TJX
TJX COMPANIES INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 TJX reported strong Q4 and full-year FY26 results with revenue of $1…
- S Mar 2 1 insider sell $4.8M at $160.95
- R May 20 TJX reported Q1 FY27 EPS of $1.19 on revenue of $14.32B, beating con…
- S Jun 3 to Jun 9 4 days of insider sells: $25.8M by 4 insiders, avg $160.09
- I Jun 30 3 funds open new positions (13F)
- R Aug 19 TJX reported Q2 FY27 results above plan with adjusted EPS of $1.22 (…
- A Aug 26 Jefferies downgrades
- A Oct 22 Wolfe Research initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $30.6M.
- InstitutionsBULLISH
Q2 2026: 51 added (3 new), 24 trimmed or exited. Largest new: Fundsmith $344.3M, Temasek Holdings (Private) $72.6M.
- AnalystsBULLISH
21 of 27 rate it Buy or better. Median target $175.00 (+22%).
- TrendUPTREND
5% above its 50-day average.
- SocialQUIET
Crowd 60° (warm) this week from 1 mention: 1 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | $2.0B |
| Capital International Investors | TRIM | $494.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | $468.1M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | $385.6M |
| Mariner, LLC | ADD | $368.1M |
| Fundsmith LLP | NEW | $344.3M |
| Alecta Tjanstepension Omsesidigt | TRIM | $301.2M |
| APG Asset Management N.V. | TRIM | $289.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
27 analystsPrice is inside the target range. Median implies +22%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | Wolfe Research INITIATE | Peer Perform |
| Aug 26, 2026 | Jefferies DOWNGRADE | Hold |
| Aug 20, 2026 | Citigroup DOWNGRADE | Neutral |
| Aug 20, 2026 | Morgan Stanley MAINTAIN | Overweight |
| Aug 20, 2026 | UBS MAINTAIN | Buy |
| Aug 20, 2026 | BTIG REITERATE | Buy |
| Date | Member | Type | Amount |
|---|---|---|---|
| Sep 25, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| Sep 11, 2026 | Ro Khanna D· HOUSE· Child account· The TJX Companies Inc | BUY | $15,001 - $50,000 |
| Sep 4, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| Jul 7, 2026 | Ro Khanna D· HOUSE· Child account· The TJX Companies Inc | SELL | $15,001 - $50,000 |
| May 27, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| May 15, 2026 | 🔒 Fresh data, subscribers only | SELL | |
| Apr 13, 2026 | Ro Khanna D· HOUSE· Spouse account· The TJX Companies Inc | BUY | $1,001 - $15,000 |
| Mar 23, 2026 | Jared Moskowitz D· HOUSE· The TJX Companies Inc | BUY | $1,001 - $15,000 |
| Jan 14, 2026 | John Hickenlooper D· SENATE· Own account· The TJX Companies Inc | SELL | $50,001 - $100,000 |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 16, 2026 | PINTOFF CRAIG ADAM Director | AWARD | 621.42 sh |
| Jun 9, 2026 | MEYROWITZ CAROL Executive Chairman | SELL | $9.1M |
| Jun 9, 2026 | BERKERY ROSEMARY T Director | AWARD | 636.87 sh |
| Jun 9, 2026 | BENNETT ALAN M Director | AWARD | 636.87 sh |
| Jun 9, 2026 | BERKERY ROSEMARY T Director | EXERCISE | 802 sh |
| Jun 9, 2026 | BENNETT ALAN M Director | AWARD | 653.77 sh |
| Jun 9, 2026 | BERKERY ROSEMARY T Director | AWARD | 110.48 sh |
| Jun 9, 2026 | BERKERY ROSEMARY T Director | AWARD | 8.4 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
14 filings · 4 bullish · 2 bearish · 8 neutral- BULLISH INST-CLUSTEROct 22, 2026
Four institutional buyers accumulated $682.8M in TJX during Q3 2026, led by a $402.6M new position…
The cluster is dominated by active managers with strong conviction (a new $402.6M position and a doubling of an existing stake) and no significant selling. Monitor upcoming 13F filings for Q4 2026…
- NEUTRAL 8-KOct 20, 2026
TJX disclosed the planned retirement of Senior EVP and Group President Kenneth Canestrari. His…
Monitor for any successor announcement for Canestrari's Group President role. The orderly transition suggests no disruption to operations, but the appointment of a replacement will clarify TJX's…
- NEUTRAL COURT-RULINGSep 21, 2026
A pro se plaintiff's complaint against TJX Companies was dismissed by the U.S. District Court for…
This ruling has zero material impact on TJX. The case was dismissed for procedural non-compliance by the plaintiff, not on any substantive claim. No further monitoring is needed.
- NEUTRAL 8-KSep 17, 2026
TJX elected Craig A. Pintoff, EVP and CAO of United Rentals, to its Board of Directors and Audit…
Routine board appointment with no change to TJX's strategy or operations. No immediate trading catalyst.
All TJX filing & press-release reports (14)
- INST-CLUSTER reportOct 22, 2026
- 8-K reportOct 20, 2026
- COURT-RULING reportSep 21, 2026
- 8-K reportSep 17, 2026
- Jefferies downgrades TJX to Hold — PT $145 (-19.4%)Aug 26, 2026
- Citigroup Downgrades TJX to Neutral — PT $154 (Prior $182, -15.4%)Aug 20, 2026
- 8-K reportAug 19, 2026
- CLUSTER reportJun 10, 2026
- CLUSTER reportJun 5, 2026
- COURT-RULING reportJun 1, 2026
- S-3ASR reportMay 29, 2026
- 8-K reportMay 20, 2026
- DEFA14A reportApr 30, 2026
- 8-K reportFeb 25, 2026