TJX Companies (NYSE:TJX) Releases Q1 2027 Earnings Guidance

TJX Companies (NYSE:TJX) updated its first quarter 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.970-0.990 for the period, compared to the consensus estimate of 1.240. The company issued revenue guidance of -. TJX Companies also updated its FY 2027 guidance to 4.930-5.020 EPS.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on TJX. Robert W. Baird set a $168.00 price target on shares of TJX Companies in a research report on Wednesday, December 17th. Wells Fargo & Company reaffirmed a “positive” rating and issued a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th. JPMorgan Chase & Co. boosted their target price on shares of TJX Companies from $154.00 to $173.00 and gave the stock an “overweight” rating in a research report on Monday. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research report on Tuesday, January 6th. Finally, Barclays set a $172.00 price objective on TJX Companies and gave the stock an “overweight” rating in a report on Thursday, December 4th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $164.76.

TJX Companies Stock Performance

TJX stock opened at $158.02 on Wednesday. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20. The firm has a market cap of $175.47 billion, a PE ratio of 34.88, a P/E/G ratio of 3.01 and a beta of 0.74. The business has a 50 day moving average of $154.70 and a 200-day moving average of $147.27. TJX Companies has a 12-month low of $112.10 and a 12-month high of $160.46.

TJX Companies Dividend Announcement

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

Key Stories Impacting TJX Companies

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

• Positive Sentiment: JPMorgan raised its price target to $173 and kept an Overweight rating, citing favorable outlooks ahead of retail earnings — a direct bullish catalyst that supports further upside. JPMorgan Boosts TJX Price Target
• Positive Sentiment: Bank of America reaffirmed its Buy rating on TJX, reinforcing institutional confidence in the company’s off‑price model and growth prospects. BofA Reaffirms Buy
• Positive Sentiment: Shares recently hit an all‑time high, signaling strong market momentum and investor appetite for TJX ahead of earnings. Momentum can attract additional buyers and support higher valuations short‑term. TJX Hits All‑Time High
• Neutral Sentiment: Earnings are due tomorrow; previews expect sales and traffic gains but mixed margin signals. The report itself will likely drive intraday volatility depending on guidance and margin commentary. Earnings Preview
• Neutral Sentiment: Market headlines (Fed commentary, State of the Union, major tech earnings) could amplify market moves and influence sentiment around retail names like TJX this week. Market Preview
• Negative Sentiment: Analyst previews and coverage flag rising wages, tariff costs and refunds as margin headwinds that could pressure profitability if not offset by stronger selling or pricing. These cost risks are the main near‑term downside for TJX. Zacks Earnings Preview
• Negative Sentiment: Coverage highlights tariff costs and refund issues for retailers (including TJX), which could produce unexpected expense items or margin hits in the quarter. Tariff Cost Headwinds

Institutional Trading of TJX Companies

Hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its holdings in shares of TJX Companies by 113.7% in the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after purchasing an additional 8,002 shares during the period. Revolve Wealth Partners LLC raised its stake 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 valued at $262,000 after buying an additional 235 shares during the period. Bison Wealth LLC lifted its position 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 during the last quarter. United Bank lifted its position in shares of TJX Companies by 7.6% during the 2nd quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock valued at $2,013,000 after buying an additional 1,155 shares during the last quarter. Finally, Schnieders Capital Management LLC. bought a new position in shares of TJX Companies during the 2nd quarter worth $244,000. 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.