TJX Companies (NYSE:TJX) Releases FY 2027 Earnings Guidance

Key Points

• TJX Companies issued FY 2027 EPS guidance of $5.15–$5.20, below the consensus estimate of $5.22, and projected Q3 EPS of $1.36–$1.38.
• The retailer’s latest quarterly results exceeded expectations, with EPS of $1.19 versus the $1.02 consensus and revenue of $14.32 billion, up 9.2% year over year.
• Analysts remain broadly bullish, with a consensus “Buy” rating and an average price target of $177.94; TJX also declared a quarterly dividend of $0.48 per share.

TJX Companies (NYSE:TJX - Get Free Report) updated its FY 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 5.150-5.200 for the period, compared to the consensus earnings per share estimate of 5.220. The company issued revenue guidance of -. TJX Companies also updated its Q3 2027 guidance to 1.360-1.380 EPS.

Wall Street Analyst Weigh In

Several equities analysts recently commented on TJX shares. Barclays reaffirmed an "overweight" rating and set a $190.00 target price (up from $183.00) on shares of TJX Companies in a report on Thursday, May 21st. Wells Fargo & Company reaffirmed an "outperform" rating and issued a $160.00 target price (up from $155.00) on shares of TJX Companies in a report on Thursday, May 21st. Telsey Advisory Group lifted their target price on TJX Companies from $175.00 to $185.00 and gave the stock an "outperform" rating in a report on Thursday, May 21st. Morgan Stanley reaffirmed an "overweight" rating on shares of TJX Companies in a research note on Thursday, August 6th. Finally, Wall Street Zen raised shares of TJX Companies from a "hold" rating to a "buy" rating in a research note on Saturday, July 18th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Buy" and a consensus target price of $177.94.

TJX Companies Trading Up 0.2%

Shares of NYSE:TJX opened at $151.21 on Wednesday. The company has a market capitalization of $167.04 billion, a PE ratio of 29.36, a P/E/G ratio of 3.28 and a beta of 0.62. The company has a current ratio of 1.14, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18. TJX Companies has a 12-month low of $133.34 and a 12-month high of $170.00. The business's fifty day simple moving average is $157.19 and its 200-day simple moving average is $156.83.

TJX Companies (NYSE:TJX - Get Free Report) last announced its earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.17. TJX Companies had a net margin of 9.40% and a return on equity of 57.92%. The company had revenue of $14.32 billion during the quarter, compared to the consensus estimate of $14.02 billion. During the same period last year, the firm earned $0.92 earnings per share. TJX Companies's revenue was up 9.2% compared to the same quarter last year. As a group, equities research analysts predict that TJX Companies will post 5.19 earnings per share for the current fiscal year.

TJX Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be issued a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.3%. TJX Companies's payout ratio is 37.28%.

Insider Transactions at TJX Companies

In other TJX Companies news, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the completion of the transaction, the chief financial officer owned 64,257 shares in the company, valued at approximately $10,330,597.89. This trade represents a 8.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Jackwyn Nemerov sold 957 shares of the business's stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total value of $161,340.63. Following the completion of the transaction, the director directly owned 802 shares of the company's stock, valued at $135,209.18. The trade was a 54.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 130,367 shares of company stock valued at $20,959,476 over the last three months. Company insiders own 0.15% of the company's stock.

TJX Companies News Summary

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.

Hedge Funds Weigh In On TJX Companies

Institutional investors have recently bought and sold shares of the company. Revolve Wealth Partners LLC raised its stake in TJX Companies by 12.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer's stock worth $262,000 after acquiring an additional 235 shares in the last quarter. Schnieders Capital Management LLC. acquired a new position in TJX Companies in the second quarter valued at $244,000. Brighton Jones LLC raised its holdings in shares of TJX Companies by 113.7% during the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer's stock valued at $1,817,000 after buying an additional 8,002 shares during the period. Bison Wealth LLC increased its stake in shares of TJX Companies by 32.9% in the fourth quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer's stock worth $466,000 after buying an additional 955 shares during the last quarter. Finally, Ameriflex Group Inc. increased its stake in TJX Companies by 43.0% during the fourth quarter. Ameriflex Group Inc. now owns 552 shares of the apparel and home fashions retailer's stock valued at $85,000 after purchasing an additional 166 shares during the last quarter. 91.09% of the stock is owned by hedge funds and other institutional investors.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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