TJX Companies (NYSE:TJX) Updates Q2 2026 Earnings Guidance

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

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. BMO Capital Markets reissued an “outperform” rating on shares of TJX Companies in a research report on Wednesday. UBS Group reissued a “buy” rating and issued a $164.00 price target (up previously from $154.00) on shares of TJX Companies in a research report on Thursday. Robert W. Baird raised their price objective on shares of TJX Companies from $140.00 to $143.00 and gave the stock an “outperform” rating in a report on Thursday. TD Securities raised their price objective on shares of TJX Companies from $140.00 to $142.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Loop Capital set a $150.00 price objective on shares of TJX Companies and gave the stock a “buy” rating in a report on Thursday. One analyst has rated the stock with a hold rating and nineteen have given a buy rating to the stock. Based on data from MarketBeat.com, TJX Companies presently has an average rating of “Moderate Buy” and an average target price of $139.50.

TJX Companies Price Performance

TJX opened at $129.47 on Friday. TJX Companies has a one year low of $99.22 and a one year high of $135.85. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.19 and a quick ratio of 0.50. The company’s 50 day simple moving average is $125.79 and its 200-day simple moving average is $123.44. The stock has a market capitalization of $144.63 billion, a P/E ratio of 30.46, a price-to-earnings-growth ratio of 2.75 and a beta of 0.94.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, May 21st. The apparel and home fashions retailer reported $0.92 EPS for the quarter, beating the consensus estimate of $0.90 by $0.02. TJX Companies had a net margin of 8.63% and a return on equity of 61.82%. The business had revenue of $13.11 billion for the quarter, compared to analysts’ expectations of $13.01 billion. During the same period in the prior year, the firm earned $0.93 earnings per share. TJX Companies’s revenue was up 5.1% compared to the same quarter last year. Sell-side analysts anticipate that TJX Companies will post 4.18 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 5th. Shareholders of record on Thursday, May 15th will be given a dividend of $0.425 per share. This is a boost from TJX Companies’s previous quarterly dividend of $0.38. The ex-dividend date of this dividend is Thursday, May 15th. This represents a $1.70 annualized dividend and a dividend yield of 1.31%. TJX Companies’s payout ratio is presently 39.91%.

Insider Activity

In related news, CEO Ernie Herrman sold 23,428 shares of the company’s stock in a transaction dated Wednesday, March 5th. The stock was sold at an average price of $123.03, for a total value of $2,882,346.84. Following the completion of the sale, the chief executive officer now owns 484,189 shares in the company, valued at approximately $59,569,772.67. This represents a 4.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, 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 value of $988,240.00. The disclosure for this sale can be found here. 0.13% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of TJX. Bison Wealth LLC lifted its holdings in shares of TJX Companies by 32.9% during the 4th quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock valued at $466,000 after purchasing an additional 955 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in TJX Companies by 12.1% during 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 purchasing an additional 235 shares in the last quarter. Finally, Brighton Jones LLC raised its holdings in TJX Companies by 113.7% during 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 buying an additional 8,002 shares during the period. Institutional investors and hedge funds own 91.09% of the company’s stock.

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.