Erste Group Bank Raises Earnings Estimates for TJX Companies

The TJX Companies, Inc. (NYSE:TJX) – Research analysts at Erste Group Bank lifted their FY2026 EPS estimates for shares of TJX Companies in a report released on Wednesday, February 18th. Erste Group Bank analyst H. Engel now anticipates that the apparel and home fashions retailer will post earnings of $4.69 per share for the year, up from their previous forecast of $4.68. The consensus estimate for TJX Companies’ current full-year earnings is $4.18 per share. Erste Group Bank also issued estimates for TJX Companies’ FY2027 earnings at $5.17 EPS.

Several other research firms also recently issued reports on TJX. Morgan Stanley reiterated 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. Evercore boosted their price objective on TJX Companies from $162.00 to $165.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Telsey Advisory Group reiterated an “outperform” rating and set a $170.00 target price on shares of TJX Companies in a research note on Wednesday, February 18th. Robert W. Baird set a $168.00 price objective on TJX Companies in a research report on Wednesday, December 17th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $165.00 target price on shares of TJX Companies in a research report on Thursday, November 20th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. Based on data from MarketBeat.com, TJX Companies currently has a consensus rating of “Buy” and an average price target of $164.76.

TJX Companies Price Performance

Shares of TJX opened at $158.02 on Monday. The business’s 50-day moving average is $154.70 and its 200-day moving average is $147.27. The company has a market capitalization of $175.47 billion, a price-to-earnings ratio of 34.88, a P/E/G ratio of 3.01 and a beta of 0.74. TJX Companies has a fifty-two week low of $112.10 and a fifty-two week high of $160.46. 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 Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors 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 is Thursday, February 12th. TJX Companies’s dividend payout ratio (DPR) is presently 37.53%.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Lavaca Capital LLC acquired a new position in TJX Companies during the second quarter worth $25,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna lifted its position in TJX Companies by 120.3% during the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock worth $25,000 after acquiring an additional 89 shares during the last quarter. Dogwood Wealth Management LLC grew its holdings in TJX Companies by 102.2% in the 3rd quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock valued at $26,000 after buying an additional 92 shares in the last quarter. Entrust Financial LLC bought a new position in TJX Companies during the fourth quarter worth about $26,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in shares of TJX Companies in the fourth quarter valued at approximately $26,000. Institutional investors own 91.09% of the company’s stock.

More TJX Companies News

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

• Positive Sentiment: Bank of America Securities reaffirmed a Buy rating on TJX, supporting investor confidence ahead of the company’s earnings report. Bank of America Reaffirms Buy on TJX
• Positive Sentiment: JPMorgan raised its price target from $154 to $173 and kept an Overweight rating — a material upside to consensus that likely helped lift the stock. JPMorgan Raises TJX Price Target
• Positive Sentiment: TJX recently hit an all-time high, signaling strong momentum and buyer interest ahead of earnings. TJX Hits All-Time High
• Positive Sentiment: Long-term performance stories highlight TJX’s strong multi-year returns, which can attract buy-and-hold investors and support multiple expansion. Long-Term TJX Performance
• Neutral Sentiment: Market previews and analyst notes expect solid same-store sales and traffic gains for Q4 but flag margin pressure from higher wages and costs — results could move the stock either way depending on guidance. Zacks Q4 Preview
• Neutral Sentiment: Multiple earnings previews are out (Investing.com, Yahoo) analyzing whether TJX’s off-price model justifies a premium valuation — these previews reiterate upside from resilience but note valuation scrutiny into results. Investing.com Earnings Preview
• Neutral Sentiment: Analyst estimates (e.g., Erste Group) and market-commentary pieces map TJX to broader NYSE trends — useful context but less likely to drive immediate moves than earnings or guidance. Erste Group Estimates KalkineMedia NYSE Context
• Negative Sentiment: Tariff costs, refunds and other macro headwinds for retailers are highlighted as a risk — potential margin pressure or unexpected charges could weigh on results and guidance. Tariff Costs and Retailer Risks

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.