TJX Companies FY2026 EPS Increased by Telsey Advisory Group

The TJX Companies, Inc. (NYSE:TJX) – Equities researchers at Telsey Advisory Group lifted their FY2026 EPS estimates for TJX Companies in a research report issued to clients and investors on Thursday, November 20th. Telsey Advisory Group analyst D. Telsey now expects that the apparel and home fashions retailer will earn $4.69 per share for the year, up from their previous estimate of $4.59. Telsey Advisory Group has a “Outperform” rating and a $170.00 price target 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’ Q4 2026 earnings at $1.39 EPS, Q1 2027 earnings at $1.00 EPS, Q2 2027 earnings at $1.21 EPS, Q3 2027 earnings at $1.41 EPS, Q4 2027 earnings at $1.54 EPS and FY2027 earnings at $5.15 EPS.

Several other research analysts also recently commented on TJX. UBS Group boosted their price objective on shares of TJX Companies from $172.00 to $181.00 and gave the company a “buy” rating in a research report on Thursday. Barclays reissued an “overweight” rating and issued a $168.00 price objective (up previously from $155.00) on shares of TJX Companies in a research note on Thursday. Citigroup reissued a “buy” rating and set a $168.00 target price (up previously from $160.00) on shares of TJX Companies in a research report on Thursday. Jefferies Financial Group reissued a “buy” rating and issued a $170.00 price objective on shares of TJX Companies in a research note on Tuesday, November 11th. Finally, Wells Fargo & Company reiterated a “market perform” rating and set a $145.00 target price (up previously from $140.00) on shares of TJX Companies in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $158.90.

TJX Companies Stock Performance

Shares of NYSE:TJX opened at $148.20 on Friday. The firm has a market cap of $164.94 billion, a PE ratio of 33.76, a PEG ratio of 3.14 and a beta of 0.90. TJX Companies has a 12-month low of $112.10 and a 12-month high of $151.00. The company has a quick ratio of 0.52, a current ratio of 1.17 and a debt-to-equity ratio of 0.32. The company’s 50 day moving average price is $142.81 and its two-hundred day moving average price is $133.94.

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

TJX Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Thursday, November 13th will be issued a dividend of $0.425 per share. The ex-dividend date of this dividend is Thursday, November 13th. This represents a $1.70 annualized dividend and a yield of 1.1%. TJX Companies’s dividend payout ratio is 38.72%.

Institutional Trading of TJX Companies

Several hedge funds and other institutional investors have recently modified their holdings of TJX. Brighton Jones LLC lifted its position in shares of TJX Companies by 113.7% during the fourth quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after acquiring an additional 8,002 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in TJX Companies by 12.1% during 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 purchasing an additional 235 shares in the last quarter. Bison Wealth LLC grew its holdings 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. Ignite Planners LLC bought a new stake in shares of TJX Companies during the first quarter valued at about $262,000. Finally, Wedbush Securities Inc. lifted its holdings in shares of TJX Companies by 14.3% in the first quarter. Wedbush Securities Inc. now owns 17,859 shares of the apparel and home fashions retailer’s stock worth $2,175,000 after buying an additional 2,229 shares in the last quarter. Institutional investors own 91.09% of the company’s stock.

About TJX Companies

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.