TJX Companies (NYSE:TJX) Posts Quarterly Earnings Results, Beats Estimates By $0.05 EPS

TJX Companies (NYSE:TJX) announced its quarterly earnings data on Wednesday. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.38 by $0.05, Briefing.com reports. TJX Companies had a net margin of 8.68% and a return on equity of 58.30%. The business had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. During the same quarter last year, the company posted $1.23 earnings per share. TJX Companies’s quarterly revenue was up 8.5% on a year-over-year basis. TJX Companies updated its FY 2027 guidance to 4.930-5.020 EPS and its Q1 2027 guidance to 0.970-0.990 EPS.

Here are the key takeaways from TJX Companies’ conference call:

• Strong FY2026 results: Q4 comps +5% and adjusted EPS of $1.43 (+16% YoY); full-year net sales topped $60.4 billion, comps +5% and adjusted EPS $4.73 (+11%), with improved gross and pre-tax margins.
• Fiscal 2027 guidance and shareholder returns: Company plans 2%–3% comps, sales $62.7B–$63.3B, EPS $4.93–$5.02, a 13% dividend increase and $2.5B–$2.75B in share buybacks, supporting cash returns and growth.
• Store expansion and investments: FY27 capex of $2.2B–$2.3B to open ~146 net new stores (5,300+ total), ~540 remodels and relocations, and investments in distribution to drive long-term top-line growth.
• Operational tailwinds: Inventory availability is “outstanding” (inventory +14%; per-store +10%), shrink has returned to pre-COVID levels (helping ~20 bps of margin), and the company is increasing marketing and merchandising to capture market share.
• Tariff uncertainty is being monitored after a recent ruling; management’s FY27 guidance assumes they can offset tariff pressure, making this a potential downside risk if offsets don’t materialize.

TJX Companies Price Performance

TJX traded down $1.03 during midday trading on Wednesday, hitting $156.63. The company had a trading volume of 3,942,273 shares, compared to its average volume of 5,485,678. TJX Companies has a twelve month low of $112.10 and a twelve month high of $162.68. The company has a market capitalization of $173.93 billion, a PE ratio of 34.60, a P/E/G ratio of 3.01 and a beta of 0.74. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.43 and a current ratio of 1.09. The firm’s 50-day simple moving average is $154.70 and its 200-day simple moving average is $147.27.

TJX Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 12th will be given a $0.425 dividend. This represents a $1.70 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, February 12th. TJX Companies’s dividend payout ratio (DPR) is presently 37.53%.

More TJX Companies News

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

• Positive Sentiment: Q4 results topped estimates — EPS $1.43 and revenue $17.74B (up ~9% YoY), with comp sales and margins stronger than plan. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Management announced a 13% dividend increase and a $2.50–$2.75 billion share buyback program for FY27 — a direct boost to shareholder returns and EPS accretion potential. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Street support: JPMorgan raised its price target (to $173) and other firms continue to rate TJX favorably, supporting upside vs. the current premium valuation. JPMorgan Chase & Co. Boosts TJX Companies (NYSE:TJX) Price Target to $173.00
• Neutral Sentiment: Institutional/insider flows are mixed — analysts maintain buy ratings and price-target revisions, while some large holders trimmed positions and certain insiders have sold shares; this creates offsetting ownership signals. TJXS (THE ($TJX) Releases Q4 2026 Earnings
• Negative Sentiment: Guidance disappointed: Q1 EPS was guided to $0.97–$0.99 (vs. ~$1.24 consensus) and FY27 EPS range $4.93–$5.02 was roughly inline/below some expectations — the cautious outlook pressured sentiment despite the beat. TJX Cos forecasts muted annual sales, profit as consumers reduce spending

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on TJX. Citigroup restated a “buy” rating and issued a $168.00 target price (up from $160.00) on shares of TJX Companies in a research note on Thursday, November 20th. Sanford C. Bernstein reissued an “outperform” rating and issued a $170.00 target price on shares of TJX Companies in a research note on Tuesday, January 6th. Weiss Ratings restated a “buy (b+)” rating on shares of TJX Companies in a research note on Wednesday, January 21st. BTIG Research reiterated a “buy” rating and issued a $165.00 price objective on shares of TJX Companies in a research note on Thursday, November 20th. Finally, Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Two research analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $164.76.

Institutional Trading of TJX Companies

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Brighton Jones LLC lifted its stake in shares of TJX Companies by 113.7% during the fourth quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock valued at $1,817,000 after acquiring an additional 8,002 shares during the period. Revolve Wealth Partners LLC raised its holdings 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 during the last quarter. Bison Wealth LLC lifted its position in 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 during the period. United Bank boosted its stake in shares of TJX Companies by 7.6% in the 2nd quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock valued at $2,013,000 after purchasing an additional 1,155 shares during the last quarter. Finally, Schnieders Capital Management LLC. acquired a new stake in shares of TJX Companies during the 2nd quarter worth approximately $244,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

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.