Equities Analysts Set Expectations for The TJX Companies, Inc.'s Q3 2025 Earnings (NYSE:TJX)

The TJX Companies, Inc. (NYSE:TJX - Free Report) - Equities research analysts at Telsey Advisory Group dropped their Q3 2025 EPS estimates for shares of TJX Companies in a report issued on Thursday, May 23rd. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel and home fashions retailer will post earnings per share of $1.05 for the quarter, down from their prior forecast of $1.07. Telsey Advisory Group currently has a "Outperform" rating and a $115.00 target price on the stock. The consensus estimate for TJX Companies' current full-year earnings is $4.05 per share. Telsey Advisory Group also issued estimates for TJX Companies' Q4 2025 earnings at $1.20 EPS, FY2025 earnings at $4.09 EPS, Q1 2026 earnings at $1.03 EPS, Q2 2026 earnings at $1.04 EPS, Q3 2026 earnings at $1.17 EPS, Q4 2026 earnings at $1.35 EPS and FY2026 earnings at $4.60 EPS.

TJX Companies (NYSE:TJX - Get Free Report) last posted its earnings results on Wednesday, May 22nd. The apparel and home fashions retailer reported $0.93 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.87 by $0.06. The company had revenue of $12.48 billion during the quarter, compared to analysts' expectations of $12.48 billion. TJX Companies had a net margin of 8.47% and a return on equity of 64.26%. TJX Companies's quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.76 EPS.

Other analysts have also recently issued research reports about the stock. UBS Group raised their target price on shares of TJX Companies from $132.00 to $134.00 and gave the stock a "buy" rating in a research note on Thursday. Robert W. Baird lifted their price objective on shares of TJX Companies from $110.00 to $113.00 and gave the stock an "outperform" rating in a research note on Thursday. Evercore ISI set a $113.00 price objective on shares of TJX Companies in a research note on Tuesday. TD Cowen lifted their price objective on shares of TJX Companies from $119.00 to $120.00 and gave the stock a "buy" rating in a research note on Friday, May 17th. Finally, Barclays lifted their price objective on shares of TJX Companies from $109.00 to $114.00 and gave the stock an "overweight" rating in a research note on Thursday. Two investment analysts have rated the stock with a hold rating and seventeen have assigned a buy rating to the company's stock. According to data from MarketBeat, TJX Companies currently has a consensus rating of "Moderate Buy" and an average price target of $110.05.

TJX Companies Stock Performance

Shares of NYSE TJX traded up $1.98 during mid-day trading on Friday, reaching $102.14. 5,595,910 shares of the company were exchanged, compared to its average volume of 5,243,712. The company's 50-day simple moving average is $97.18 and its 200-day simple moving average is $95.01. The company has a quick ratio of 0.64, a current ratio of 1.23 and a debt-to-equity ratio of 0.38. The stock has a market capitalization of $115.72 billion, a P/E ratio of 25.27, a P/E/G ratio of 2.72 and a beta of 0.87. TJX Companies has a twelve month low of $75.65 and a twelve month high of $104.98.

TJX Companies declared that its board has initiated a share buyback plan on Wednesday, February 28th that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the apparel and home fashions retailer to buy up to 2.2% of its stock through open market purchases. Stock buyback plans are often a sign that the company's leadership believes its shares are undervalued.

TJX Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 6th. Investors of record on Thursday, May 16th will be issued a dividend of $0.375 per share. 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 annualized dividend and a dividend yield of 1.47%. TJX Companies's payout ratio is 37.22%.

Insider Activity at TJX Companies

In related news, CEO Ernie Herrman sold 20,000 shares of TJX Companies stock in a transaction that occurred on 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 directly owns 515,801 shares of the company's stock, valued at approximately $51,053,982.98. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In other TJX Companies news, CEO Ernie Herrman sold 20,000 shares of the business's stock in a transaction that occurred on 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 directly owns 515,801 shares of the company's stock, valued at approximately $51,053,982.98. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Louise Greenlees sold 2,694 shares of the business's stock in a transaction that occurred on Friday, March 1st. The stock was 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 $4,968,480.59. The disclosure for this sale can be found here. 0.13% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of TJX. Valued Wealth Advisors LLC lifted its position in shares of TJX Companies by 260.3% in the 1st quarter. Valued Wealth Advisors LLC now owns 245 shares of the apparel and home fashions retailer's stock worth $25,000 after purchasing an additional 177 shares during the period. Frazier Financial Advisors LLC acquired a new position in shares of TJX Companies in the 4th quarter worth approximately $27,000. Anchor Investment Management LLC acquired a new position in shares of TJX Companies in the 4th quarter worth approximately $28,000. First Pacific Financial acquired a new position in shares of TJX Companies in the 1st quarter worth approximately $29,000. Finally, BKM Wealth Management LLC acquired a new position in shares of TJX Companies during the 4th quarter valued at $30,000. Institutional investors and hedge funds own 91.09% of the company's stock.

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.