TJX Companies (NYSE:TJX) Updates FY 2026 Earnings Guidance

TJX Companies (NYSE:TJX) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 4.340-4.430 for the period. The company issued revenue guidance of -. TJX Companies also updated its Q2 2026 guidance to 0.970-1.000 EPS.

TJX Companies Stock Down 2.9%

NYSE:TJX opened at $130.97 on Thursday. TJX Companies has a twelve month low of $99.22 and a twelve month high of $135.85. The firm has a market capitalization of $146.31 billion, a price-to-earnings ratio of 30.82, a price-to-earnings-growth ratio of 2.75 and a beta of 0.94. The company has a quick ratio of 0.50, a current ratio of 1.19 and a debt-to-equity ratio of 0.35. The stock’s 50 day moving average price is $125.49 and its two-hundred day moving average price is $123.32.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, May 21st. The apparel and home fashions retailer reported $0.92 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.02. TJX Companies had a return on equity of 61.82% and a net margin of 8.63%. The business had revenue of $13.11 billion during the quarter, compared to analysts’ expectations of $13.01 billion. During the same quarter last year, the company posted $0.93 earnings per share. TJX Companies’s quarterly revenue was up 5.1% on a year-over-year basis. Equities research analysts expect that TJX Companies will post 4.18 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 5th. Investors of record on Thursday, May 15th will be paid a $0.425 dividend. The ex-dividend date is Thursday, May 15th. This is an increase from TJX Companies’s previous quarterly dividend of $0.38. This represents a $1.70 annualized dividend and a yield of 1.30%. TJX Companies’s payout ratio is 39.91%.

Analysts Set New Price Targets

A number of brokerages have issued reports on TJX. Telsey Advisory Group restated an “outperform” rating and set a $145.00 target price on shares of TJX Companies in a research report on Wednesday. Citigroup raised TJX Companies from a “neutral” rating to a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. lifted their price objective on TJX Companies from $127.00 to $130.00 and gave the company an “overweight” rating in a report on Monday. Robert W. Baird upped their target price on TJX Companies from $138.00 to $140.00 and gave the company an “outperform” rating in a research report on Thursday, February 27th. Finally, Wells Fargo & Company reissued an “equal weight” rating on shares of TJX Companies in a report on Wednesday. One equities research analyst has rated the stock with a hold rating and eighteen have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $137.11.

Insider Transactions at TJX Companies

In other TJX Companies news, Director Alan M. Bennett sold 8,000 shares of the stock in a transaction dated Thursday, February 27th. The shares were sold at an average price of $123.53, for a total transaction of $988,240.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ernie Herrman sold 23,428 shares of the stock in a transaction that occurred on Wednesday, March 5th. The shares were sold at an average price of $123.03, for a total value of $2,882,346.84. Following the transaction, the chief executive officer now directly owns 484,189 shares of the company’s stock, valued at approximately $59,569,772.67. The trade was a 4.62% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of TJX. Revolve Wealth Partners LLC increased its stake in 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 buying an additional 235 shares during the period. Bison Wealth LLC increased its holdings in TJX Companies by 32.9% during the fourth quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after buying an additional 955 shares during the period. Finally, Brighton Jones LLC raised its position in shares of TJX Companies by 113.7% in 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 acquiring an additional 8,002 shares in the last quarter. 91.09% of the stock is owned by hedge funds and other institutional investors.

TJX Companies Company Profile

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.