Market Cap
$145.5B
TJX
TJX COMPANIES INC /DE/
$133.05 ▼ -0.40%
Prev close $133.59Market cap$145.5B
ConsensusBuy
12-mo target$169.80 (+27.6%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)37 New Institutional Positions13 Institutional ExitsCongressional Activity (1) Consumer & Retail
Snapshot
The big-picture read on TJX right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$103.0B
Inst. Activity
37 buys / 13 sells
Insider Activity
$7.8K buy / $30.6M sell
Insider Net $
-$30.6M
Social Sentiment
46° Neutral
SEC Reports
10
Congressional
4 trades
Price chart 30d +1.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: TJX — 56.7% short (1.4M / 2.4M)
Short: 1,350,499 | Exempt: 5,886 | TRF Vol: 2,383,860 | Short Ratio: 56.7% | Off-exchange volume (da
Sep 21, 2026 Event
Davenport v. TJX Companies, Inc
Court ruling (mad) — Docket: 1:26-cv-13427
Sep 16, 2026 Insider
Sep 1, 2026 SEC PINTOFF CRAIG ADAM was granted 621.42 shares
Director
Jefferies downgrades TJX to Hold — PT $145 (-19.4%)
ANALYST-DOWNGRADE — Impact 5/10
Citigroup Downgrades TJX to Neutral — PT $154 (Prior $182, -15.4%)
ANALYST-DOWNGRADE — Impact 4/10
TJX reported Q2 FY27 results above plan with adjusted EPS of $1.22 (beat consensus of $1.19 by 2.7%) and revenue of $15.
8-K — Impact 7/10
Jul 7, 2026 Congress
Ro Khanna sell
$15,001 - $50,000 — House
Jun 30, 2026 Inst.
NORGES BANK — NEW
14,473,106 shares ($2.2B)
Analyst ratings buy % -8.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 26, 2026 | Jefferies | DOWNGRADE | Hold | 53% |
| Aug 20, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Aug 20, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 20, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 20, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 20, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 20, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 20, 2026 | Gordon Haskett | DOWNGRADE | Accumulate | 58% |
| May 21, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 13 | 5 | 1 | 0 | 78% | |
| Aug 1, 2026 | 11 | 11 | 3 | 1 | 0 | 85% | |
| Jul 1, 2026 | 11 | 11 | 3 | 1 | 0 | 85% | |
| Jun 1, 2026 | 11 | 11 | 3 | 1 | 0 | 85% | |
| May 1, 2026 | 11 | 10 | 3 | 1 | 0 | 84% | |
| Apr 1, 2026 | 11 | 10 | 3 | 1 | 0 | 84% | |
| Mar 1, 2026 | 11 | 10 | 3 | 1 | 0 | 84% | |
| Feb 1, 2026 | 11 | 10 | 3 | 1 | 0 | 84% |
Price targets
Where 20 covering analysts think TJX trades over the next 12 months.
$169.80 +27.6% upside Strong Buy
Current$133.05 Low$136.00 Median$175.00 High$198.00 20 analysts
$136.00$198.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
46°
Neutral
BearishNeutralBullish
Recent posts
TJX Companies Q2 Earnings Call Live Transcript
▲ 1 · 💬 0· ⚡ 0.5
Space x ipo pending / stock advice
▲ 1 · 💬 0· ⚡ 0.5
Is TJX Companies a Buy After Their Latest Earnings Report?
▲ 1 · 💬 0· ⚡ 0.5
TJX Companies Q1 Earnings Call Live Transcript
▲ 1 · 💬 0· ⚡ 0.5
Why aren't we all TJX and chilling?
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 2 bearish, 0 mixed, 5 neutral · avg impact 4.4/10.
BEARISHANALYST-DOWNGRADE5/10
Jefferies downgrades TJX to Hold — PT $145 (-19.4%)
Sep 1, 2026
BEARISHANALYST-DOWNGRADE4/10
Citigroup Downgrades TJX to Neutral — PT $154 (Prior $182, -15.4%)
Aug 20, 2026
BULLISH8-K7/10
TJX reported Q2 FY27 results above plan with adjusted EPS of $1.22 (beat consensus of $1.19 by 2.7%)
Aug 19, 2026
NEUTRALCLUSTER3/10
Four TJX insiders, including the Executive Chairman, CEO, and CFO, sold a total of $16.7M in open-ma
Jun 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: TJX — 56.7% short (1.4M / 2.4M)
Short: 1,350,499 | Exempt: 5,886 | TRF Vol: 2,383,860 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
Enforcement
Davenport v. TJX Companies, Inc
Court ruling (mad) — Docket: 1:26-cv-13427
Sep 9, 2026
other
The Marshalls Good Stuff Accelerator Program Returns for Year Three to Help Participants Build Skills, Grow Networks and Open New Doors to Turn Ambitions into Action
The program provides 40 participants with expert-led programming, peer connections and practical support to help them pursue what matters most to them
Sep 7, 2026
dark_pool
Dark Pool: TJX — 7.0M shares, 116,448 trades
Week starting 2026-09-07. Total ATS volume: 7,038,346 shares across 116,448 trades.
Aug 31, 2026
dark_pool
Dark Pool: TJX — 9.9M shares, 148,538 trades
Week starting 2026-08-31. Total ATS volume: 9,929,724 shares across 148,538 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.34 | $1.32–$1.39 | 4.4% | -0.6% | 7↑ 7↓ | $15.9B | 15 |
| Next Q | $1.49 | $1.44–$1.56 | 4.5% | -0.5% | 5↑ 8↓ | $18.6B | 15 |
| Current FY | $5.25 | $5.17–$5.43 | 11.0% | +0.5% | 16↑ 2↓ | $64.0B | 18 |
| Next FY | $5.77 | $5.56–$6.05 | 10.0% | +0.3% | 12↑ 2↓ | $68.0B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.337 | — |
| 7d ago | $1.339 | -0.003 |
| 30d ago | $1.344 | -0.007 |
| 60d ago | $1.344 | -0.007 |
| 90d ago | $1.344 | -0.007 |
Institutional ownership
Which big funds own TJX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $103.0B total value (671,483,751 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 108,844,399 | $16.5B | 16.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 72,219,699 | $10.9B | 10.6% | — |
| STATE STREET CORP | 49,709,223 | $7.5B | 7.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 28,894,377 | $4.4B | 4.2% | — |
| MORGAN STANLEY | 27,031,090 | $4.1B | 4.0% | — |
| FMR LLC | 25,442,660 | $3.9B | 3.7% | — |
| BANK OF AMERICA CORP /DE/ | 23,178,569 | $3.5B | 3.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20,212,962 | $3.1B | 3.0% | — |
| JPMORGAN CHASE & CO | 16,938,324 | $2.6B | 2.5% | — |
| AMERIPRISE FINANCIAL INC | 14,563,672 | $2.2B | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 14,473,106 | — | $2.2B |
| GOLDMAN SACHS GROUP INC | ADD | 10,733,174 | 13,507,527 | +25.8% | $2.0B |
| Capital International Investors | TRIM | 5,389,703 | 3,264,353 | -39.4% | $494.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 2,282,469 | 3,090,071 | +35.4% | $468.1M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 1,937,779 | 2,544,960 | +31.3% | $385.6M |
| Mariner, LLC | ADD | 1,671,419 | 2,429,911 | +45.4% | $368.1M |
| Fundsmith LLP | NEW | — | 2,272,592 | — | $344.3M |
| Alecta Tjanstepension Omsesidigt | TRIM | 3,566,065 | 1,988,065 | -44.3% | $301.2M |
| APG Asset Management N.V. | TRIM | 3,011,334 | 2,186,625 | -27.4% | $289.8M |
| D. E. Shaw & Co., Inc. | ADD | 1,054,889 | 1,776,613 | +68.4% | $269.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$30.6M — $7.8K bought, $30.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | PINTOFF CRAIG ADAM | Director | AWARD | 621.42 | — | — |
| Jun 9, 2026 | MEYROWITZ CAROL | Executive Chairman | SELL | 55,624 | $163.65 | $9.1M |
| Jun 9, 2026 | BERKERY ROSEMARY T | Director | AWARD | 636.87 | — | — |
| Jun 9, 2026 | BENNETT ALAN M | Director | AWARD | 636.87 | — | — |
| Jun 9, 2026 | BERKERY ROSEMARY T | Director | EXERCISE | 802 | — | — |
| Jun 9, 2026 | BENNETT ALAN M | Director | AWARD | 653.77 | — | — |
| Jun 9, 2026 | BERKERY ROSEMARY T | Director | AWARD | 110.48 | — | — |
| Jun 9, 2026 | BERKERY ROSEMARY T | Director | AWARD | 8.4 | — | — |
| Jun 5, 2026 | Klinger John | SEVP, CFO | SELL | 6,235 | $160.77 | $1.0M |
| Jun 5, 2026 | Herrman Ernie | CEO & President | SELL | 10,002 | $160.68 | $1.6M |
Congressional trades
TJX trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $15,001 - $50,000 | The TJX Companies Inc | Aug 12, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | The TJX Companies Inc | May 13, 2026(31d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | The TJX Companies Inc | May 1, 2026(40d) |
| Jan 14, 2026 | John Hickenlooper | D | SENATE | SELL | $50,001 - $100,000 | The TJX Companies Inc | Feb 6, 2026(24d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TJX.
Shares short
18,418,401
Settlement Sep 15, 2026
Change vs prior
-15.2%
Semi-monthly cycle
Days to cover
2.3
At avg daily volume
Of shares outstanding
≈1.7%
Estimate — not % of float
All TJX filing & press-release reports (10)
- Jefferies downgrades TJX to Hold — PT $145 (-19.4%)Sep 1, 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