Free · no account · quoted from the filing

What changed in TJX's 10-Q

Source: 10-Q filed 2026-05-29 · compared against 10-Q 2025-12-02. Every passage below is quoted verbatim from the filing itself.

Risk factors

This filing
CBP has established a phased administrative process for submitting refund claims for certain IEEPA tariffs. However, the amount, timing and likelihood of any refund recovery remain uncertain.

Capital allocation

This filing
In February 2026, the Company announced that its Board of Directors had approved a new stock repurchase program that authorizes the repurchase of up to an additional $3.0 billion of TJX common stock.

Dividend

This filing
Cash dividends declared per share $0.480

Legal

This filing
The settlement resulted in a non-recurring gain of $419 million, net of legal expenses, which was recorded during the fourth quarter of fiscal 2026.

Accounting standards

This filing
The Company will adopt this standard for the fiscal 2026 Form 10-K and is currently evaluating the impact of the adoption of this standard on its consolidated financial statement disclosures.

Segment growth

This filing
As of May 2, 2026, both our store count and selling square footage increased approximately 3% compared to the end of the first quarter last year.

Non-cash investing

This filing
Non-cash investing activities consist of accrued capital additions of $214 million and $166 million as of the periods ended May 2, 2026 and May 3, 2025, respectively.
What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.