TJX Companies (NYSE:TJX) Updates FY 2027 Earnings Guidance

TJX Companies (NYSE:TJX) updated its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 4.930-5.020 for the period, compared to the consensus EPS estimate of 4.970. The company issued revenue guidance of -. TJX Companies also updated its Q1 2027 guidance to 0.970-0.990 EPS.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. The Goldman Sachs Group upped their price objective on TJX Companies from $163.00 to $170.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Weiss Ratings restated a “buy (b+)” rating on shares of TJX Companies in a research report on Wednesday, January 21st. Morgan Stanley reissued an “overweight” rating and set a $162.00 price target (up from $159.00) on shares of TJX Companies in a research note on Thursday, November 20th. UBS Group reaffirmed a “buy” rating and set a $193.00 price objective (up from $181.00) on shares of TJX Companies in a report on Thursday, January 8th. Finally, Bank of America upped their price target on shares of TJX Companies from $150.00 to $168.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company. According to MarketBeat, TJX Companies currently has a consensus rating of “Buy” and a consensus price target of $164.76.

TJX Companies Stock Performance

NYSE:TJX opened at $158.02 on Wednesday. TJX Companies has a 1-year low of $112.10 and a 1-year high of $160.46. The firm has a 50 day simple moving average of $154.70 and a 200-day simple moving average of $147.27. The firm has a market cap of $175.47 billion, a PE ratio of 34.88, a P/E/G ratio of 3.01 and a beta of 0.74. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.09 and a quick ratio of 0.43.

TJX Companies Dividend Announcement

The company 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 annualized dividend and a yield of 1.1%. TJX Companies’s dividend payout ratio is currently 37.53%.

Trending Headlines about TJX Companies

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

• Positive Sentiment: JPMorgan raised its price target to $173 and kept an Overweight rating, citing favorable outlooks ahead of retail earnings — a direct bullish catalyst that supports further upside. JPMorgan Boosts TJX Price Target
• Positive Sentiment: Bank of America reaffirmed its Buy rating on TJX, reinforcing institutional confidence in the company’s off‑price model and growth prospects. BofA Reaffirms Buy
• Positive Sentiment: Shares recently hit an all‑time high, signaling strong market momentum and investor appetite for TJX ahead of earnings. Momentum can attract additional buyers and support higher valuations short‑term. TJX Hits All‑Time High
• Neutral Sentiment: Earnings are due tomorrow; previews expect sales and traffic gains but mixed margin signals. The report itself will likely drive intraday volatility depending on guidance and margin commentary. Earnings Preview
• Neutral Sentiment: Market headlines (Fed commentary, State of the Union, major tech earnings) could amplify market moves and influence sentiment around retail names like TJX this week. Market Preview
• Negative Sentiment: Analyst previews and coverage flag rising wages, tariff costs and refunds as margin headwinds that could pressure profitability if not offset by stronger selling or pricing. These cost risks are the main near‑term downside for TJX. Zacks Earnings Preview
• Negative Sentiment: Coverage highlights tariff costs and refund issues for retailers (including TJX), which could produce unexpected expense items or margin hits in the quarter. Tariff Cost Headwinds

Institutional Trading of TJX Companies

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Mcguire Capital Advisors Inc. acquired a new position in TJX Companies during the fourth quarter valued at approximately $31,000. Compound Planning Inc. raised its position in shares of TJX Companies by 70.1% in the 4th 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 in the last quarter. Axxcess Wealth Management LLC acquired a new stake in shares of TJX Companies during the fourth quarter worth approximately $2,990,000. Birchwood Financial Partners Inc. bought a new stake in shares of TJX Companies in the fourth quarter worth $38,000. Finally, Alberta Investment Management Corp acquired a new position in TJX Companies during the 4th quarter worth $906,000. 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.