Q3 EPS Estimates for TJX Companies Boosted by William Blair

The TJX Companies, Inc. (NYSE:TJX) – Analysts at William Blair increased their Q3 2026 earnings per share (EPS) estimates for shares of TJX Companies in a research note issued to investors on Thursday, August 21st. William Blair analyst D. Carden now expects that the apparel and home fashions retailer will earn $1.18 per share for the quarter, up from their previous forecast of $1.17. The consensus estimate for TJX Companies’ current full-year earnings is $4.18 per share. William Blair also issued estimates for TJX Companies’ Q4 2026 earnings at $1.34 EPS, FY2026 earnings at $4.54 EPS and FY2027 earnings at $4.94 EPS.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, August 20th. The apparel and home fashions retailer reported $1.10 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.09. TJX Companies had a return on equity of 58.63% and a net margin of 8.59%.The business had revenue of $14.40 billion during the quarter, compared to the consensus estimate of $14.12 billion. During the same period in the prior year, the company posted $0.96 EPS. The firm’s revenue for the quarter was up 6.9% compared to the same quarter last year. TJX Companies has set its FY 2026 guidance at 4.520-4.570 EPS. Q3 2026 guidance at 1.170-1.190 EPS.

Other analysts have also recently issued reports about the company. Loop Capital set a $150.00 price objective on TJX Companies and gave the stock a “buy” rating in a report on Thursday, May 22nd. TD Securities increased their price target on TJX Companies from $140.00 to $142.00 and gave the company a “buy” rating in a report on Tuesday, May 20th. Daiwa America upgraded TJX Companies to a “strong-buy” rating in a report on Tuesday, July 8th. BMO Capital Markets restated an “outperform” rating on shares of TJX Companies in a report on Wednesday, May 21st. Finally, Telsey Advisory Group restated an “outperform” rating and set a $155.00 price target (up previously from $150.00) on shares of TJX Companies in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $147.58.

TJX Companies Trading Down 0.8%

TJX stock opened at $136.3790 on Friday. TJX Companies has a 1-year low of $111.22 and a 1-year high of $145.58. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.17 and a quick ratio of 0.51. The company has a market capitalization of $152.35 billion, a price-to-earnings ratio of 31.07, a PEG ratio of 3.15 and a beta of 0.89. The business has a 50 day simple moving average of $127.00 and a two-hundred day simple moving average of $125.48.

Institutional Trading of TJX Companies

Hedge funds and other institutional investors have recently bought and sold shares of the business. Shell Asset Management Co. increased its stake in TJX Companies by 16.5% in the fourth quarter. Shell Asset Management Co. now owns 29,168 shares of the apparel and home fashions retailer’s stock worth $3,524,000 after purchasing an additional 4,128 shares during the period. Pathstone Holdings LLC increased its stake in shares of TJX Companies by 10.1% during the fourth quarter. Pathstone Holdings LLC now owns 736,616 shares of the apparel and home fashions retailer’s stock valued at $88,992,000 after buying an additional 67,853 shares during the period. Ethic Inc. increased its stake in shares of TJX Companies by 21.1% during the fourth quarter. Ethic Inc. now owns 167,169 shares of the apparel and home fashions retailer’s stock valued at $20,196,000 after buying an additional 29,158 shares during the period. Fiduciary Trust Co increased its stake in shares of TJX Companies by 5.2% during the fourth quarter. Fiduciary Trust Co now owns 2,891,186 shares of the apparel and home fashions retailer’s stock valued at $349,284,000 after buying an additional 144,113 shares during the period. Finally, Pinnacle Financial Partners Inc increased its stake in shares of TJX Companies by 2.2% during the first quarter. Pinnacle Financial Partners Inc now owns 387,342 shares of the apparel and home fashions retailer’s stock valued at $46,989,000 after buying an additional 8,319 shares during the period. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Insiders Place Their Bets

In other TJX Companies news, Director Amy B. Lane sold 950 shares of the stock in a transaction on Tuesday, June 3rd. The stock was sold at an average price of $128.09, for a total value of $121,685.50. Following the sale, the director owned 22,712 shares in the company, valued at $2,909,180.08. This trade represents a 4.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.13% of the stock is currently owned by insiders.

TJX Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Shareholders of record on Thursday, August 14th will be paid a $0.425 dividend. The ex-dividend date is Thursday, August 14th. This represents a $1.70 dividend on an annualized basis and a yield of 1.2%. TJX Companies’s dividend payout ratio (DPR) is presently 40.00%.

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.