Barclays Increases TJX Companies (NYSE:TJX) Price Target to $183.00

TJX Companies (NYSE:TJX) had its price target upped by research analysts at Barclays from $172.00 to $183.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the apparel and home fashions retailer’s stock. Barclays‘s price objective points to a potential upside of 13.38% from the stock’s current price.

Other research analysts have also issued research reports about the company. Weiss Ratings restated a “buy (b+)” rating on shares of TJX Companies in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $184.00 target price on TJX Companies in a research note on Thursday, January 8th. Citigroup restated a “buy” rating and set a $168.00 price target (up from $160.00) on shares of TJX Companies in a research report on Thursday, November 20th. The Goldman Sachs Group boosted their target price on shares of TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Finally, Guggenheim upgraded shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Two analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company. According to MarketBeat.com, TJX Companies presently has an average rating of “Buy” and an average target price of $167.55.

TJX Companies Trading Up 1.7%

NYSE TJX opened at $161.40 on Thursday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.43 and a current ratio of 1.14. TJX Companies has a one year low of $112.10 and a one year high of $162.68. The company has a 50-day simple moving average of $154.91 and a 200-day simple moving average of $147.61. The firm has a market capitalization of $179.23 billion, a PE ratio of 33.07, a price-to-earnings-growth ratio of 3.07 and a beta of 0.74.

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 the consensus estimate of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm had revenue of $17.74 billion for the quarter, compared to analyst estimates of $17.36 billion. During the same quarter in the prior year, the business earned $1.23 earnings per share. TJX Companies’s quarterly revenue was up 8.5% on a year-over-year basis. 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 forecast that TJX Companies will post 4.18 earnings per share for the current year.

Hedge Funds Weigh In On TJX Companies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna lifted its holdings in TJX Companies by 120.3% in the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock valued at $25,000 after buying an additional 89 shares during the period. Lavaca Capital LLC bought a new stake in shares of TJX Companies during the 2nd quarter valued at $25,000. Dogwood Wealth Management LLC boosted its position in shares of TJX Companies by 102.2% in the 3rd quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock worth $26,000 after purchasing an additional 92 shares during the last quarter. Wilkerson Advisory Group LLC acquired a new stake in shares of TJX Companies during the fourth quarter worth $26,000. Finally, Entrust Financial LLC acquired a new stake in shares of TJX Companies during the fourth quarter worth $26,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
• Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
• Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
• Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
• Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
• Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run

TJX Companies Company Profile

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.