Shares of The TJX Companies, Inc. (NYSE:TJX – Get Free Report) have received a consensus rating of “Buy” from the twenty-five analysts that are covering the stock, MarketBeat Ratings reports. Twenty-two research analysts have rated the stock with a buy rating and three have assigned a strong buy rating to the company. The average 12-month price objective among brokers that have issued ratings on the stock in the last year is $167.55.
Several analysts recently issued reports on TJX shares. BTIG Research reiterated a “buy” rating and set a $185.00 target price (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday. Sanford C. Bernstein restated an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Tuesday, January 6th. Telsey Advisory Group increased their price objective on shares of TJX Companies from $170.00 to $175.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. Finally, Robert W. Baird set a $168.00 price objective on shares of TJX Companies in a research report on Wednesday, December 17th.
Check Out Our Latest Research Report on TJX
TJX Companies Stock Down 1.6%
TJX Companies (NYSE:TJX – Get Free Report) last announced its quarterly earnings data 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 net margin of 9.10% and a return on equity of 57.70%. The firm had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. During the same period last year, the firm earned $1.23 EPS. The company’s revenue was up 8.5% on a year-over-year basis. 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. On average, equities research analysts predict that TJX Companies will post 4.18 earnings per share for the current year.
Key Headlines Impacting TJX Companies
Here are the key news stories impacting TJX Companies this week:
- Positive Sentiment: TJX reported fiscal 2026 sales of about $60.4 billion with solid comparable-store sales and reiterated a growth strategy toward ~7,000 stores — reinforcing the company’s long-term growth thesis. TJX Hits $60B Sales Milestone in FY26: What Fuels Long-Term Growth?
- Positive Sentiment: Analysts and commentators highlight that TJX’s off‑price model can benefit from retail supply-chain disruption (higher freight/fuel, excess full‑price inventory), which may translate into better merchandise buys and margin resilience. How retailers like TJX can actually benefit from higher fuel costs and shipping delays
- Positive Sentiment: Sell‑side notes remain constructive: Bernstein reiterated a Buy and framed TJX’s off‑price “flywheel” as supporting sustainable earnings growth and a premium multiple. Continued analyst support can limit downside. TJX Companies: Leveraging a Self‑Reinforcing Off-Price Flywheel…
- Positive Sentiment: Equity research roundups (Zacks/other outlets) continue to feature TJX as a resilient retail name amid broader market ideas, keeping it on investors’ radar for long‑term portfolios. 3 S&P 500 Stocks for Long-Term Investors
- Neutral Sentiment: Some commentary asks whether TJX’s ~32% one‑year rally leaves less upside from current levels — raising valuation/entry‑timing questions rather than altering the core bull case. Investors weighing entry should compare growth outlook vs. premium valuation. Is It Too Late To Consider TJX Companies (TJX) After A 32% One Year Rally?
- Neutral Sentiment: Research roundups and “top reports” mention TJX alongside other favored names, which supports investor attention but doesn’t by itself move fundamentals. Top Stock Reports for Amazon.com, TJX and Eaton Corp.
- Negative Sentiment: Short‑term weakness: outlets note the stock is down modestly since the last earnings report and recent daily moves show small pullbacks — evidence of profit‑taking or re‑rating after a sizable rally. Why Is TJX (TJX) Down 0.7% Since Last Earnings Report?
- Negative Sentiment: Recent intraday/close reports show the stock moving down in individual sessions (e.g., a ~1.36% decline referenced in market summaries), signaling near‑term volatility that can pressure sentiment. TJX (TJX) Stock Moves -1.36%: What You Should Know
Insiders Place Their Bets
In other TJX Companies news, CEO Ernie Herrman sold 30,000 shares of TJX Companies stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $160.95, for a total value of $4,828,500.00. Following the sale, the chief executive officer directly owned 479,316 shares in the company, valued at approximately $77,145,910.20. The trade was a 5.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.13% of the company’s stock.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank purchased a new position in TJX Companies during the 2nd quarter valued at approximately $1,808,774,000. Laurel Wealth Advisors LLC raised its holdings in shares of TJX Companies by 12,417.0% during the 2nd 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 acquiring an additional 4,024,859 shares in the last quarter. Alliancebernstein L.P. raised its holdings in shares of TJX Companies by 91.6% during the 3rd quarter. Alliancebernstein L.P. now owns 6,712,226 shares of the apparel and home fashions retailer’s stock worth $970,185,000 after acquiring an additional 3,208,458 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of TJX Companies by 120.7% during the 2nd 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 acquiring an additional 2,743,676 shares during the last quarter. Finally, ABN AMRO Bank N.V. bought a new position in shares of TJX Companies during the 2nd quarter valued at approximately $244,687,000. Institutional investors own 91.09% of the company’s stock.
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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