TJX Companies
TJX
About: TJX Companies is the leading off-price retailer of apparel, accessories, and home merchandise in the United States. The firm leverages its more than 21,000 global vendor relationships to procure and sell branded merchandise at prices 20%-60% cheaper than conventional retail channels. TJX opportunistically purchases excess inventory that stems from manufacturing overruns and retail closeout sales. The retailer disperses its vast and disparate merchandise across its 5,100 global stores, creating a treasure-hunt shopping experience for consumers. Over three quarters of TJX's sales are derived from the United States, primarily via the T.J. Maxx, Marshalls, and HomeGoods banners. About 10% of sales come from Canada and 12% from Europe and Australia.
Employees: 364,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
79% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 98
22% more call options, than puts
Call options by funds: $789M | Put options by funds: $645M
10% more repeat investments, than reductions
Existing positions increased: 977 | Existing positions reduced: 885
2.15% more ownership
Funds ownership: 88.4% [Q1] → 90.54% (+2.15%) [Q2]
1% more funds holding
Funds holding: 2,310 [Q1] → 2,344 (+34) [Q2]
2% more capital invested
Capital invested by funds: $121B [Q1] → $124B (+$2.72B) [Q2]
21% less funds holding in top 10
Funds holding in top 10: 82 [Q1] → 65 (-17) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Wells Fargo
Ike Boruchow
|
$130
|
Equal-Weight
Maintained
|
21 Aug 2025 |
Citigroup
Paul Lejuez
|
$160
|
Buy
Maintained
|
21 Aug 2025 |
JP Morgan
Matthew Boss
|
$148
|
Overweight
Maintained
|
21 Aug 2025 |
Bernstein
Aneesha Sherman
|
$152
|
Outperform
Maintained
|
21 Aug 2025 |
Barclays
Adrienne Yih
|
$155
|
Overweight
Maintained
|
21 Aug 2025 |
UBS
Jay Sole
|
$172
|
Buy
Maintained
|
21 Aug 2025 |
Evercore ISI Group
Michael Binetti
|
$162
|
Outperform
Maintained
|
21 Aug 2025 |
Baird
Mark Altschwager
|
$152
|
Outperform
Maintained
|
21 Aug 2025 |
Telsey Advisory Group
Dana Telsey
|
$155
|
Outperform
Maintained
|
21 Aug 2025 |
Morgan Stanley
Alexandra Steiger
|
$150
|
Overweight
Maintained
|
21 Aug 2025 |
B of A Securities
Lorraine Hutchinson
|
$150
|
Buy
Maintained
|
21 Aug 2025 |
Financial journalist opinion
Based on 45 articles about TJX published over the past 30 days