The TJX Companies, Inc. (NYSE:TJX) to Post Q1 2026 Earnings of $0.98 Per Share, Telsey Advisory Group Forecasts

The TJX Companies, Inc. (NYSE:TJX - Free Report) - Analysts at Telsey Advisory Group issued their Q1 2026 earnings per share estimates for shares of TJX Companies in a note issued to investors on Friday, May 17th. Telsey Advisory Group analyst D. Telsey forecasts that the apparel and home fashions retailer will post earnings of $0.98 per share for the quarter. Telsey Advisory Group has a "Outperform" rating and a $112.00 price objective on the stock. The consensus estimate for TJX Companies' current full-year earnings is $4.10 per share. Telsey Advisory Group also issued estimates for TJX Companies' Q2 2026 earnings at $1.01 EPS, Q3 2026 earnings at $1.19 EPS and Q4 2026 earnings at $1.33 EPS.

TJX Companies (NYSE:TJX - Get Free Report) last announced its quarterly earnings results on Wednesday, February 28th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, topping analysts' consensus estimates of $1.12 by $0.10. TJX Companies had a net margin of 8.25% and a return on equity of 64.18%. The firm had revenue of $16.41 billion during the quarter, compared to analysts' expectations of $16.20 billion. During the same period in the prior year, the company earned $0.89 EPS. The firm's revenue was up 13.0% on a year-over-year basis.

Other equities analysts have also recently issued reports about the stock. TD Cowen upped their price objective on shares of TJX Companies from $119.00 to $120.00 and gave the company a "buy" rating in a research report on Friday. The Goldman Sachs Group raised shares of TJX Companies from a "neutral" rating to a "buy" rating and upped their price objective for the company from $100.00 to $110.00 in a research report on Thursday, April 25th. BMO Capital Markets upped their price objective on shares of TJX Companies from $95.00 to $110.00 and gave the company an "outperform" rating in a research report on Thursday, February 29th. UBS Group upgraded shares of TJX Companies from a "neutral" rating to a "buy" rating and upped their target price for the company from $104.00 to $132.00 in a research note on Thursday, May 2nd. Finally, Redburn Atlantic lowered shares of TJX Companies from a "buy" rating to a "neutral" rating and set a $100.00 target price on the stock. in a research note on Monday, February 5th. Two research analysts have rated the stock with a hold rating and sixteen have given a buy rating to the company's stock. Based on data from MarketBeat.com, TJX Companies presently has a consensus rating of "Moderate Buy" and an average target price of $106.71.

TJX Companies Stock Down 2.4 %

NYSE:TJX traded down $2.44 on Monday, reaching $97.85. The stock had a trading volume of 7,053,649 shares, compared to its average volume of 5,093,163. The company has a current ratio of 1.21, a quick ratio of 0.64 and a debt-to-equity ratio of 0.39. The company has a 50-day moving average of $97.05 and a 200 day moving average of $94.83. The stock has a market cap of $110.86 billion, a P/E ratio of 25.48, a price-to-earnings-growth ratio of 2.56 and a beta of 0.87. TJX Companies has a 12-month low of $75.65 and a 12-month high of $102.84.

TJX Companies declared that its Board of Directors has initiated a stock repurchase plan on Wednesday, February 28th that permits the company to buyback $2.50 billion in shares. This buyback authorization permits the apparel and home fashions retailer to purchase up to 2.2% of its shares through open market purchases. Shares buyback plans are often a sign that the company's leadership believes its stock is undervalued.

TJX Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 6th. Investors of record on Thursday, May 16th will be paid a $0.375 dividend. The ex-dividend date of this dividend is Wednesday, May 15th. This is a positive change from TJX Companies's previous quarterly dividend of $0.33. This represents a $1.50 dividend on an annualized basis and a yield of 1.53%. TJX Companies's dividend payout ratio (DPR) is presently 38.86%.

Insider Activity at TJX Companies

In related news, CEO Ernie Herrman sold 20,000 shares of the firm's stock in a transaction on Thursday, March 21st. The shares were sold at an average price of $98.98, for a total value of $1,979,600.00. Following the transaction, the chief executive officer now directly owns 515,801 shares in the company, valued at approximately $51,053,982.98. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In other news, EVP Louise Greenlees sold 2,694 shares of TJX Companies stock in a transaction dated Friday, March 1st. The shares were sold at an average price of $98.83, for a total transaction of $266,248.02. Following the sale, the executive vice president now directly owns 50,273 shares in the company, valued at approximately $4,968,480.59. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Ernie Herrman sold 20,000 shares of TJX Companies stock in a transaction dated Thursday, March 21st. The shares were sold at an average price of $98.98, for a total transaction of $1,979,600.00. Following the sale, the chief executive officer now owns 515,801 shares in the company, valued at $51,053,982.98. The disclosure for this sale can be found here. 0.13% of the stock is currently owned by company insiders.

Institutional Trading of TJX Companies

Institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in TJX Companies by 1.3% during the 1st quarter. Vanguard Group Inc. now owns 97,476,558 shares of the apparel and home fashions retailer's stock valued at $9,886,073,000 after purchasing an additional 1,269,792 shares during the last quarter. FMR LLC lifted its holdings in TJX Companies by 13.1% during the 3rd quarter. FMR LLC now owns 52,008,484 shares of the apparel and home fashions retailer's stock valued at $4,622,514,000 after purchasing an additional 6,036,764 shares during the last quarter. Morgan Stanley lifted its holdings in TJX Companies by 1.5% during the 3rd quarter. Morgan Stanley now owns 24,752,978 shares of the apparel and home fashions retailer's stock valued at $2,200,045,000 after purchasing an additional 371,163 shares during the last quarter. Royal Bank of Canada lifted its holdings in TJX Companies by 7.9% during the 4th quarter. Royal Bank of Canada now owns 14,219,312 shares of the apparel and home fashions retailer's stock valued at $1,333,913,000 after purchasing an additional 1,046,148 shares during the last quarter. Finally, Northern Trust Corp lifted its holdings in TJX Companies by 2.3% during the 3rd quarter. Northern Trust Corp now owns 13,734,141 shares of the apparel and home fashions retailer's stock valued at $1,220,690,000 after purchasing an additional 313,530 shares during the last quarter. 91.09% of the stock is currently owned by institutional investors and hedge funds.

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.