TJX · News · 20260910N

Supply Chain Tariff Impact

TJX COMPANIES INC /DE/ · 2026-09-10 · Importance 17 · Surprise 24

Third-party reporting states that TJX benefited from tariff refunds referenced in its recent reports. The reporting does not specify the tariff jurisdictions, refund amount, or timing for TJX. It contrasts TJX with Macy’s, whose raised full-year outlook included a disclosed $0.05-per-share benefit from tariff refunds, while TJX’s share price was little changed on September 10, 2026.

Key facts

• Allworth Financial LP sold 66,158 shares of The TJX Companies, Inc., decreasing its holdings in TJX by 59.3% during the second quarter. source
• Retail peers including TJX benefited from tariff refunds in their reports, according to the digest. source
• A $1,000 investment in The TJX Companies (NYSE: TJX) 15 years ago would now be worth $9,098.24. source
• TJX Companies delivered an average annual return of 15.63% over the past 15 years. source
• Sequoia Financial Advisors LLC increased its stake in The TJX Companies, Inc. by 6.6% in the second quarter, bringing its total holdings to 241,412 shares valued at $36.57 million. source
• The TJX Companies has a market capitalization of $139.16 billion. source
• Analysts maintain a "Moderate Buy" consensus on TJX with an average price target of $171.63. source