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

TJX Companies (NYSE:TJX) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.330-1.360 for the period, compared to the consensus EPS estimate of 1.348. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research firms have weighed in on TJX. Morgan Stanley raised their price target on TJX Companies from $140.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday. BMO Capital Markets reaffirmed an “outperform” rating on shares of TJX Companies in a research report on Wednesday, May 21st. UBS Group lifted their target price on TJX Companies from $164.00 to $172.00 and gave the company a “buy” rating in a report on Thursday. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a report on Monday, May 12th. Finally, Loop Capital set a $150.00 target price on TJX Companies and gave the company a “buy” rating in a report on Thursday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $147.58.

TJX Companies Trading Down 0.7%

Shares of TJX opened at $137.3490 on Friday. TJX Companies has a 12 month low of $111.22 and a 12 month high of $145.58. The stock has a market cap of $153.43 billion, a PE ratio of 31.29, a P/E/G ratio of 3.18 and a beta of 0.89. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.17 and a quick ratio of 0.51. The stock’s 50-day moving average is $126.74 and its two-hundred day moving average is $125.40.

TJX Companies (NYSE:TJX) last announced its earnings results on Wednesday, August 20th. The apparel and home fashions retailer reported $1.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.01 by $0.09. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.The business had revenue of $14.40 billion for the quarter, compared to analyst estimates of $14.12 billion. During the same period in the previous year, the company earned $0.96 earnings per share. The company’s revenue for the quarter was up 6.9% compared to the same quarter last year. TJX Companies has set its FY 2026 guidance at 4.520-4.570 EPS. Q3 2026 guidance at 1.170-1.190 EPS. Equities analysts forecast that TJX Companies will post 4.18 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Stockholders of record on Thursday, August 14th will be paid 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, August 14th. TJX Companies’s dividend payout ratio is 40.00%.

Insiders Place Their Bets

In related news, Director Amy B. Lane sold 950 shares of the business’s stock in a transaction dated Tuesday, June 3rd. The stock was sold at an average price of $128.09, for a total value of $121,685.50. Following the completion of the sale, the director directly owned 22,712 shares of the company’s stock, valued at $2,909,180.08. The trade was a 4.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.13% of the stock is currently owned by corporate insiders.

Institutional Trading of TJX Companies

Hedge funds and other institutional investors have recently bought and sold shares of the company. Rakuten Securities Inc. increased its holdings in TJX Companies by 142.9% in the second quarter. Rakuten Securities Inc. now owns 396 shares of the apparel and home fashions retailer’s stock valued at $49,000 after buying an additional 233 shares during the last quarter. Osterweis Capital Management Inc. increased its holdings in TJX Companies by 7,260.0% in the second quarter. Osterweis Capital Management Inc. now owns 1,104 shares of the apparel and home fashions retailer’s stock valued at $136,000 after buying an additional 1,089 shares during the last quarter. Diversify Wealth Management LLC increased its holdings in TJX Companies by 7.5% in the second quarter. Diversify Wealth Management LLC now owns 1,882 shares of the apparel and home fashions retailer’s stock valued at $251,000 after buying an additional 132 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in TJX Companies by 12.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock valued at $262,000 after buying an additional 235 shares during the last quarter. Finally, Florida Financial Advisors LLC bought a new stake in TJX Companies in the second quarter valued at about $279,000. 91.09% of the stock is 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.