Norris Perne & French 13F: Adds $1.9M to TJX Stake
Key Points
- The firm reported a total value of about $1.33 billion in its 13F filing, with TJX making up approximately 0.86% of its portfolio.
- Norris Perne & French held 86,664 $TJX shares at quarter end, up 20.40% from the prior quarter.
- TJX shares closed at $145.06 on the filing date, while recently trading around $143.70, which is below its 50-day moving average of $136.38.
- Analysts have mixed views on TJX, with a consensus rating of 'buy' and a mean price target of $171.68, indicating potential upside from its recent trading levels.
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Norris Perne & French boosted its position in The TJX Companies, Inc. by 14,683 shares, bringing its total to 86,664 shares, valued at about $11.5 million, in a filing on October 23, 2026. The information comes from the firm's latest Form 13F filing with the SEC, which covers the quarter ended September 30, 2026.
Norris Perne & French's reported value for the position in TJX is approximately $11,466,491, which represents a 20.4% increase in their stake. This change reflects the firm's continued confidence in TJX's performance as it navigates the retail sector.
TJX
The TJX Companies, Inc.
Where TJX Fits in Norris Perne & French's Portfolio
TJX now accounts for about 0.86% of Norris Perne & French's total reported value of $1.33 billion, ranking 32nd among the firm's holdings.
The TJX Companies, Inc. Stock Down 0.9%
On October 23, 2026, TJX shares closed at $145.06, while the stock has recently traded around $143.70 as of October 27, 2026. This recent trading price is below its 50-day moving average of $136.38, which may signal a favorable entry point for some investors, even though it is 15.5% below its 52-week high of $170.00.
Recent Earnings
For the trailing twelve months, TJX reported revenue of approximately $62.4 billion, with an EPS of $5.40. The company is set to announce its next earnings on November 18, 2026. This upcoming report will be closely watched by investors for insights into its ongoing performance.
Insider Buying and Selling at The TJX Companies, Inc.
Several insiders have sold shares recently, including CEO Ernie L. Herrman, who sold 67,551 shares valued at about $10.7 million on June 5, 2026. Officer and Director Carol M. Meyrowitz also sold 55,624 shares for approximately $9.1 million on June 9, 2026. These transactions occurred before the recent filing by Norris Perne & French.
Analysts Set New Price Targets
On October 22, 2026, Wolfe Research initiated coverage on TJX with a rating of 'Peer Perform.' Prior to that, Citigroup downgraded its rating to 'Neutral' with a target price of $154.00 on August 20, 2026. The consensus among analysts is a 'buy' rating, with a mean price target of $171.68, suggesting there is still potential upside for the stock.
About TJX Companies
The TJX Companies, Inc. operates as an off-price retailer of apparel and home fashions worldwide. It runs several segments, including Marmaxx and HomeGoods, providing a wide range of products at discounted prices. This filing indicates that Norris Perne & French remains optimistic about TJX's prospects in the retail market.
Bottom Line
Investors will be watching TJX closely as it approaches its earnings date on November 18, 2026. The recent increase in Norris Perne & French's stake highlights a positive sentiment toward the company amidst mixed analyst ratings and insider selling activity.
Related Filing Alerts
Source: Norris Perne & French's 13F filing on $TJX (Oct 23, 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