Robeco Institutional Asset Management B.V. Increases Stock Position in The TJX Companies, Inc. $TJX

12 Apr 2026, 06:40 by Jessica Moore · The Cerbat Gem

Robeco Institutional Asset Management B.V. lifted its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 40.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,500,803 shares of the apparel and home fashions retailer’s stock after acquiring an additional 432,156 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in TJX Companies were worth $230,538,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of TJX Companies by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 101,961,786 shares of the apparel and home fashions retailer’s stock valued at $14,737,557,000 after buying an additional 820,730 shares in the last quarter. Capital International Investors lifted its stake 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 buying an additional 630,574 shares in the last quarter. Ameriprise Financial Inc. lifted its stake 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 buying an additional 392,097 shares in the last quarter. Amundi lifted its stake 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 buying an additional 1,761,281 shares in the last quarter. Finally, Nordea Investment Management AB lifted its stake 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 buying an additional 420,232 shares in the last quarter. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

TJX Companies Stock Performance

NYSE TJX opened at $161.63 on Friday. The TJX Companies, Inc. has a 1 year low of $119.84 and a 1 year high of $165.82. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.59. The stock has a market capitalization of $178.89 billion, a PE ratio of 33.12, a P/E/G ratio of 3.72 and a beta of 0.73. The company’s 50 day simple moving average is $157.35 and its two-hundred day simple moving average is $152.04.

TJX Companies (NYSE:TJX – Get Free Report) last posted its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (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 for the quarter, compared to analysts’ expectations of $17.36 billion. During the same period in the prior year, the company posted $1.23 EPS. The business’s revenue for the quarter was up 8.5% compared to the same quarter last year. 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. Analysts predict that The TJX Companies, Inc. will post 4.18 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. Shareholders of record on Thursday, May 14th will be paid a $0.48 dividend. The ex-dividend date is Thursday, May 14th. This represents a $1.92 annualized dividend and a yield of 1.2%. This is a boost from TJX Companies’s previous quarterly dividend of $0.43. TJX Companies’s dividend payout ratio is currently 34.84%.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. Telsey Advisory Group upped their price target on shares of TJX Companies from $170.00 to $175.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Deutsche Bank Aktiengesellschaft set a $184.00 price target on shares of TJX Companies in a research note on Thursday, January 8th. 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 set a $185.00 price target (up from $165.00) on shares of TJX Companies in a research note on Thursday, February 26th. Finally, Weiss Ratings upgraded shares of TJX Companies from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Wednesday, April 1st. Four research analysts have rated the stock with a Strong Buy rating and twenty-one have issued a Buy rating to the stock. Based on data from MarketBeat, TJX Companies currently has an average rating of “Buy” and a consensus price target of $167.55.

Read Our Latest Report on TJX Companies

Insider Transactions at TJX Companies

In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 479,316 shares in the company, valued at $77,145,910.20. This 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. 0.13% of the stock is owned by corporate insiders.

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.