Telsey Advisory Group Weighs in on TJX Companies Q1 Earnings

The TJX Companies, Inc. (NYSE:TJX) – Research analysts at Telsey Advisory Group lowered their Q1 2026 earnings estimates for shares of TJX Companies in a report released on Thursday, February 27th. Telsey Advisory Group analyst D. Telsey now anticipates that the apparel and home fashions retailer will post earnings of $0.90 per share for the quarter, down from their prior estimate of $1.01. Telsey Advisory Group has a “Outperform” rating and a $145.00 price objective 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.

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 for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $16.35 billion for the quarter, compared to the consensus estimate of $16.24 billion. TJX Companies had a net margin of 8.63% and a return on equity of 61.82%.

Other analysts also recently issued reports about the stock. Deutsche Bank Aktiengesellschaft upped their target price on shares of TJX Companies from $130.00 to $131.00 and gave the stock a “buy” rating in a research report on Thursday, November 21st. Guggenheim upped their target price on shares of TJX Companies from $135.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, December 5th. BMO Capital Markets upped 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. TD Cowen increased their price objective on shares of TJX Companies from $130.00 to $132.00 and gave the company a “buy” rating in a research report on Friday, November 22nd. Finally, Morgan Stanley increased their price objective on shares of TJX Companies from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Tuesday, January 21st. Three investment analysts have rated the stock with a hold rating and fifteen have assigned a buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $135.06.

TJX Companies Stock Up 1.1 %

NYSE:TJX opened at $124.79 on Friday. The firm’s 50-day moving average price is $122.98 and its 200-day moving average price is $120.02. The company has a market capitalization of $140.28 billion, a PE ratio of 29.36, a P/E/G ratio of 2.75 and a beta of 0.91. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.19 and a quick ratio of 0.50. TJX Companies has a 1-year low of $92.35 and a 1-year high of $128.00.

TJX Companies Announces Dividend

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

Insider Buying and Selling at TJX Companies

In other TJX Companies news, Director Alan M. Bennett sold 8,000 shares of the company’s stock in a transaction dated Thursday, February 27th. The shares were sold at an average price of $123.53, for a total transaction of $988,240.00. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.13% of the company’s stock.

Hedge Funds Weigh In On TJX Companies

Several institutional investors have recently made changes to their positions in TJX. Bogart Wealth LLC bought a new position in shares of TJX Companies in the 4th quarter worth approximately $25,000. Trivant Custom Portfolio Group LLC bought a new position in shares of TJX Companies in the 4th quarter worth approximately $26,000. Capital Performance Advisors LLP bought a new position in shares of TJX Companies in the 3rd quarter worth approximately $29,000. Truvestments Capital LLC bought a new position in shares of TJX Companies in the 3rd quarter worth approximately $29,000. Finally, Legacy Investment Solutions LLC bought a new position in shares of TJX Companies in the 3rd quarter worth approximately $30,000. Institutional investors own 91.09% of the company’s stock.

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.