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TJTJX

The TJX Companies, Inc.

$TJX·$147B·Apparel - Retail·Consumer Cyclical
$147.30+1.9%YTD-15.0%1Y-0.4%
Price updated 13m ago·X counts updated 5d ago
TJTJX
$TJXThe TJX Companies, Inc.
$147.30+1.88%178 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TJX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

178X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TJX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 69% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

TJX Companies is bullish on X — Capitulation Finder rapid-firing signals, confirming bounce today, and Final Trade CNBC pick with CCJ/DIS/WFC. Unusual $125 Oct 23 puts create some caution; 24/7 QFEX listing adds venue exposure.

Read what X is saying about $TJX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TJX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

TJX off-price retail at 23% of 52-week range — 9% revenue growth, 12% operating margin, Wall Street sees 28% upside.

The TJX Companies is the off-price retail leader (T.J. Maxx, Marshalls, HomeGoods, Sierra, HomeSense) — the dominant category winner against Burlington Stores and Ross Stores. The stock is down 15% YTD, consolidating below the 50-day MA ahead of Nov 18 earnings.

  • The P&L is quietly accelerating: revenue grew 9.2% YoY to $14.32B last quarter at a 12.4% operating margin and EPS $1.19 — comparable sales are firm, international expansion is working, and the HomeGoods segment keeps compounding.
  • At 29.9x trailing earnings and 2.8x sales for a 9% revenue grower with 12% operating margins, TJX is reasonably priced for a quality off-price retailer; Wall Street sees 28% upside, which bulls can anchor as consensus value.
  • No material insider selling in the window; the $125 Oct 23 puts are modest tactical hedging, not conviction bear.

Stalled holds until Nov 18 earnings confirm comparable sales growth above 3% YoY and HomeGoods segment growth stays above 8%. A soft comp print, or any specific commentary on freight-cost inflation, is what tips this toward breaking-down; a FY27 EPS guide above $4.75 plus specific international-expansion metrics is what breaks the stalled tape higher.

Agrees with X sentimentX bulls citing Capitulation Finder rapid-fire signals, confirming-bounce-today, Final Trade CNBC pick with CCJ/DIS/WFC, and 24/7 QFEX listing have the near-term setup elements correct — this is a quality cyclical with specific technical confirmation.

What to watch: Nov 18 earnings — comparable sales growth above 3% YoY, HomeGoods segment growth, operating margin trajectory, and FY27 EPS guide. A soft comp print or freight-cost inflation commentary is what breaks the stalled tape lower.

On the calendar: 2026-11-18 — Q3 FY26 earnings

Read the AI verdict on $TJX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates TJ Maxx, Marshalls, and HomeGoods off-price stores buying excess inventory at discounts and passing savings to bargain shoppers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $TJX.

Apparel - Retail · Consumer Cyclical

No material change from last week — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $TJX

Partial — Operates TJ Maxx, Marshalls, and HomeGoods off-price stores buying excess inventory at discounts and passing savings to bargain shoppers.

Industry benchmark

10-name peer basket
+1.0%YTD
+30.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
22.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
59.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 19, 2026$1.22$1.19+2.5%
Q1 2026May 20, 2026$1.19$1.02+16.7%
Q4 2025Feb 25, 2026$1.43$1.39+2.9%
Q3 2025Nov 19, 2025$1.28$1.23+4.1%
Next earningsWed, Nov 18·consensus EPS $1.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$14.3B+9.2%31.3%11.8%$1.19$457.0M
Q4 FY26$17.7B+8.5%30.9%13.3%$1.58$2.7B
Q3 FY26$15.1B+7.5%33.0%13.0%$1.28$1.0B
Q2 FY26$14.4B+6.9%30.7%11.2%$1.11$1.3B

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$60.0B$59.8B – $60.3B$4.68$4.65 – $4.7111
FY27$64.0B$63.7B – $64.4B$5.28$5.23 – $5.3716
FY28$68.0B$66.8B – $68.8B$5.78$5.60 – $5.8916
FY29$73.2B$71.7B – $76.3B$6.49$6.23 – $6.738
FY30$75.5B$74.4B – $77.0B$6.85$6.72 – $7.024

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Jackwyn NemerovDirector957 sh$161KSellJun 10Peter BenjaminPresident10.9K sh$1.8MSellJun 9Carol MeyrowitzChair55.6K sh$9.1MSellJun 5John KlingerCFO6.2K sh$1.0MSellJun 5Ernie HerrmanCEO10.0K sh$1.6MSellJun 4Ernie HerrmanCEO28.0K sh$4.4MSellJun 3Ernie HerrmanCEO29.5K sh$4.7MSellJun 3Kenneth CanestrariPresident31.4K sh$5.0M
+ 15 other (9 awards · 5 exempts · 1 gift) in window

See when $TJX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 173
AI summary

Craig Adam Pintoff filed an initial Form 3 as newly elected director of The TJX Companies, Inc. (TJX) effective September 16, 2026, reporting no securities beneficially owned. Routine new-director initial filing; Pintoff is EVP and Chief Administrative Officer of United Rentals.

8-KOfficer or director changeSep 178-K — Item 5.02: Officer or director change
AI summary

TJX Companies, Inc. elected Craig A. Pintoff (56), EVP and Chief Administrative Officer of United Rentals (URI), to its Board of Directors and Audit and Finance Committee effective September 16, 2026. He will receive the standard non-employee director package: $115,000 annual cash retainer and $210,000 in annual deferred stock awards (prorated). Independent director addition with large-cap HR, legal, and operations expertise; no related-party relationships.

8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote
AI summary

The TJX Companies held its 2026 Annual Meeting on June 9, 2026. All ten director nominees were elected (For votes ranging from ~845M for the lowest-support director to ~913M); PricewaterhouseCoopers LLP was ratified as auditor for fiscal 2027 (908M For, 83M Against — notable ~8% dissent); and the advisory say-on-pay vote passed (853M For, 66M Against). The PwC ratification dissent (~8%) is above typical levels and may reflect governance concerns, though the proposal carried comfortably. Routine annual governance for a large-cap off-price retailer with no material surprises.

S-3ASRAuto-shelf registrationMay 29S-3ASR
AI summary

The TJX Companies, Inc. filed an automatic shelf registration statement (S-3ASR) on May 29, 2026, covering securities to be offered from time to time after the effective date. As a large accelerated filer, TJX's S-3ASR is effective immediately upon filing, providing flexible capital market access. No specific offering amount or type was stated in the available excerpt. This is a routine shelf renewal for an investment-grade large-cap retailer, typically used for debt or equity issuance as needed rather than an imminent offering signal.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

6,774 The TJX Companies, Inc. $TJX Shares Acquired by Vertrix Wealth Management LLCdefenseworld.net·4d agoTJX (TJX) Advances While Market Declines: Some Information for Investorszacks.com·4d agoTop 50 High-Quality Dividend Growth Stocks For October 2026seekingalpha.com·5d agoThree beaten down consumer stocks that are now screaming opportunityinvezz.com·8d agoThe TJX Companies, Inc. (TJX) is Attracting Investor Attention: Here is What You Should Knowzacks.com·9d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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