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

TJX Companies (NYSE:TJX) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 4.630-4.660 for the period, compared to the consensus earnings per share estimate of 4.600. The company issued revenue guidance of -, compared to the consensus revenue estimate of $59.7 billion. TJX Companies also updated its Q4 2026 guidance to 1.330-1.360 EPS.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Wall Street Zen raised shares of TJX Companies from a “hold” rating to a “buy” rating in a report on Saturday, August 23rd. BTIG Research assumed coverage on shares of TJX Companies in a report on Tuesday, October 14th. They issued a “buy” rating and a $165.00 target price on the stock. Wells Fargo & Company set a $140.00 target price on shares of TJX Companies and gave the company an “equal weight” rating in a research note on Monday, October 27th. JPMorgan Chase & Co. increased their price target on TJX Companies from $148.00 to $149.00 and gave the company an “overweight” rating in a report on Monday, October 6th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Tuesday, November 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, TJX Companies has an average rating of “Buy” and an average target price of $151.75.

TJX Companies Trading Up 0.2%

Shares of TJX Companies stock opened at $145.83 on Thursday. TJX Companies has a 1-year low of $112.10 and a 1-year high of $151.00. The company’s fifty day simple moving average is $142.66 and its 200-day simple moving average is $133.84. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.17 and a quick ratio of 0.52. The stock has a market capitalization of $162.30 billion, a PE ratio of 33.22, a P/E/G ratio of 3.14 and a beta of 0.90.

TJX Companies (NYSE:TJX) last announced its earnings results on Wednesday, November 19th. The apparel and home fashions retailer reported $1.28 EPS for the quarter, topping analysts’ consensus estimates of $1.22 by $0.06. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.The company had revenue of $15.12 billion for the quarter, compared to analysts’ expectations of $14.80 billion. During the same period last year, the firm earned $1.14 EPS. TJX Companies’s revenue for the quarter was up 7.5% compared to the same quarter last year. TJX Companies has set its Q4 2026 guidance at 1.330-1.360 EPS. FY 2026 guidance at 4.630-4.660 EPS. As a group, equities analysts anticipate that TJX Companies will post 4.18 earnings per share for the current year.

TJX Companies Announces Dividend

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TJX. Corient Private Wealth LLC boosted its position in TJX Companies by 120.7% in 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 buying an additional 2,743,676 shares during the period. Amundi increased its holdings in TJX Companies by 22.1% in the 3rd quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock worth $1,391,822,000 after buying an additional 1,761,281 shares during the period. Steadfast Capital Management LP raised its holdings in shares of TJX Companies by 198.8% during the third quarter. Steadfast Capital Management LP now owns 2,053,266 shares of the apparel and home fashions retailer’s stock worth $296,779,000 after purchasing an additional 1,366,066 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of TJX Companies by 73.7% in the 3rd quarter. AQR Capital Management LLC now owns 3,061,312 shares of the apparel and home fashions retailer’s stock valued at $441,533,000 after buying an additional 1,298,804 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in TJX Companies by 26.3% in the second quarter. Raymond James Financial Inc. now owns 5,952,367 shares of the apparel and home fashions retailer’s stock valued at $735,058,000 after acquiring an additional 1,238,124 shares during the period. 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.