TJX Companies (NYSE:TJX) Releases Q3 2027 Earnings Guidance

TJX Companies (NYSE:TJX) updated its third quarter 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.360-1.380 for the period, compared to the consensus earnings per share estimate of 1.340. The company issued revenue guidance of -. TJX Companies also updated its FY 2027 guidance to 5.150-5.200 EPS.

TJX Companies Stock Up 0.2%

TJX stock opened at $151.21 on Wednesday. The company has a current ratio of 1.14, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18. The firm has a 50-day moving average of $157.19 and a two-hundred day moving average of $156.83. TJX Companies has a 12 month low of $133.34 and a 12 month high of $170.00. The company has a market cap of $167.04 billion, a price-to-earnings ratio of 29.36, a PEG ratio of 3.28 and a beta of 0.62.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The business had revenue of $14.32 billion during the quarter, compared to analyst estimates of $14.02 billion. During the same period in the prior year, the business earned $0.92 earnings per share. The business’s revenue was up 9.2% compared to the same quarter last year. As a group, analysts forecast that TJX Companies will post 5.19 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be issued a $0.48 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.3%. TJX Companies’s dividend payout ratio is currently 37.28%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on TJX shares. Truist Financial set a $190.00 price target on shares of TJX Companies and gave the company a “buy” rating in a research note on Thursday, May 21st. Robert W. Baird increased their price objective on TJX Companies from $172.00 to $175.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Telsey Advisory Group lifted their target price on TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Sanford C. Bernstein reiterated an “outperform” rating on shares of TJX Companies in a report on Thursday, May 21st. Finally, BTIG Research raised their price objective on TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, TJX Companies presently has a consensus rating of “Buy” and an average price target of $177.94.

Insider Buying and Selling

In other news, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the transaction, the director directly owned 802 shares of the company’s stock, valued at approximately $135,209.18. The trade was a 54.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction on Friday, June 5th. The stock was sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the sale, the chief financial officer directly owned 64,257 shares of the company’s stock, valued at approximately $10,330,597.89. This trade represents a 8.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 130,367 shares of company stock worth $20,959,476. 0.15% of the stock is owned by corporate insiders.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Analysts expect second-quarter earnings per share of $1.19, up from $1.10 a year ago, and revenue of approximately $15.18 billion. Several top-rated Wall Street forecasters have maintained positive ratings or revised their expectations favorably ahead of the report. Top Wall Street Forecasters Revamp TJX Expectations Ahead Of Q2 Earnings
• Positive Sentiment: Brokerages give TJX a consensus “Buy” rating, while recent commentary has described the stock as an attractive value relative to larger retail names such as Walmart and Costco. TJX Given Consensus Rating of Buy by Brokerages
• Positive Sentiment: Unusual options activity showed investors purchasing 37,301 call options—about 437% above average volume—suggesting some traders are positioning for an earnings-related upside move, although options activity is speculative.
• Neutral Sentiment: TJX’s Marshalls brand launched a fall fashion campaign featuring Brenda Song. The initiative may support seasonal traffic and brand engagement but is unlikely to materially affect near-term earnings. Marshalls and Brenda Song Fall Fashion Field Guide
• Negative Sentiment: The stock’s decline below its moving averages indicates caution ahead of the results. With TJX valued at roughly 29 times earnings, investors may demand a significant earnings beat or stronger guidance to drive a sustained rebound.

Institutional Trading of TJX Companies

Several institutional investors have recently modified their holdings of TJX. Wilkerson Advisory Group LLC acquired a new stake in shares of TJX Companies in the fourth quarter valued at approximately $26,000. Imprint Wealth LLC purchased a new position in TJX Companies during the 3rd quarter worth $27,000. Jessup Wealth Management Inc purchased a new position in TJX Companies during the 4th quarter worth $31,000. Mcguire Capital Advisors Inc. acquired a new position in TJX Companies in the fourth quarter valued at $31,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in shares of TJX Companies during the third quarter worth about $30,000. Hedge funds and other institutional investors own 91.09% of the company’s stock.

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.