TJX Companies (NYSE:TJX) Updates FY 2027 Earnings Guidance

TJX Companies (NYSE:TJX) issued an update on its FY 2027 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.150-5.200 for the period, compared to the consensus EPS estimate of 5.220. The company issued revenue guidance of -. TJX Companies also updated its Q3 2027 guidance to 1.360-1.380 EPS.

TJX Companies Price Performance

TJX opened at $144.88 on Thursday. The company’s 50-day simple moving average is $156.73 and its two-hundred day simple moving average is $156.81. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.14. The stock has a market capitalization of $160.05 billion, a P/E ratio of 28.13, a P/E/G ratio of 3.26 and a beta of 0.62. TJX Companies has a 52-week low of $134.74 and a 52-week high of $170.00.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The firm had revenue of $15.18 billion during the quarter, compared to analyst estimates of $15.17 billion. During the same period in the previous year, the business posted $1.10 earnings per share. The business’s revenue for the quarter was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, analysts predict that TJX Companies will post 5.19 EPS for the current year.

TJX Companies Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have recently weighed in on TJX. Barclays reissued an “overweight” rating and set a $190.00 price target (up from $183.00) on shares of TJX Companies in a report on Thursday, May 21st. Truist Financial set a $190.00 price objective on TJX Companies and gave the company a “buy” rating in a research report on Thursday, May 21st. Evercore reissued an “outperform” rating and issued a $175.00 target price on shares of TJX Companies in a report on Thursday, May 21st. Wells Fargo & Company reissued an “outperform” rating and issued a $160.00 target price (up from $155.00) on shares of TJX Companies in a research report on Thursday, May 21st. Finally, Erste Group Bank downgraded TJX Companies from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $177.94.

Insider Buying and Selling at TJX Companies

In other news, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the sale, the director owned 802 shares of the company’s stock, valued at $135,209.18. The trade was a 54.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO John Klinger sold 6,235 shares of the company’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $160.77, for a total value of $1,002,400.95. Following the completion of the sale, the chief financial officer owned 64,257 shares of the company’s stock, valued at $10,330,597.89. This trade represents a 8.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 130,367 shares of company stock worth $20,959,476. 0.15% of the stock is currently owned by insiders.

Trending Headlines about TJX Companies

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

• Positive Sentiment: Solid quarterly results: Fiscal Q2 sales rose 5.4% to $15.18 billion, while adjusted EPS increased 11% year over year to $1.22, exceeding the roughly $1.19 analyst consensus. Consolidated comparable sales grew 4%, and improved margins supported the results. TJX Reports Q2 FY27 Results
• Positive Sentiment: Growth remains broad outside the core U.S. business: HomeGoods, Canada, and International operations reportedly delivered comparable-sales gains of approximately 6% to 7%, demonstrating continued demand for TJX’s off-price merchandise. Management also outlined a long-term target of 7,500 stores and plans to accelerate store growth. TJX Companies: Strength in HomeGoods, Canada, and International
• Neutral Sentiment: Full-year guidance was raised, but the increase was not enough to reassure investors: Fiscal 2027 adjusted EPS guidance was set at $5.15 to $5.20. The improved outlook reflects TJX’s earnings momentum, although expectations for the current year were already high.
• Negative Sentiment: Marmaxx and consumer concerns overshadowed the beat: Comparable sales at TJ Maxx and Marshalls rose only 1%, well below the performance of other divisions. Reports also indicated that part of the quarterly profit benefit came from tariff refunds, raising questions about the quality and sustainability of the earnings gain. Investors were further disappointed by softer-than-expected third-quarter sales or earnings expectations, suggesting that cost-conscious shoppers may be moderating spending. TJX slips as investors look past a headline beat

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Revolve Wealth Partners LLC boosted its position in shares of TJX Companies by 12.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after purchasing an additional 235 shares during the period. Schnieders Capital Management LLC. bought a new stake in shares of TJX Companies during the 2nd quarter valued at $244,000. Brighton Jones LLC lifted its stake in shares of TJX Companies by 113.7% during the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock valued at $1,817,000 after buying an additional 8,002 shares in the last quarter. Bison Wealth LLC lifted its stake in shares of TJX Companies by 32.9% during the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after buying an additional 955 shares in the last quarter. Finally, Wealth Watch Advisors INC boosted its holdings in TJX Companies by 25.9% in the 4th quarter. Wealth Watch Advisors INC now owns 690 shares of the apparel and home fashions retailer’s stock worth $106,000 after buying an additional 142 shares during the period. 91.09% of the stock is owned by hedge funds and other institutional investors.

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.