TJX Companies (NYSE:TJX) Issues Earnings Results

TJX Companies (NYSE:TJX) released its quarterly earnings results on Wednesday. The apparel and home fashions retailer reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.38 by $0.05, Briefing.com reports. The business had revenue of $17.74 billion during the quarter, compared to analysts’ expectations of $17.36 billion. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The company’s revenue was up 8.5% compared to the same quarter last year. During the same period in the prior year, the business posted $1.23 EPS. TJX Companies updated its FY 2027 guidance to 4.930-5.020 EPS and its Q1 2027 guidance to 0.970-0.990 EPS.

Here are the key takeaways from TJX Companies’ conference call:

• Strong FY2026 results: Q4 comps +5% and adjusted EPS of $1.43 (+16% YoY); full-year net sales topped $60.4 billion, comps +5% and adjusted EPS $4.73 (+11%), with improved gross and pre-tax margins.
• Fiscal 2027 guidance and shareholder returns: Company plans 2%–3% comps, sales $62.7B–$63.3B, EPS $4.93–$5.02, a 13% dividend increase and $2.5B–$2.75B in share buybacks, supporting cash returns and growth.
• Store expansion and investments: FY27 capex of $2.2B–$2.3B to open ~146 net new stores (5,300+ total), ~540 remodels and relocations, and investments in distribution to drive long-term top-line growth.
• Operational tailwinds: Inventory availability is “outstanding” (inventory +14%; per-store +10%), shrink has returned to pre-COVID levels (helping ~20 bps of margin), and the company is increasing marketing and merchandising to capture market share.
• Tariff uncertainty is being monitored after a recent ruling; management’s FY27 guidance assumes they can offset tariff pressure, making this a potential downside risk if offsets don’t materialize.

TJX Companies Trading Up 1.0%

Shares of TJX traded up $1.53 during trading hours on Friday, reaching $160.22. The stock had a trading volume of 1,008,889 shares, compared to its average volume of 5,486,805. The firm has a 50-day moving average of $154.78 and a 200 day moving average of $147.41. The company has a quick ratio of 0.43, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. TJX Companies has a 52 week low of $112.10 and a 52 week high of $162.68. The company has a market cap of $177.92 billion, a P/E ratio of 32.85, a P/E/G ratio of 2.97 and a beta of 0.74.

TJX Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 12th will be issued a $0.425 dividend. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. TJX Companies’s dividend payout ratio is presently 37.53%.

Institutional Investors Weigh In On TJX Companies

Several large investors have recently made changes to their positions in TJX. Corient Private Wealth LLC increased its holdings in TJX Companies by 120.7% during the second quarter. Corient Private Wealth LLC now owns 5,016,792 shares of the apparel and home fashions retailer’s stock worth $620,406,000 after buying an additional 2,743,676 shares during the last quarter. Amundi increased its stake in shares of TJX Companies by 22.1% during the 3rd quarter. Amundi now owns 9,725,542 shares of the apparel and home fashions retailer’s stock worth $1,391,822,000 after purchasing an additional 1,761,281 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of TJX Companies by 57.3% in the 4th quarter. AQR Capital Management LLC now owns 4,814,467 shares of the apparel and home fashions retailer’s stock valued at $739,550,000 after purchasing an additional 1,753,155 shares during the period. Steadfast Capital Management LP raised its holdings in shares of TJX Companies by 198.8% in the 3rd quarter. Steadfast Capital Management LP now owns 2,053,266 shares of the apparel and home fashions retailer’s stock valued at $296,779,000 after purchasing an additional 1,366,066 shares during the period. Finally, Raymond James Financial Inc. lifted its stake in TJX Companies by 26.3% in the 2nd quarter. Raymond James Financial Inc. now owns 5,952,367 shares of the apparel and home fashions retailer’s stock valued at $735,058,000 after purchasing an additional 1,238,124 shares during the last quarter. 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 beat: TJX reported EPS of $1.43 and revenue of about $17.7B, topping estimates and showing ~8–9% revenue growth and positive comp trends; management highlighted margin improvement and broad-based strength across divisions. TJX Q4 tops expectations as profit and sales climb
• Positive Sentiment: Capital returns lifted sentiment: TJX announced a larger buyback reauthorization (roughly $2.5B cited in coverage) and raised its dividend (~13% increase noted), supporting EPS per-share growth and signalling management confidence. Off-price boom: Retail giant announces $2.5B buyback
• Positive Sentiment: Analysts turned more constructive: Multiple firms boosted price targets and upgraded ratings after the quarter (examples include published increases and positive analyst write-ups), which supports upward pressure on the stock. CNBC: We’re boosting our price target on TJX
• Neutral Sentiment: Investor commentary and transcripts available: Full earnings-call transcripts and analyst notes are circulating for deeper read-throughs of segment detail, inventory, and margin commentary (useful for modeling but not immediate catalysts). Q4 earnings call transcript
• Neutral Sentiment: Positive longer-term narrative: coverage pieces note strong cash flow, growing capital returns and a multi-year outperformance trend; these support a constructive longer-term thesis but aren’t short-term price guarantees. MarketBeat: TJX company overview & commentary
• Negative Sentiment: Cautious FY guidance: Management issued muted/softened annual sales and profit guidance (management flagged a slower growth outlook as consumers pull back), which trimmed upside versus consensus and pressured intraday sentiment. TJX Cos forecasts muted annual sales and profit
• Negative Sentiment: Short-term sell pressure from guidance anxiety: Coverage and commentary noted that despite the triple beat, the stock briefly sold off as investors focused on the conservative outlook — a reminder that strong results can be offset by forward-looking caution. The Motley Fool: Why TJX stock sank today

Wall Street Analysts Forecast Growth

Several brokerages recently commented on TJX. Robert W. Baird set a $168.00 target price on TJX Companies in a report on Wednesday, December 17th. Guggenheim raised shares of TJX Companies to a “strong-buy” rating in a research report on Wednesday, December 10th. The Goldman Sachs Group increased their price target on TJX Companies from $163.00 to $170.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Wall Street Zen upgraded TJX Companies from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of TJX Companies in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating and twenty-two have assigned a Buy rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $167.55.

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.