TJX Companies (NYSE:TJX) Price Target Raised to $173.00

TJX Companies (NYSE:TJX) had its price target lifted by JPMorgan Chase & Co. from $154.00 to $173.00 in a report published on Monday,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the apparel and home fashions retailer’s stock.

TJX has been the subject of several other reports. UBS Group reiterated a “buy” rating and issued a $193.00 target price (up from $181.00) on shares of TJX Companies in a research note on Thursday, January 8th. Barclays set a $172.00 price target on shares of TJX Companies and gave the company an “overweight” rating in a research report on Thursday, December 4th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $170.00 price objective on shares of TJX Companies in a research report on Tuesday, January 6th. Wells Fargo & Company reissued a “positive” rating and set a $150.00 target price (up from $145.00) on shares of TJX Companies in a research note on Tuesday, December 16th. Finally, Morgan Stanley restated an “overweight” rating and issued a $162.00 price target (up from $159.00) on shares of TJX Companies in a research note on Thursday, November 20th. Two investment analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the stock. According to MarketBeat.com, TJX Companies has an average rating of “Buy” and an average target price of $165.71.

TJX Companies Stock Down 1.2%

Shares of TJX opened at $155.78 on Monday. TJX Companies has a 52 week low of $112.10 and a 52 week high of $162.68. The company has a quick ratio of 0.43, a current ratio of 1.09 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $172.99 billion, a price-to-earnings ratio of 34.39, a PEG ratio of 3.01 and a beta of 0.74. The stock’s 50-day moving average price is $154.70 and its 200-day moving average price is $147.33.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.38 by $0.05. TJX Companies had a return on equity of 58.30% and a net margin of 8.68%.The company had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. During the same period last year, the business earned $1.23 earnings per share. TJX Companies’s quarterly revenue was up 8.5% on a year-over-year basis. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. On average, sell-side analysts predict that TJX Companies will post 4.18 EPS for the current year.

TJX Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 12th will be given a dividend of $0.425 per share. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, February 12th. TJX Companies’s dividend payout ratio is 37.53%.

Hedge Funds Weigh In On TJX Companies

Hedge funds have recently made changes to their positions in the company. Lavaca Capital LLC purchased a new position in TJX Companies in the 2nd quarter valued at $25,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna raised its position in shares of TJX Companies by 120.3% in the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock valued at $25,000 after buying an additional 89 shares during the last quarter. Dogwood Wealth Management LLC lifted its stake in shares of TJX Companies by 102.2% in the third quarter. Dogwood Wealth Management LLC now owns 182 shares of the apparel and home fashions retailer’s stock worth $26,000 after buying an additional 92 shares in the last quarter. Entrust Financial LLC acquired a new position in TJX Companies during the fourth quarter worth about $26,000. Finally, Wilkerson Advisory Group LLC acquired a new position in TJX Companies during the fourth quarter worth about $26,000. Institutional investors and hedge funds own 91.09% of the company’s stock.

TJX Companies News Summary

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

• Positive Sentiment: Q4 results beat expectations: TJX delivered $1.43 EPS on $17.74B in revenue, with consolidated comps up ~5% and year‑over‑year sales growth near 9%, driven by broad off‑price demand and margin expansion. Business Wire Release
• Positive Sentiment: Capital return boosted: management raised the dividend by ~13% and authorized a $2.50–$2.75B share buyback for FY27, supporting shareholder returns and signaling confidence in the business model. Fox Business
• Neutral Sentiment: Analyst reaction mixed-to-positive: several brokers reaffirmed or raised price targets (JPMorgan lifted its target to $173), reflecting confidence in TJX’s competitive position even as valuation remains premium. Analyst Note
• Neutral Sentiment: Full earnings call transcripts and coverage are available for detail on merchandise flow, inventory and margin drivers (useful for modeling seasonal cadence). Earnings Call Transcript
• Negative Sentiment: Guidance disappointed: Q1 FY27 EPS was guided to $0.97–$0.99 vs. Street ~$1.24, and management projected muted full‑year sales/profit growth, citing consumers cutting discretionary spending — the weak near‑term outlook drove investor concern despite the beat. Motley Fool
• Negative Sentiment: Macro risk: Reuters and other outlets highlighted management’s caution about budget‑conscious consumers, which increases downside risk to sales cadence if spending weakens further. Reuters

TJX Companies Company Profile

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.