TJX Companies (TJX) to Release Earnings on Wednesday

TJX Companies (NYSE:TJX) is anticipated to release its Q1 2026 earnings data before the market opens on Wednesday, May 21st. Analysts expect the company to announce earnings of $0.90 per share and revenue of $13.01 billion for the quarter. TJX Companies has set its Q1 2026 guidance at 0.870-0.890 EPS and its FY 2026 guidance at 4.340-4.430 EPS.

TJX Companies (NYSE:TJX) last released its quarterly earnings results on Wednesday, February 26th. The apparel and home fashions retailer reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. TJX Companies had a return on equity of 61.82% and a net margin of 8.63%. The company had revenue of $16.35 billion for the quarter, compared to analyst estimates of $16.24 billion. On average, analysts expect TJX Companies to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

TJX Companies Trading Down 0.5%

Shares of TJX opened at $130.81 on Wednesday. The company has a current ratio of 1.19, a quick ratio of 0.50 and a debt-to-equity ratio of 0.35. TJX Companies has a twelve month low of $97.53 and a twelve month high of $132.47. The company has a market cap of $146.13 billion, a P/E ratio of 30.78, a P/E/G ratio of 2.75 and a beta of 0.94. The company’s fifty day simple moving average is $123.40 and its 200-day simple moving average is $122.57.

TJX Companies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 5th. Stockholders of record on Thursday, May 15th will be issued a $0.425 dividend. This represents a $1.70 annualized dividend and a dividend yield of 1.30%. This is an increase from TJX Companies’s previous quarterly dividend of $0.38. The ex-dividend date is Thursday, May 15th. TJX Companies’s dividend payout ratio is presently 39.91%.

Insider Buying and Selling

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 stock was sold at an average price of $123.53, for a total value of $988,240.00. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ernie Herrman sold 23,428 shares of the firm’s stock in a transaction that occurred on Wednesday, March 5th. The shares were sold at an average price of $123.03, for a total value of $2,882,346.84. Following the completion of the transaction, the chief executive officer now owns 484,189 shares in the company, valued at approximately $59,569,772.67. This trade represents a 4.62% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC lifted its holdings in TJX Companies by 12.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock valued at $262,000 after purchasing an additional 235 shares in the last quarter. Bison Wealth LLC lifted its stake in shares of TJX Companies by 32.9% in the fourth quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock worth $466,000 after buying an additional 955 shares in the last quarter. Finally, Brighton Jones LLC lifted its stake in TJX Companies by 113.7% in the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after purchasing an additional 8,002 shares in the last quarter. Hedge funds and other institutional investors own 91.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on TJX shares. Citigroup upgraded TJX Companies from a “neutral” rating to a “buy” rating and increased their target price for the stock from $128.00 to $140.00 in a research note on Thursday, April 3rd. StockNews.com raised shares of TJX Companies from a “hold” rating to a “buy” rating in a research note on Monday. Morgan Stanley reduced their target price on shares of TJX Companies from $136.00 to $133.00 and set an “overweight” rating on the stock in a research report on Tuesday, May 6th. Robert W. Baird raised their target price on shares of TJX Companies from $138.00 to $140.00 and gave the stock an “outperform” rating in a research report on Thursday, February 27th. Finally, BMO Capital Markets raised their target price on shares of TJX Companies from $133.00 to $145.00 and gave the stock an “outperform” rating in a research report on Thursday, February 27th. One equities research analyst has rated the stock with a hold rating and sixteen have given a buy rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $136.94.

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.