The TJX Companies, Inc. (NYSE:TJX) Given Consensus Rating of “Buy” by Analysts

The TJX Companies, Inc. (NYSE:TJX) has been given a consensus rating of “Buy” by the twenty-four research firms that are presently covering the stock, MarketBeat Ratings reports. Twenty-two investment analysts have rated the stock with a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $167.55.

TJX has been the topic of several research reports. Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. Wall Street Zen lowered TJX Companies from a “buy” rating to a “hold” rating in a report on Saturday. Citigroup reissued a “buy” rating and issued a $168.00 price target (up from $160.00) on shares of TJX Companies in a report on Thursday, November 20th. UBS Group restated a “buy” rating and set a $193.00 price objective (up from $181.00) on shares of TJX Companies in a research report on Thursday, January 8th. Finally, Wells Fargo & Company restated a “positive” rating and set a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Arwa LLC bought a new stake in shares of TJX Companies in the 4th quarter worth $1,898,000. OakTrust Wealth Advisors LLC bought a new position in TJX Companies during the fourth quarter valued at about $215,000. MidFirst Bank acquired a new position in TJX Companies during the fourth quarter worth about $3,752,000. DGS Capital Management LLC raised its position in TJX Companies by 19.8% in the fourth quarter. DGS Capital Management LLC now owns 2,546 shares of the apparel and home fashions retailer’s stock worth $391,000 after acquiring an additional 421 shares in the last quarter. Finally, Astoria Portfolio Advisors LLC. lifted its holdings in TJX Companies by 19.3% in the 4th quarter. Astoria Portfolio Advisors LLC. now owns 7,490 shares of the apparel and home fashions retailer’s stock valued at $1,181,000 after acquiring an additional 1,213 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors.

TJX Companies Trading Up 1.7%

NYSE TJX opened at $161.40 on Tuesday. TJX Companies has a 52 week low of $112.10 and a 52 week high of $162.68. The stock has a market cap of $179.23 billion, a P/E ratio of 33.07, a PEG ratio of 3.13 and a beta of 0.74. The company has a current ratio of 1.14, a quick ratio of 0.43 and a debt-to-equity ratio of 0.18. The company’s fifty day simple moving average is $154.91 and its 200-day simple moving average is $147.71.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The business had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. During the same quarter in the previous year, the firm earned $1.23 earnings per share. The business’s revenue 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. Equities research analysts predict that TJX Companies will post 4.18 EPS for the current fiscal year.

TJX Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be issued a dividend of $0.425 per share. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s payout ratio is 34.84%.

Trending Headlines about 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.