TJX TJX COMPANIES INC /DE/

NEUTRAL Impact: 3/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 10, 2026 Processed 4d 13h ago
Insider cluster: 4 insiders, $16.7M total

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Executive Summary

Four TJX insiders, including the Executive Chairman, CEO, and CFO, sold a total of $16.7M in open-market sales over a 7-day window ending June 9, 2026. The Executive Chairman's sale of $9.1M on June 9 is the largest single trade. Non-cash transactions (gift) are excluded from the directional count. Relative to TJX's $182.1B market cap, the cluster represents ~0.009%, which is well below the 0.1% threshold for materiality. Per academic literature, insider sells—even in clusters—are weak predictors of future returns and are often liquidity- or schedule-driven, so this activity does not signal a bearish view on fundamentals.

Key Financial Metrics

Direction
selling
Total Value
$16.7M
Insiders
4

Actionable Insight

This insider cluster is too small relative to market cap to warrant a bearish read. Monitor for any accompanying 8-K or earnings pre-announcement, but the sell pattern is consistent with routine portfolio diversification and tax planning. No trade recommendation based on this filing alone.

Key Facts

  • Four insiders sold open-market shares totaling $16.7M (0.009% of $182.1B market cap)
  • Executive Chairman Carol Meyrowitz sold 55,624 shares for $9.1M on June 9
  • CEO Ernie Herrman sold 38,002 shares total ($6.0M) across two dates
  • CFO John Klinger sold 6,235 shares for $1.0M
  • One non-cash gift of 34,129 shares ($0) by SEVP Peter Benjamin is excluded from sell dollar total
  • Cluster size is trivial as a fraction of market cap (<0.1%)
  • The sell cluster concentrated among top 4 executives suggests possible pre-planned 10b5-1 or window-based selling

Financial Impact

Total insider sales of $16.7M represent ~0.009% of TJX's $182.1B market cap — negligible as a signal of fundamental change

market cap (insignificant)liquidity (no material effect)

Risk Factors

  • If the C-suite continues accelerating sells in the next 30 days without a 10b5-1 plan disclosed, the signal would strengthen and require a bearish reassessment

Market Snapshot

Exchange
NYSE
Sector
Retail-Family Clothing Stores
Analyst Consensus
85% bullish (26 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TJX-1781123513820
9 reports for TJX
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+5▲ +4.13%Feb 25, 2026
Filters
Rows
Reports for TJX — sortable, filterable
Type Now
Jun 10, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
$167.64 awaiting T+5awaiting T+5$168.41 (+0.46%)
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$159.29 awaiting T+5awaiting T+5$168.41 (+5.73%)
Jun 1, 2026
14d ago
Court Ruling
NEUTRAL ★ 1/10
$152.71 $160.71▲ +5.24%▲ +7.99%$168.41 (+10.28%)
May 31, 2026
14d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$125.37 $127.33▲ +1.56%▲ +3.95%$168.41 (+34.33%)
May 29, 2026
16d ago
S-3ASR
NEUTRAL ★ 3/10
$154.65 $160.59▲ +3.84%▲ +6.36%$168.41 (+8.90%)
May 20, 2026
25d ago
8-K
BULLISH ★ 7/10
$159.22 $154.82▼ −2.76%▼ −4.57%$168.41 (+5.77%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 1/10
$125.37 $127.33▲ +1.56%▲ +3.95%$168.41 (+34.33%)
Apr 30, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$156.70 $154.41▼ −1.46%▼ −3.19%$168.41 (+7.47%)
Feb 25, 2026
15w ago
8-K
BULLISH ★ 8/10
$155.33 $161.74▲ +4.13%▲ +5.23%$168.41 (+8.42%)
Showing 9 of 9

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