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.

TJX Companies Stock Up 0.5%

TJX Companies stock opened at $145.86 on Wednesday. The firm’s 50 day moving average price is $142.54 and its two-hundred day moving average price is $133.76. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.52 and a current ratio of 1.17. TJX Companies has a twelve month low of $112.10 and a twelve month high of $148.11. The firm has a market cap of $162.34 billion, a PE ratio of 33.23, a P/E/G ratio of 3.14 and a beta of 0.90.

TJX Companies (NYSE:TJX) last announced its quarterly earnings data on Wednesday, August 20th. The apparel and home fashions retailer reported $1.10 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $14.12 billion. During the same period last year, the company earned $0.96 earnings per share. TJX Companies’s quarterly revenue was up 6.9% compared to the same quarter last year. On average, research analysts predict that TJX Companies will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have commented on TJX shares. Telsey Advisory Group reissued an “outperform” rating and set a $155.00 target price on shares of TJX Companies in a research report on Wednesday, November 12th. 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. BTIG Research assumed coverage on shares of TJX Companies in a research report on Tuesday, October 14th. They issued a “buy” rating and a $165.00 price target on the stock. Citigroup upped their price objective on shares of TJX Companies from $140.00 to $160.00 and gave the stock a “buy” rating in a report on Thursday, August 21st. Finally, Wells Fargo & Company set a $140.00 target price on shares of TJX Companies and gave the stock an “equal weight” rating in a report on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, TJX Companies has an average rating of “Buy” and a consensus price target of $151.75.

Institutional Trading of TJX Companies

A number of hedge funds have recently bought and sold shares of TJX. Corient Private Wealth LLC raised its stake in shares of TJX Companies by 120.7% in the second 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 acquiring an additional 2,743,676 shares during the last quarter. Amundi boosted its stake in TJX Companies by 22.1% in the third quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock worth $1,391,822,000 after purchasing an additional 1,761,281 shares in the last quarter. Steadfast Capital Management LP grew 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 raised its holdings in shares of TJX Companies by 73.7% in the third 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 last quarter. Finally, Raymond James Financial Inc. raised its holdings in shares of 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 buying an additional 1,238,124 shares during the last quarter. 91.09% of the stock is owned by institutional investors.

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.