BlackRock Inc. acquired a new position in shares of TJX Companies in the 2nd quarter valued at $16,489,926,000. Geode Capital Management LLC grew its stake 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 buying an additional 673,690 shares during the period. Bank of America Corp DE increased its holdings in shares of TJX Companies by 2.0% during the 4th quarter. Bank of America Corp DE now owns 25,620,925 shares of the apparel and home fashions retailer’s stock worth $3,935,630,000 after buying an additional 495,989 shares during the last quarter. Capital International Investors increased its holdings in shares of TJX Companies by 2.0% during the 4th quarter. Capital International Investors now owns 15,986,573 shares of the apparel and home fashions retailer’s stock worth $2,455,911,000 after buying an additional 308,408 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of TJX Companies in the 4th quarter worth $2,211,975,000. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms have issued reports on TJX. Evercore reissued an “outperform” rating and set a $173.00 price target on shares of TJX Companies in a research report on Thursday, August 20th. Citigroup lowered TJX Companies from a “buy” rating to a “neutral” rating and reduced their price objective for the company from $182.00 to $154.00 in a research note on Thursday, August 20th. UBS Group reiterated a “buy” rating and set a $198.00 target price (up from $197.00) on shares of TJX Companies in a report on Thursday, August 20th. JPMorgan Chase & Co. raised their price target on shares of TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Finally, Gordon Haskett reaffirmed an “accumulate” rating and set a $155.00 price target on shares of TJX Companies in a research report on Thursday, August 20th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, TJX Companies has an average rating of “Moderate Buy” and an average price target of $172.84.

View Our Latest Stock Analysis on TJX

Insider Activity

In related news, CFO John Klinger sold 6,235 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the completion of the sale, the chief financial officer directly owned 64,257 shares of the company’s stock, valued at approximately $10,330,597.89. This trade represents a 8.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ernie Herrman sold 29,549 shares of TJX Companies stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $157.46, for a total transaction of $4,652,785.54. Following the sale, the chief executive officer directly owned 552,850 shares in the company, valued at $87,051,761. This trade represents a 5.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 130,367 shares of company stock valued at $20,959,476 over the last ninety days. 0.15% of the stock is owned by company insiders.

TJX Companies Stock Performance

Shares of NYSE:TJX opened at $136.95 on Thursday. The company has a market cap of $151.29 billion, a P/E ratio of 25.31, a PEG ratio of 2.69 and a beta of 0.62. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.56 and a current ratio of 1.15. The TJX Companies, Inc. has a one year low of $135.90 and a one year high of $170.00. The business’s 50-day simple moving average is $154.02 and its 200 day simple moving average is $156.37.

TJX Companies (NYSE:TJX – Get Free Report) last released its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping the consensus estimate of $1.19 by $0.03. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The firm had revenue of $15.18 billion for the quarter, compared to analyst estimates of $15.16 billion. During the same period in the previous year, the company posted $1.10 EPS. TJX Companies’s revenue for the quarter was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. On average, sell-side analysts forecast that The TJX Companies, Inc. will post 5.22 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be paid a $0.48 dividend. The ex-dividend date is Thursday, August 13th. This represents a $1.92 annualized dividend and a dividend yield of 1.4%. TJX Companies’s dividend payout ratio is 35.49%.

Trending Headlines about TJX Companies

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

Positive Sentiment: TJX’s latest quarter exceeded expectations, with earnings per share of $1.22 versus the $1.19 consensus and revenue of $15.18 billion, up 5.4% year over year. Management also raised or maintained a favorable outlook, forecasting fiscal 2027 EPS of $5.15 to $5.20. TJX Q2 2027 Earnings Call Transcript
Positive Sentiment: HomeGoods and TJX’s international businesses delivered comparable-sales growth, while expanding margins and upward earnings-estimate revisions support the view that the recent selloff may be overextended. Technical indicators described the stock as oversold and potentially forming support. Bears are Losing Control Over TJX
Positive Sentiment: J.P. Morgan remains bullish on TJX, and the average brokerage recommendation continues to indicate a Buy, potentially offering support after the recent decline. J.P. Morgan Remains a Buy on TJX Companies
Neutral Sentiment: Discussion on CNBC’s “Calls of the Day” focused on TJX and broader retail and utility-sector investment ideas, but provided no clear new company-specific catalyst. Calls of the Day: TJX Companies and the XLU
Negative Sentiment: Jefferies downgraded TJX from Buy to Hold with a $145 price target, saying weakness at the Marmaxx division appears more serious than a temporary merchandising issue. Ross Stores’ stronger performance is increasing competitive pressure. Jefferies Cuts TJX to Hold
Negative Sentiment: Investors have not rewarded TJX’s earnings beat and improved guidance, with the stock down about 11% over the past month. The reaction suggests valuation and concerns about future comparable-sales momentum are offsetting the company’s current execution. TJX Just Dropped 11% in a Month

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.