TJX Companies (NYSE:TJX) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

TJX Companies (NYSE:TJX) had its price objective raised by Telsey Advisory Group from $170.00 to $175.00 in a research report issued to clients and investors on Thursday. The firm currently has an “outperform” rating on the apparel and home fashions retailer’s stock. Telsey Advisory Group’s target price would indicate a potential upside of 12.34% from the company’s current price.

A number of other research analysts have also recently weighed in on the stock. Robert W. Baird set a $168.00 price objective on shares of TJX Companies in a research note on Wednesday, December 17th. The Goldman Sachs Group raised their target price on shares of TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Wells Fargo & Company reissued a “positive” rating and set a $150.00 price target (up from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th. Finally, Weiss Ratings restated a “buy (b+)” rating on shares of TJX Companies in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $165.95.

TJX Companies Trading Down 1.2%

NYSE:TJX opened at $155.78 on Thursday. The company has a market capitalization of $172.99 billion, a PE ratio of 34.39, a price-to-earnings-growth ratio of 3.01 and a beta of 0.74. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20. TJX Companies has a 52-week low of $112.10 and a 52-week high of $162.68. The stock has a fifty day simple moving average of $154.70 and a 200-day simple moving average of $147.33.

TJX Companies (NYSE:TJX) last issued its quarterly earnings data on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.38 by $0.05. The firm had revenue of $17.74 billion for the quarter, compared to analysts’ expectations of $17.36 billion. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The firm’s revenue was up 8.5% on a year-over-year basis. During the same period in the prior year, the company earned $1.23 EPS. 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. On average, equities research analysts expect that TJX Companies will post 4.18 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Brighton Jones LLC increased its holdings in TJX Companies by 113.7% during the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after purchasing an additional 8,002 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of TJX Companies by 12.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after purchasing an additional 235 shares during the last quarter. Bison Wealth LLC raised its stake in shares of TJX Companies by 32.9% in the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after purchasing an additional 955 shares in the last quarter. United Bank lifted its position in shares of TJX Companies by 7.6% during the second quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock worth $2,013,000 after purchasing an additional 1,155 shares during the last quarter. Finally, Schnieders Capital Management LLC. acquired a new position in TJX Companies in the second quarter worth about $244,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

Key Stories Impacting TJX Companies

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

• Positive Sentiment: Q4 results beat expectations: TJX delivered $1.43 EPS on $17.74B in revenue, with consolidated comps up ~5% and year‑over‑year sales growth near 9%, driven by broad off‑price demand and margin expansion. Business Wire Release
• Positive Sentiment: Capital return boosted: management raised the dividend by ~13% and authorized a $2.50–$2.75B share buyback for FY27, supporting shareholder returns and signaling confidence in the business model. Fox Business
• Neutral Sentiment: Analyst reaction mixed-to-positive: several brokers reaffirmed or raised price targets (JPMorgan lifted its target to $173), reflecting confidence in TJX’s competitive position even as valuation remains premium. Analyst Note
• Neutral Sentiment: Full earnings call transcripts and coverage are available for detail on merchandise flow, inventory and margin drivers (useful for modeling seasonal cadence). Earnings Call Transcript
• Negative Sentiment: Guidance disappointed: Q1 FY27 EPS was guided to $0.97–$0.99 vs. Street ~$1.24, and management projected muted full‑year sales/profit growth, citing consumers cutting discretionary spending — the weak near‑term outlook drove investor concern despite the beat. Motley Fool
• Negative Sentiment: Macro risk: Reuters and other outlets highlighted management’s caution about budget‑conscious consumers, which increases downside risk to sales cadence if spending weakens further. Reuters

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.