TJX Companies (NYSE:TJX) Given “Buy” Rating at BTIG Research

TJX Companies (NYSE:TJX)‘s stock had its “buy” rating reaffirmed by research analysts at BTIG Research in a report issued on Thursday,Benzinga reports. They currently have a $190.00 target price on the apparel and home fashions retailer’s stock. BTIG Research’s target price suggests a potential upside of 35.00% from the company’s previous close.

Several other analysts have also recently commented on TJX. Gordon Haskett reiterated an “accumulate” rating and issued a $155.00 target price on shares of TJX Companies in a report on Thursday. Weiss Ratings downgraded shares of TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a research report on Tuesday, July 21st. JPMorgan Chase & Co. upped their price objective on shares of TJX Companies from $173.00 to $174.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Citigroup cut shares of TJX Companies from a “buy” rating to a “neutral” rating and set a $154.00 price objective for the company. in a research report on Thursday. Finally, Erste Group Bank downgraded shares of TJX Companies from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $173.89.

TJX Companies Trading Down 2.6%

Shares of TJX Companies stock traded down $3.76 during trading on Thursday, hitting $140.74. The company’s stock had a trading volume of 5,222,251 shares, compared to its average volume of 5,419,409. The stock has a market cap of $155.48 billion, a price-to-earnings ratio of 27.33, a price-to-earnings-growth ratio of 3.26 and a beta of 0.62. TJX Companies has a 52 week low of $134.74 and a 52 week high of $170.00. The stock has a 50-day moving average price of $156.73 and a two-hundred day moving average price of $156.81. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.54.

TJX Companies (NYSE:TJX) last announced its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 EPS for the quarter, topping the consensus estimate of $1.19 by $0.03. The firm had revenue of $15.18 billion for the quarter, compared to the consensus estimate of $15.17 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The business’s quarterly revenue was up 5.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.10 EPS. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. Equities research analysts anticipate that TJX Companies will post 5.19 EPS for the current fiscal year.

Insider Activity at TJX Companies

In other news, CEO Ernie Herrman sold 10,002 shares of TJX Companies stock in a transaction on Friday, June 5th. The shares were sold at an average price of $160.68, for a total value of $1,607,121.36. Following the completion of the sale, the chief executive officer owned 514,848 shares in the company, valued at $82,725,776.64. The trade was a 1.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Jackwyn Nemerov sold 957 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total transaction of $161,340.63. Following the transaction, the director owned 802 shares in the company, valued at $135,209.18. The trade was a 54.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 130,367 shares of company stock worth $20,959,476. Corporate insiders own 0.15% of the company’s stock.

Hedge Funds Weigh In On TJX Companies

A number of institutional investors and hedge funds have recently made changes to their positions in TJX. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna boosted its holdings in TJX Companies by 120.3% in 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 in the last quarter. Entrust Financial LLC acquired a new position in shares of TJX Companies during the fourth quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new position in shares of TJX Companies in the 4th quarter worth $26,000. IMG Wealth Management Inc. grew its position in TJX Companies by 65.7% in the 4th quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock valued at $27,000 after purchasing an additional 69 shares during the period. Finally, Cetera Trust Company N.A acquired a new stake in TJX Companies in the 2nd quarter valued at $27,000. 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: TJX reported adjusted second-quarter earnings of $1.22 per share, above the $1.19 consensus estimate, while sales rose 5.4% year over year to $15.18 billion. Consolidated comparable sales increased 4%, and margins and cash flow were stronger than expected. TJX Q2 Earnings Beat Estimates on Sales Growth and Margin Gains
• Positive Sentiment: Management raised fiscal 2027 adjusted EPS guidance to $5.15-$5.20 and said it is addressing execution issues at Marmaxx. TJX also plans to accelerate store expansion toward a long-term target of approximately 7,500 locations, supporting its growth outlook. TJX Q2 Earnings Call Focuses on Marmaxx Fixes and Faster Store Growth
• Positive Sentiment: Analyst support remains favorable. Gordon Haskett reaffirmed an “Accumulate” rating with a $155 price target, while other analysts have maintained bullish views based on TJX’s discount-retail model and long-term earnings potential. Gordon Haskett TJX Rating
• Neutral Sentiment: HomeGoods, Canada and International operations delivered stronger comparable-sales growth of roughly 6%-7%, highlighting diversification outside the core U.S. Marmaxx business. However, management’s plan to fix Marmaxx execution could take time to produce results. TJX Strength in HomeGoods, Canada, and International as Marmaxx Lags
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls, posted only 1% comparable-sales growth and fell short of internal expectations. Investors viewed this as a meaningful concern because it affects TJX’s largest operating segment and may signal softer consumer spending. TJX Slips as Investors Look Past Headline Beat
• Negative Sentiment: Near-term guidance and earnings quality tempered the positive results. The outlook was viewed as cautious relative to elevated expectations, while approximately $0.14 per share of second-quarter benefit came from tariff refunds rather than core operations. This prompted investors to discount the headline beat and sell the 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.