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

TJX Companies (NYSE:TJX) issued an update on its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 5.150-5.200 for the period, compared to the consensus earnings per share estimate of 5.220. The company issued revenue guidance of -. TJX Companies also updated its Q3 2027 guidance to 1.360-1.380 EPS.

TJX Companies Stock Performance

TJX Companies stock opened at $151.21 on Wednesday. TJX Companies has a fifty-two week low of $133.34 and a fifty-two week high of $170.00. The company has a market capitalization of $167.04 billion, a PE ratio of 29.36, a P/E/G ratio of 3.28 and a beta of 0.62. The company has a 50 day moving average price of $157.19 and a 200-day moving average price of $156.83. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.54 and a current ratio of 1.14.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. The company had revenue of $14.32 billion during the quarter, compared to analyst estimates of $14.02 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.TJX Companies’s revenue was up 9.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.92 earnings per share. As a group, equities analysts forecast that TJX Companies will post 5.19 earnings per share for the current year.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be paid a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Thursday, August 13th. TJX Companies’s dividend payout ratio (DPR) is presently 37.28%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. BTIG Research increased their price target on shares of TJX Companies from $185.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Morgan Stanley reaffirmed an “overweight” rating on shares of TJX Companies in a report on Thursday, August 6th. Truist Financial set a $190.00 target price on TJX Companies and gave the stock a “buy” rating in a research note on Thursday, May 21st. Evercore reissued an “outperform” rating and issued a $175.00 price target on shares of TJX Companies in a report on Thursday, May 21st. Finally, JPMorgan Chase & Co. raised their price objective on shares of TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $177.94.

Insider Activity at TJX Companies

In other news, CEO Ernie Herrman sold 29,549 shares of TJX Companies stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total value of $4,652,785.54. Following the sale, the chief executive officer owned 552,850 shares in the company, valued at $87,051,761. This trade represents a 5.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Chairman Carol Meyrowitz sold 55,624 shares of the company’s stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $163.65, for a total transaction of $9,102,867.60. Following the transaction, the chairman owned 201,496 shares of the company’s stock, valued at approximately $32,974,820.40. This trade represents a 21.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 130,367 shares of company stock valued at $20,959,476. 0.15% of the stock is currently owned by company insiders.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: Analysts expect second-quarter earnings per share of $1.19, up from $1.10 a year ago, and revenue of approximately $15.18 billion. Several top-rated Wall Street forecasters have maintained positive ratings or revised their expectations favorably ahead of the report. Top Wall Street Forecasters Revamp TJX Expectations Ahead Of Q2 Earnings
• Positive Sentiment: Brokerages give TJX a consensus “Buy” rating, while recent commentary has described the stock as an attractive value relative to larger retail names such as Walmart and Costco. TJX Given Consensus Rating of Buy by Brokerages
• Positive Sentiment: Unusual options activity showed investors purchasing 37,301 call options—about 437% above average volume—suggesting some traders are positioning for an earnings-related upside move, although options activity is speculative.
• Neutral Sentiment: TJX’s Marshalls brand launched a fall fashion campaign featuring Brenda Song. The initiative may support seasonal traffic and brand engagement but is unlikely to materially affect near-term earnings. Marshalls and Brenda Song Fall Fashion Field Guide
• Negative Sentiment: The stock’s decline below its moving averages indicates caution ahead of the results. With TJX valued at roughly 29 times earnings, investors may demand a significant earnings beat or stronger guidance to drive a sustained rebound.

Institutional Investors Weigh In On TJX Companies

A number of large investors have recently modified their holdings of the business. Bank of America Corp DE lifted its stake in shares of 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 worth $3,935,630,000 after buying an additional 495,989 shares in the last quarter. Amundi raised its holdings in 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 acquiring an additional 1,761,281 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in 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 acquiring an additional 32,284 shares during the last quarter. Raymond James Financial Inc. lifted its stake in TJX Companies by 0.9% in the 4th 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 purchasing an additional 53,215 shares in the last quarter. Finally, Wells Fargo & Company MN grew its position in shares of TJX Companies by 1.1% in the fourth quarter. Wells Fargo & Company MN now owns 5,180,963 shares of the apparel and home fashions retailer’s stock valued at $795,848,000 after purchasing an additional 54,363 shares in the last quarter. Hedge funds and other institutional investors own 91.09% of the company’s stock.

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.