Brokerages Set The TJX Companies, Inc. (NYSE:TJX) Price Target at $167.55

The TJX Companies, Inc. (NYSE:TJX) has earned a consensus rating of “Buy” from the twenty-five analysts that are covering the stock, MarketBeat reports. Twenty-one analysts have rated the stock with a buy rating and four have assigned a strong buy rating to the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is $167.55.

A number of research analysts have commented on TJX shares. UBS Group restated a “buy” rating on shares of TJX Companies in a research note on Wednesday, March 4th. Argus upgraded TJX Companies to a “strong-buy” rating in a research note on Tuesday, March 3rd. Barclays boosted their target price on TJX Companies from $172.00 to $183.00 and gave the company an “overweight” rating in a research note on Thursday, February 26th. JPMorgan Chase & Co. boosted their target price on TJX Companies from $154.00 to $173.00 and gave the company an “overweight” rating in a research note on Monday, February 23rd. Finally, BTIG Research restated a “buy” rating and issued a $185.00 target price (up from $165.00) on shares of TJX Companies in a research note on Thursday, February 26th.

TJX Companies Stock Performance

Shares of TJX stock opened at $160.55 on Wednesday. The stock’s fifty day simple moving average is $157.97 and its 200-day simple moving average is $152.69. The company has a current ratio of 1.14, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. TJX Companies has a 1-year low of $119.84 and a 1-year high of $165.82. The company has a market capitalization of $177.70 billion, a price-to-earnings ratio of 32.90, a P/E/G ratio of 3.69 and a beta of 0.73.

TJX Companies (NYSE:TJX) last issued its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.38 by $0.05. TJX Companies had a return on equity of 57.70% and a net margin of 9.10%.The firm had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. During the same quarter in the previous year, the company posted $1.23 earnings per share. The business’s quarterly revenue was up 8.5% compared to the same quarter last year. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. On average, sell-side analysts predict that TJX Companies will post 4.18 earnings per share for the current fiscal year.

TJX Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be paid a $0.48 dividend. This represents a $1.92 dividend on an annualized basis and a yield of 1.2%. This is an increase from TJX Companies’s previous quarterly dividend of $0.43. The ex-dividend date is Thursday, May 14th. TJX Companies’s dividend payout ratio is presently 34.84%.

Insider Activity

In other news, CEO Ernie Herrman sold 30,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the completion of the sale, the chief executive officer owned 479,316 shares in the company, valued at approximately $77,145,910.20. This represents a 5.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.13% of the company’s stock.

Institutional Trading of TJX Companies

Large investors have recently made changes to their positions in the stock. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna boosted its stake in shares of TJX Companies by 120.3% during the 4th quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock worth $25,000 after acquiring an additional 89 shares in the last quarter. Entrust Financial LLC bought a new stake in shares of TJX Companies during the 4th quarter worth about $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of TJX Companies during the 4th quarter worth about $26,000. IMG Wealth Management Inc. boosted its stake in shares of TJX Companies by 65.7% during the 4th quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock worth $27,000 after acquiring an additional 69 shares in the last quarter. Finally, Joseph Group Capital Management bought a new stake in shares of TJX Companies during the 4th quarter worth about $27,000. Institutional investors own 91.09% of the company’s stock.

Key Stories Impacting TJX Companies

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: Company-level positive momentum after headlines noted TJX outperforming the broader market, reflecting short-term buying interest. TJX (TJX) Outperforms Broader Market: What You Need to Know
• Positive Sentiment: Dividend increase: the board raised the quarterly payout 13% to $0.48, providing income support and signaling confidence in cash flow — a clear positive for yield-focused investors. The TJX Companies, Inc. (TJX) Board Raises Quarterly Dividend
• Positive Sentiment: Fundamental story: recent commentary highlights EPS growth and attractive valuation metrics after TJX’s latest results, reinforcing a buy case among growth-plus-income investors. With EPS Growth And More, TJX Companies (NYSE:TJX) Makes An Interesting Case
• Neutral Sentiment: Sector context: a Q4 teardown comparing discount retailers frames TJX’s results versus peers — useful for relative valuation and market-share assessment but not an immediate catalyst. Discount Retailer Stocks Q4 Teardown: TJX (NYSE:TJX) Vs The Rest
• Neutral Sentiment: Media/TV chatter: Jim Cramer and market commentators have discussed whether TJX is a buy — this can boost attention and flow but is mixed in directional impact. Jim Cramer Wonders Whether It’s Time to Buy The TJX Companies (TJX)
• Negative Sentiment: Short-term volatility: a prior session saw the stock dip amid broader market moves, indicating some near-term profit-taking can occur despite the positives. TJX (TJX) Stock Dips While Market Gains: Key Facts

TJX Companies Company Profile

TJX Companies, Inc is a leading off-price retailer of apparel, footwear, home fashions and other consumer goods. The company operates multiple retail concepts that offer discounted brand-name and designer merchandise, including well-known banners such as T.J. Maxx and Marshalls in the United States, HomeGoods for home furnishings, TK Maxx in parts of Europe, and Winners and Homesense in Canada. Merchandise categories span women’s, men’s and children’s apparel, accessories, beauty, home décor, kitchenware and small furniture, with frequent changes in assortment that create a “treasure-hunt” shopping experience for consumers.

The company’s business model centers on opportunistic buying, purchasing excess, irregular or out-of-season inventory from manufacturers, department stores and other suppliers, and passing savings to customers through lower prices.