# TJX Companies institutional investment and stock performance > Live situation record from CLSTR: https://clstr.news/situations/tjx-companies-institutional-investment-and-stock-performance > Updated: 2026-09-04T09:11:13.000Z. Sources: 3. Developments: 2. Institutional investment activity has fluctuated for The TJX Companies, Inc. throughout recent quarters. SEC filings initially indicated mixed movement, with Bar Harbor Wealth Management reducing its position by 24.4%, while other entities like Swiss Life Asset Management Ltd and BNP Paribas increased their holdings. Following the company’s fiscal 2027 second-quarter earnings report, TJX stock saw a nearly 15% decline in August. Although the retailer reported a 5% year-over-year increase in net sales to nearly $15.2 billion and a 22% rise in GAAP net income to $1.52 billion, the decline was driven by analyst downgrades and growth concerns. Despite this volatility, the company raised its full-year adjusted net income guidance and announced plans to expand its store count by 4% in fiscal 2028. Institutional ownership remains high at approximately 91.09%, with Raiffeisen Bank International AG increasing its position by 5.3% in the second quarter. ## Timeline ### 2026-09-04: TJX Companies stock declines amid earnings report and analyst downgrades TJX Companies saw its stock drop nearly 15% in August despite strong earnings and raised guidance, even as major institutional investors like BlackRock and Raiffeisen Bank maintain or increase positions. 3 sources. https://clstr.news/cluster/tjx-companies-stock-declines-amid-earnings-report-and-analyst-downgrades ### 2026-08-14: Institutional investors adjust holdings in Toll Brothers and TJX Companies SEC filings show iA Global Asset Management Inc. took a new stake in Toll Brothers Inc., while Bar Harbor Wealth Management reduced its position in The TJX Companies, Inc. 2 sources. https://clstr.news/cluster/institutional-investors-adjust-holdings-in-toll-brothers-and-tjx-companies --- Cite as: TJX Companies institutional investment and stock performance. CLSTR, https://clstr.news/situations/tjx-companies-institutional-investment-and-stock-performance