Brokers Set Expectations for TJX Companies Q1 Earnings

The TJX Companies, Inc. (NYSE:TJX) – Analysts at Telsey Advisory Group cut their Q1 2026 earnings estimates for TJX Companies in a research report issued on Thursday, February 27th. Telsey Advisory Group analyst D. Telsey now expects that the apparel and home fashions retailer will post earnings per share of $0.90 for the quarter, down from their prior forecast of $1.01. Telsey Advisory Group currently has a “Outperform” rating and a $145.00 target price on the stock. The consensus estimate for TJX Companies’ current full-year earnings is $4.18 per share. Telsey Advisory Group also issued estimates for TJX Companies’ Q1 2026 earnings at $0.90 EPS, Q2 2026 earnings at $1.01 EPS, Q3 2026 earnings at $1.20 EPS, Q3 2026 earnings at $1.20 EPS, Q4 2026 earnings at $1.33 EPS, Q4 2026 earnings at $1.33 EPS, FY2026 earnings at $4.43 EPS and FY2027 earnings at $4.95 EPS.

TJX Companies (NYSE:TJX) last announced its earnings results on Wednesday, February 26th. The apparel and home fashions retailer reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $16.35 billion for the quarter, compared to analyst estimates of $16.24 billion. TJX Companies had a net margin of 8.63% and a return on equity of 61.82%.

TJX has been the subject of several other reports. Wells Fargo & Company upped their target price on shares of TJX Companies from $115.00 to $120.00 and gave the company an “equal weight” rating in a research note on Friday, January 10th. UBS Group upped their target price on shares of TJX Companies from $148.00 to $151.00 and gave the company a “buy” rating in a research note on Friday, January 10th. TD Cowen upped their target price on shares of TJX Companies from $130.00 to $132.00 and gave the company a “buy” rating in a research note on Friday, November 22nd. Guggenheim upped their target price on shares of TJX Companies from $135.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, December 5th. Finally, Evercore ISI increased their price objective on shares of TJX Companies from $138.00 to $142.00 and gave the company an “outperform” rating in a research note on Thursday, November 21st. Three equities research analysts have rated the stock with a hold rating and fifteen have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $135.06.

TJX Companies Price Performance

NYSE:TJX opened at $123.49 on Friday. The stock has a market cap of $138.82 billion, a P/E ratio of 29.06, a PEG ratio of 2.75 and a beta of 0.91. TJX Companies has a one year low of $92.35 and a one year high of $128.00. The company has a fifty day moving average price of $122.92 and a 200 day moving average price of $119.86. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.19 and a quick ratio of 0.50.

Institutional Investors Weigh In On TJX Companies

Several large investors have recently made changes to their positions in TJX. Vanguard Group Inc. grew its holdings in TJX Companies by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 99,314,635 shares of the apparel and home fashions retailer’s stock worth $11,998,201,000 after acquiring an additional 578,948 shares during the last quarter. State Street Corp grew its holdings in TJX Companies by 1.0% during the 3rd quarter. State Street Corp now owns 47,556,435 shares of the apparel and home fashions retailer’s stock worth $5,589,783,000 after acquiring an additional 469,287 shares during the last quarter. Geode Capital Management LLC grew its holdings in TJX Companies by 1.9% during the 4th quarter. Geode Capital Management LLC now owns 24,322,579 shares of the apparel and home fashions retailer’s stock worth $2,930,965,000 after acquiring an additional 464,995 shares during the last quarter. Capital International Investors grew its holdings in TJX Companies by 4.5% during the 4th quarter. Capital International Investors now owns 14,647,792 shares of the apparel and home fashions retailer’s stock worth $1,769,600,000 after acquiring an additional 626,739 shares during the last quarter. Finally, Northern Trust Corp grew its holdings in TJX Companies by 15.2% during the 4th quarter. Northern Trust Corp now owns 13,985,826 shares of the apparel and home fashions retailer’s stock worth $1,689,628,000 after acquiring an additional 1,845,225 shares during the last quarter. Institutional investors own 91.09% of the company’s stock.

TJX Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 6th. Stockholders of record on Thursday, February 13th will be issued a $0.375 dividend. This represents a $1.50 annualized dividend and a dividend yield of 1.21%. The ex-dividend date of this dividend is Thursday, February 13th. TJX Companies’s payout ratio is 35.29%.

TJX Companies Company Profile

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.