Journey Advisory Group LLC Has $6.78 Million Position in The TJX Companies, Inc. $TJX

20 Apr 2026, 08:04 by Scott Moore · The Cerbat Gem

Journey Advisory Group LLC cut its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,154 shares of the apparel and home fashions retailer’s stock after selling 4,226 shares during the quarter. Journey Advisory Group LLC’s holdings in TJX Companies were worth $6,783,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Busey Bank raised its holdings in TJX Companies by 11.9% in the fourth quarter. Busey Bank now owns 2,096 shares of the apparel and home fashions retailer’s stock worth $322,000 after purchasing an additional 223 shares during the period. TD Waterhouse Canada Inc. grew its holdings in shares of TJX Companies by 0.3% in the 4th quarter. TD Waterhouse Canada Inc. now owns 304,061 shares of the apparel and home fashions retailer’s stock valued at $46,710,000 after buying an additional 1,017 shares during the period. Tred Avon Family Wealth LLC increased its position in shares of TJX Companies by 14.9% in the 4th quarter. Tred Avon Family Wealth LLC now owns 10,100 shares of the apparel and home fashions retailer’s stock valued at $1,551,000 after buying an additional 1,310 shares in the last quarter. Family Capital Trust Co raised its stake in 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 worth $2,077,000 after buying an additional 12,377 shares during the period. Finally, HighRoad Wealth Advisors LLC bought a new position in TJX Companies during the fourth quarter worth about $576,000. Institutional investors own 91.09% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft set a $184.00 price target on TJX Companies in a report on Thursday, January 8th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $170.00 price objective on shares of TJX Companies in a research report on Tuesday, January 6th. Weiss Ratings upgraded shares of TJX Companies from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, April 1st. Argus upgraded shares of TJX Companies to a “strong-buy” rating in a report on Tuesday, March 3rd. Finally, UBS Group reaffirmed a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Four investment analysts have rated the stock with a Strong Buy rating and twenty-one have given a Buy rating to the company’s stock. According to data from MarketBeat, TJX Companies currently has an average rating of “Buy” and a consensus price target of $167.55.

Check Out Our Latest Stock Analysis on TJX

TJX Companies Price Performance

Shares of TJX opened at $160.55 on Monday. The company has a 50 day moving average of $157.97 and a 200-day moving average of $152.69. The company has a quick ratio of 0.59, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $177.70 billion, a P/E ratio of 32.90, a P/E/G ratio of 3.69 and a beta of 0.73. The TJX Companies, Inc. has a twelve month low of $119.84 and a twelve month high of $165.82.

TJX Companies (NYSE:TJX – Get Free Report) last announced its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping the consensus estimate of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The business had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. During the same quarter in the prior year, the company posted $1.23 earnings per share. The firm’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. As a group, equities research analysts forecast that The TJX Companies, Inc. will post 4.18 EPS for the current fiscal year.

TJX Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be paid a $0.48 dividend. This is a positive change from TJX Companies’s previous quarterly dividend of $0.43. This represents a $1.92 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, May 14th. TJX Companies’s dividend payout ratio is 34.84%.

Key Stories Impacting TJX Companies

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

Positive Sentiment: Company-level positive momentum after headlines noted TJX outperforming the broader market, reflecting short-term buying interest. TJX (TJX) Outperforms Broader Market: What You Need to Know
Positive Sentiment: Dividend increase: the board raised the quarterly payout 13% to $0.48, providing income support and signaling confidence in cash flow — a clear positive for yield-focused investors. The TJX Companies, Inc. (TJX) Board Raises Quarterly Dividend
Positive Sentiment: Fundamental story: recent commentary highlights EPS growth and attractive valuation metrics after TJX’s latest results, reinforcing a buy case among growth-plus-income investors. With EPS Growth And More, TJX Companies (NYSE:TJX) Makes An Interesting Case
Neutral Sentiment: Sector context: a Q4 teardown comparing discount retailers frames TJX’s results versus peers — useful for relative valuation and market-share assessment but not an immediate catalyst. Discount Retailer Stocks Q4 Teardown: TJX (NYSE:TJX) Vs The Rest
Neutral Sentiment: Media/TV chatter: Jim Cramer and market commentators have discussed whether TJX is a buy — this can boost attention and flow but is mixed in directional impact. Jim Cramer Wonders Whether It’s Time to Buy The TJX Companies (TJX)
Negative Sentiment: Short-term volatility: a prior session saw the stock dip amid broader market moves, indicating some near-term profit-taking can occur despite the positives. TJX (TJX) Stock Dips While Market Gains: Key Facts

Insiders Place Their Bets

In other news, CEO Ernie Herrman sold 30,000 shares of the company’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 transaction of $4,828,500.00. Following the sale, the chief executive officer owned 479,316 shares in the company, valued at $77,145,910.20. This represents a 5.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.13% of the stock is currently owned by corporate insiders.

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.