TJX Companies (NYSE:TJX) Issues FY 2027 Earnings Guidance

TJX Companies (NYSE:TJX) updated its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 4.930-5.020 for the period, compared to the consensus EPS estimate of 4.970. The company issued revenue guidance of -. TJX Companies also updated its Q1 2027 guidance to 0.970-0.990 EPS.

TJX Companies Stock Up 0.9%

Shares of TJX Companies stock traded up $1.47 during trading on Wednesday, hitting $159.13. 2,883,310 shares of the stock traded hands, compared to its average volume of 5,456,700. The company has a current ratio of 1.09, a quick ratio of 0.43 and a debt-to-equity ratio of 0.20. The stock’s fifty day simple moving average is $154.70 and its 200 day simple moving average is $147.27. The firm has a market cap of $176.71 billion, a P/E ratio of 35.13, a price-to-earnings-growth ratio of 3.01 and a beta of 0.74. TJX Companies has a 52-week low of $112.10 and a 52-week high of $162.68.

TJX Companies (NYSE:TJX) last released its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The company had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. During the same period in the prior year, the firm earned $1.23 earnings per share. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. On average, equities analysts predict that TJX Companies will post 4.18 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 12th will be issued a dividend of $0.425 per share. The ex-dividend date is Thursday, February 12th. This represents a $1.70 dividend on an annualized basis and a yield of 1.1%. TJX Companies’s dividend payout ratio is currently 37.53%.

Analyst Upgrades and Downgrades

TJX has been the topic of a number of analyst reports. Bank of America lifted their price target on TJX Companies from $150.00 to $168.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Wells Fargo & Company reaffirmed a “positive” rating and set a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research report on Tuesday, December 16th. Morgan Stanley reiterated an “overweight” rating and issued a $162.00 target price (up from $159.00) on shares of TJX Companies in a report on Thursday, November 20th. Weiss Ratings reissued a “buy (b+)” rating on shares of TJX Companies in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. raised their price target on shares of TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $164.76.

TJX Companies News Roundup

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

• Positive Sentiment: Q4 results topped estimates — EPS $1.43 and revenue $17.74B (up ~9% YoY), with comp sales and margins stronger than plan. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Management announced a 13% dividend increase and a $2.50–$2.75 billion share buyback program for FY27 — a direct boost to shareholder returns and EPS accretion potential. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Street support: JPMorgan raised its price target (to $173) and other firms continue to rate TJX favorably, supporting upside vs. the current premium valuation. JPMorgan Chase & Co. Boosts TJX Companies (NYSE:TJX) Price Target to $173.00
• Neutral Sentiment: Institutional/insider flows are mixed — analysts maintain buy ratings and price-target revisions, while some large holders trimmed positions and certain insiders have sold shares; this creates offsetting ownership signals. TJXS (THE ($TJX) Releases Q4 2026 Earnings
• Negative Sentiment: Guidance disappointed: Q1 EPS was guided to $0.97–$0.99 (vs. ~$1.24 consensus) and FY27 EPS range $4.93–$5.02 was roughly inline/below some expectations — the cautious outlook pressured sentiment despite the beat. TJX Cos forecasts muted annual sales, profit as consumers reduce spending

Institutional Trading of TJX Companies

Institutional investors have recently bought and sold shares of the stock. Bank of America Corp DE boosted its holdings in TJX Companies by 2.0% in the fourth quarter. Bank of America Corp DE now owns 25,620,925 shares of the apparel and home fashions retailer’s stock valued at $3,935,630,000 after purchasing an additional 495,989 shares during the last quarter. Amundi lifted its holdings in shares of TJX Companies by 22.1% in the 3rd quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock valued at $1,391,822,000 after buying an additional 1,761,281 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in shares of TJX Companies by 0.5% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 7,043,550 shares of the apparel and home fashions retailer’s stock valued at $1,081,960,000 after buying an additional 32,284 shares during the period. Raymond James Financial Inc. boosted its stake in shares of TJX Companies by 0.9% in the fourth quarter. Raymond James Financial Inc. now owns 6,010,324 shares of the apparel and home fashions retailer’s stock worth $924,941,000 after buying an additional 53,215 shares during the last quarter. Finally, Wells Fargo & Company MN grew its holdings in TJX Companies by 1.1% during the fourth quarter. Wells Fargo & Company MN now owns 5,180,963 shares of the apparel and home fashions retailer’s stock worth $795,848,000 after acquiring an additional 54,363 shares during the period. 91.09% of the stock is currently owned by institutional investors and hedge funds.

About TJX Companies

TJX Companies, Inc is a leading off-price retailer of apparel, footwear, home fashions and other consumer goods. The company operates multiple retail concepts that offer discounted brand-name and designer merchandise, including well-known banners such as T.J. Maxx and Marshalls in the United States, HomeGoods for home furnishings, TK Maxx in parts of Europe, and Winners and Homesense in Canada. Merchandise categories span women’s, men’s and children’s apparel, accessories, beauty, home décor, kitchenware and small furniture, with frequent changes in assortment that create a “treasure-hunt” shopping experience for consumers.

The company’s business model centers on opportunistic buying, purchasing excess, irregular or out-of-season inventory from manufacturers, department stores and other suppliers, and passing savings to customers through lower prices.