Burlington Stores Stock Jumps on Earnings Beat: Is the Rally Just Starting?
Burlington Stores Inc (BURL) recently reported stronger-than-expected earnings and guidance, causing its stock to jump. This performance highlights the resilience of the off-price retail model, with strong traffic, margin recovery, and inventory management. The key question for investors is whether Burlington can maintain this momentum and justify its new valuation, especially given its sensitivity to the US consumer market and current valuation levels.
ETSY Q4 Earnings & Revenues Surpass Estimates, EPS Declines Y/Y
Etsy (ETSY) reported strong fourth-quarter 2025 results, with earnings and revenues surpassing Zacks Consensus Estimates. Despite beating revenue expectations by 0.2% and EPS by 4.55%, the company's EPS declined 10.68% year over year. The growth was primarily driven by robust on-site advertising performance across Etsy and Depop, though operating expenses increased, leading to a decline in adjusted EBITDA.
TJX COMPANIES INC (NYSE:TJX) Shows High Technical and Setup Ratings Ahead of Potential Breakout
TJX Companies Inc. (NYSE:TJX) has received high technical and setup ratings, suggesting a potential breakout. The stock exhibits strong underlying technical condition with a perfect 9 out of 10 Technical Rating, indicating continued upward momentum and superior market performance. Additionally, a Setup Quality Rating of 9 highlights a favorable consolidation pattern, making TJX a candidate for investors using a breakout strategy.
The TJX Companies, Inc. $TJX Stake Cut by Fiera Capital Corp
Fiera Capital Corp reduced its stake in The TJX Companies, Inc. (NYSE:TJX) by 6.9% in the third quarter, selling 389,853 shares. Despite this reduction, TJX remains Fiera Capital Corp's 8th largest holding, accounting for approximately 2.5% of its portfolio. Various other institutional investors have either increased or decreased their positions in TJX, and Wall Street analysts generally maintain a "Buy" consensus rating with an average target price of $163.86 for the stock.
Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
Analysts have issued mixed opinions on several consumer cyclical stocks, including LCI Industries (LCII), Arhaus (ARHS), and TJX Companies (TJX). LCI Industries received a Hold rating from Roth MKM, while Arhaus also got a Hold rating from Telsey Advisory. TJX Companies, however, maintained a Buy rating from Telsey Advisory and Citi, with analysts citing potential upside.
The TJX Companies, Inc. $TJX is Hemenway Trust Co LLC's 9th Largest Position
Hemenway Trust Co LLC recently reduced its stake in The TJX Companies, Inc. ($TJX) by 3.2% in the third quarter, yet the stock remains its 9th largest position, valued at approximately $45.18 million. TJX Companies exceeded quarterly earnings expectations, reporting $1.28 EPS against a $1.22 consensus and $15.12 billion in revenue, prompting analysts to maintain a generally positive outlook with a consensus target price of $163.86. Despite significant institutional ownership (91.09%) and a declared quarterly dividend, insiders, including the CEO, have executed notable stock sales.
Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
This article summarizes analysts' opinions on three consumer cyclical stocks: LCI Industries (LCII), Arhaus (ARHS), and TJX Companies (TJX). LCI Industries and Arhaus received "Hold" ratings from analysts Scott Stember and Joe Feldman, respectively, with specific price targets. TJX Companies, however, received a "Buy" rating from Dana Telsey of Telsey Advisory, with Citi also maintaining a "Buy" rating and a price target indicating a potential upside.
Harold Davidson & Associates Inc. Purchases 6,629 Shares of The TJX Companies, Inc. $TJX
Harold Davidson & Associates Inc. significantly increased its stake in The TJX Companies, Inc. by purchasing 6,629 shares, bringing its total holdings to 32,720 shares valued at approximately $4.73 million. This comes alongside notable insider selling from TJX's CEO Ernie Herrman and director Amy B. Lane. TJX Companies reported strong Q3 earnings, exceeding analyst estimates, and announced a quarterly dividend of $0.425.
Ontario Teachers Pension Plan Board Boosts Stake in The TJX Companies, Inc. $TJX
The Ontario Teachers Pension Plan Board significantly increased its stake in The TJX Companies, Inc. by 195.9% in Q3, now owning 10,014 shares of the retailer. This move comes as institutional investors increase their holdings, despite some insider selling by CEO Ernie Herrman and director Amy B. Lane. TJX reported strong Q3 earnings, beating analyst expectations with $1.28 EPS and $15.12 billion in revenue, and declared a quarterly dividend of $0.425.
L & S Advisors Inc Acquires New Shares in The TJX Companies, Inc. $TJX
L & S Advisors Inc has acquired a new position of 51,744 shares in The TJX Companies, Inc. valued at approximately $7.48 million during the third quarter. Other institutional investors also adjusted their holdings, with the apparel and home fashions retailer reporting strong earnings that beat analyst estimates. The company has also declared a quarterly dividend of $0.425 per share.
NewEdge Wealth LLC Purchases 10,122 Shares of The TJX Companies, Inc. $TJX
NewEdge Wealth LLC increased its stake in The TJX Companies, Inc. by 12.3% during the third quarter, acquiring an additional 10,122 shares and bringing its total holdings to 92,160 shares valued at $13.24 million. Other institutional investors also adjusted their positions in the company, which saw its stock open at $157.27 on Thursday and reported strong earnings exceeding analyst estimates. TJX Companies also announced a quarterly dividend of $0.425 per share, representing a $1.70 annualized dividend.
Popular Retail Stock Pulling Back Before Earnings
TJX Companies Inc (NYSE:TJX) is experiencing a slight pullback before its fourth-quarter earnings report on February 25. While the stock has historically outperformed post-earnings, options traders are pricing in a larger-than-usual swing this time. Despite a recent dip, TJX shares are up 29% year-over-year, though a high number of "buy" ratings suggests potential headwinds if sentiment shifts.
3 Discount Retail Stocks to Watch as Earnings Put Valuations to the Test
This article examines three discount retail stocks—Dollar Tree (DLTR), Ross Stores (ROST), and TJX Companies (TJX)—ahead of their upcoming earnings reports, considering their current valuations and growth strategies. While these companies have seen significant stock performance, their elevated valuations mean that strong earnings results will be crucial to justify their premiums. The article discusses Dollar Tree's multi-price strategy, Ross' expansion plans, and TJX's potential for a bullish reversal, noting that investors are looking for signals about consumer health and inflation trends from these bellwethers.
3 Discount Retail Stocks to Watch as Earnings Put Valuations to the Test
This article examines three discount retail stocks—Dollar Tree (DLTR), Ross Stores (ROST), and TJX Companies (TJX)—that investors should watch as the earnings season approaches, particularly given sustained inflation and shifting consumer spending habits. While these companies show varying degrees of recent performance and analyst sentiment, all face valuation concerns despite their growth potential. The author probes whether upcoming earnings reports will justify their current market valuations.
David Yurman Sues TJX in Copyright Test Over Jewelry “Dupes”
David Yurman has filed a lawsuit against TJX Companies, alleging that the retailer is selling "virtually indistinguishable" jewelry that copies its federally registered cable designs. The luxury brand claims TJX is profiting from the "dupe economy" and knowingly imitates its copyrighted designs. This case could be a significant test of how copyright law can be used by luxury brands to combat the growing market for "dupes."
Modine Manufacturing (NYSE:MOD) Coverage Initiated at Roth Mkm
Roth Mkm initiated coverage on Modine Manufacturing (NYSE:MOD) with a "buy" rating and a $263.00 price target, suggesting a 21.08% upside from its previous close. The company recently surpassed Q4 earnings expectations, reporting $1.19 EPS against an estimated $0.99 and revenues of $805 million, a 30.5% increase year-over-year. Despite a high P/E ratio of 120.68 and a market cap of $11.45 billion, analysts maintain a broadly positive outlook with an average price target of $223.20.
Telsey Advisory Group Reaffirms Outperform Rating for TJX Companies (NYSE:TJX)
Telsey Advisory Group has reaffirmed an "Outperform" rating for TJX Companies (NYSE:TJX), setting a price target of $170, which implies an 8.45% upside. This comes after TJX recently surpassed quarterly earnings and revenue estimates, showing a 7.5% year-over-year revenue growth. Despite recent insider share sales, institutional investors hold a significant majority of the stock.
First National Bank of Omaha Buys Shares of 91,972 The TJX Companies, Inc. $TJX
First National Bank of Omaha acquired 91,972 shares of The TJX Companies, Inc. (NYSE:TJX) in Q3, making it their 23rd-largest holding. TJX beat Q3 earnings and revenue estimates, and analysts have a largely bullish outlook with an average target price of $163.86. Despite insider selling by CEO Ernie Herrman and Director Amy B. Lane, institutional investors hold 91.09% of the stock.
Kite Realty Group Trust (NYSE:KRG) Q4 2025 Earnings Call Transcript
Kite Realty Group Trust (NYSE: KRG) held its Q4 2025 earnings call, reporting strong operational and transactional accomplishments including leasing nearly 5 million square feet, entering into joint ventures worth $1 billion, and selling $622 million in noncore assets. The company exceeded earnings expectations with an EPS of $0.843 against an anticipated $0.51, and discussed its strategy to enhance portfolio quality, organic growth, and shareholder value through strategic dispositions, acquisitions, and share buybacks. They also provided guidance for 2026, anticipating slight FFO per share growth and continued focus on derisking the portfolio and improving embedded rent escalators.
The TJX Companies, Inc. $TJX Shares Bought by Advisors Capital Management LLC
Advisors Capital Management LLC increased its stake in The TJX Companies, Inc. (NYSE:TJX) by 3.2% to 540,282 shares, valued at approximately $78.09 million. Institutional investors now own about 91.09% of TJX stock, and the company has received a "Buy" rating from analysts with an average price target of $163.86. TJX recently exceeded quarterly earnings expectations and declared a quarterly dividend of $0.425, though insiders have been net sellers in recent months.
NEOS Investment Management LLC Buys 42,828 Shares of The TJX Companies, Inc. $TJX
NEOS Investment Management LLC has increased its stake in The TJX Companies, Inc. (NYSE:TJX) by 48.3%, acquiring an additional 42,828 shares to bring its total holdings to 131,542 shares valued at approximately $19.01 million. This increase follows TJX Companies reporting strong Q3 earnings, beating analyst estimates with $1.28 EPS on $15.12 billion in revenue, and announcing a quarterly dividend of $0.425. The stock currently holds a consensus "Buy" rating from analysts with an average price target of $163.86.
TJX: Telsey Advisory Maintains Outperform Rating and $170 PT | T
Telsey Advisory Group has reaffirmed its "Outperform" rating for TJX Companies (TJX) with a steadfast price target of $170. This decision, led by analyst Dana Telsey, follows consistent positive ratings from other financial analysts for the off-price retail giant. While Wall Street analysts forecast an average upside of 5.70% from the current price, GuruFocus estimates a potential downside based on its GF Value fair value calculation.
TJX (TJX) Outpaces Stock Market Gains: What You Should Know
TJX (TJX) recently saw its stock price increase by 1.63% to $156.97, outperforming major market indices. The company is set to release its earnings report on February 25, 2026, with analysts forecasting a significant increase in EPS and revenue. TJX holds a Zacks Rank of #2 (Buy) and investors are closely watching analyst revisions and valuation metrics like the Forward P/E ratio and PEG ratio.
Oxford Industries: Quiet Pullback Before Earnings—Opportunity or Value Trap?
Oxford Industries (OXM), parent company of Tommy Bahama and Lilly Pulitzer, is experiencing a quiet pullback ahead of its next earnings release. The analysis explores whether this presents an investment opportunity or a value trap, considering potential slower growth, increased promotions in retail, and the company's reliance on discretionary spending by higher-income consumers. The article provides insights for US investors on how OXM fits into a portfolio, current macro trends, and analyst outlooks.
Zweig DiMenna Associates LLC Takes Position in The TJX Companies, Inc. $TJX
Zweig DiMenna Associates LLC has established a new position in The TJX Companies, Inc. (NYSE: TJX) during the third quarter, acquiring 41,675 shares valued at approximately $6.02 million. The company reported strong Q3 earnings, surpassing revenue and EPS estimates, and provided positive guidance for Q4 2026 and FY 2026. Analyst sentiment for TJX remains largely bullish, with several firms raising their price targets and the stock holding a consensus "Buy" rating.
The TJX Companies, Inc. $TJX Position Boosted by GSA Capital Partners LLP
GSA Capital Partners LLP significantly increased its stake in The TJX Companies, Inc. (NYSE:TJX) by 74.7% in the third quarter, making it their 13th largest holding. This comes as analysts maintain a "Buy" rating for TJX with an average price target of $163.86, and the company reported strong financial results and positive guidance.
Skandinaviska Enskilda Banken AB publ Has $51.59 Million Position in The TJX Companies, Inc. $TJX
Skandinaviska Enskilda Banken AB publ reduced its stake in The TJX Companies, Inc. by 5.7% in the third quarter, holding shares worth approximately $51.59 million. Despite this, other institutional investors increased their positions, with 91.09% of the stock owned by institutional investors. Analysts maintain a "Buy" rating for TJX Companies, with a consensus target price of $163.86, while company insiders have recently sold shares.
Crestwood Advisors Group LLC Sells 16,136 Shares of The TJX Companies, Inc. $TJX
Crestwood Advisors Group LLC reduced its stake in The TJX Companies, Inc. by 3.3% in the third quarter, selling 16,136 shares. Despite this, TJX remains a significant holding for Crestwood, accounting for 1.2% of their portfolio. Other hedge funds have either increased or initiated positions in TJX, and institutional investors collectively own a substantial portion of the company's stock.
Will Lemonade Stock Enjoy Another Major Post-Earnings Win?
Lemonade Inc (LMND) is set to release its fourth-quarter earnings report on Thursday, February 19, with analysts anticipating losses of 41 cents per share and a revenue increase of 45.6%. The stock has historically seen significant post-earnings pops, averaging 17.7% movement, and with current technical indicators like an oversold RSI and high short interest, another rally could be on the horizon. Options traders are pricing in a larger-than-usual 25% swing after this report.
Fifth Third Bancorp Lowers Holdings in The TJX Companies, Inc. $TJX
Fifth Third Bancorp reduced its stake in The TJX Companies, Inc. by 2.1% in Q3, selling 19,488 shares and now holding 905,188 shares valued at approximately $130.8 million. Analysts maintain a "Buy" rating for TJX with an average price target of $163.86. The company exceeded Q3 earnings and revenue estimates and announced a quarterly dividend of $0.425.
TD Cowen Reiterates Buy on TJX, Lifts Price Target on Easing Tariffs
TD Cowen has reiterated its "Buy" rating onTJX (NYSE: TJX) and increased its price target to $120.00 from $112.00. This adjustment reflects optimism surrounding a potential easing of Section 301 tariffs, which is expected to benefit the retailer. The firm noted TJX's strong past performance despite macroeconomic challenges, suggesting a significant upside if tariff pressures are reduced.
How Investors Are Reacting To TJX Companies (TJX) Upbeat Analyst Sentiment Ahead Of Fiscal 2026 Earnings
TJX Companies is garnering positive attention from Wall Street analysts and experiencing eased short interest in anticipation of its Fiscal 2026 fourth-quarter and full-year earnings release on February 25, 2026. This upbeat sentiment is supported by favorable earnings estimate revisions and a strong Zacks ranking, indicating confidence in TJX's off-price retail model despite potential risks from rising operating expenses. Investors are looking to the upcoming earnings report to validate the company's ability to maintain its growth trajectory and manage costs effectively.
The TJX Companies, Inc. $TJX Stock Position Increased by State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D increased its stake in The TJX Companies (NYSE:TJX) by 3.4% in the third quarter of 2025, bringing its total holdings to 389,753 shares valued at $56.34 million. Institutional investors now own approximately 91.1% of TJX's stock. The company recently reported strong quarterly earnings, beating analyst estimates, and has a consensus "Buy" rating from analysts with an average price target of $163.86.
Shell Asset Management Co. Reduces Stock Position in The TJX Companies, Inc. $TJX
Shell Asset Management Co. significantly reduced its stake in The TJX Companies by 54.8% in Q3 2025, selling 20,554 shares. Despite this, TJX Companies reported strong Q3 earnings, beating analyst expectations for both EPS and revenue, and issued optimistic guidance for Q4 and FY 2026. While insiders have been net sellers, the majority of analysts maintain a "Buy" rating for the stock.
ABN Amro Investment Solutions Sells 10,471 Shares of The TJX Companies, Inc. $TJX
ABN Amro Investment Solutions has reduced its stake in The TJX Companies by 10.4%, selling 10,471 shares and now owning 90,176 shares valued at approximately $13.03 million. Despite this institutional sell-off and recent insider sales by CEO Ernie Herrman and others, Wall Street maintains a positive "Buy" rating with a consensus price target of $163.86. The company recently reported strong Q3 earnings, beating analyst expectations, and announced a quarterly dividend.
Falling Short Interest Supports Positive Sentiment And Growth Outlook For TJX
Short interest in TJX Companies has recently declined, indicating reduced bearish sentiment and growing investor optimism. This aligns with positive analyst commentary and the company's strong performance as an off-price retailer. While structural risks remain, the low short interest compared to peers and positive earnings forecasts support a favorable outlook for TJX.
Ross Stores Stock Tests Investors’ Nerves As Discount Rally Pauses
Ross Stores (ROST) has seen a recent pullback and mixed short-term momentum, leading to investor uncertainty about whether it's a healthy consolidation or a deeper reset. Despite this hesitation, the stock has outperformed over the last year, rewarding early investors with significant gains due to its effective off-price model and disciplined management. Wall Street analysts remain largely bullish, though price targets suggest moderate upside, indicating that future growth will depend on strong sales, margin expansion, and successful new store openings amidst a competitive retail landscape and evolving consumer spending habits.
The TJX Companies, Inc. $TJX Shares Purchased by BTC Capital Management Inc.
BTC Capital Management Inc. increased its stake in The TJX Companies (NYSE:TJX) by 9.5%, now owning 113,215 shares valued at $16.36 million. This comes after TJX exceeded Q3 earnings estimates with $1.28 EPS and $15.12 billion in revenue, and issued strong FY2026 guidance. Despite recent insider selling, institutional investors hold approximately 91.1% of the stock, and the company announced a quarterly dividend of $0.425 per share.
Peering Into TJX Companies Inc's Recent Short Interest
TJX Companies Inc's short interest has decreased by 5.08% since its last report, with 12.40 million shares sold short, representing 1.12% of its float. This decrease suggests a more bullish sentiment among investors towards the stock. When compared to its peers, TJX Companies Inc has a significantly lower short interest percentage, indicating less bearish sentiment than the average for similar companies.
Longbow Finance SA Has $11.21 Million Stock Position in The TJX Companies, Inc. $TJX
Longbow Finance SA reduced its stake in The TJX Companies, Inc. (NYSE:TJX) by 10.9% in the third quarter, bringing its total holding to $11.21 million. Despite this, several other institutional investors, including Norges Bank and Laurel Wealth Advisors LLC, significantly increased their positions in TJX Companies, demonstrating strong institutional interest. Insider selling by CEO Ernie Herrman and Director Amy B. Lane was also reported, though analysts maintain a "Buy" consensus rating for the company with an average target price of $163.86.
Public Sector Pension Investment Board Sells 21,855 Shares of The TJX Companies, Inc. $TJX
Public Sector Pension Investment Board reduced its stake in The TJX Companies, Inc. by 2.4% during the 3rd quarter, selling 21,855 shares. This sale lowered their total holdings to 871,565 shares, valued at approximately $125.98 million. Other institutional investors also adjusted their positions in TJX, while company insiders, including CEO Ernie Herrman, sold shares totaling over $8.2 million in the last quarter.
Zacks.com featured highlights include Alcoa Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies and TE Connectivity
Zacks Equity Research highlights Alcoa, Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies, and TE Connectivity as top stock picks with high Return on Equity (ROE). This selection comes after market volatility driven by tech stock recovery, Bitcoin fluctuations, and concerns about AI's impact on finance, as well as weaker retail sales. The article emphasizes ROE as a critical metric for identifying financially healthy companies that efficiently reinvest for higher returns, providing an in-depth look at each of the five recommended stocks.
Zacks.com featured highlights include Alcoa Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies and TE Connectivity
Despite recent market volatility, including a tech stock comeback and a Bitcoin rebound, leading benchmark indices are in the red. Investors are advised to look for "cash cow" stocks with high Returns on Equity (ROE) as market conditions remain uncertain. Five such companies highlighted are Alcoa Corp., Globe Life Inc., Banco Bilbao Vizcaya Argentaria, S.A., The TJX Companies, Inc., and TE Connectivity plc, all of which demonstrate strong financial health and management efficiency.
Zacks.com featured highlights include Alcoa Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies and TE Connectivity
This article from Zacks Investment Research highlights five stocks with high Return on Equity (ROE) that investors might consider amidst market volatility: Alcoa Corp., Globe Life Inc., Banco Bilbao Vizcaya Argentaria, S.A., The TJX Companies, Inc., and TE Connectivity plc. The piece explains that a high ROE indicates a company's efficient use of cash for high returns and strong financial health. It provides a brief profile and performance details for each of the five selected companies.
Zacks.com featured highlights include Alcoa Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies and TE Connectivity
This article identifies five stocks with high Return on Equity (ROE) that Zacks Investment Research recommends after recent market volatility. The selected companies—Alcoa, Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies, and TE Connectivity—are highlighted for their strong financial health and efficient use of capital. The article explains ROE as a key metric for investors to find profit-generating companies.
Zacks.com featured highlights include Alcoa Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies and TE Connectivity
Zacks Investment Research highlights five stocks—Alcoa, Globe Life, Banco Bilbao Vizcaya Argentaria, The TJX Companies, and TE Connectivity—with high Return on Equity (ROE) as good investment opportunities. Despite recent market volatility and mixed signals, a high ROE indicates efficient management and strong returns on reinvested capital, making these companies attractive during uncertain times. The article provides a brief profile of each company, emphasizing their financial health and market position.
Wall Street Analysts Are Bullish on Top Consumer Cyclical Picks
The article highlights positive analyst sentiments for several consumer cyclical stocks. Analysts from RBC Capital, UBS, and Bank of America Securities have issued or maintained "Buy" ratings for Jumia Technologies AG, TJX Companies, and O-I Glass, respectively. These companies are seen as having significant upside potential according to the reported price targets.
Varma Mutual Pension Insurance Co Grows Position in The TJX Companies, Inc. $TJX
Varma Mutual Pension Insurance Co increased its stake in The TJX Companies, Inc. by 14.9% in Q3, bringing their total to 182,966 shares valued at $26.4 million. Other institutional investors also adjusted their positions, resulting in institutional ownership of 91.09% of the stock. Despite insider selling activity, TJX Companies reported strong Q3 earnings, beating estimates, and announced a quarterly dividend, maintaining a "Buy" consensus analyst rating.
TJX Companies Inc (TJX) Stock Price Up 3.01% on Feb 12
Shares of TJX Companies Inc (TJX) surged 3.01% on February 12, reaching an intraday high of $155.59 before closing at $155.29. This places the stock 2.63% below its 52-week high and 38.53% above its 52-week low. Wall Street analysts predict an average one-year target price of $165.91, while GuruFocus estimates a GF Value of $130.24, suggesting a potential downside.
TJX Companies to Announce Q4 and FY 2026 Results
TJX Companies plans to release its Q4 and full-year Fiscal 2026 sales and earnings results on February 25, 2026, at 9:30 a.m. ET, followed by a conference call at 11:00 a.m. ET with CEO Ernie Herrman. The call will be webcast live on TJX.com. Analysts currently forecast TJX stock price to rise, with an average 1-year target of $169.81.
