Wall Street Zen Upgrades TJX Companies (NYSE:TJX) to “Buy”

TJX Companies (NYSE:TJX) was upgraded by Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

A number of other brokerages have also recently issued reports on TJX. Argus upgraded shares of TJX Companies to a “strong-buy” rating in a research note on Tuesday, March 3rd. Weiss Ratings restated a “buy (b+)” rating on shares of TJX Companies in a research note on Wednesday, January 21st. Guggenheim raised TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. Deutsche Bank Aktiengesellschaft set a $184.00 price objective on TJX Companies in a research note on Thursday, January 8th. Finally, BTIG Research restated a “buy” rating and set a $185.00 target price (up from $165.00) on shares of TJX Companies in a research report on Thursday, February 26th. Three 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, the stock has an average rating of “Buy” and an average target price of $167.55.

TJX Companies Stock Down 1.6%

TJX stock opened at $155.02 on Friday. TJX Companies has a twelve month low of $116.37 and a twelve month high of $162.68. The company has a quick ratio of 0.59, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The company has a market cap of $172.14 billion, a PE ratio of 31.77, a price-to-earnings-growth ratio of 3.62 and a beta of 0.73. The business’s 50-day simple moving average is $155.56 and its 200 day simple moving average is $150.51.

TJX Companies (NYSE:TJX) last posted its quarterly earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, beating the consensus estimate of $1.38 by $0.05. The firm 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 for the quarter was up 8.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.23 EPS. 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, research analysts anticipate that TJX Companies will post 4.18 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Ernie Herrman sold 30,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the completion of the sale, the chief executive officer directly owned 479,316 shares of the company’s stock, valued at $77,145,910.20. This trade represents a 5.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.13% of the stock is owned by corporate insiders.

Institutional Trading of TJX Companies

Several large investors have recently made changes to their positions in TJX. Trust Point Inc. lifted its position in TJX Companies by 1.3% during the 4th quarter. Trust Point Inc. now owns 5,227 shares of the apparel and home fashions retailer’s stock worth $803,000 after buying an additional 66 shares in the last quarter. Jaffetilchin Investment Partners LLC raised its stake in shares of TJX Companies by 1.6% in the fourth quarter. Jaffetilchin Investment Partners LLC now owns 4,236 shares of the apparel and home fashions retailer’s stock worth $651,000 after acquiring an additional 66 shares during the last quarter. Hohimer Wealth Management LLC raised its stake in shares of TJX Companies by 1.2% in the fourth quarter. Hohimer Wealth Management LLC now owns 5,595 shares of the apparel and home fashions retailer’s stock worth $859,000 after acquiring an additional 66 shares during the last quarter. Tempus Wealth Planning LLC lifted its position in shares of TJX Companies by 0.5% during the fourth quarter. Tempus Wealth Planning LLC now owns 12,277 shares of the apparel and home fashions retailer’s stock worth $1,886,000 after purchasing an additional 67 shares in the last quarter. Finally, Verde Capital Management grew its stake in shares of TJX Companies by 0.7% during the fourth quarter. Verde Capital Management now owns 10,022 shares of the apparel and home fashions retailer’s stock valued at $1,539,000 after purchasing an additional 67 shares during the last quarter. Institutional investors own 91.09% of the company’s stock.

TJX Companies News Roundup

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

• Positive Sentiment: TJX reported fiscal 2026 sales of about $60.4 billion with solid comparable-store sales and reiterated a growth strategy toward ~7,000 stores — reinforcing the company’s long-term growth thesis. TJX Hits $60B Sales Milestone in FY26: What Fuels Long-Term Growth?
• Positive Sentiment: Analysts and commentators highlight that TJX’s off‑price model can benefit from retail supply-chain disruption (higher freight/fuel, excess full‑price inventory), which may translate into better merchandise buys and margin resilience. How retailers like TJX can actually benefit from higher fuel costs and shipping delays
• Positive Sentiment: Sell‑side notes remain constructive: Bernstein reiterated a Buy and framed TJX’s off‑price “flywheel” as supporting sustainable earnings growth and a premium multiple. Continued analyst support can limit downside. TJX Companies: Leveraging a Self‑Reinforcing Off-Price Flywheel…
• Positive Sentiment: Equity research roundups (Zacks/other outlets) continue to feature TJX as a resilient retail name amid broader market ideas, keeping it on investors’ radar for long‑term portfolios. 3 S&P 500 Stocks for Long-Term Investors
• Neutral Sentiment: Some commentary asks whether TJX’s ~32% one‑year rally leaves less upside from current levels — raising valuation/entry‑timing questions rather than altering the core bull case. Investors weighing entry should compare growth outlook vs. premium valuation. Is It Too Late To Consider TJX Companies (TJX) After A 32% One Year Rally?
• Neutral Sentiment: Research roundups and “top reports” mention TJX alongside other favored names, which supports investor attention but doesn’t by itself move fundamentals. Top Stock Reports for Amazon.com, TJX and Eaton Corp.
• Negative Sentiment: Short‑term weakness: outlets note the stock is down modestly since the last earnings report and recent daily moves show small pullbacks — evidence of profit‑taking or re‑rating after a sizable rally. Why Is TJX (TJX) Down 0.7% Since Last Earnings Report?
• Negative Sentiment: Recent intraday/close reports show the stock moving down in individual sessions (e.g., a ~1.36% decline referenced in market summaries), signaling near‑term volatility that can pressure sentiment. TJX (TJX) Stock Moves -1.36%: What You Should Know

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.