Here’s What Boosted The TJX Companies (TJX) in Q3

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities significantly rallied in the third quarter, with the S&P 500 returning 8.1%. The benchmark Russell Midcap Growth Index surged 2.8%. The investor optimism was driven by better-than-feared tariff outcomes, the passing of the One Big Beautiful Bill Act in July, anticipated interest rate cuts, and better corporate earnings. The strategy outperformed the benchmark in the quarter, driven by momentum in the AI-focused investments, while also having exposure to various other thematic bets. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, ClearBridge Growth Strategy highlighted stocks such as The TJX Companies, Inc. (NYSE:TJX). The TJX Companies, Inc. (NYSE:TJX) is an off-price apparel and home fashion retailer. The one-month return of The TJX Companies, Inc. (NYSE:TJX) was 1.82%, and its shares gained 22.03% of their value over the last 52 weeks. On November 13, 2025, The TJX Companies, Inc. (NYSE:TJX) stock closed at $146.40 per share, with a market capitalization of $162.934 billion.

ClearBridge Growth Strategy stated the following regarding The TJX Companies, Inc. (NYSE:TJX) in its third quarter 2025 investor letter:

“We had bright spots in consumer staples such as the outperformance of off-priced retailer The TJX Companies, Inc. (NYSE:TJX). The company’s stock reached new highs after delivering strong same-store sales and margin expansion this quarter, nicely exemplifying the resilience and durability we seek in our steady compounders.”

The Dividend Growth Story of The TJX Companies (TJX) in Retail Dividend Stocks

The TJX Companies, Inc. (NYSE:TJX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. The TJX Companies, Inc. (NYSE:TJX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 73 hedge fund portfolios held The TJX Companies, Inc. (NYSE:TJX) at the end of the second quarter, compared to 77 in the previous quarter. While we acknowledge the risk and potential of The TJX Companies, Inc. (NYSE:TJX) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than The TJX Companies, Inc. (NYSE:TJX) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered The TJX Companies, Inc. (NYSE:TJX) and shared Madison Large Cap Fund’s views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.