TJX Companies (NYSE:TJX) Issues Quarterly Earnings Results

TJX Companies (NYSE:TJX) issued its earnings results on Wednesday. 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, Briefing.com reports. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The business had revenue of $17.74 billion during the quarter, compared to the consensus estimate of $17.36 billion. During the same period last year, the company earned $1.23 EPS. The company’s revenue for the quarter was up 8.5% on a year-over-year basis. TJX Companies updated its FY 2027 guidance to 4.930-5.020 EPS and its Q1 2027 guidance to 0.970-0.990 EPS.

TJX Companies Stock Up 0.8%

Shares of TJX traded up $1.32 during mid-day trading on Wednesday, hitting $158.98. 2,883,310 shares of the company’s stock were exchanged, compared to its average volume of 5,456,700. The stock’s 50-day moving average is $154.70 and its 200-day moving average is $147.27. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.43 and a current ratio of 1.09. TJX Companies has a fifty-two week low of $112.10 and a fifty-two week high of $162.68. The company has a market cap of $176.54 billion, a price-to-earnings ratio of 35.13, a P/E/G ratio of 3.01 and a beta of 0.74.

TJX Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 12th will be paid a dividend of $0.425 per share. The ex-dividend date is Thursday, February 12th. This represents a $1.70 dividend on an annualized basis and a yield of 1.1%. TJX Companies’s dividend payout ratio is 37.53%.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: Q4 results topped estimates — EPS $1.43 and revenue $17.74B (up ~9% YoY), with comp sales and margins stronger than plan. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Management announced a 13% dividend increase and a $2.50–$2.75 billion share buyback program for FY27 — a direct boost to shareholder returns and EPS accretion potential. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Street support: JPMorgan raised its price target (to $173) and other firms continue to rate TJX favorably, supporting upside vs. the current premium valuation. JPMorgan Chase & Co. Boosts TJX Companies (NYSE:TJX) Price Target to $173.00
• Neutral Sentiment: Institutional/insider flows are mixed — analysts maintain buy ratings and price-target revisions, while some large holders trimmed positions and certain insiders have sold shares; this creates offsetting ownership signals. TJXS (THE ($TJX) Releases Q4 2026 Earnings
• Negative Sentiment: Guidance disappointed: Q1 EPS was guided to $0.97–$0.99 (vs. ~$1.24 consensus) and FY27 EPS range $4.93–$5.02 was roughly inline/below some expectations — the cautious outlook pressured sentiment despite the beat. TJX Cos forecasts muted annual sales, profit as consumers reduce spending

Hedge Funds Weigh In On TJX Companies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Mcguire Capital Advisors Inc. acquired a new position in shares of TJX Companies in the fourth quarter worth $31,000. Compound Planning Inc. boosted its holdings in TJX Companies by 70.1% in the fourth quarter. Compound Planning Inc. now owns 25,988 shares of the apparel and home fashions retailer’s stock valued at $3,992,000 after purchasing an additional 10,706 shares during the period. Axxcess Wealth Management LLC purchased a new position in TJX Companies in the fourth quarter valued at $2,990,000. Birchwood Financial Partners Inc. acquired a new position in TJX Companies during the 4th quarter worth $38,000. Finally, Alberta Investment Management Corp purchased a new stake in TJX Companies during the 4th quarter worth about $906,000. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on TJX shares. Evercore raised their price objective on shares of TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. UBS Group reissued a “buy” rating and issued a $193.00 price target (up from $181.00) on shares of TJX Companies in a research note on Thursday, January 8th. Deutsche Bank Aktiengesellschaft set a $184.00 price target on shares of TJX Companies in a report on Thursday, January 8th. Wells Fargo & Company reiterated a “positive” rating and issued a $150.00 price objective (up from $145.00) on shares of TJX Companies in a report on Tuesday, December 16th. Finally, TD Cowen reiterated a “buy” rating on shares of TJX Companies in a research report on Thursday, November 20th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $164.76.

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.