Brokers Offer Predictions for TJX Companies FY2026 Earnings

Key Points

• Telsey Advisory Group has raised its earnings per share estimate for TJX Companies in FY2026 to $4.59, reflecting optimism about the company's performance.
• Multiple brokerages have also increased their price targets for TJX Companies, with UBS Group raising its target to $172.00 and Barclays to $155.00, indicating strong market confidence.
• TJX Companies recently announced a quarterly dividend of $0.425, with an annualized yield of 1.2%, showcasing the company's commitment to returning value to shareholders.

The TJX Companies, Inc. (NYSE:TJX - Free Report) - Equities researchers at Telsey Advisory Group boosted their FY2026 earnings per share estimates for TJX Companies in a research note issued on Thursday, August 21st. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel and home fashions retailer will post earnings of $4.59 per share for the year, up from their prior forecast of $4.45. Telsey Advisory Group currently has a "Outperform" rating and a $155.00 target price on the stock. The consensus estimate for TJX Companies' current full-year earnings is $4.18 per share. Telsey Advisory Group also issued estimates for TJX Companies' Q4 2026 earnings at $1.37 EPS, Q1 2027 earnings at $1.01 EPS, Q2 2027 earnings at $1.22 EPS, Q3 2027 earnings at $1.34 EPS, Q4 2027 earnings at $1.53 EPS and FY2027 earnings at $5.10 EPS.

Several other brokerages also recently commented on TJX. Sanford C. Bernstein upped their price target on shares of TJX Companies from $145.00 to $152.00 and gave the company an "outperform" rating in a research report on Thursday. Barclays increased their target price on TJX Companies from $147.00 to $155.00 and gave the company an "overweight" rating in a report on Thursday. UBS Group lifted their price target on TJX Companies from $164.00 to $172.00 and gave the company a "buy" rating in a report on Thursday. Wells Fargo & Company upped their price target on TJX Companies from $120.00 to $130.00 and gave the company an "equal weight" rating in a research report on Thursday. Finally, Morgan Stanley increased their price objective on TJX Companies from $140.00 to $150.00 and gave the stock an "overweight" rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, TJX Companies has a consensus rating of "Buy" and an average target price of $147.58.

TJX Companies Stock Performance

Shares of TJX opened at $137.3490 on Friday. The company has a 50-day moving average of $126.74 and a two-hundred day moving average of $125.40. The stock has a market cap of $153.43 billion, a price-to-earnings ratio of 31.29, a PEG ratio of 3.18 and a beta of 0.89. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.17 and a quick ratio of 0.51. TJX Companies has a one year low of $111.22 and a one year high of $145.58.

TJX Companies (NYSE:TJX - Get Free Report) last released its quarterly earnings results on Wednesday, August 20th. The apparel and home fashions retailer reported $1.10 earnings per share for the quarter, beating analysts' consensus estimates of $1.01 by $0.09. The business had revenue of $14.40 billion during the quarter, compared to analyst estimates of $14.12 billion. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.TJX Companies's revenue for the quarter was up 6.9% on a year-over-year basis. During the same quarter last year, the company posted $0.96 EPS. TJX Companies has set its FY 2026 guidance at 4.520-4.570 EPS. Q3 2026 guidance at 1.170-1.190 EPS.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Ignite Planners LLC increased its holdings in TJX Companies by 3.8% during the second quarter. Ignite Planners LLC now owns 2,130 shares of the apparel and home fashions retailer's stock worth $260,000 after buying an additional 77 shares during the last quarter. Banco de Sabadell S.A grew its position in shares of TJX Companies by 0.4% in the 2nd quarter. Banco de Sabadell S.A now owns 20,951 shares of the apparel and home fashions retailer's stock valued at $2,587,000 after acquiring an additional 77 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of TJX Companies by 3.3% during the 2nd quarter. Revolve Wealth Partners LLC now owns 2,453 shares of the apparel and home fashions retailer's stock worth $303,000 after purchasing an additional 79 shares during the last quarter. Roble Belko & Company Inc raised its holdings in shares of TJX Companies by 0.3% in the 2nd quarter. Roble Belko & Company Inc now owns 31,478 shares of the apparel and home fashions retailer's stock valued at $3,887,000 after purchasing an additional 82 shares during the period. Finally, Clear Creek Financial Management LLC lifted its stake in TJX Companies by 1.8% in the 1st quarter. Clear Creek Financial Management LLC now owns 4,811 shares of the apparel and home fashions retailer's stock valued at $586,000 after purchasing an additional 83 shares during the last quarter. Institutional investors own 91.09% of the company's stock.

Insider Buying and Selling

In related news, Director Amy B. Lane sold 950 shares of the stock in a transaction that occurred on Tuesday, June 3rd. The stock was sold at an average price of $128.09, for a total value of $121,685.50. Following the transaction, the director owned 22,712 shares in the company, valued at approximately $2,909,180.08. This represents a 4.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.13% of the company's stock.

TJX Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 4th. Investors of record on Thursday, August 14th will be paid a $0.425 dividend. The ex-dividend date of this dividend is Thursday, August 14th. This represents a $1.70 annualized dividend and a dividend yield of 1.2%. TJX Companies's payout ratio is presently 40.00%.

TJX Companies Company Profile

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.

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