TJX Companies (NYSE:TJX) Shares Gap Down – Time to Sell?

Posted by George Bondi on Aug 19th, 2026

Shares of The TJX Companies, Inc. (NYSE:TJX – Get Free Report) gapped down before the market opened on Wednesday . The stock had previously closed at $150.85, but opened at $144.14. TJX Companies shares last traded at $149.1170, with a volume of 2,080,638 shares trading hands.

More TJX Companies News

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

Positive Sentiment: TJX reported second-quarter fiscal 2027 adjusted earnings of $1.22 per share, above the $1.19 analyst consensus and up from $1.10 a year earlier. Revenue rose 5.4% year over year to $15.18 billion, slightly ahead of estimates. TJX Reports Q2 FY27 Results
Positive Sentiment: Comparable sales increased 4%, while strong margins and better-than-planned profitability led management to raise its full-year fiscal 2027 earnings outlook to $5.15–$5.20 per share. The company also plans to accelerate its store-opening pace, signaling confidence in demand for its off-price retail model. TJX Raises Full-Year Targets
Positive Sentiment: Cost-conscious consumers continue to favor TJ Maxx, Marshalls and HomeGoods, supporting the company’s traffic and sales momentum. William Blair reaffirmed a Buy rating, citing solid fundamentals despite TJX’s full valuation. TJX Buy Rating Reaffirmed
Neutral Sentiment: Third-quarter fiscal 2027 EPS guidance of $1.36–$1.38 is above the reported $1.34 consensus, but the full-year outlook of $5.15–$5.20 remains modestly below the $5.22 consensus. This appears to have prompted investors to take profits after the earnings beat. Why TJX Stock Dropped Today
Negative Sentiment: Recent insider activity included three open-market sales totaling more than $14 million and no reported purchases, a potential, though limited, sentiment headwind.

Analysts Set New Price Targets

Several analysts have issued reports on TJX shares. Wells Fargo & Company reaffirmed an “outperform” rating and set a $160.00 target price (up from $155.00) on shares of TJX Companies in a research report on Thursday, May 21st. Robert W. Baird lifted their price objective on shares of TJX Companies from $172.00 to $175.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Morgan Stanley reissued an “overweight” rating on shares of TJX Companies in a research report on Thursday, August 6th. Telsey Advisory Group increased their price objective on TJX Companies from $175.00 to $185.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Finally, Wall Street Zen raised TJX Companies from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, TJX Companies has an average rating of “Buy” and a consensus price target of $177.94.

View Our Latest Analysis on TJX Companies

TJX Companies Trading Down 2.7%

The stock has a 50-day moving average of $157.19 and a 200 day moving average of $156.83. The company has a quick ratio of 0.54, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The stock has a market cap of $162.10 billion, a PE ratio of 28.47, a price-to-earnings-growth ratio of 3.28 and a beta of 0.62.

TJX Companies (NYSE:TJX – Get Free Report) last released its quarterly earnings data on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.03. The business had revenue of $15.18 billion during the quarter, compared to analyst estimates of $15.16 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The company’s revenue was up 5.4% on a year-over-year basis. During the same quarter last year, the business posted $1.10 EPS. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, sell-side analysts anticipate that The TJX Companies, Inc. will post 5.19 earnings per share for the current year.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 13th will be paid a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.3%. TJX Companies’s dividend payout ratio (DPR) is presently 37.28%.

Insider Activity

In related news, CEO Ernie Herrman sold 29,549 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $157.46, for a total transaction of $4,652,785.54. Following the sale, the chief executive officer owned 552,850 shares in the company, valued at approximately $87,051,761. This trade represents a 5.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jackwyn Nemerov sold 957 shares of TJX Companies stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the transaction, the director directly owned 802 shares of the company’s stock, valued at $135,209.18. The trade was a 54.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 130,367 shares of company stock valued at $20,959,476 in the last quarter. Company insiders own 0.15% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings 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 buying an additional 8,002 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of TJX Companies by 12.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock valued at $262,000 after buying an additional 235 shares during 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. United Bank boosted its position in TJX Companies by 7.6% during the second quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock worth $2,013,000 after acquiring an additional 1,155 shares during the last quarter. Finally, Schnieders Capital Management LLC. purchased a new stake in TJX Companies during the 2nd quarter valued at about $244,000. 91.09% of the stock is owned by institutional investors and hedge funds.

TJX Companies Company Profile

(Get Free Report)

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.