TJX Companies (NYSE:TJX) Lowered to Hold Rating by Wall Street Zen

Posted by Scott Moore on Mar 1st, 2026

Wall Street Zen lowered shares of TJX Companies (NYSE:TJX – Free Report) from a buy rating to a hold rating in a research report released on Saturday morning.

Other equities research analysts have also issued research reports about the stock. Jefferies Financial Group restated a “buy” rating and set a $170.00 price target on shares of TJX Companies in a research note on Tuesday, November 11th. Robert W. Baird set a $168.00 price objective on TJX Companies in a report on Wednesday, December 17th. UBS Group reissued a “buy” rating and issued a $193.00 target price (up from $181.00) on shares of TJX Companies in a research report on Thursday, January 8th. Evercore upped their price target on TJX Companies from $162.00 to $165.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $162.00 price target (up from $159.00) on shares of TJX Companies in a research note on Thursday, November 20th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $167.55.

View Our Latest Report on TJX

TJX Companies Trading Up 1.7%

NYSE TJX opened at $161.40 on Friday. The business’s fifty day moving average is $154.91 and its 200-day moving average is $147.71. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.43. The stock has a market capitalization of $179.23 billion, a price-to-earnings ratio of 33.07, a PEG ratio of 3.13 and a beta of 0.74. TJX Companies has a one year low of $112.10 and a one year high of $162.68.

TJX Companies (NYSE:TJX – Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.38 by $0.05. The company had revenue of $17.74 billion during the quarter, compared to analyst estimates of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The firm’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.23 earnings per share. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. Equities research analysts predict that TJX Companies will post 4.18 EPS for the current year.

TJX Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 12th will be paid a dividend of $0.425 per share. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 annualized dividend and a yield of 1.1%. TJX Companies’s payout ratio is currently 34.84%.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. grew its position in TJX Companies by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 102,733,668 shares of the apparel and home fashions retailer’s stock worth $15,780,919,000 after buying an additional 771,882 shares in the last quarter. State Street Corp boosted its position in shares of TJX Companies by 0.6% during the 2nd quarter. State Street Corp now owns 48,595,536 shares of the apparel and home fashions retailer’s stock valued at $6,001,063,000 after acquiring an additional 285,737 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of TJX Companies by 2.6% during the 4th quarter. Geode Capital Management LLC now owns 27,011,104 shares of the apparel and home fashions retailer’s stock valued at $4,134,174,000 after acquiring an additional 673,690 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of TJX Companies by 2.0% during the fourth quarter. Bank of America Corp DE now owns 25,620,925 shares of the apparel and home fashions retailer’s stock worth $3,935,630,000 after purchasing an additional 495,989 shares in the last quarter. Finally, Capital International Investors increased its position in shares of TJX Companies by 2.0% in the fourth quarter. Capital International Investors now owns 15,986,573 shares of the apparel and home fashions retailer’s stock worth $2,455,911,000 after purchasing an additional 308,408 shares during the last quarter. Institutional investors own 91.09% of the company’s stock.

Key Headlines Impacting TJX Companies

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

Positive Sentiment: Q4 beat — TJX reported better‑than‑expected Q4 results (EPS and revenue) with comps up, gross‑margin improvement and net income growth, which underpins the stock rally. TJX Q4 tops expectations as profit and sales climb
Positive Sentiment: Capital returns boosted — Management raised the dividend ~13% and reauthorized buybacks (~$2.5B), shrinking shares and supporting EPS per share over time — a clear catalyst for investor demand. This Retail Stock Keeps Winning—Even After a 200% Run
Positive Sentiment: Analyst upgrades and higher targets — Several firms lifted price targets (Telsey to $175, Barclays to $183) and reiterated Outperform/Overweight calls, giving upward pressure via improved sentiment and buy recommendations. Telsey Advisory Raises TJX Outlook on Strength despite Ongoing Macro Pressures
Neutral Sentiment: Strong operating position and balance sheet — Coverage notes TJX’s durable off‑price model, international/store growth, low leverage and cash flow, supportive for medium‑term hold strategies. This Retail Stock Keeps Winning—Even After a 200% Run
Negative Sentiment: Cautious FY guidance — Management issued muted annual sales/profit guidance and a conservative Q1 outlook, which disappointed some investors despite the quarter’s strength. TJX Cos forecasts muted annual sales and profit as consumers pull back spending
Negative Sentiment: Near‑term selling pressure & investor reaction — Coverage notes that despite beats, cautious guidance led to profit‑taking and a drop in the session for some investors; watch next‑quarter guidance and same‑store sales for sentiment to re‑accelerate. Why TJX Companies Stock Sank Today
Negative Sentiment: Institutional selling risk — Market data show increased institutional selling in Q1 2026 after heavy buying in 2025; continued outflows could cap upside even if fundamentals remain strong. This Retail Stock Keeps Winning—Even After a 200% Run

About TJX Companies

(Get Free Report)

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.