TJX Companies Q1 EPS Estimate Cut by Telsey Advisory Group

The TJX Companies, Inc. (NYSE:TJX) – Telsey Advisory Group cut their Q1 2026 earnings per share estimates for shares of TJX Companies in a report issued on Thursday, February 27th. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel and home fashions retailer will post earnings of $0.90 per share for the quarter, down from their previous forecast of $1.01. Telsey Advisory Group has a “Outperform” rating and a $145.00 price target on the stock. The consensus estimate for TJX Companies’ current full-year earnings is $4.18 per share. Telsey Advisory Group also issued estimates for TJX Companies’ Q1 2026 earnings at $0.90 EPS, Q2 2026 earnings at $1.01 EPS, Q3 2026 earnings at $1.20 EPS, Q3 2026 earnings at $1.20 EPS, Q4 2026 earnings at $1.33 EPS, Q4 2026 earnings at $1.33 EPS, FY2026 earnings at $4.43 EPS and FY2027 earnings at $4.95 EPS.

A number of other research analysts have also issued reports on the stock. Barclays boosted their price target on shares of TJX Companies from $136.00 to $137.00 and gave the stock an “overweight” rating in a research note on Thursday. Guggenheim boosted their target price on TJX Companies from $135.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, December 5th. Morgan Stanley raised their price target on TJX Companies from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Tuesday, January 21st. TD Cowen lifted their price target on TJX Companies from $130.00 to $132.00 and gave the company a “buy” rating in a research note on Friday, November 22nd. Finally, Evercore ISI increased their price objective on TJX Companies from $138.00 to $142.00 and gave the stock an “outperform” rating in a research report on Thursday, November 21st. Three investment analysts have rated the stock with a hold rating and fifteen have given a buy rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $135.06.

TJX Companies Stock Up 1.1 %

Shares of TJX Companies stock opened at $124.79 on Friday. TJX Companies has a one year low of $92.35 and a one year high of $128.00. The company has a market cap of $140.28 billion, a P/E ratio of 29.36, a PEG ratio of 2.75 and a beta of 0.91. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.50 and a current ratio of 1.19. The firm has a fifty day moving average of $122.98 and a two-hundred day moving average of $119.95.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, February 26th. The apparel and home fashions retailer reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TJX Companies had a return on equity of 61.82% and a net margin of 8.63%. The business had revenue of $16.35 billion for the quarter, compared to analyst estimates of $16.24 billion.

TJX Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 6th. Shareholders of record on Thursday, February 13th will be issued a dividend of $0.375 per share. The ex-dividend date of this dividend is Thursday, February 13th. This represents a $1.50 annualized dividend and a yield of 1.20%. TJX Companies’s dividend payout ratio (DPR) is currently 35.29%.

Insiders Place Their Bets

In other news, Director Alan M. Bennett sold 8,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 27th. The shares were sold at an average price of $123.53, for a total transaction of $988,240.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.13% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On TJX Companies

Large investors have recently bought and sold shares of the stock. Howard Capital Management Group LLC increased its position in TJX Companies by 42.9% during the 3rd quarter. Howard Capital Management Group LLC now owns 231,481 shares of the apparel and home fashions retailer’s stock worth $27,208,000 after purchasing an additional 69,489 shares in the last quarter. Integrated Advisors Network LLC increased its position in shares of TJX Companies by 11.1% in the third quarter. Integrated Advisors Network LLC now owns 5,384 shares of the apparel and home fashions retailer’s stock worth $633,000 after acquiring an additional 538 shares in the last quarter. Mutual Advisors LLC raised its stake in shares of TJX Companies by 5.0% in the 3rd quarter. Mutual Advisors LLC now owns 20,852 shares of the apparel and home fashions retailer’s stock valued at $2,381,000 after acquiring an additional 985 shares during the period. Pinnacle Associates Ltd. raised its stake in shares of TJX Companies by 7.2% in the 3rd quarter. Pinnacle Associates Ltd. now owns 44,538 shares of the apparel and home fashions retailer’s stock valued at $5,235,000 after acquiring an additional 3,009 shares during the period. Finally, JFS Wealth Advisors LLC lifted its holdings in shares of TJX Companies by 34.3% during the 3rd quarter. JFS Wealth Advisors LLC now owns 10,518 shares of the apparel and home fashions retailer’s stock valued at $1,236,000 after acquiring an additional 2,689 shares in the last quarter. Institutional investors and hedge funds own 91.09% of the company’s stock.

About TJX Companies

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.