Howland Capital Management 13F: Cuts TJX Stake by $1.2M

Howland Capital Management reduced its stake in The TJX Companies, Inc. (NYSE:TJX) by 9,054 shares, bringing its total holdings to 402,388 shares worth about $53.2 million, according to a Form 13F filing with the SEC on October 22, 2026.

TJX The TJX Companies, Inc.

$147.38 ▼ -3.58% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Howland Capital Management's The TJX Companies Position

The fund trimmed its investment in the off-price retailer by 2.2% during the period. The remaining stake of 402,388 shares reflects a minor adjustment to the portfolio, leaving the firm with a substantial position valued at $53,239,957.

Other Institutional Activity in The TJX Companies

Other large institutional investors made notable adjustments to their holdings in the retailer. Assenagon Asset Management S.A. grew its holdings by 2,140,059 shares, ending with 3,697,534 shares worth about $489.2 million following a 137.4% increase. Ameriprise Financial, Inc. grew its holdings by 1,319,154 shares, ending with 14,563,672 shares worth about $2.15 billion. Sustainable Growth Advisers holds 646,289 shares worth about $85.5 million, and Heck Capital Advisors holds 11,442 shares worth about $1.51 million.

The TJX Companies, Inc. Stock Up 0.3%

The stock recently traded around $147.40 as of October 23, 2026, sitting right around its closing price of $147.38 on the filing date of October 22, 2026. Shares trade above their 50-day moving average of $136.66 and below their 200-day moving average of $151.68. The company has a market capitalization of roughly $160.07 billion.

Recent Earnings

The off-price retailer reported trailing twelve-month revenues of $62.36 billion and earnings of $5.40 per share. The company maintains a net profit margin of 9.7% and a return on equity of 62.2%. The next earnings report is scheduled for November 18, 2026.

Dividend

The company pays an annual dividend rate of $1.92 per share, giving it a dividend yield of 1.32% with a payout ratio of 32.5%.

Insider Buying and Selling at The TJX Companies, Inc.

Company insiders completed several transactions earlier in the year. Chief Financial Officer John Klinger sold 6,235 shares on June 5, 2026, at an average price of $160.77 for a total of $1,002,405. Officer and Director Carol M Meyrowitz sold 55,624 shares on June 9, 2026, at $163.65 per share. Additional sales were executed by other corporate officers prior to the filing.

Analysts Set New Price Targets

Wall Street firms have recently updated their outlooks on the stock. Citigroup and Jefferies downgraded their ratings, while Morgan Stanley and UBS maintained positive stances with price targets reaching up to $198.00. Wolfe Research initiated coverage on October 22, 2026, with a peer perform rating. The stock carries a consensus recommendation of a strong buy.

About The TJX Companies

The TJX Companies, Inc. operates as a major off-price retailer of apparel and home fashions across the globe. Through popular retail brands and chains in its Marmaxx, HomeGoods, and international divisions, the company offers discounted name-brand goods to consumers.

Bottom Line

Investors continue to monitor institutional adjustments and upcoming financial disclosures from the retailer. The upcoming earnings release on November 18, 2026, will provide further details on profitability and operational growth.