Barclays Forecasts Strong Price Appreciation for TJX Companies (NYSE:TJX) Stock

TJX Companies (NYSE:TJX) had its price target upped by stock analysts at Barclays from $172.00 to $183.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the apparel and home fashions retailer’s stock. Barclays‘s target price points to a potential upside of 15.19% from the stock’s current price.

TJX has been the subject of several other reports. Robert W. Baird set a $168.00 price objective on TJX Companies in a research report on Wednesday, December 17th. BTIG Research reiterated a “buy” rating and issued a $185.00 price target (up from $165.00) on shares of TJX Companies in a report on Thursday. Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. Wells Fargo & Company reaffirmed a “positive” rating and issued a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research report on Tuesday, December 16th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $170.00 target price on shares of TJX Companies in a research note on Tuesday, November 11th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the stock. According to data from MarketBeat, TJX Companies has a consensus rating of “Buy” and an average target price of $166.48.

TJX Companies Trading Up 2.0%

Shares of TJX stock traded up $3.04 on Thursday, hitting $158.86. The stock had a trading volume of 866,110 shares, compared to its average volume of 5,471,541. The company has a current ratio of 1.09, a quick ratio of 0.43 and a debt-to-equity ratio of 0.20. TJX Companies has a twelve month low of $112.10 and a twelve month high of $162.68. The company has a fifty day moving average price of $154.70 and a two-hundred day moving average price of $147.33. The firm has a market cap of $176.41 billion, a P/E ratio of 34.99, a PEG ratio of 3.01 and a beta of 0.74.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.38 by $0.05. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The firm had revenue of $17.74 billion for the quarter, compared to analyst estimates of $17.36 billion. During the same period in the previous year, the company posted $1.23 earnings per share. The company’s revenue for the quarter was up 8.5% on a year-over-year basis. 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. As a group, analysts forecast that TJX Companies will post 4.18 earnings per share for the current fiscal year.

Institutional Trading of TJX Companies

Hedge funds and other institutional investors have recently modified their holdings of the stock. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna boosted its position in TJX Companies by 120.3% during the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock worth $25,000 after purchasing an additional 89 shares during the period. Entrust Financial LLC bought a new stake in shares of TJX Companies during the 4th quarter worth about $26,000. Wilkerson Advisory Group LLC acquired a new position in TJX Companies in the 4th quarter valued at about $26,000. IMG Wealth Management Inc. raised its holdings in TJX Companies by 65.7% in the 4th quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock valued at $27,000 after acquiring an additional 69 shares during the period. Finally, Joseph Group Capital Management bought a new stake in shares of TJX Companies during the fourth quarter worth approximately $27,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

Key TJX Companies News

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

• Positive Sentiment: Q4 results beat expectations: EPS of $1.43 and revenue of $17.74B, driven by broad-based comp growth (~5%), margin expansion, a 13% dividend increase and a $2.5–$2.75B buyback authorization — evidence of strong cash generation and shareholder returns. The TJX Companies, Inc. Reports Q4 and Full Year FY26 Results
• Positive Sentiment: Analysts remain constructive: several firms have raised price targets or reaffirmed buy/outperform ratings (e.g., Telsey raised its PT to $175; JPMorgan lifted its PT to $173), signaling continued confidence in TJX’s long-term off‑price positioning. Telsey price target raise / Benzinga
• Neutral Sentiment: Earnings call/transcripts are available for detail on merchandising, inventory and margin drivers for the quarter if you want to dig deeper. TJX Q4 2026 Earnings Call Transcript
• Negative Sentiment: Weak near-term guidance: TJX guided Q1 FY27 EPS to $0.97–$0.99 (street ~$1.24) and gave a cautious FY27 range that implies slower growth — management cited consumers curbing discretionary spend, which triggered investor concern. TJX Cos forecasts muted annual sales, profit (Reuters)
• Negative Sentiment: Market reaction: despite the “triple beat” on Q4, headlines focused on the softer outlook and shares pulled back intraday — the guidance mismatch appears to be the primary driver of today’s downward move. Why TJX Companies Stock Sank Today (Fool)

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.