Sustainable Growth Advisers 13F: New $86M Stake in TJX

Sustainable Growth Advisers opened a brand-new position in The TJX Companies, Inc. (NYSE: TJX) by acquiring 646,289 shares. The total value of the new stake reached approximately $85.5 million, according to a Form 13F filed with the SEC on October 15, 2026. This regulatory filing reflects holdings as of the end of the reporting period and may not represent the investor's current position.

Inside Sustainable Growth Advisers's TJX Position

Sustainable Growth Advisers established its stake by purchasing 646,289 shares of the off-price apparel and home fashions retailer. Because this represents a new entry for the firm, it did not hold any shares previously.

Other Institutional Activity in The TJX Companies

Other major fund managers adjusted their stakes in the retailer during recent reporting cycles. Blackrock Inc. grew its holdings by 1,343,758 shares, ending with 108,844,399 shares worth about $16.04 billion. Vanguard Capital Management LLC grew its holdings by 57,730 shares, ending with 72,219,699 shares worth about $10.64 billion. State Street Corporation grew its holdings by 1,386,852 shares, ending with 49,709,223 shares worth about $7.32 billion. Geode Capital Management, LLC reduced its holdings by 300,709 shares, ending with 28,894,377 shares worth about $4.26 billion. Morgan Stanley grew its holdings by 307,323 shares, ending with 27,031,090 shares worth about $3.98 billion.

The TJX Companies, Inc. Stock Up 2.9%

Shares of The TJX Companies recently traded around $146.96. That level sits 6.7% above its 50-day moving average of $137.68 and 3.2% below its 200-day moving average of $151.83. The stock trades 13.6% below its 52-week high of $170.00 and 19.7% above its 52-week low of $122.78.

Recent Earnings

For the trailing twelve months, the company posted $62.36 billion in revenue and earnings per share of $5.40, accompanied by a net profit margin of 9.7% and a return on equity of 62.2%. The company's next quarterly financial update is scheduled for November 18, 2026.

Dividend

The company maintains a dividend yield of 1.33% with a payout ratio of 32.5%.

Insider Buying and Selling at The TJX Companies, Inc.

Several insiders executed transactions prior to the filing. Chief Executive Officer Ernie L Herrman disposed of 67,551 shares valued at about $10.69 million on June 5, 2026. Officer and Director Carol M Meyrowitz sold 55,624 shares at a price of $163.65 for a total value of about $9.10 million on June 9, 2026. Officer Peter Benjamin disposed of 10,926 shares at a price of $165.00 valued at about $1.80 million on June 10, 2026. Finally, Director Jackwyn L Nemerov sold 957 shares at a price of $168.60 for a total value of about $161,345 on June 11, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock through late August. On August 20, 2026, Citigroup lowered its outlook to a Neutral rating with a price target of $154.00 down from $182.00. Morgan Stanley kept an Overweight rating on August 20, 2026, adjusting its price target to $178.00 from $181.00. UBS maintained a Buy rating on August 20, 2026, raising its target to $198.00 from $197.00. BTIG reiterated a Buy rating on August 20, 2026, keeping its price target at $190.00. Jefferies downgraded the stock to a Hold rating on August 26, 2026, lowering its target to $145.00 from $180.00. The broader analyst community lists a consensus Buy recommendation with 20 tracked opinions and an average price target of $170.80.

About The TJX Companies

Based in Framingham, Massachusetts, The TJX Companies operates as an off-price retailer specializing in apparel and home fashions. The firm manages several well-known retail banners across domestic and international markets, including Marmaxx, HomeGoods, and regional divisions in Canada and overseas. Institutional interest from firms like Sustainable Growth Advisers highlights ongoing participation in the retailer's expansion.

Bottom Line

Sustainable Growth Advisers's new holding provides a look at institutional positioning during the period. Observers will track upcoming earnings on November 18, 2026, alongside future SEC disclosures to see how portfolio strategies evolve. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.