TJX
TJX COMPANIES INC /DE/
$167.90
+1.84%
$182.1B
No data for this timeframe.
Vol
Market Cap$182.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders9 funds
Inst. Value$32.8B
Inst. Activity1 buys / 0 sells
Insider Activity5B / 6S
Insider Net $-$21.5M
Reddit Sentiment40° Cool
SEC Reports8
Congressional3 trades
Recent Activity
Jun 5, 2026
SEC
TJX CEO Ernie Herrman and CFO John Klinger sold a combined ~$2.61M in open-market sales on June 5, 2026, following a lar
CLUSTER — Impact 3/10
Jun 5, 2026
Insider
Herrman Ernie sold 10,002 shares
CEO & President @ $160.68 ($1.6M)
Jun 5, 2026
Insider
Klinger John sold 6,235 shares
SEVP, CFO @ $160.77 ($1.0M)
Jun 4, 2026
Insider
Herrman Ernie sold 28,000 shares
CEO & President @ $158.33 ($4.4M)
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 20, 2026
earnings_calendar
TJX Q1 2027 Earnings After Market Close — 2026-05-20
EPS est: $1.02 | Rev est: $14.1B
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
+5.8% upside
Buy
Current $167.90
Low $125.00
Median $176.00
High $197.00
19 analysts
$125.00
$197.00
Analyst Ratings
11Strong Buy
11Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 ▲ +2.1% | $5.12 — $5.36 | 7% YoY | 12 |
| Next FY | $5.71 ▲ +0.8% | $5.51 — $6.02 | 10% YoY | 12 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $15.8B | — |
| FMR LLC | $4.6B | — |
| MORGAN STANLEY | $4.1B | — |
| BANK OF AMERICA CORP | $3.9B | — |
| NORGES BANK | $2.2B | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Herrman Ernie | SELL | $1.6M |
| Jun 5, 2026 | Klinger John | SELL | $1.0M |
| Jun 4, 2026 | Herrman Ernie | SELL | $4.4M |
| Jun 4, 2026 | Benjamin Peter | G | $0.00 |
| Jun 3, 2026 | Canestrari Kenneth | SELL | $5.0M |
Reddit Sentiment
40°▲
Cool
Bearish
Neutral
Bullish
Congressional Trades
3 members: 2 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Ro Khanna | D | BUY | $1,001 - $15,000 |
| Jared Moskowitz | D | BUY | $1,001 - $15,000 |
| John Hickenlooper | D | SELL | $50,001 - $100,000 |
9 institutional holders with $32.8B total value (213,678,757 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 102,733,668 | $15.8B | 48.1% | — |
| 2 | FMR LLC | 29,866,877 | $4.6B | 14.0% | — |
| 3 | MORGAN STANLEY | 26,541,902 | $4.1B | 12.4% | — |
| 4 | BANK OF AMERICA CORP /DE/ | 25,620,925 | $3.9B | 12.0% | — |
| 5 | NORGES BANK | 14,399,942 | $2.2B | 6.7% | NEW |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,043,550 | $1.1B | 3.3% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 5,180,963 | $795.8M | 2.4% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 1,734,630 | $266.5M | 0.8% | DOUBLED +6488.9% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 556,300 | $85.5M | 0.3% | TRIM -36.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 14,399,942 | — | $2.2B | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 25,587 | 1,685,904 | +6488.9% | $243.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,143,100 | 723,300 | -36.7% | $104.5M | 2025-Q3 |
| NORGES BANK | EXIT | 14,647,129 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 14,647,129 | — | $1.8B | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 339,000 | 1,143,100 | +237.2% | $141.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 177,478 | 25,587 | -85.6% | $3.2M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,139,400 | 339,000 | -70.2% | $41.3M | 2025-Q1 |
| NORGES BANK | EXIT | 13,828,032 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,817,100 | 1,139,400 | -37.3% | $137.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 6,720,762 | — | $790.0M | 2024-Q3 |
8 unique insiders with 11 transactions. Net insider value: -$21.5M ($7.3K bought, $21.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Herrman Ernie | CEO & President | SELL | 10,002 | $160.68 | $1.6M |
| Jun 5, 2026 | Klinger John | SEVP, CFO | SELL | 6,235 | $160.77 | $1.0M |
| Jun 4, 2026 | Herrman Ernie | CEO & President | SELL | 28,000 | $158.33 | $4.4M |
| Jun 4, 2026 | Benjamin Peter | SEVP, Group President | G | 34,129 | $0.00 | $0.00 |
| Jun 3, 2026 | Canestrari Kenneth | SEVP - Group President | SELL | 31,447 | $157.50 | $5.0M |
| Jun 3, 2026 | Herrman Ernie | CEO & President | SELL | 29,549 | $157.46 | $4.7M |
| Apr 10, 2026 | Benjamin Peter | SEVP, Group President | F | 7,695 | $161.60 | $1.2M |
| Apr 10, 2026 | Mizzi Douglas W. | SEVP - Group President | F | 7,158 | $161.60 | $1.2M |
| Apr 10, 2026 | MEYROWITZ CAROL | Executive Chairman | F | 11,930 | $161.60 | $1.9M |
| Apr 10, 2026 | Klinger John | SEVP, CFO | F | 3,580 | $161.60 | $578.5K |
| Apr 10, 2026 | Herrman Ernie | CEO & President | F | 26,004 | $161.60 | $4.2M |
| Apr 10, 2026 | Canestrari Kenneth | SEVP - Group President | F | 6,920 | $161.60 | $1.1M |
| Mar 30, 2026 | Mizzi Douglas W. | SEVP - Group President | F | 22,840 | $155.79 | $3.6M |
| Mar 30, 2026 | Benjamin Peter | SEVP, Group President | F | 10,913 | $155.79 | $1.7M |
| Mar 30, 2026 | Canestrari Kenneth | SEVP - Group President | F | 22,079 | $155.79 | $3.4M |
| Mar 30, 2026 | Herrman Ernie | CEO & President | F | 82,985 | $155.79 | $12.9M |
| Mar 30, 2026 | Mizzi Douglas W. | SEVP - Group President | A | 47,238 | $0.00 | $0.00 |
| Mar 30, 2026 | MEYROWITZ CAROL | Executive Chairman | F | 38,066 | $155.79 | $5.9M |
| Mar 30, 2026 | MEYROWITZ CAROL | Executive Chairman | A | 78,730 | $0.00 | $0.00 |
| Mar 30, 2026 | Canestrari Kenneth | SEVP - Group President | A | 45,664 | $0.00 | $0.00 |
| Mar 30, 2026 | Herrman Ernie | CEO & President | A | 171,632 | $0.00 | $0.00 |
| Mar 30, 2026 | Benjamin Peter | SEVP, Group President | A | 22,570 | $0.00 | $0.00 |
| Mar 30, 2026 | Klinger John | SEVP, CFO | F | 11,421 | $155.79 | $1.8M |
| Mar 30, 2026 | Klinger John | SEVP, CFO | A | 23,620 | $0.00 | $0.00 |
| Mar 10, 2026 | Canestrari Kenneth | SEVP - Group President | G | 6,325 | $0.00 | $0.00 |
| Mar 5, 2026 | Alvarez Jose B | Director | L | 4.559 | $160.91 | $733.59 |
| Mar 2, 2026 | Herrman Ernie | CEO & President | SELL | 30,000 | $160.95 | $4.8M |
| Mar 3, 2022 | LANE AMY B | Director | BUY | 22.353 | $66.13 | $1.5K |
| Dec 2, 2021 | LANE AMY B | Director | BUY | 20.669 | $71.26 | $1.5K |
| Sep 2, 2021 | LANE AMY B | Director | BUY | 20.231 | $72.54 | $1.5K |
| Jun 3, 2021 | LANE AMY B | Director | BUY | 21.823 | $66.99 | $1.5K |
| Mar 4, 2021 | LANE AMY B | Director | BUY | 22.445 | $64.87 | $1.5K |
| Jan 4, 2021 | LANE AMY B | Director | G | 174 | $0.00 | $0.00 |
8 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 3.5/10.
BULLISH
ANALYST-UPGRADE
2/10
4 firms acted on TJX: Guggenheim, BTIG, Citigroup, Citigroup
May 31, 2026
MIXED
ANALYST-UPGRADE
1/10
Citigroup upgrades TJX to Buy, raises PT to $140 — but price already above target; 5-firm cluster adds weight
May 1, 2026
NEUTRAL
CLUSTER
3/10
TJX CEO Ernie Herrman and CFO John Klinger sold a combined ~$2.61M in open-market sales on June 5, 2
Jun 5, 2026
NEUTRAL
COURT-RULING
1/10
The Fifth Circuit vacated a district court's dismissal with prejudice of a pro se slip-and-fall laws
Jun 1, 2026
NEUTRAL
S-3ASR
3/10
TJX Companies filed an automatic shelf registration statement (S-3ASR) to register an indeterminate
May 29, 2026
BULLISH
8-K
7/10
TJX reported Q1 FY27 EPS of $1.19 on revenue of $14.32B, beating consensus estimates of $1.00 and $1
May 20, 2026
NEUTRAL
DEFA14A
3/10
TJX Companies filed additional definitive proxy soliciting materials (DEFA14A) on April 30, 2026. No
Apr 30, 2026
BULLISH
8-K
8/10
TJX reported strong Q4 and full-year FY26 results with revenue of $17.7 billion (up 9% YoY) and EPS
Feb 25, 2026
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
+5.8% upside
Buy (1.38)
$125.00 Low
$197.00 High
| Metric | Value |
|---|---|
| Current Price | $167.90 |
| Target Low | $125.00 |
| Target Mean | $177.63 |
| Target Median | $176.00 |
| Target High | $197.00 |
| # Analysts | 19 |
| Recommendation | Buy (1.38) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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% | +2.1% | 7↑ 0↓ | $64.1B | 6.2% | 12 |
| Next FY 2028-01-31 |
$5.71 | $5.51 | $6.02 | 9.7% | +0.8% | 5↑ 0↓ | $67.9B | 5.9% | 12 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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 |
| Dec 16, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 11 | 9 | 3 | 1 | 0 | 83% | |
| Dec 1, 2025 | 10 | 11 | 3 | 1 | 0 | 84% | |
| Nov 1, 2025 | 11 | 11 | 3 | 1 | 0 | 85% |
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 2 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| 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) |
40°
Cool
Bearish
Neutral
Bullish
6 mentions
0 bullish
2 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 20, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 3, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 3, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Feb 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
TJX Companies Q1 Earnings Call Live Transcript
▲ 1
💬 0
⚡ 0.5
Why aren't we all TJX and chilling?
▲ 1
💬 1
⚡ 0.5
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 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
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 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 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 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 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
Apr 6, 2026
dark_pool
Dark Pool: TJX — 4.8M shares, 112,050 trades
Week starting 2026-04-06. Total ATS volume: 4,805,099 shares across 112,050 trades.
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