FY2026 EPS Estimates for TJX Companies Increased by Analyst

The TJX Companies, Inc. (NYSE:TJX) – Research analysts at William Blair upped their FY2026 earnings per share (EPS) estimates for shares of TJX Companies in a report issued on Wednesday, November 19th. William Blair analyst D. Carden now expects that the apparel and home fashions retailer will post earnings of $4.65 per share for the year, up from their previous estimate of $4.54. The consensus estimate for TJX Companies’ current full-year earnings is $4.18 per share. William Blair also issued estimates for TJX Companies’ Q4 2026 earnings at $1.36 EPS and FY2027 earnings at $5.08 EPS.

Several other research firms also recently commented on TJX. Macquarie reissued a “buy” rating on shares of TJX Companies in a research report on Monday, August 11th. Weiss Ratings reiterated a “buy (b+)” rating on shares of TJX Companies in a research note on Wednesday, October 8th. TD Cowen raised their price objective on TJX Companies from $162.00 to $167.00 and gave the company a “buy” rating in a research note on Thursday. UBS Group upped their target price on TJX Companies from $172.00 to $181.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Citigroup reiterated a “buy” rating and set a $168.00 price target (up previously from $160.00) on shares of TJX Companies in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $158.90.

TJX Companies Stock Performance

Shares of TJX opened at $151.46 on Friday. The firm has a market cap of $168.57 billion, a price-to-earnings ratio of 34.50, a price-to-earnings-growth ratio of 3.14 and a beta of 0.90. The company’s fifty day moving average is $143.04 and its 200-day moving average is $134.10. The company has a quick ratio of 0.52, a current ratio of 1.17 and a debt-to-equity ratio of 0.32. TJX Companies has a 12 month low of $112.10 and a 12 month high of $152.58.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.22 by $0.06. The firm had revenue of $15.12 billion for the quarter, compared to analyst estimates of $14.80 billion. TJX Companies had a net margin of 8.59% and a return on equity of 58.63%. The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter last year, the firm earned $1.14 earnings per share. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS. FY 2026 guidance at 4.630-4.660 EPS.

TJX Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Thursday, November 13th will be issued a dividend of $0.425 per share. The ex-dividend date is Thursday, November 13th. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.1%. TJX Companies’s payout ratio is 38.72%.

Insider Activity at TJX Companies

In other news, Director Amy B. Lane sold 500 shares of the firm’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $151.40, for a total value of $75,700.00. Following the sale, the director owned 22,212 shares in the company, valued at approximately $3,362,896.80. This trade represents a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Ernie Herrman sold 24,363 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $151.31, for a total transaction of $3,686,365.53. Following the transaction, the chief executive officer directly owned 510,780 shares in the company, valued at $77,286,121.80. This trade represents a 4.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 54,863 shares of company stock valued at $8,226,366 over the last three months. 0.13% of the stock is owned by company insiders.

Institutional Investors Weigh In On TJX Companies

Institutional investors have recently added to or reduced their stakes in the company. Dogwood Wealth Management LLC lifted its position in shares of TJX Companies by 102.2% in the 3rd quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock worth $26,000 after acquiring an additional 92 shares during the period. Imprint Wealth LLC bought a new position in TJX Companies in the third quarter worth $27,000. GGM Financials LLC bought a new position in TJX Companies in the third quarter worth $27,000. Lavaca Capital LLC acquired a new stake in TJX Companies during the second quarter worth $25,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in TJX Companies in the 3rd quarter valued at $30,000. 91.09% of the stock is owned by institutional investors and hedge funds.

About TJX Companies

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.