TJX Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for TJX. 4 published articles.
Insider Activity
Over the trailing 90-day window, TJX insiders engaged in neither open-market purchases nor sales, resulting in net insider buying of $0. The insider sentiment score stands at 50/100, reflecting a neutral posture. The stock declined 3.8% over the three-month period, while institutional investors on aggregate were accumulating positions via 13F filings. The absence of insider transactional activity and modest sentiment reading suggest executives have taken a measured stance on the company's valuation during this window.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Apr 14, 2026 | Canestrari Kennethofficer: SEVP - Group President | Tax | 6,920 | $161.60 |
| Apr 14, 2026 | MEYROWITZ CAROLdirector, officer: Executive Chairman | Tax | 11,930 | $161.60 |
| Apr 14, 2026 | Herrman Erniedirector, officer: CEO & President | Tax | 26,004 | $161.60 |
| Apr 14, 2026 | Klinger Johnofficer: SEVP, CFO | Tax | 3,580 | $161.60 |
| Apr 14, 2026 | Benjamin Peterofficer: SEVP, Group President | Tax | 7,695 | $161.60 |
| Apr 14, 2026 | Mizzi Douglas W.officer: SEVP - Group President | Tax | 7,158 | $161.60 |
| Apr 1, 2026 | MEYROWITZ CAROLdirector, officer: Executive Chairman | Grant | 78,730 | — |
| Apr 1, 2026 | Canestrari Kennethofficer: SEVP - Group President | Tax | 22,079 | $155.79 |
| Apr 1, 2026 | Canestrari Kennethofficer: SEVP - Group President | Grant | 8,217 | — |
| Apr 1, 2026 | MEYROWITZ CAROLdirector, officer: Executive Chairman | Grant | 15,406 | — |
| Apr 1, 2026 | MEYROWITZ CAROLdirector, officer: Executive Chairman | Tax | 38,066 | $155.79 |
| Apr 1, 2026 | Canestrari Kennethofficer: SEVP - Group President | Grant | 45,664 | — |
| Mar 4, 2026 | Herrman Erniedirector, officer: CEO & President | Sell | 30,000 | $160.95 |
| Feb 3, 2026 | LANE AMY Bdirector | Buy | 22 | $64.87 |
| Feb 3, 2026 | LANE AMY Bdirector | Buy | 2 | $71.26 |
Source: TJX SEC Form 4 filings, latest Apr 14, 2026. For informational purposes only — not investment advice.
Research
Off-Price Retail Scorecard: Ranking OLLI, FIVE, BURL, TJX, and ROST on Growth and Margins
TJX leads the off-price retail group with 12% operating margins and 54% ROE, while Ollie's offers the best value at 23x forward P/E with double-digit revenue growth. Five Below commands the richest valuation despite the weakest earnings track record, making it the least attractive risk/reward in the group.
OLLIFIVEBURLHow do TJX and Ross's margins compare to Ollie's and Burlington as the off-price sector matures?
Burlington and Ollie's carry significantly higher gross margins (41.9% and 40.3%) than TJX and Ross (31.1% and 27.9%), but the larger players convert more efficiently — TJX and Ross deliver 12.0% and 11.9% operating margins respectively versus Burlington's 8.9%. Ross emerges as the quiet margin leader with a best-in-class 9.7% FCF margin, while Burlington's 21.6% EBITDA growth signals the fastest margin expansion trajectory in the group.
ROSTOLLIBURLHow does Ollie's gross margin compare to TJX and Burlington as closeout deal flow tightens?
Ollie's 40.3% TTM gross margin ranks between Burlington (41.9%) and well above TJX (31.1%) and Ross (27.9%), but OLLI's quarterly margins compressed 180bps YoY in Q4 2025 while TJX expanded by 140bps. The divergence highlights OLLI's vulnerability to tightening closeout supply versus TJX's diversified sourcing model, with operating margin (10.2% vs TJX's 13.0%) further constrained by SGA deleveraging at smaller scale.
OLLIBURLROSTWhich regions offer the best whitespace for Ollie's next 750 stores?
Ollie's operates 645 stores across 34 states with distribution infrastructure supporting up to 750 locations, targeting 1,300+ long-term. The Deep South (backfill), Upper Midwest (Princeton DC unlock), and Mountain West (long-term frontier) represent the highest-potential whitespace regions, supported by a capital-efficient unit model (~$1M investment, ~2-year payback) and an unprecedented bankruptcy-acquisition pipeline that delivered 63 of 86 new stores in FY2025.
OLLIBURL
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