Erste Group Bank Boosts Earnings Estimates for TJX Companies

The TJX Companies, Inc. (NYSE:TJX) – Research analysts at Erste Group Bank boosted their FY2026 earnings per share estimates for TJX Companies in a research report issued on Wednesday, February 18th. Erste Group Bank analyst H. Engel now anticipates that the apparel and home fashions retailer will earn $4.69 per share for the year, up from their prior estimate of $4.68. The consensus estimate for TJX Companies’ current full-year earnings is $4.18 per share. Erste Group Bank also issued estimates for TJX Companies’ FY2027 earnings at $5.17 EPS.

A number of other equities research analysts also recently commented on TJX. UBS Group reissued a “buy” rating and issued a $193.00 price objective (up from $181.00) on shares of TJX Companies in a research report on Thursday, January 8th. Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Jefferies Financial Group restated a “buy” rating and issued a $170.00 price target on shares of TJX Companies in a research note on Tuesday, November 11th. Wells Fargo & Company reaffirmed a “positive” rating and set a $150.00 price objective (up from $145.00) on shares of TJX Companies in a research report on Tuesday, December 16th. Finally, Guggenheim upgraded TJX Companies to a “strong-buy” rating in a report on Wednesday, December 10th. Two equities research analysts have rated the stock with a Strong Buy rating and twenty-two have given a Buy rating to the company’s stock. According to MarketBeat.com, TJX Companies has an average rating of “Buy” and a consensus target price of $163.86.

TJX Companies Stock Up 1.1%

Shares of NYSE:TJX opened at $158.29 on Monday. TJX Companies has a fifty-two week low of $112.10 and a fifty-two week high of $159.48. The firm’s 50 day moving average price is $154.62 and its 200 day moving average price is $146.90. 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 stock has a market cap of $175.77 billion, a price-to-earnings ratio of 34.94, a price-to-earnings-growth ratio of 3.02 and a beta of 0.74.

Institutional Trading of TJX Companies

Institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of TJX Companies by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 102,733,668 shares of the apparel and home fashions retailer’s stock worth $15,780,919,000 after buying an additional 771,882 shares during the period. State Street Corp raised its stake in TJX Companies by 0.6% during the 2nd quarter. State Street Corp now owns 48,595,536 shares of the apparel and home fashions retailer’s stock valued at $6,001,063,000 after acquiring an additional 285,737 shares during the last quarter. Geode Capital Management LLC raised its stake in TJX Companies by 2.6% during the 4th quarter. Geode Capital Management LLC now owns 27,011,104 shares of the apparel and home fashions retailer’s stock valued at $4,134,174,000 after acquiring an additional 673,690 shares during the last quarter. Bank of America Corp DE lifted its position in TJX Companies by 2.0% during the 4th quarter. Bank of America Corp DE now owns 25,620,925 shares of the apparel and home fashions retailer’s stock worth $3,935,630,000 after acquiring an additional 495,989 shares during the period. Finally, Capital International Investors grew its stake in shares of TJX Companies by 2.0% in the 4th quarter. Capital International Investors now owns 15,986,573 shares of the apparel and home fashions retailer’s stock valued at $2,455,911,000 after purchasing an additional 308,408 shares during the last quarter. Hedge funds and other institutional investors own 91.09% of the company’s stock.

TJX Companies Announces Dividend

The company also recently disclosed 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. This represents a $1.70 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, February 12th. TJX Companies’s dividend payout ratio is presently 37.53%.

TJX Companies News Summary

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an Outperform rating on TJX, providing direct analyst support that can boost investor confidence. Telsey Advisory Group Reiterates Outperform Rating for TJX Companies (NYSE:TJX)
• Positive Sentiment: Broad retail strength: the SPDR S&P Retail ETF (XRT) has rallied ~11% over the past year, signaling healthy demand across apparel and discount retailers — a sector tailwind that typically helps large off-price chains like TJX. XRT Is Up 11% But the Real Story Is Which Retailers Are Winning
• Positive Sentiment: Peer beats among retail-related names (Booking, Wayfair, Etsy) show pockets of demand and margin improvement in parts of the consumer landscape, which can support investor sentiment for TJX ahead of its report. Booking Holdings Q4 Earnings Beat Estimates, Revenues Rise Y/Y Wayfair Q4 Earnings & Revenues Beat Estimates, Increase Y/Y ETSY Q4 Earnings & Revenues Surpass Estimates, EPS Declines Y/Y
• Neutral Sentiment: Research pieces previewing TJX’s fiscal Q4 highlight analyst estimates and metrics to watch (comps, margin mix) — useful for framing expectations but not a direct catalyst. Unveiling TJX (TJX) Q4 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Coverage is mixed: some outlets note mixed analyst opinions on consumer-cyclical names including TJX, reflecting varied expectations across the sell-side. Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
• Negative Sentiment: Some investors trimmed positions ahead of TJX’s earnings release, causing a modest pullback in the stock as traders price in event risk. Popular Retail Stock Pulling Back Before Earnings
• Negative Sentiment: Sector caution: Sprouts flagged a soft start to 2026 despite a Q4 beat, highlighting margin and comp risk that could temper expectations for peers if consumers shift spending patterns. Sprouts Farmers Q4 Earnings Beat, Soft Start to 2026 Flagged

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.