TJX COMPANIES INC /DE/
TJX is an off-price retailer of apparel and home fashions, serving customers through more than 5,200 stores and six branded e-commerce sites. Its four segments are Marmaxx and HomeGoods in the U.S., TJX Canada, and TJX International, which includes Europe and Australia. The company also operates Sierra, whose results are included in Marmaxx. Its brands include TJ Maxx, Marshalls, HomeGoods, Homesense, Winners, HomeSense, TK Maxx and Sierra. TJX sells branded, designer and other quality merchandise, generally at prices 20% to 60% below full-price retailers’ regular prices on comparable merchandise. It acquires goods through opportunistic buying, including closeouts, special production, order cancellations and manufacturer overruns, and also sells some merchandise under in-house or licensed brands. TJX is headquartered in Framingham, Massachusetts.
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No SEC Form 4 filings for $TJX in the last 30 days.
See all $TJX insider activity →State Street Consumer Discretionary Select Sector SPDR ETF (XLY) sold $228.8M in assets on Tuesday, including $50M in Amazon (AMZN) shares, $42.2M in Tesla (TSLA), and $12.5M in Home Depot (HD). The ETF decreased all 47 of its positions, with no new buys or exits. XLY holds 47 stocks, with top holdings including AMZN (21.88%), TSLA (18.45%), and HD (5.47%).
Bank of America analysts cut price targets for TJX Cos., Ross Stores, and Burlington due to expected higher freight costs starting in Q2 2027, modeling a 15% increase for domestic and 80% for ocean freight. Despite this, they maintain 'Buy' ratings, anticipating outperformance in an inflationary environment.
State Street's Consumer Discretionary ETF (XLY) added $212.3M in assets on Thursday, increasing positions in 47 holdings. Top buys included Amazon (AMZN, $47.4M), Tesla (TSLA, $37.7M), and Home Depot (HD, $11.8M). The fund's assets total $21.84B, with AMZN and TSLA as its largest holdings at 22.29% and 17.69% respectively.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning TJX (TJX COMPANIES INC /DE/). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent TJX coverage spans financial news, corporate actions and earnings.
Fund liquidation may create minor short‑term pressure on TJX.
Analyst target cut may pressure TJX shares modestly.
Incremental ETF demand may slightly improve near-term sentiment for TJX.
Modest negative pressure from weaker guidance.
ETF sell may exert slight downward pressure on TJX.
AlphAI scores every news story that mentions TJX with an AI model for sentiment and relevance, and aggregates insider trades from TJX COMPANIES INC /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
State Street Consumer Discretionary Select Sector SPDR ETF (XLY) sold $228.8M in assets on Tuesday, including $50M in Amazon (AMZN) shares, $42.2M in Tesla (TSLA), and $12.5M in Home Depot (HD). The ETF decreased all 47 of its positions, with no new buys or exits. XLY holds 47 stocks, with top holdings including AMZN (21.88%), TSLA (18.45%), and HD (5.47%).
Bank of America analysts cut price targets for TJX Cos., Ross Stores, and Burlington due to expected higher freight costs starting in Q2 2027, modeling a 15% increase for domestic and 80% for ocean freight. Despite this, they maintain 'Buy' ratings, anticipating outperformance in an inflationary environment.
State Street's Consumer Discretionary ETF (XLY) added $212.3M in assets on Thursday, increasing positions in 47 holdings. Top buys included Amazon (AMZN, $47.4M), Tesla (TSLA, $37.7M), and Home Depot (HD, $11.8M). The fund's assets total $21.84B, with AMZN and TSLA as its largest holdings at 22.29% and 17.69% respectively.
Five Below (FIVE) reported Q2 revenue of $1.26B, up 22.9% YoY, beating estimates. TJX (TJX) reported $15.18B, up 5.4%, in line with expectations. Ollie's (OLLI) reported $741.3M, up 9.1%, missing estimates. Burlington (BURL) reported $3.00B, up 11%, slightly below estimates. FIVE stock is down 8.6%, TJX down 2.7%, OLLI up 29.4%, BURL down 17.7% since reporting.
State Street Consumer Discretionary Select Sector SPDR ETF (XLY) sold $194.6 million of stocks on Oct. 19, reducing all 47 positions. Largest sells included AMZN ($45.7M), TSLA ($34.0M), and HD ($10.1M). XLY holds 47 stocks, with top holdings being AMZN (23.48%), TSLA (17.46%), and HD (5.20%).
TJX COMPANIES INC /DE/ (TJX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 15, 2026, The TJX Companies, Inc. (the “Company”) entered into a letter agreement (the “Agreement”) with Kenneth
Wedgewood Partners' Composite fund returned 2.5% in Q3 2026, outperforming the S&P 500 but lagging the Russell 1000 Value Index. The fund added TJX Companies (TJX) and sold its position in Copart (CPRT).
Wells Fargo named Burlington Stores (BURL) its top off-price retail pick, citing favorable valuation and margin improvement potential. The firm noted shifting market share dynamics, with TJX (TJX) losing share and Ross Stores (ROST) gaining. Burlington's Q3 sales are expected to track at 2%, below Street estimates. Ross Stores is seen as fundamentally strong but overvalued, while TJX faces challenges in its Marmaxx division.
TJX (NYSE:TJX) reported Q2 revenues of $15.18B, up 5.4% YoY, missing EPS guidance. Macy's (NYSE:M) reported $5.06B in revenues, up 1.2% YoY, beating expectations. Ross Stores (NASDAQ:ROST) reported $6.26B in revenues, up 13.3% YoY, exceeding estimates. Stocks reacted accordingly post-earnings.
Jim Cramer revealed he bought shares of TJX Companies (NYSE:TJX) due to confidence in CEO Ernie Herrman, despite recent underperformance. TJX's stock has fallen 14% since August, with weak same-store sales in its Marmaxx division. Management raised EPS guidance to $5.31-$5.36 and pretax profit margin to 12.3%-12.4%. Cramer also praised Ross Stores (NASDAQ:ROST) for its performance under new CEO Jim Conroy.
