TJX

TJX COMPANIES INC /DE/

NYSE · Retail-Family Clothing Stores · Inc. DE · CIK 0000109198
$168.41 +0.04% $186.0B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$186.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$93.1B
Inst. Activity30 buys / 20 sells
Insider Activity5B / 7S
Insider Net $-$30.6M
Reddit Sentiment40° Cool
SEC Reports9
Congressional3 trades
Exchange NYSE·Sector Retail-Family Clothing Stores·Inc. DE·CIK 0000109198·Prev Close $168.34

Recent Activity

Jun 10, 2026 SEC
Four TJX insiders, including the Executive Chairman, CEO, and CFO, sold a total of $16.7M in open-market sales over a 7-
CLUSTER — Impact 3/10
Jun 9, 2026 Insider
MEYROWITZ CAROL sold 55,624 shares
Executive Chairman @ $163.65 ($9.1M)
Jun 9, 2026 Insider
BERKERY ROSEMARY T was granted 636.87 shares
Director
Jun 9, 2026 Insider
BENNETT ALAN M was granted 636.87 shares
Director
Jun 1, 2026 Event
Hall v. TJX Companies
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 25-10930
May 31, 2026 SEC
4 firms acted on TJX: Guggenheim, BTIG, Citigroup, Citigroup
ANALYST-UPGRADE — Impact 2/10
May 25, 2026 dark_pool
Dark Pool: TJX — 6.3M shares, 122,038 trades
Week starting 2026-05-25. Total ATS volume: 6,316,609 shares across 122,038 trades.
May 1, 2026 SEC
Citigroup upgrades TJX to Buy, raises PT to $140 — but price already above target; 5-firm cluster adds weight
ANALYST-UPGRADE — Impact 1/10

Price Targets

$177.63 +5.5% upside Buy
Current $168.41 Low $125.00 Median $176.00 High $197.00 19 analysts
$125.00 $197.00

Analyst Ratings

Strong Buy85% buy · 26 analysts
11Strong Buy
11Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 UBS MAINTAIN Buy → Buy
May 21, 2026 Telsey Advisory Group MAINTAIN Outperform → Outperform
May 21, 2026 Barclays MAINTAIN Overweight → Overweight
May 21, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 21, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.18 ▲ +1.2% $1.16 — $1.20 7% YoY 9
Next Q $1.33 ▼ -2.0% $1.30 — $1.36 4% YoY 9
Current FY $5.21 ▲ +1.9% $5.12 — $5.36 7% YoY 12
Next FY $5.71 ▲ +0.6% $5.51 — $6.02 10% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$17.2B
VANGUARD CAPITAL MANAGEMENT LLC$11.5B
STATE STREET CORP$7.7B
FMR LLC$4.4B
MORGAN STANLEY$4.3B

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026MEYROWITZ CAROLSELL$9.1M
Jun 9, 2026BERKERY ROSEMARYA$0.00
Jun 9, 2026BENNETT ALANA$0.00
Jun 9, 2026BERKERY ROSEMARYM$0.00
Jun 5, 2026Herrman ErnieSELL$1.6M

Reddit Sentiment

40°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 2 bearish

Congressional Trades

3 members: 2 buys, 1 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Jared MoskowitzDBUY$1,001 - $15,000
John HickenlooperDSELL$50,001 - $100,000
50 institutional holders with $93.1B total value (583,595,715 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.107,502,817$17.2B18.4%
2VANGUARD CAPITAL MANAGEMENT LLC72,159,738$11.5B12.4%
3STATE STREET CORP48,321,197$7.7B8.3%
4FMR LLC27,548,642$4.4B4.7%
5MORGAN STANLEY26,724,660$4.3B4.6%
6BANK OF AMERICA CORP /DE/25,212,075$4.0B4.3%
7VANGUARD PORTFOLIO MANAGEMENT LLC19,812,705$3.2B3.4%
8WELLINGTON MANAGEMENT GROUP LLP13,325,624$2.1B2.3%
9AMERIPRISE FINANCIAL INC13,244,653$2.1B2.3%
10ALLIANCEBERNSTEIN L.P.12,914,448$2.0B2.1%
11Nuveen, LLC11,341,064$1.8B1.9%
12ROYAL BANK OF CANADA11,005,812$1.8B1.9%
13GOLDMAN SACHS GROUP INC10,733,174$1.7B1.8%
14Amundi8,632,215$1.4B1.5%
15Invesco Ltd.8,334,234$1.3B1.4%
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIP7,228,397$1.2B1.2%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,194,240$1.1B1.2%
18NORDEA INVESTMENT MANAGEMENT AB7,203,304$1.1B1.2%
19DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,856,606$1.1B1.2%
20DIMENSIONAL FUND ADVISORS LP6,375,446$1.0B1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsADD2,951,4175,897,150+99.8%$941.3M2026-Q1
Capital International InvestorsTRIM15,986,5735,389,703-66.3%$860.7M2026-Q1
Allianz Asset Management GmbHADD3,293,8154,172,740+26.7%$666.4M2026-Q1
JENNISON ASSOCIATES LLCADD1,803,2263,297,139+82.8%$526.6M2026-Q1
Capital World InvestorsDOUBLED856,0922,397,324+180.0%$382.9M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD1,393,8192,282,469+63.8%$364.5M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD997,2621,937,779+94.3%$309.5M2026-Q1
Cerity Partners LLCTRIM3,013,0771,580,717-47.5%$252.4M2026-Q1
Assenagon Asset Management S.A.TRIM2,218,3181,501,194-32.3%$239.7M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD915,0611,499,665+63.9%$239.5M2026-Q1
FIFTH THIRD BANCORPADD896,4401,330,203+48.4%$212.4M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED403,2781,111,520+175.6%$177.5M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM1,348,726990,375-26.6%$153.2M2026-Q1
TD Waterhouse Canada Inc.DOUBLED304,061917,172+201.6%$148.3M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED113,996770,947+576.3%$123.1M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM1,927,372711,830-63.1%$113.7M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED16,457705,328+4185.9%$112.6M2026-Q1
Rathbones Group PLCTRIM969,851700,201-27.8%$111.8M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW698,805$107.6M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD372,168591,418+58.9%$94.4M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED43,598479,950+1000.9%$76.6M2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLCDOUBLED137,092472,553+244.7%$75.5M2026-Q1
Tredje AP-fondenTRIM842,983424,591-49.6%$67.8M2026-Q1
M&T BANK CORPDOUBLED9,852413,314+4095.2%$66.0M2026-Q1
MARSHALL WACE, LLPTRIM522,836357,256-31.7%$57.1M2026-Q1
10 unique insiders with 37 transactions. Net insider value: -$30.6M ($7.3K bought, $30.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026MEYROWITZ CAROLExecutive ChairmanSELL55,624$163.65$9.1M
Jun 9, 2026BERKERY ROSEMARY TDirectorAWARD636.87
Jun 9, 2026BENNETT ALAN MDirectorAWARD636.87
Jun 9, 2026BERKERY ROSEMARY TDirectorEXERCISE802
Jun 5, 2026Herrman ErnieCEO & PresidentSELL10,002$160.68$1.6M
Jun 5, 2026Klinger JohnSEVP, CFOSELL6,235$160.77$1.0M
Jun 4, 2026Herrman ErnieCEO & PresidentSELL28,000$158.33$4.4M
Jun 4, 2026Benjamin PeterSEVP, Group PresidentGIFT34,129
Jun 3, 2026Canestrari KennethSEVP - Group PresidentSELL31,447$157.50$5.0M
Jun 3, 2026Herrman ErnieCEO & PresidentSELL29,549$157.46$4.7M
Apr 10, 2026Benjamin PeterSEVP, Group PresidentTAX W/H7,695$161.60$1.2M
Apr 10, 2026Mizzi Douglas W.SEVP - Group PresidentTAX W/H7,158$161.60$1.2M
Apr 10, 2026MEYROWITZ CAROLExecutive ChairmanTAX W/H11,930$161.60$1.9M
Apr 10, 2026Klinger JohnSEVP, CFOTAX W/H3,580$161.60$578.5K
Apr 10, 2026Herrman ErnieCEO & PresidentTAX W/H26,004$161.60$4.2M
Apr 10, 2026Canestrari KennethSEVP - Group PresidentTAX W/H6,920$161.60$1.1M
Mar 30, 2026Mizzi Douglas W.SEVP - Group PresidentTAX W/H22,840$155.79$3.6M
Mar 30, 2026Benjamin PeterSEVP, Group PresidentTAX W/H10,913$155.79$1.7M
Mar 30, 2026Canestrari KennethSEVP - Group PresidentTAX W/H22,079$155.79$3.4M
Mar 30, 2026Herrman ErnieCEO & PresidentTAX W/H82,985$155.79$12.9M
Mar 30, 2026Mizzi Douglas W.SEVP - Group PresidentAWARD47,238
Mar 30, 2026MEYROWITZ CAROLExecutive ChairmanTAX W/H38,066$155.79$5.9M
Mar 30, 2026MEYROWITZ CAROLExecutive ChairmanAWARD78,730
Mar 30, 2026Canestrari KennethSEVP - Group PresidentAWARD45,664
Mar 30, 2026Herrman ErnieCEO & PresidentAWARD171,632
Mar 30, 2026Benjamin PeterSEVP, Group PresidentAWARD22,570
Mar 30, 2026Klinger JohnSEVP, CFOTAX W/H11,421$155.79$1.8M
Mar 30, 2026Klinger JohnSEVP, CFOAWARD23,620
Mar 10, 2026Canestrari KennethSEVP - Group PresidentGIFT6,325
Mar 5, 2026Alvarez Jose BDirectorL4.559$160.91$733.59
Mar 2, 2026Herrman ErnieCEO & PresidentSELL30,000$160.95$4.8M
Mar 3, 2022LANE AMY BDirectorBUY22.353$66.13$1.5K
Dec 2, 2021LANE AMY BDirectorBUY20.669$71.26$1.5K
Sep 2, 2021LANE AMY BDirectorBUY20.231$72.54$1.5K
Jun 3, 2021LANE AMY BDirectorBUY21.823$66.99$1.5K
Mar 4, 2021LANE AMY BDirectorBUY22.445$64.87$1.5K
Jan 4, 2021LANE AMY BDirectorGIFT174

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (85% buy). Based on 26 analysts: 11 strong buy, 11 buy, 3 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$177.63 mean target +5.5% upside Buy (1.38)
$125.00 Low $197.00 High
MetricValue
Current Price$168.41
Target Low$125.00
Target Mean$177.63
Target Median$176.00
Target High$197.00
# Analysts19
RecommendationBuy (1.38)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$1.18 $1.16 $1.20 7.1% +1.2% 4↑ 1↓ $15.2B 5.4% 9
Next Q
2026-10-31
$1.33 $1.30 $1.36 4.1% -2.0% 0↑ 5↓ $15.9B 5.3% 9
Current FY
2027-01-31
$5.21 $5.12 $5.36 6.9% +1.9% 7↑ 0↓ $64.1B 6.2% 12
Next FY
2028-01-31
$5.71 $5.51 $6.02 9.7% +0.6% 5↑ 0↓ $67.9B 5.9% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.178
7d ago$1.168+0.010
30d ago$1.164+0.014
60d ago$1.164+0.014
90d ago$1.170+0.008
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 UBS MAINTAIN Buy Buy
May 21, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
May 21, 2026 Barclays MAINTAIN Overweight Overweight
May 21, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 21, 2026 Citigroup MAINTAIN Buy Buy
May 21, 2026 Truist Securities MAINTAIN Buy Buy
May 21, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 21, 2026 Baird MAINTAIN Outperform Outperform
May 21, 2026 BTIG MAINTAIN Buy Buy
May 18, 2026 JP Morgan MAINTAIN Overweight Overweight
May 18, 2026 Truist Securities INITIATE Buy Buy
Feb 26, 2026 Barclays MAINTAIN Overweight Overweight
Feb 26, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Feb 26, 2026 BTIG MAINTAIN Buy Buy
Feb 23, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 18, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Jan 8, 2026 UBS MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026111131085%
May 1, 2026111031084%
Apr 1, 2026111031084%
Mar 1, 2026111031084%
Feb 1, 2026111031084%
Jan 1, 202611931083%
Dec 1, 2025101131084%
Nov 1, 2025111131085%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000The TJX Companies IncMay 13, 2026 (31d)
Mar 23, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000The TJX Companies IncMay 1, 2026 (40d)
Jan 14, 2026John HickenlooperDSENATESELL$50,001 - $100,000The TJX Companies IncFeb 6, 2026 (24d)
40°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 21, 2026150° Neutral001
May 21, 2026150° Neutral001
May 20, 2026140° Cool011
Apr 3, 2026144° Neutral001
Apr 3, 2026144° Neutral001
Feb 25, 2026140° Cool011

Recent Reddit Threads

r/stocks Neutral 24d 19h ago
Is TJX Companies a Buy After Their Latest Earnings Report?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 25d 20h ago
TJX Companies Q1 Earnings Call Live Transcript
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
Why aren't we all TJX and chilling?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 3mo ago
TJX Companies Q4 Earnings Call Live Transcript
▲ 1 💬 0 ⚡ 0.0
Jun 1, 2026
Enforcement
Hall v. TJX Companies
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 25-10930
May 25, 2026
dark_pool
Dark Pool: TJX — 6.3M shares, 122,038 trades
Week starting 2026-05-25. Total ATS volume: 6,316,609 shares across 122,038 trades.
May 20, 2026
earnings_calendar
TJX Q1 2027 Earnings After Market Close — 2026-05-20
EPS est: $1.02 | Rev est: $14.1B
May 20, 2026
earnings_calendar
TJX Q1 2027 Earnings Scheduled — 2026-05-20
May 18, 2026
dark_pool
Dark Pool: TJX — 10.3M shares, 169,563 trades
Week starting 2026-05-18. Total ATS volume: 10,282,502 shares across 169,563 trades.
May 11, 2026
dark_pool
Dark Pool: TJX — 8.0M shares, 146,072 trades
Week starting 2026-05-11. Total ATS volume: 7,983,323 shares across 146,072 trades.
May 4, 2026
dark_pool
Dark Pool: TJX — 5.9M shares, 113,212 trades
Week starting 2026-05-04. Total ATS volume: 5,915,794 shares across 113,212 trades.
Apr 30, 2026
short_interest
FTD: TJX — 4,223 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $156.07, FTD Value: $659,083.61, TJX COMPANIES INC
Apr 29, 2026
short_volume
Short Volume: TJX — 56.5% short (0.6M / 1.1M)
Short: 598,164 | Exempt: 916 | TRF Vol: 1,058,017 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: TJX — 62.7% short (0.8M / 1.4M)
Short: 849,503 | Exempt: 2,170 | TRF Vol: 1,355,019 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: TJX — 4.0M shares, 96,683 trades
Week starting 2026-04-27. Total ATS volume: 4,039,144 shares across 96,683 trades.
Apr 20, 2026
short_interest
FTD: TJX — 6,723 shares ($1.1M) failed to deliver
Settlement: 20260420, Price: $160.68, FTD Value: $1,080,251.64, TJX COMPANIES INC
Apr 20, 2026
dark_pool
Dark Pool: TJX — 4.7M shares, 97,571 trades
Week starting 2026-04-20. Total ATS volume: 4,722,402 shares across 97,571 trades.
Apr 16, 2026
short_interest
FTD: TJX — 3,648 shares ($0.6M) failed to deliver
Settlement: 20260416, Price: $160.23, FTD Value: $584,519.04, TJX COMPANIES INC
Apr 13, 2026
dark_pool
Dark Pool: TJX — 5.6M shares, 122,062 trades
Week starting 2026-04-13. Total ATS volume: 5,603,502 shares across 122,062 trades.
Apr 9, 2026
short_interest
FTD: TJX — 57,403 shares ($9.3M) failed to deliver
Settlement: 20260409, Price: $161.64, FTD Value: $9,278,620.92, TJX COMPANIES INC
Mar 30, 2026
Enforcement
1:26-cv-21199 Sandquist v. The TJX Companies, Inc. et al
Court ruling from United States District Court for the Southern District of Florida. Docket: N/A