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NYSE · Consumer Discretionary

TJX COS INC NEW TJX

The TJX Companies, Inc., together with its subsidiaries, operates as an off-price apparel and home fashions retailer worldwide. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company provides family apparel comprising footwear; accessories, such as beauty and jewelry; home fashion products, including home basics, decorative accessories and giftware, as well as furniture, rugs, lighting, soft home, decorative accessories, tabletop, and cookware; pet and gourmet food; and other merchandise.

Sources StockAnalysis company profile stockanalysis.com
Clothing/Shoe/Accessory Stores

Company profile

Business mix

  • It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International.
  • It also offers home decor, furniture, and seasonal home merchandise. The company sells its products through stores and e-commerce sites.
  • The TJX Companies, Inc. was incorporated in 1962 and is headquartered in Framingham, Massachusetts.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in apparel retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 31.25 FCF 3.08% Buyback 1.19%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Alkeon Capital Management 0.8% $447.2M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $43.1M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $15.8M Estimated from net added shares
Reduction amount $103.8M Estimated from net reduced shares
Net share change / base shares -15.2% -551,292 / 3,621,159
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 14.2% 13F value change +$3.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 17.2% 13F value change +$9.0M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.0% 13F value change +$6.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.3% 13F value change +$3.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 171,188 Last 4 periods +98,708 (+57.7%) Total shares 269,896 Value $43.1M
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -18.8% 13F value change -$68.6M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,449,971 Last 4 periods -650,000 (-18.8%) Total shares 2,799,971 Value $447.2M

Recent mentions

No public mentions.