Analysts Set Expectations for TJX Companies FY2025 Earnings

The TJX Companies, Inc. (NYSE:TJX) – Investment analysts at Telsey Advisory Group boosted their FY2025 earnings per share (EPS) estimates for shares of TJX Companies in a research report issued on Thursday, November 21st. Telsey Advisory Group analyst D. Telsey now anticipates that the apparel and home fashions retailer will post earnings of $4.18 per share for the year, up from their prior forecast of $4.15. Telsey Advisory Group has a “Outperform” rating and a $134.00 price objective on the stock. The consensus estimate for TJX Companies’ current full-year earnings is $4.14 per share. Telsey Advisory Group also issued estimates for TJX Companies’ Q4 2025 earnings at $1.15 EPS, Q3 2026 earnings at $1.25 EPS, Q4 2026 earnings at $1.28 EPS and FY2026 earnings at $4.61 EPS.

Several other analysts have also commented on the stock. StockNews.com lowered shares of TJX Companies from a “buy” rating to a “hold” rating in a report on Friday. UBS Group increased their price objective on TJX Companies from $134.00 to $148.00 and gave the stock a “buy” rating in a report on Thursday, August 22nd. Morgan Stanley boosted their target price on shares of TJX Companies from $122.00 to $129.00 and gave the company an “overweight” rating in a report on Thursday, August 22nd. Barclays increased their price target on shares of TJX Companies from $114.00 to $136.00 and gave the stock an “overweight” rating in a research note on Thursday, August 22nd. Finally, Wells Fargo & Company lifted their price target on shares of TJX Companies from $100.00 to $115.00 and gave the company an “equal weight” rating in a research report on Thursday, August 22nd. Four analysts have rated the stock with a hold rating and fourteen have assigned a buy rating to the company. According to data from MarketBeat, TJX Companies has a consensus rating of “Moderate Buy” and a consensus price target of $129.47.

TJX Companies Stock Up 1.4 %

Shares of NYSE TJX opened at $121.47 on Friday. The firm has a fifty day simple moving average of $116.52 and a two-hundred day simple moving average of $112.31. The firm has a market capitalization of $137.00 billion, a PE ratio of 28.58, a price-to-earnings-growth ratio of 3.03 and a beta of 0.89. The company has a current ratio of 1.21, a quick ratio of 0.60 and a debt-to-equity ratio of 0.37. TJX Companies has a 12 month low of $87.44 and a 12 month high of $122.10.

TJX Companies (NYSE:TJX) last announced its quarterly earnings results on Wednesday, November 20th. The apparel and home fashions retailer reported $1.14 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.05. TJX Companies had a net margin of 8.56% and a return on equity of 63.19%. The business had revenue of $14.06 billion during the quarter, compared to analysts’ expectations of $13.95 billion. During the same quarter in the prior year, the company posted $1.03 EPS. The firm’s revenue for the quarter was up 6.0% compared to the same quarter last year.

Institutional Trading of TJX Companies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Hartford Funds Management Co LLC lifted its stake in shares of TJX Companies by 0.5% in the 3rd quarter. Hartford Funds Management Co LLC now owns 17,926 shares of the apparel and home fashions retailer’s stock valued at $2,107,000 after purchasing an additional 86 shares during the last quarter. Stablepoint Partners LLC lifted its position in TJX Companies by 0.3% in the third quarter. Stablepoint Partners LLC now owns 26,922 shares of the apparel and home fashions retailer’s stock valued at $3,164,000 after buying an additional 89 shares during the last quarter. Dearborn Partners LLC boosted its stake in TJX Companies by 4.0% during the second quarter. Dearborn Partners LLC now owns 2,359 shares of the apparel and home fashions retailer’s stock worth $260,000 after buying an additional 90 shares during the period. Concorde Asset Management LLC increased its position in shares of TJX Companies by 2.8% during the second quarter. Concorde Asset Management LLC now owns 3,330 shares of the apparel and home fashions retailer’s stock valued at $367,000 after acquiring an additional 90 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC raised its position in TJX Companies by 3.4% in the third quarter. Signature Estate & Investment Advisors LLC now owns 2,706 shares of the apparel and home fashions retailer’s stock valued at $318,000 after purchasing an additional 90 shares during the period. 91.09% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Ernie Herrman sold 15,000 shares of the stock in a transaction that occurred on Tuesday, September 10th. The shares were sold at an average price of $117.54, for a total value of $1,763,100.00. Following the transaction, the chief executive officer now owns 536,148 shares in the company, valued at $63,018,835.92. This represents a 2.72 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.13% of the stock is currently owned by corporate insiders.

TJX Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 5th. Investors of record on Thursday, November 14th will be given a dividend of $0.375 per share. The ex-dividend date of this dividend is Thursday, November 14th. This represents a $1.50 dividend on an annualized basis and a yield of 1.23%. TJX Companies’s dividend payout ratio (DPR) is 35.29%.

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.