The TJX Companies, Inc. (NYSE:TJX) Given Average Rating of “Moderate Buy” by Brokerages

The TJX Companies, Inc. (NYSE:TJX) has been given an average rating of “Moderate Buy” by the twenty-two research firms that are currently covering the stock, MarketBeat Ratings reports. Four analysts have rated the stock with a hold recommendation, sixteen have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $171.6316.

Several equities analysts have commented on the stock. Gordon Haskett reiterated an “accumulate” rating and issued a $155.00 price objective on shares of TJX Companies in a report on Thursday, August 20th. Wall Street Zen cut shares of TJX Companies from a “buy” rating to a “hold” rating in a research note on Saturday, August 22nd. Telsey Advisory Group lifted their target price on shares of TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Weiss Ratings lowered shares of TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. Finally, Truist Financial set a $190.00 price target on shares of TJX Companies and gave the company a “buy” rating in a report on Thursday, May 21st.

Hedge Funds Weigh In On TJX Companies

A number of large investors have recently made changes to their positions in TJX. BlackRock Inc. bought a new position in TJX Companies during the 2nd quarter worth $16,489,926,000. Geode Capital Management LLC boosted its position in shares of TJX Companies by 2.6% in the fourth quarter. Geode Capital Management LLC now owns 27,011,104 shares of the apparel and home fashions retailer’s stock valued at $4,134,174,000 after acquiring an additional 673,690 shares during the period. Bank of America Corp DE bought a new stake in shares of TJX Companies in the second quarter valued at about $3,511,553,000. Capital International Investors grew its stake in shares of TJX Companies by 2.0% in the fourth quarter. Capital International Investors now owns 15,986,573 shares of the apparel and home fashions retailer’s stock valued at $2,455,911,000 after acquiring an additional 308,408 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of TJX Companies in the fourth quarter valued at about $2,211,975,000. Institutional investors own 91.09% of the company’s stock.

TJX Companies News Summary

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

• Positive Sentiment: TJX raised its fiscal 2027 earnings outlook after a second-quarter beat, with revenue and profit gains across its divisions. Management also increased its long-term store-growth target, supporting the company’s expansion story. TJX Raises Fiscal 2027 Outlook as Q2 Results Show Broad-Based Growth
• Positive Sentiment: TJX International’s adjusted operating margin improved to 7.3%, helped by favorable merchandise margins, expense leverage and solid sales growth. This suggests additional profitability upside outside the company’s core U.S. business. TJX International’s Adjusted Margin Hits 7.3%
• Positive Sentiment: The company declared a quarterly dividend of $0.48 per share, payable December 3 to shareholders of record November 12. The announcement reinforces TJX’s shareholder-return commitment, although the dividend itself is unlikely to materially change the near-term outlook. TJX Announces Quarterly Common Stock Dividend
• Neutral Sentiment: Marmaxx, TJX’s largest division, is showing improving trends, but its execution remains a key test as the company attempts to sustain broad-based growth and meet its higher guidance.
• Neutral Sentiment: TJX has closed at least four stores in 2026 while pursuing new formats and markets. The closures may reflect portfolio optimization, but they also raise questions about store productivity and the pace of the expansion strategy. Discount Retailer Closes Stores in Several States
• Negative Sentiment: Shares have fallen about 17% over the past month and recently reached a new 52-week low, indicating that investors have not fully rewarded the earnings beat and upgraded outlook.
• Negative Sentiment: Investors remain concerned about TJX’s premium valuation, wage and fuel inflation, and the higher execution burden created by elevated growth expectations. These risks could limit further multiple expansion even if earnings continue to improve. TJX Falls 17.4% in the Past Month as Strong Results Meet Key Risks

TJX Companies Stock Performance

Shares of NYSE TJX opened at $122.89 on Friday. The company has a current ratio of 1.15, a quick ratio of 0.56 and a debt-to-equity ratio of 0.18. TJX Companies has a 12 month low of $122.78 and a 12 month high of $170.00. The stock has a 50 day moving average of $145.86 and a 200-day moving average of $153.61. The company has a market capitalization of $135.17 billion, a P/E ratio of 22.71, a P/E/G ratio of 2.25 and a beta of 0.60.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.The business had revenue of $15.18 billion for the quarter, compared to analysts’ expectations of $15.16 billion. During the same quarter in the prior year, the business earned $1.10 EPS. The firm’s revenue for the quarter was up 5.4% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, equities research analysts predict that TJX Companies will post 5.22 EPS for the current year.

TJX Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Thursday, November 12th will be issued a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Thursday, November 12th. TJX Companies’s payout ratio is currently 35.49%.

TJX Companies Company Profile

The TJX Companies, Inc is an off-price retailer specializing in apparel and home fashions. The company sells brand-name, designer and other merchandise at prices generally below those of full-price retailers. Its product assortment includes women’s, men’s and children’s clothing, footwear, accessories, beauty products, home furnishings, decor and other household goods.

TJX operates through a portfolio of retail banners, including T.J. Maxx, Marshalls, HomeGoods, Sierra and Homesense in the United States; Winners, HomeSense and Marshalls in Canada; and TK Maxx and Homesense in Europe and Australia.