TJX Companies (NYSE:TJX) Issues Q3 2027 Earnings Guidance

TJX Companies (NYSE:TJX) issued an update on its third quarter 2027 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.360-1.380 for the period, compared to the consensus estimate of 1.340. The company issued revenue guidance of -. TJX Companies also updated its FY 2027 guidance to 5.150-5.200 EPS.

TJX Companies Stock Up 0.2%

TJX Companies stock opened at $151.21 on Wednesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.54. TJX Companies has a 1-year low of $133.34 and a 1-year high of $170.00. The company has a market cap of $167.04 billion, a PE ratio of 29.36, a price-to-earnings-growth ratio of 3.28 and a beta of 0.62. The stock’s 50 day moving average price is $157.19 and its 200 day moving average price is $156.83.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. The business had revenue of $14.32 billion during the quarter, compared to the consensus estimate of $14.02 billion. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The business’s revenue was up 9.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.92 EPS. On average, sell-side analysts predict that TJX Companies will post 5.19 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be paid a $0.48 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a yield of 1.3%. TJX Companies’s dividend payout ratio is presently 37.28%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on TJX. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of TJX Companies in a research note on Thursday, May 21st. Robert W. Baird raised their target price on shares of TJX Companies from $172.00 to $175.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Barclays reaffirmed an “overweight” rating and issued a $190.00 target price (up from $183.00) on shares of TJX Companies in a research note on Thursday, May 21st. Erste Group Bank lowered TJX Companies from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Finally, Citigroup restated a “buy” rating and set a $182.00 price objective (up from $168.00) on shares of TJX Companies in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $177.94.

Insider Buying and Selling at TJX Companies

In other news, CEO Ernie Herrman sold 29,549 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $157.46, for a total value of $4,652,785.54. Following the completion of the sale, the chief executive officer owned 552,850 shares in the company, valued at approximately $87,051,761. This trade represents a 5.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total value of $161,340.63. Following the transaction, the director directly owned 802 shares in the company, valued at $135,209.18. This trade represents a 54.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 130,367 shares of company stock worth $20,959,476. Insiders own 0.15% of the company’s stock.

More TJX Companies News

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 Inflows and Outflows

Large investors have recently bought and sold shares of the company. Hohimer Wealth Management LLC grew its position in shares of TJX Companies by 1.2% during the 4th quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock valued at $859,000 after acquiring an additional 66 shares during the period. Guardian Wealth Advisors LLC NC grew its position in shares of TJX Companies by 3.1% in the fourth quarter. Guardian Wealth Advisors LLC NC now owns 2,935 shares of the apparel and home fashions retailer’s stock valued at $451,000 after purchasing an additional 87 shares in the last quarter. Resurgent Financial Advisors LLC grew its position in shares of TJX Companies by 1.6% in the third quarter. Resurgent Financial Advisors LLC now owns 5,648 shares of the apparel and home fashions retailer’s stock valued at $816,000 after purchasing an additional 88 shares in the last quarter. Centaurus Financial Inc. raised its stake in shares of TJX Companies by 5.4% during the 3rd quarter. Centaurus Financial Inc. now owns 1,794 shares of the apparel and home fashions retailer’s stock valued at $259,000 after purchasing an additional 92 shares during the period. Finally, Wealth Dimensions Group Ltd. raised its stake in shares of TJX Companies by 3.4% during the 4th quarter. Wealth Dimensions Group Ltd. now owns 2,853 shares of the apparel and home fashions retailer’s stock valued at $438,000 after purchasing an additional 93 shares during the period. 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.