TJX Companies (NYSE:TJX – Free Report) had its price target lifted by Telsey Advisory Group from $170.00 to $175.00 in a research note published on Thursday, MarketBeat Ratings reports. Telsey Advisory Group currently has an outperform rating on the apparel and home fashions retailer’s stock.
A number of other equities analysts have also commented on TJX. TD Cowen reissued a “buy” rating on shares of TJX Companies in a report on Thursday, November 20th. Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Barclays set a $172.00 price target on TJX Companies and gave the company an “overweight” rating in a research report on Thursday, December 4th. Wells Fargo & Company reiterated a “positive” rating and issued a $150.00 price objective (up from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Finally, Evercore increased their price objective on TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company. According to MarketBeat.com, TJX Companies presently has an average rating of “Buy” and a consensus price target of $167.55.
Get Our Latest Analysis on TJX
TJX Companies Price Performance
TJX Companies (NYSE:TJX – Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, topping the consensus estimate of $1.38 by $0.05. The company had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.TJX Companies’s revenue was up 8.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.23 earnings per share. 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. As a group, equities analysts anticipate that TJX Companies will post 4.18 EPS for the current fiscal year.
TJX Companies Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors 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 annualized dividend and a yield of 1.1%. TJX Companies’s dividend payout ratio is currently 34.84%.
Institutional Trading of TJX Companies
Several hedge funds and other institutional investors have recently bought and sold shares of TJX. Lavaca Capital LLC bought a new stake in TJX Companies during the 2nd quarter valued at $25,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna increased its position in shares of TJX Companies by 120.3% in the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock valued at $25,000 after acquiring an additional 89 shares during the period. Dogwood Wealth Management LLC raised its stake in shares of TJX Companies by 102.2% during the third quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock valued at $26,000 after acquiring an additional 92 shares during the last quarter. Entrust Financial LLC purchased a new stake in shares of TJX Companies during the fourth quarter worth about $26,000. Finally, Wilkerson Advisory Group LLC bought a new stake in shares of TJX Companies in the fourth quarter worth about $26,000. Institutional investors own 91.09% of the company’s stock.
TJX Companies News Roundup
Here are the key news stories impacting TJX Companies this week:
- Positive Sentiment: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
- Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
- Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
- Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
- Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
- Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
- Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run
TJX Companies Company Profile
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.
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