TJX Companies (NYSE:TJX) Issues Earnings Results

TJX Companies (NYSE:TJX) posted its quarterly earnings data on Wednesday. The apparel and home fashions retailer reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03, Zacks reports. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. TJX Companies updated its FY 2027 guidance to 5.150-5.200 EPS and its Q3 2027 guidance to 1.360-1.380 EPS.

TJX Companies Stock Up 0.2%

TJX stock opened at $151.21 on Wednesday. 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 has a fifty-two week low of $133.34 and a fifty-two week high of $170.00. The firm has a market capitalization of $167.04 billion, a price-to-earnings ratio of 29.36, a PEG ratio of 3.28 and a beta of 0.62. The company’s 50 day moving average price is $157.19 and its 200 day moving average price is $156.83.

TJX Companies Announces Dividend

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

Key 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.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on TJX shares. Robert W. Baird lifted their price objective on TJX Companies from $172.00 to $175.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Evercore reissued an “outperform” rating and set a $175.00 target price on shares of TJX Companies in a research note on Thursday, May 21st. Sanford C. Bernstein restated an “outperform” rating on shares of TJX Companies in a research note on Thursday, May 21st. Erste Group Bank downgraded shares of TJX Companies from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Finally, Telsey Advisory Group lifted their price target on shares of TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, TJX Companies currently has a consensus rating of “Buy” and a consensus price target of $177.94.

Insider Transactions at TJX Companies

In other news, Chairman Carol Meyrowitz sold 55,624 shares of the business’s stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $163.65, for a total transaction of $9,102,867.60. Following the completion of the transaction, the chairman owned 201,496 shares of the company’s stock, valued at approximately $32,974,820.40. The trade was a 21.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Jackwyn Nemerov sold 957 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the transaction, the director owned 802 shares of the company’s stock, valued at approximately $135,209.18. The trade was a 54.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 130,367 shares of company stock worth $20,959,476. Corporate insiders own 0.15% of the company’s stock.

Institutional Trading of TJX Companies

Hedge funds have recently modified their holdings of the company. Bank of America Corp DE increased its holdings in TJX Companies by 2.0% during the 4th 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 purchasing an additional 495,989 shares in the last quarter. Amundi lifted its stake 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 purchasing an additional 1,761,281 shares during the period. Charles Schwab Investment Management Inc. lifted its stake in shares of TJX Companies by 0.5% in the fourth 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 in the last quarter. Raymond James Financial Inc. grew 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 valued at $924,941,000 after purchasing an additional 53,215 shares during the period. Finally, Wells Fargo & Company MN lifted its position in shares of 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 in the last quarter. Institutional investors and hedge funds own 91.09% of the company’s stock.

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.