TJX Companies (NYSE:TJX) Updates Q4 2026 Earnings Guidance

TJX Companies (NYSE:TJX) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.330-1.360 for the period, compared to the consensus EPS estimate of 1.370. The company issued revenue guidance of -. TJX Companies also updated its FY 2026 guidance to 4.630-4.660 EPS.

Analyst Ratings Changes

TJX has been the subject of a number of research reports. Bank of America increased their price target on TJX Companies from $145.00 to $150.00 and gave the company a “buy” rating in a research note on Thursday, August 21st. Evercore ISI increased their price objective on shares of TJX Companies from $150.00 to $162.00 and gave the stock an “outperform” rating in a research report on Thursday, August 21st. Morgan Stanley increased their price target on TJX Companies from $140.00 to $150.00 and gave the stock an “overweight” rating in a report on Thursday, August 21st. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of TJX Companies in a research report on Wednesday, October 8th. Finally, Citigroup upped their price objective on shares of TJX Companies from $140.00 to $160.00 and gave the stock a “buy” rating in a report on Thursday, August 21st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $151.75.

TJX Companies Stock Up 0.5%

TJX opened at $145.86 on Wednesday. The firm has a market capitalization of $162.34 billion, a P/E ratio of 33.23, a price-to-earnings-growth ratio of 3.14 and a beta of 0.90. TJX Companies has a one year low of $112.10 and a one year high of $148.11. The company has a fifty day moving average price of $142.54 and a 200-day moving average price of $133.76. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.17 and a quick ratio of 0.52.

TJX Companies (NYSE:TJX) last posted its quarterly earnings data on Wednesday, August 20th. The apparel and home fashions retailer reported $1.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.01 by $0.09. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.The company had revenue of $14.40 billion during the quarter, compared to analyst estimates of $14.12 billion. During the same quarter last year, the company earned $0.96 earnings per share. The firm’s quarterly revenue was up 6.9% on a year-over-year basis. Equities research analysts expect that TJX Companies will post 4.18 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Thursday, November 13th will be paid a $0.425 dividend. This represents a $1.70 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, November 13th. TJX Companies’s payout ratio is currently 38.72%.

Institutional Investors Weigh In On TJX Companies

A number of large investors have recently made changes to their positions in TJX. Revolve Wealth Partners LLC increased its stake in shares of TJX Companies by 12.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after acquiring an additional 235 shares in the last quarter. Schnieders Capital Management LLC. purchased a new position in shares of TJX Companies during the second quarter valued at approximately $244,000. Brighton Jones LLC grew its stake 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 buying an additional 8,002 shares during the last quarter. Bison Wealth LLC increased its position in 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 in the last quarter. Finally, Barnes Wealth Management Group Inc purchased a new position in TJX Companies during the third quarter valued at $223,000. 91.09% of the stock is currently owned by institutional investors.

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.