TJX COMPANIES INC /DE/
TJX · Retail-Family Clothing Stores · 1.10B shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $2.3B (gross $2.5B, SBC $160M)
Reference price $168.59 · est. market cap ~$186.2B — last insider sale, 2026-06-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A88Off-price retail powerhouse with elite returns and enormous free cash flow on a lightly levered balance sheet.
Strengths
- Elite returns — ROE 53.9% (90th), ROA 15.4% (90th)
- Enormous free cash flow — FCF $4.92B (100th)
- Low leverage — D/E 0.18 (33rd), net income +13.0%
Risks
- Thin quick liquidity — quick ratio 0.59 (40th), inventory-driven
- Execution risk in opportunistic buying/inventory per risk factors — qualitative (per 10-K)
- Consumer-spending cyclicality — qualitative (per 10-K)
Notable findings
- Customer concentration~100% of revenue from one customer/distributor — 0 % 100
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $6.2B cash & investments
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, FMR LLC, GOLDMAN SACHS GROUP INC +3 more (as of 2026-03-31)
- Insider sellingInsider selling — 9 open-market sale(s) by 6 insider(s) (cluster of 6 insiders, ~$33M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Return on equity
53.9%
Return on assets
15.4%
Revenue growth (QoQ)
-0.8%
Net-income growth
13.0%
Debt / equity
0.2×
Current ratio
1.1×
Free cash flow
$4.9B
Tangible book value
$10.1B
Cash & investments
$6.2B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-11 | Nemerov Jackwyn | Sell | 957 | $168.59 |
| 2026-06-10 | Benjamin Peter | Sell | 11K | $165.00 |
| 2026-06-09 | LANE AMY B | Option exercise | 802 | — |
| 2026-06-09 | GOODWIN C KIM | Option exercise | 802 | — |
| 2026-06-09 | MEYROWITZ CAROL | Sell | 56K | $163.65 |
| 2026-06-09 | BERKERY ROSEMARY T | Option exercise | 802 | — |
| 2026-06-09 | Nemerov Jackwyn | Option exercise | 802 | — |
| 2026-06-09 | CHING DAVID T | Option exercise | 802 | — |
| 2026-06-05 | Herrman Ernie | Sell | 10K | $160.68 |
| 2026-06-05 | Klinger John | Sell | 6.2K | $160.77 |
| 2026-06-04 | Benjamin Peter | Gift | 34K | — |
| 2026-06-04 | Herrman Ernie | Sell | 28K | $158.32 |
| 2026-06-04 | Benjamin Peter | Gift | 34K | — |
| 2026-06-03 | Herrman Ernie | Sell | 30K | $157.46 |
| 2026-06-03 | Canestrari Kenneth | Sell | 31K | $157.50 |
| 2026-04-10 | Benjamin Peter | Tax withheld | 7.7K | $161.60 |
| 2026-04-10 | Mizzi Douglas W. | Tax withheld | 7.2K | $161.60 |
| 2026-04-10 | MEYROWITZ CAROL | Tax withheld | 12K | $161.60 |
| 2026-04-10 | Klinger John | Tax withheld | 3.6K | $161.60 |
| 2026-04-10 | Herrman Ernie | Tax withheld | 26K | $161.60 |
| 2026-04-10 | Canestrari Kenneth | Tax withheld | 6.9K | $161.60 |
| 2026-03-30 | MEYROWITZ CAROL | Tax withheld | 38K | $155.79 |
| 2026-03-30 | Canestrari Kenneth | Grant | 46K | — |
| 2026-03-30 | Canestrari Kenneth | Tax withheld | 22K | $155.79 |
| 2026-03-30 | Canestrari Kenneth | Grant | 8.2K | — |
| 2026-03-30 | Mizzi Douglas W. | Grant | 47K | — |
| 2026-03-30 | Mizzi Douglas W. | Tax withheld | 23K | $155.79 |
| 2026-03-30 | Mizzi Douglas W. | Grant | 9.0K | — |
| 2026-03-30 | Benjamin Peter | Grant | 23K | — |
| 2026-03-30 | Benjamin Peter | Tax withheld | 11K | $155.79 |
| 2026-03-30 | Benjamin Peter | Grant | 8.0K | — |
| 2026-03-30 | MEYROWITZ CAROL | Grant | 79K | — |
| 2026-03-30 | MEYROWITZ CAROL | Grant | 15K | — |
| 2026-03-30 | Herrman Ernie | Grant | 172K | — |
| 2026-03-30 | Herrman Ernie | Tax withheld | 83K | $155.79 |
| 2026-03-30 | Herrman Ernie | Grant | 40K | — |
| 2026-03-30 | Klinger John | Grant | 24K | — |
| 2026-03-30 | Klinger John | Tax withheld | 11K | $155.79 |
| 2026-03-30 | Klinger John | Grant | 9.0K | — |
| 2026-03-10 | Canestrari Kenneth | Gift | 6.3K | — |
| 2026-03-05 | Alvarez Jose B | L | 5 | $160.91 |
| 2026-03-02 | Herrman Ernie | Sell | 30K | $160.95 |
| 2025-12-09 | Canestrari Kenneth | Tax withheld | 169 | $153.68 |
| 2025-12-09 | Mizzi Douglas W. | Tax withheld | 228 | $153.68 |
| 2025-12-09 | Mizzi Douglas W. | Tax withheld | 175 | $153.68 |
| 2025-12-09 | MEYROWITZ CAROL | Tax withheld | 380 | $153.68 |
| 2025-12-09 | MEYROWITZ CAROL | Tax withheld | 291 | $153.68 |
| 2025-12-09 | Canestrari Kenneth | Tax withheld | 220 | $153.68 |
| 2025-12-09 | Herrman Ernie | Tax withheld | 829 | $153.68 |
| 2025-12-09 | Herrman Ernie | Tax withheld | 635 | $153.68 |
| 2025-12-09 | Benjamin Peter | Tax withheld | 245 | $153.68 |
| 2025-12-09 | Benjamin Peter | Tax withheld | 210 | $153.68 |
| 2025-12-09 | Klinger John | Tax withheld | 114 | $153.68 |
| 2025-12-09 | Klinger John | Tax withheld | 169 | $153.68 |
| 2025-11-21 | Herrman Ernie | Sell | 24K | $151.31 |
| 2025-11-21 | LANE AMY B | Sell | 500 | $151.40 |
| 2025-11-20 | Herrman Ernie | Sell | 30K | $148.81 |
| 2025-09-08 | Benjamin Peter | Sell | 1.5K | $139.23 |
| 2025-09-02 | Nemerov Jackwyn | Sell | 1.2K | $138.00 |
| 2025-06-10 | BERKERY ROSEMARY T | Option exercise | 957 | — |
| 2025-06-10 | CHING DAVID T | Option exercise | 957 | — |
| 2025-06-10 | GOODWIN C KIM | Option exercise | 957 | — |
| 2025-06-10 | Nemerov Jackwyn | Option exercise | 957 | — |
| 2025-06-10 | LANE AMY B | Option exercise | 957 | — |
| 2025-06-03 | LANE AMY B | Sell | 950 | $128.09 |
| 2025-05-22 | Benjamin Peter | Sell | 4.1K | $129.77 |
| 2025-04-10 | Mizzi Douglas W. | Tax withheld | 8.8K | $127.47 |
| 2025-04-10 | Herrman Ernie | Tax withheld | 32K | $127.47 |
| 2025-04-10 | Klinger John | Tax withheld | 3.2K | $127.47 |
| 2025-04-10 | Canestrari Kenneth | Tax withheld | 8.5K | $127.47 |
| 2025-04-10 | Benjamin Peter | Tax withheld | 5.9K | $127.47 |
| 2025-04-10 | MEYROWITZ CAROL | Tax withheld | 15K | $127.47 |
| 2025-03-31 | Klinger John | Grant | 7.4K | — |
| 2025-03-31 | Benjamin Peter | Grant | 14K | — |
| 2025-03-31 | Benjamin Peter | Tax withheld | 6.6K | $121.80 |
| 2025-03-31 | Benjamin Peter | Grant | 9.5K | — |
| 2025-03-31 | Herrman Ernie | Grant | 164K | — |
| 2025-03-31 | Herrman Ernie | Tax withheld | 80K | $121.80 |
| 2025-03-31 | Herrman Ernie | Grant | 46K | — |
| 2025-03-31 | Canestrari Kenneth | Grant | 44K | — |
| 2025-03-31 | Canestrari Kenneth | Tax withheld | 21K | $121.80 |
| 2025-03-31 | Canestrari Kenneth | Grant | 11K | — |
| 2025-03-31 | MEYROWITZ CAROL | Grant | 75K | — |
| 2025-03-31 | MEYROWITZ CAROL | Tax withheld | 36K | $121.80 |
| 2025-03-31 | MEYROWITZ CAROL | Grant | 20K | — |
| 2025-03-31 | Klinger John | Tax withheld | 3.6K | $121.80 |
| 2025-03-31 | Klinger John | Grant | 11K | — |
| 2025-03-31 | Mizzi Douglas W. | Grant | 45K | — |
| 2025-03-31 | Mizzi Douglas W. | Tax withheld | 22K | $121.80 |
| 2025-03-31 | Mizzi Douglas W. | Grant | 11K | — |
| 2025-03-20 | Herrman Ernie | Sell | 15K | $116.54 |
| 2025-03-20 | Herrman Ernie | Sell | 3.0K | $116.56 |
| 2025-03-05 | Herrman Ernie | Sell | 23K | $123.03 |
| 2025-02-27 | BENNETT ALAN M | Sell | 8.0K | $123.53 |
| 2025-02-27 | Canestrari Kenneth | Gift | 3.2K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-11 | Shareholder vote | filing ↗ |
| 2026-05-20 | ResultsExhibits | filing ↗ |
| 2026-02-25 | ResultsExhibits | filing ↗ |
| 2025-11-19 | ResultsExhibits | filing ↗ |
| 2025-08-20 | ResultsExhibits | filing ↗ |
| 2025-06-13 | Shareholder vote | filing ↗ |
| 2025-05-21 | ResultsExhibits | filing ↗ |
| 2025-05-09 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-11 | 2026-06-09 | 0000109198-26-000041 ↗ |
| 10-Q | 2026-05-29 | 2026-05-02 | 0000109198-26-000034 ↗ |
| 8-K | 2026-05-20 | 2026-05-20 | 0000109198-26-000023 ↗ |
| 10-K | 2026-03-31 | 2026-01-31 | 0000109198-26-000008 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0000109198-26-000004 ↗ |
| 10-Q | 2025-12-02 | 2025-11-01 | 0000109198-25-000061 ↗ |
| 8-K | 2025-11-19 | 2025-11-19 | 0000109198-25-000058 ↗ |
| 10-Q | 2025-08-29 | 2025-08-02 | 0000109198-25-000054 ↗ |
| 8-K | 2025-08-20 | 2025-08-20 | 0000109198-25-000051 ↗ |
| 8-K | 2025-06-13 | 2025-06-10 | 0000109198-25-000047 ↗ |
| 10-Q | 2025-05-30 | 2025-05-03 | 0000109198-25-000043 ↗ |
| 8-K | 2025-05-21 | 2025-05-21 | 0000109198-25-000037 ↗ |