TJX Companies (NYSE:TJX) Earns “Outperform” Rating from Telsey Advisory Group

Telsey Advisory Group restated their outperform rating on shares of TJX Companies (NYSE:TJX) in a research report report published on Wednesday morning,Benzinga reports. Telsey Advisory Group currently has a $134.00 price objective on the apparel and home fashions retailer’s stock. Telsey Advisory Group also issued estimates for TJX Companies’ Q4 2025 earnings at $1.15 EPS, FY2025 earnings at $4.18 EPS, Q3 2026 earnings at $1.25 EPS, Q4 2026 earnings at $1.28 EPS and FY2026 earnings at $4.61 EPS.

Several other brokerages also recently weighed in on TJX. Citigroup downgraded TJX Companies from a “buy” rating to a “neutral” rating and increased their price target for the stock from $110.00 to $128.00 in a report on Thursday, August 22nd. StockNews.com raised TJX Companies from a “hold” rating to a “buy” rating in a report on Sunday, September 15th. Morgan Stanley increased their price target on TJX Companies from $122.00 to $129.00 and gave the stock an “overweight” rating in a report on Thursday, August 22nd. Barclays increased their price target on TJX Companies from $114.00 to $136.00 and gave the stock an “overweight” rating in a report on Thursday, August 22nd. Finally, Wells Fargo & Company raised their target price on TJX Companies from $100.00 to $115.00 and gave the company an “equal weight” rating in a report on Thursday, August 22nd. Four analysts have rated the stock with a hold rating and fourteen have issued a buy rating to the company’s stock. Based on data from MarketBeat, TJX Companies has an average rating of “Moderate Buy” and an average target price of $129.47.

TJX Companies Stock Performance

Shares of TJX opened at $121.47 on Wednesday. The company has a current ratio of 1.19, a quick ratio of 0.60 and a debt-to-equity ratio of 0.35. The firm has a market cap of $137.00 billion, a PE ratio of 28.58, a price-to-earnings-growth ratio of 3.01 and a beta of 0.89. The company’s 50 day simple moving average is $116.52 and its 200-day simple moving average is $112.41. 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 earnings results on Wednesday, November 20th. The apparel and home fashions retailer reported $1.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.09 by $0.05. The business had revenue of $14.06 billion for the quarter, compared to analyst estimates of $13.95 billion. TJX Companies had a net margin of 8.63% and a return on equity of 61.82%. The company’s revenue for the quarter was up 6.0% compared to the same quarter last year. During the same period last year, the firm posted $1.03 earnings per share. As a group, equities analysts predict that TJX Companies will post 4.18 EPS for the current year.

TJX Companies Announces Dividend

The firm 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 $0.375 dividend. The ex-dividend date of this dividend is Thursday, November 14th. This represents a $1.50 annualized dividend and a dividend yield of 1.23%. TJX Companies’s dividend payout ratio is presently 35.29%.

Insider Buying and Selling

In related news, CEO Ernie Herrman sold 15,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief executive officer now owns 536,148 shares of the company’s stock, valued at approximately $63,018,835.92. The trade was a 2.72 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. State Street Corp raised its stake in TJX Companies by 1.0% in the 3rd quarter. State Street Corp now owns 47,556,435 shares of the apparel and home fashions retailer’s stock valued at $5,589,783,000 after purchasing an additional 469,287 shares during the last quarter. Geode Capital Management LLC raised its stake in TJX Companies by 1.5% in the 3rd quarter. Geode Capital Management LLC now owns 23,857,584 shares of the apparel and home fashions retailer’s stock valued at $2,795,121,000 after purchasing an additional 363,707 shares during the last quarter. Janus Henderson Group PLC raised its stake in TJX Companies by 2.7% in the 1st quarter. Janus Henderson Group PLC now owns 13,226,465 shares of the apparel and home fashions retailer’s stock valued at $1,341,392,000 after purchasing an additional 346,938 shares during the last quarter. Price T Rowe Associates Inc. MD increased its stake in shares of TJX Companies by 35.9% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,317,452 shares of the apparel and home fashions retailer’s stock valued at $1,249,237,000 after acquiring an additional 3,255,849 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its stake in shares of TJX Companies by 33.4% during the 2nd quarter. Ameriprise Financial Inc. now owns 12,241,176 shares of the apparel and home fashions retailer’s stock valued at $1,347,934,000 after acquiring an additional 3,063,318 shares during 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.