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

TJX Companies (NYSE:TJX) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 4.340-4.430 for the period. The company issued revenue guidance of -. TJX Companies also updated its Q2 2026 guidance to 0.970-1.000 EPS.

TJX Companies Price Performance

TJX stock opened at $129.47 on Friday. The firm has a 50 day moving average of $125.79 and a 200-day moving average of $123.44. TJX Companies has a 12-month low of $99.22 and a 12-month high of $135.85. The company has a current ratio of 1.19, a quick ratio of 0.50 and a debt-to-equity ratio of 0.35. The company has a market cap of $144.63 billion, a price-to-earnings ratio of 30.46, a PEG ratio of 2.75 and a beta of 0.94.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, May 21st. The apparel and home fashions retailer reported $0.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.90 by $0.02. TJX Companies had a net margin of 8.63% and a return on equity of 61.82%. The company had revenue of $13.11 billion during the quarter, compared to the consensus estimate of $13.01 billion. During the same period last year, the firm earned $0.93 EPS. The company’s revenue for the quarter was up 5.1% on a year-over-year basis. As a group, equities analysts expect that TJX Companies will post 4.18 EPS for the current fiscal year.

TJX Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 5th. Stockholders of record on Thursday, May 15th will be given a dividend of $0.425 per share. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.31%. This is an increase from TJX Companies’s previous quarterly dividend of $0.38. The ex-dividend date is Thursday, May 15th. TJX Companies’s dividend payout ratio (DPR) is presently 39.91%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on TJX shares. UBS Group restated a “buy” rating and set a $164.00 price objective (up from $154.00) on shares of TJX Companies in a research report on Thursday. Morgan Stanley set a $140.00 target price on TJX Companies and gave the company an “overweight” rating in a research note on Thursday. Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a research note on Monday, May 12th. Robert W. Baird upped their target price on TJX Companies from $140.00 to $143.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, TD Securities upped their target price on TJX Companies from $140.00 to $142.00 and gave the company a “buy” rating in a research note on Tuesday. One analyst has rated the stock with a hold rating and nineteen have given a buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $139.50.

Insider Buying and Selling at TJX Companies

In other TJX Companies news, Director Alan M. Bennett sold 8,000 shares of the business’s stock in a transaction on Thursday, February 27th. The stock was sold at an average price of $123.53, for a total value of $988,240.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ernie Herrman sold 23,428 shares of the business’s stock in a transaction on Wednesday, March 5th. The shares were sold at an average price of $123.03, for a total value of $2,882,346.84. Following the completion of the transaction, the chief executive officer now owns 484,189 shares of the company’s stock, valued at $59,569,772.67. This trade represents a 4.62% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.13% of the stock is currently owned by insiders.

Institutional Trading of TJX Companies

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Revolve Wealth Partners LLC increased its holdings in shares of 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 buying an additional 235 shares during the last quarter. Bison Wealth LLC increased its holdings in shares of 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 worth $466,000 after buying an additional 955 shares during the last quarter. Finally, Brighton Jones LLC increased its holdings in shares of TJX Companies by 113.7% during 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. 91.09% of the stock is currently owned by institutional investors and hedge funds.

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.