Solid Results Lifted TJX Companies (TJX) in Q4

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities reported a strong but volatile performance in the fourth quarter, with the S&P 500 Index returning 2.7% while the benchmark Russell Midcap Growth Index declined 3.7%. In this environment, a balanced, highly active share approach resulted in Strategy’s third consecutive quarter of outperformance, capturing early momentum while providing downside protection during rising volatility towards the end of the period. The strategy maintained its long-term investment philosophy of disciplined portfolio management and opportunistic capital allocation. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its fourth-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 0.70%, and its shares gained 31.63% of their value over the last 52 weeks. On January 9, 2026, The TJX Companies, Inc. (NYSE:TJX) stock closed at $157.81 per share, with a market capitalization of $175.633 billion.

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

“Positive contributions from steadier growth holdings helped to offset these pressures. In the consumer discretionary sector,The TJX Companies, Inc. (NYSE:TJX), an off-price retailer, delivered solid third-quarter results and had a strong start to the fourth quarter as better merchandise availability yielded broader and higher-quality assortments that supported traffic, same-store sales and earnings growth.”

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. According to our database, 69 hedge fund portfolios held The TJX Companies, Inc. (NYSE:TJX) at the end of the third quarter, compared to 73 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 Qualivian Investment Partners’ views on the company. In addition, please check out our hedge fund investor letters Q4 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.