The TJX Companies, Inc. (NYSE:TJX) Receives $167.55 Consensus PT from Analysts

The TJX Companies, Inc. (NYSE:TJX) has earned an average rating of “Buy” from the twenty-five ratings firms that are covering the company, Marketbeat.com reports. Twenty-one investment analysts have rated the stock with a buy recommendation and four have given a strong buy recommendation to the company. The average 1 year target price among analysts that have covered the stock in the last year is $167.55.

TJX has been the topic of several analyst reports. JPMorgan Chase & Co. lifted 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, February 23rd. UBS Group reissued a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. Deutsche Bank Aktiengesellschaft set a $184.00 target price on shares of TJX Companies in a research report on Thursday, January 8th. Sanford C. Bernstein reissued an “outperform” rating and issued a $170.00 target price on shares of TJX Companies in a research report on Tuesday, January 6th. Finally, Wall Street Zen raised shares of TJX Companies from a “hold” rating to a “buy” rating in a research report on Saturday, March 28th.

More TJX Companies News

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

• Positive Sentiment: Company-level positive momentum after headlines noted TJX outperforming the broader market, reflecting short-term buying interest. TJX (TJX) Outperforms Broader Market: What You Need to Know
• Positive Sentiment: Dividend increase: the board raised the quarterly payout 13% to $0.48, providing income support and signaling confidence in cash flow — a clear positive for yield-focused investors. The TJX Companies, Inc. (TJX) Board Raises Quarterly Dividend
• Positive Sentiment: Fundamental story: recent commentary highlights EPS growth and attractive valuation metrics after TJX’s latest results, reinforcing a buy case among growth-plus-income investors. With EPS Growth And More, TJX Companies (NYSE:TJX) Makes An Interesting Case
• Neutral Sentiment: Sector context: a Q4 teardown comparing discount retailers frames TJX’s results versus peers — useful for relative valuation and market-share assessment but not an immediate catalyst. Discount Retailer Stocks Q4 Teardown: TJX (NYSE:TJX) Vs The Rest
• Neutral Sentiment: Media/TV chatter: Jim Cramer and market commentators have discussed whether TJX is a buy — this can boost attention and flow but is mixed in directional impact. Jim Cramer Wonders Whether It’s Time to Buy The TJX Companies (TJX)
• Negative Sentiment: Short-term volatility: a prior session saw the stock dip amid broader market moves, indicating some near-term profit-taking can occur despite the positives. TJX (TJX) Stock Dips While Market Gains: Key Facts

TJX Companies Stock Performance

TJX Companies stock opened at $160.55 on Wednesday. The firm’s 50 day simple moving average is $157.97 and its 200-day simple moving average is $152.58. The company has a market cap of $177.70 billion, a P/E ratio of 32.90, a price-to-earnings-growth ratio of 3.62 and a beta of 0.73. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.59. TJX Companies has a fifty-two week low of $119.84 and a fifty-two week high of $165.82.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.38 by $0.05. The business had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period last year, the firm posted $1.23 earnings per share. 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. As a group, equities research analysts predict that TJX Companies will post 4.18 EPS for the current year.

TJX Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 14th will be given a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 1.2%. This is an increase from TJX Companies’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend is Thursday, May 14th. TJX Companies’s payout ratio is 34.84%.

Insider Buying and Selling

In related news, CEO Ernie Herrman sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the transaction, the chief executive officer directly owned 479,316 shares of the company’s stock, valued at approximately $77,145,910.20. The trade was a 5.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TJX. Norges Bank purchased a new position in TJX Companies during the fourth quarter valued at approximately $2,211,975,000. Alliancebernstein L.P. grew its position in TJX Companies by 91.6% during the third quarter. Alliancebernstein L.P. now owns 6,712,226 shares of the apparel and home fashions retailer’s stock valued at $970,185,000 after purchasing an additional 3,208,458 shares in the last quarter. Corient Private Wealth LLC grew its position in TJX Companies by 120.7% during the second 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 purchasing an additional 2,743,676 shares in the last quarter. Amundi grew its position in TJX Companies by 22.1% during the third quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock valued at $1,391,822,000 after purchasing an additional 1,761,281 shares in the last quarter. Finally, AQR Capital Management LLC lifted its stake in TJX Companies by 57.3% in the fourth quarter. AQR Capital Management LLC now owns 4,814,467 shares of the apparel and home fashions retailer’s stock valued at $739,550,000 after acquiring an additional 1,753,155 shares during the last quarter. 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.