Ag2R la Mondiale Gestion D'Actifs 13F: Cuts TJX Stake by $6M
Key Points
- Ag2R la Mondiale's cut represents a 45.5% decrease in its holdings, now worth approximately $7.2 million.
- Ag2R la Mondiale Gestion D'Actifs held 54,580 $TJX shares at quarter end, down 45.47% from the prior quarter.
- The stock recently traded at $143.70, about equal to its closing price on the filing date, and is currently 15.5% below its 52-week high of $170.
- Other institutional investors like Norris Perne & French and Ameriprise Financial have also been active in TJX, with the former increasing its stake by 14,683 shares.
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Ag2R la Mondiale Gestion D'Actifs reduced its stake in The TJX Companies, Inc. by 45,506 shares in a filing on October 26, 2026.
TJX
The TJX Companies, Inc.
Where TJX Fits in Ag2R la Mondiale's Portfolio
This position now represents 0.48% of Ag2R la Mondiale's reported 13F portfolio, ranking it 35th among its 425 total positions.
Other Institutional Activity in TJX
Norris Perne & French grew its holdings by 14,683 shares, ending with 86,664 shares worth about $11.5 million. Ameriprise Financial, Inc. also increased its position, adding 1,319,154 shares to hold a total of 14,563,672 shares valued at approximately $2.1 billion.
The TJX Companies, Inc. Stock Down 0.9%
The stock recently traded around $143.70, which is about equal to its closing price on October 26, 2026. It is currently 15.5% below its 52-week high of $170, while trading above its 52-week low of $122.78, showing some resilience.
Recent Earnings
The TJX Companies reported trailing twelve-month revenue of approximately $62.4 billion, with a net margin of 9.7% and return on equity at 62.2%. The next earnings report is expected on November 18, 2026.
Insider Buying and Selling at The TJX Companies, Inc.
Several insiders sold shares earlier this year. CEO Ernie L. Herrman sold 67,551 shares on June 5, 2026, valued at about $10.7 million. Officer and Director Carol M. Meyrowitz sold 55,624 shares on June 9, 2026, for approximately $9.1 million. These transactions suggest that insiders have been trimming their stakes recently.
Analysts Set New Price Targets
On October 22, 2026, Wolfe Research initiated coverage with a rating of Peer Perform. Earlier on August 20, 2026, Citigroup downgraded the stock to Neutral with a target price of $154, down from $182. Morgan Stanley maintained an Overweight rating with a price target of $178, down slightly from $181. The consensus recommendation remains a Buy with a mean price target of $171.68.
About TJX
The TJX Companies, Inc. operates as an off-price retailer of apparel and home fashions. It has a significant presence through its four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. This position change by Ag2R la Mondiale reflects a strategic adjustment in its investment in the consumer cyclical sector.
Bottom Line
Investors should keep an eye on TJX's upcoming earnings report on November 18, 2026, as well as any further changes from institutional investors. Ag2R la Mondiale's recent cut in stake indicates a shift in its view of the stock, which may prompt further analysis of its performance and analyst ratings.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $TJX (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts