TJX Companies (NYSE:TJX) Posts Earnings Results, Beats Estimates By $0.03 EPS

TJX Companies (NYSE:TJX) issued its quarterly earnings data on Wednesday. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03, Zacks reports. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%. TJX Companies updated its FY 2027 guidance to 5.150-5.200 EPS and its Q3 2027 guidance to 1.360-1.380 EPS.

TJX Companies Trading Up 0.2%

Shares of NYSE:TJX opened at $151.21 on Wednesday. The company has a quick ratio of 0.54, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The company’s fifty day simple moving average is $157.19 and its 200 day simple moving average is $156.83. TJX Companies has a 12 month low of $133.34 and a 12 month high of $170.00. The firm has a market cap of $167.04 billion, a price-to-earnings ratio of 29.36, a PEG ratio of 3.28 and a beta of 0.62.

TJX Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a yield of 1.3%. The ex-dividend date is Thursday, August 13th. TJX Companies’s dividend payout ratio (DPR) is 37.28%.

Wall Street Analyst Weigh In

A number of analysts have recently commented on TJX shares. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Evercore reiterated an “outperform” rating and set a $175.00 target price on shares of TJX Companies in a research note on Thursday, May 21st. JPMorgan Chase & Co. raised their price objective on shares of TJX Companies from $173.00 to $174.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. Telsey Advisory Group boosted their price objective on shares of TJX Companies from $175.00 to $185.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Finally, Erste Group Bank downgraded shares of TJX Companies from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, TJX Companies has a consensus rating of “Buy” and an average price target of $177.94.

Key TJX Companies News

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

• Positive Sentiment: Analysts expect second-quarter earnings per share of $1.19, up from $1.10 a year ago, and revenue of approximately $15.18 billion. Several top-rated Wall Street forecasters have maintained positive ratings or revised their expectations favorably ahead of the report. Top Wall Street Forecasters Revamp TJX Expectations Ahead Of Q2 Earnings
• Positive Sentiment: Brokerages give TJX a consensus “Buy” rating, while recent commentary has described the stock as an attractive value relative to larger retail names such as Walmart and Costco. TJX Given Consensus Rating of Buy by Brokerages
• Positive Sentiment: Unusual options activity showed investors purchasing 37,301 call options—about 437% above average volume—suggesting some traders are positioning for an earnings-related upside move, although options activity is speculative.
• Neutral Sentiment: TJX’s Marshalls brand launched a fall fashion campaign featuring Brenda Song. The initiative may support seasonal traffic and brand engagement but is unlikely to materially affect near-term earnings. Marshalls and Brenda Song Fall Fashion Field Guide
• Negative Sentiment: The stock’s decline below its moving averages indicates caution ahead of the results. With TJX valued at roughly 29 times earnings, investors may demand a significant earnings beat or stronger guidance to drive a sustained rebound.

Insiders Place Their Bets

In other news, Director Jackwyn Nemerov sold 957 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total value of $161,340.63. Following the transaction, the director owned 802 shares of the company’s stock, valued at approximately $135,209.18. This represents a 54.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ernie Herrman sold 29,549 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total value of $4,652,785.54. Following the completion of the sale, the chief executive officer owned 552,850 shares of the company’s stock, valued at approximately $87,051,761. This trade represents a 5.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 130,367 shares of company stock valued at $20,959,476 over the last 90 days. 0.15% of the stock is owned by insiders.

Institutional Investors Weigh In On TJX Companies

Large investors have recently added to or reduced their stakes in the business. Hohimer Wealth Management LLC lifted its position in shares of TJX Companies by 1.2% in the fourth quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock valued at $859,000 after acquiring an additional 66 shares in the last quarter. Guardian Wealth Advisors LLC NC increased its position in TJX Companies by 3.1% during the 4th quarter. Guardian Wealth Advisors LLC NC now owns 2,935 shares of the apparel and home fashions retailer’s stock worth $451,000 after purchasing an additional 87 shares in the last quarter. Resurgent Financial Advisors LLC raised its stake in TJX Companies by 1.6% in the 3rd quarter. Resurgent Financial Advisors LLC now owns 5,648 shares of the apparel and home fashions retailer’s stock valued at $816,000 after purchasing an additional 88 shares during the last quarter. Centaurus Financial Inc. lifted its holdings in TJX Companies by 5.4% in the 3rd quarter. Centaurus Financial Inc. now owns 1,794 shares of the apparel and home fashions retailer’s stock valued at $259,000 after purchasing an additional 92 shares in the last quarter. Finally, Wealth Dimensions Group Ltd. lifted its holdings in TJX Companies by 3.4% in the 4th quarter. Wealth Dimensions Group Ltd. now owns 2,853 shares of the apparel and home fashions retailer’s stock valued at $438,000 after purchasing an additional 93 shares in the last quarter. Institutional investors and hedge funds own 91.09% of the company’s stock.

About TJX Companies

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.