Analysts Set The TJX Companies, Inc. (NYSE:TJX) Target Price at $164.76

The TJX Companies, Inc. (NYSE:TJX) has received an average recommendation of “Buy” from the twenty-four research firms that are presently covering the company, Marketbeat Ratings reports. Twenty-two research analysts have rated the stock with a buy rating and two have issued a strong buy rating on the company. The average 1-year target price among brokers that have covered the stock in the last year is $167.55.

Several brokerages have recently weighed in on TJX. Weiss Ratings reiterated a “buy (b+)” rating on shares of TJX Companies in a report on Wednesday, January 21st. Bank of America increased their price target on shares of TJX Companies from $150.00 to $168.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. JPMorgan Chase & Co. boosted their price objective on shares of TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a research note on Monday. Evercore increased their target price on TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Finally, BTIG Research reissued a “buy” rating and set a $185.00 price target (up from $165.00) on shares of TJX Companies in a research report on Thursday.

TJX Companies News Roundup

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: Q4 results beat expectations — EPS and revenue topped estimates, comps grew and margins improved, supporting near-term fundamentals. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns increased: TJX raised its dividend by ~13% and authorized a $2.50–$2.75B buyback — both support EPS per-share metrics and investor returns. TJX Reports Q4 Results; Increases Dividend and Buyback
• Positive Sentiment: Analyst response is supportive: multiple firms boosted price targets and reiterated overweight/outperform calls after the quarter, providing upward pressure on the stock. We’re boosting our price target on retail stock TJX after another knockout quarter
• Neutral Sentiment: Analyst/market write-ups and earnings transcripts emphasize operational strength (MarMaxx, international growth) and inventory/margin discipline — useful context but not immediate catalysts. TJX Q4 2026 Earnings Call Transcript
• Negative Sentiment: Guidance disappointed some investors — FY27 and early‑FY27 EPS guidance came in below consensus (Q1 guidance notably below Street estimates), signaling management expects slower growth as consumers pull back. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Market reaction was mixed: despite the beat and buybacks, some coverage flagged the weak guidance and caution on consumer spending — a driver of intraday volatility and short-term profit-taking. Why TJX Companies Stock Sank Today

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new position in shares of TJX Companies during the 2nd quarter valued at $1,808,774,000. Laurel Wealth Advisors LLC lifted its stake in shares of TJX Companies by 12,417.0% during the second quarter. Laurel Wealth Advisors LLC now owns 4,057,273 shares of the apparel and home fashions retailer’s stock worth $501,033,000 after purchasing an additional 4,024,859 shares in the last quarter. Alliancebernstein L.P. boosted its position in shares of TJX Companies by 91.6% in the third quarter. Alliancebernstein L.P. now owns 6,712,226 shares of the apparel and home fashions retailer’s stock worth $970,185,000 after buying an additional 3,208,458 shares during the period. Corient Private Wealth LLC grew its stake in shares of TJX Companies by 120.7% in the second quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock valued at $620,406,000 after buying an additional 2,743,676 shares in the last quarter. Finally, ABN AMRO Bank N.V. purchased a new stake in shares of TJX Companies during the 2nd quarter valued at about $244,687,000. 91.09% of the stock is owned by institutional investors and hedge funds.

TJX Companies Price Performance

TJX stock opened at $158.61 on Tuesday. The stock has a market capitalization of $176.13 billion, a price-to-earnings ratio of 32.50, a price-to-earnings-growth ratio of 2.97 and a beta of 0.74. The company has a quick ratio of 0.43, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. TJX Companies has a 52-week low of $112.10 and a 52-week high of $162.68. The stock’s fifty day simple moving average is $154.78 and its 200-day simple moving average is $147.41.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, beating the consensus estimate of $1.38 by $0.05. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The firm had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. During the same period in the prior year, the firm posted $1.23 earnings per share. The business’s quarterly revenue was up 8.5% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. Equities research analysts expect that TJX Companies will post 4.18 EPS for the current year.

TJX Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be issued a dividend of $0.425 per share. The ex-dividend date is Thursday, February 12th. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.1%. TJX Companies’s payout ratio is presently 37.53%.

About TJX Companies

TJX Companies, Inc is a leading off-price retailer of apparel, footwear, home fashions and other consumer goods. The company operates multiple retail concepts that offer discounted brand-name and designer merchandise, including well-known banners such as T.J. Maxx and Marshalls in the United States, HomeGoods for home furnishings, TK Maxx in parts of Europe, and Winners and Homesense in Canada. Merchandise categories span women’s, men’s and children’s apparel, accessories, beauty, home décor, kitchenware and small furniture, with frequent changes in assortment that create a “treasure-hunt” shopping experience for consumers.

The company’s business model centers on opportunistic buying, purchasing excess, irregular or out-of-season inventory from manufacturers, department stores and other suppliers, and passing savings to customers through lower prices.