Guardian Capital LP maintains a $21.95 million stake in
TJX Companies, despite the stock losing value after a 32.8% rally. TJX's long-term outlook remains strong despite potential impacts of tariff disruptions impeding global expansion. The company's shares hit an all-time high in February 2026 trading, but later sank due to insider sell-offs by CEO Ernie Herrman and
First Trust Advisors LP. TJX saw a boost in stock holdings by
Laffer Tengler Investments and
Segall Bryant & Hamill LLC, while
Level Four Advisory Services and
Fisher Asset Management reduced their stakes. TJX's long term returns remain solid, bolstered by an aggressive expansion plan and strong Q4 earnings. The company's net margin reached 9.1%, defying bearish narratives, and is set for 25% upside while trading near its 52-week high. TJX plans to increase its dividend by 13% and buy back $2.50 to $2.75 billion of stock in FY27. Despite macro pressures, TJX plans to open 1,800 new stores, reinforcing confidence in its retail model.
Tjx Companies TJX News Analytics from Wed, 20 Aug 2025 07:00:00 GMT to Sat, 07 Mar 2026 14:09:00 GMT -
Rating 5
- Innovation 2
- Rumor -3