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

TJX Companies (NYSE:TJX) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.630-4.660 for the period, compared to the consensus earnings per share estimate of 4.600. The company issued revenue guidance of -, compared to the consensus revenue estimate of $59.7 billion. TJX Companies also updated its Q4 2026 guidance to 1.330-1.360 EPS.

TJX Companies Price Performance

NYSE:TJX opened at $145.86 on Wednesday. The stock has a 50 day moving average price of $142.54 and a 200 day moving average price of $133.76. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.52 and a current ratio of 1.17. The stock has a market cap of $162.34 billion, a PE ratio of 33.23, a P/E/G ratio of 3.14 and a beta of 0.90. TJX Companies has a one year low of $112.10 and a one year high of $148.11.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, August 20th. The apparel and home fashions retailer reported $1.10 EPS for the quarter, beating the consensus estimate of $1.01 by $0.09. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.The business had revenue of $14.40 billion for the quarter, compared to analyst estimates of $14.12 billion. During the same quarter in the prior year, the company posted $0.96 EPS. The company’s quarterly revenue was up 6.9% on a year-over-year basis. Equities research analysts expect that TJX Companies will post 4.18 EPS for the current fiscal year.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Thursday, November 13th will be given a $0.425 dividend. The ex-dividend date of this dividend is Thursday, November 13th. This represents a $1.70 dividend on an annualized basis and a dividend yield of 1.2%. TJX Companies’s dividend payout ratio is currently 38.72%.

Analyst Ratings Changes

A number of analysts recently weighed in on TJX shares. Morgan Stanley increased their price target on shares of TJX Companies from $140.00 to $150.00 and gave the stock an “overweight” rating in a research note on Thursday, August 21st. Erste Group Bank started coverage on TJX Companies in a research report on Friday, September 5th. They set a “buy” rating for the company. Sanford C. Bernstein upped their price target on shares of TJX Companies from $145.00 to $152.00 and gave the stock an “outperform” rating in a research report on Thursday, August 21st. Evercore ISI upped their price objective on TJX Companies from $150.00 to $162.00 and gave the stock an “outperform” rating in a report on Thursday, August 21st. Finally, Bank of America lifted their target price on TJX Companies from $145.00 to $150.00 and gave the company a “buy” rating in a report on Thursday, August 21st. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $151.75.

Institutional Investors Weigh In On TJX Companies

Large investors have recently added to or reduced their stakes in the stock. Aureus Asset Management LLC increased its holdings in shares of TJX Companies by 13.5% in the 3rd quarter. Aureus Asset Management LLC now owns 2,836 shares of the apparel and home fashions retailer’s stock worth $410,000 after acquiring an additional 337 shares during the period. Harvest Investment Services LLC bought a new stake in shares of TJX Companies in the 3rd quarter worth $202,000. OmniStar Financial Group Inc. lifted its holdings in TJX Companies by 84.0% in the 3rd quarter. OmniStar Financial Group Inc. now owns 8,100 shares of the apparel and home fashions retailer’s stock valued at $1,171,000 after acquiring an additional 3,698 shares during the last quarter. Keystone Financial Group grew its position in TJX Companies by 8.1% in the third quarter. Keystone Financial Group now owns 7,961 shares of the apparel and home fashions retailer’s stock worth $1,169,000 after buying an additional 596 shares during the last quarter. Finally, Jacobs Levy Equity Management Inc. acquired a new stake in shares of TJX Companies during the third quarter worth $7,525,000. 91.09% of the stock is owned by institutional investors and hedge funds.

About TJX Companies

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.