TJX Companies (NYSE:TJX) Updates Q1 2027 Earnings Guidance

TJX Companies (NYSE:TJX) issued an update on its first quarter 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.970-0.990 for the period, compared to the consensus EPS estimate of 1.240. The company issued revenue guidance of -. TJX Companies also updated its FY 2027 guidance to 4.930-5.020 EPS.

TJX Companies Stock Performance

Shares of TJX stock opened at $158.02 on Wednesday. The company has a fifty day moving average price of $154.70 and a two-hundred day moving average price of $147.27. TJX Companies has a one year low of $112.10 and a one year high of $160.46. The stock has a market cap of $175.47 billion, a P/E ratio of 34.88, 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 current ratio of 1.09 and a quick ratio of 0.43.

TJX Companies Dividend Announcement

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 dividend of $0.425 per share. The ex-dividend date is Thursday, February 12th. This represents a $1.70 annualized dividend and a yield of 1.1%. TJX Companies’s dividend payout ratio (DPR) is 37.53%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on TJX shares. JPMorgan Chase & Co. increased their target price on TJX Companies from $154.00 to $173.00 and gave the stock an “overweight” rating in a research note on Monday. Sanford C. Bernstein restated an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Tuesday, January 6th. Evercore boosted their price target on TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a research note on Thursday, November 20th. Robert W. Baird set a $168.00 price objective on TJX Companies in a research note on Wednesday, December 17th. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $170.00 target price on shares of TJX Companies in a research report on Wednesday, February 18th. Two investment 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.

Key Headlines Impacting TJX Companies

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

• Positive Sentiment: JPMorgan raised its price target to $173 and kept an Overweight rating, citing favorable outlooks ahead of retail earnings — a direct bullish catalyst that supports further upside. JPMorgan Boosts TJX Price Target
• Positive Sentiment: Bank of America reaffirmed its Buy rating on TJX, reinforcing institutional confidence in the company’s off‑price model and growth prospects. BofA Reaffirms Buy
• Positive Sentiment: Shares recently hit an all‑time high, signaling strong market momentum and investor appetite for TJX ahead of earnings. Momentum can attract additional buyers and support higher valuations short‑term. TJX Hits All‑Time High
• Neutral Sentiment: Earnings are due tomorrow; previews expect sales and traffic gains but mixed margin signals. The report itself will likely drive intraday volatility depending on guidance and margin commentary. Earnings Preview
• Neutral Sentiment: Market headlines (Fed commentary, State of the Union, major tech earnings) could amplify market moves and influence sentiment around retail names like TJX this week. Market Preview
• Negative Sentiment: Analyst previews and coverage flag rising wages, tariff costs and refunds as margin headwinds that could pressure profitability if not offset by stronger selling or pricing. These cost risks are the main near‑term downside for TJX. Zacks Earnings Preview
• Negative Sentiment: Coverage highlights tariff costs and refund issues for retailers (including TJX), which could produce unexpected expense items or margin hits in the quarter. Tariff Cost Headwinds

Institutional Investors Weigh In On TJX Companies

A number of hedge funds have recently added to or reduced their stakes in TJX. Revolve Wealth Partners LLC boosted its stake in TJX Companies by 12.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock worth $262,000 after acquiring an additional 235 shares in the last quarter. Schnieders Capital Management LLC. bought a new stake in TJX Companies in the second quarter valued at $244,000. Brighton Jones LLC raised its holdings 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 purchasing an additional 8,002 shares during the period. Bison Wealth LLC boosted its position 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 worth $466,000 after purchasing an additional 955 shares in the last quarter. Finally, Ameriflex Group Inc. grew its stake in shares of TJX Companies by 43.0% in the 4th quarter. Ameriflex Group Inc. now owns 552 shares of the apparel and home fashions retailer’s stock valued at $85,000 after buying an additional 166 shares during the period. 91.09% of the stock is currently owned by institutional investors.

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.