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The TJX Companies, Inc.NYSE:TJX Stock Report

Market Cap US$169.6b
Share Price
US$148.91
US$171.78
13.3% undervalued intrinsic discount
1Y13.2%
7D-3.7%
Portfolio Value
View

The TJX Companies, Inc.

NYSE:TJX Stock Report

Market Cap: US$169.6b

TJX Companies (TJX) Stock Overview

Operates as an off-price apparel and home fashions retailer worldwide. More details

TJX fundamental analysis
Snowflake Score
Valuation0/6
Future Growth2/6
Past Performance5/6
Financial Health6/6
Dividends3/6

TJX Community Fair Values

Create Narrative

See what 101 others think this stock is worth. Follow their fair value or set your own to get alerts.

The TJX Companies, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for TJX Companies
Historical stock prices
Current Share PriceUS$148.91
52 Week HighUS$165.82
52 Week LowUS$119.84
Beta0.64
1 Month Change-7.85%
3 Month Change-2.86%
1 Year Change13.25%
3 Year Change87.90%
5 Year Change106.79%
Change since IPO92,440.11%

Recent News & Updates

Seeking Alpha 5h

The TJX Companies Q1 Preview: Expecting Slower Growth, Shares Fairly Valued

Summary The off-price appeal of The TJX Companies still appears to be in vogue but slightly less so. In setting guidance for its upcoming Q1, TJX projected growth to cool over the coming year. The stock has underperformed relative to broader markets with shares flat YTD and down about 4% in the last month. I view the outlook as positive but see shares as a 'hold' ahead of the release. Read the full article on Seeking Alpha
Narrative Update May 03

TJX: Off Price Model And Capital Returns Will Support Future Upside

Analysts have nudged TJX Companies' average price target higher into the mid to high $170s, citing stronger than expected Q4 results, resilient traffic and ticket trends, and what they view as conservative guidance that leaves room for upside. Analyst Commentary Bullish analysts have been lifting their price targets on TJX Companies following the latest Q4 report, pointing to solid execution, resilient demand and what they see as achievable guidance.

Recent updates

Seeking Alpha 5h

The TJX Companies Q1 Preview: Expecting Slower Growth, Shares Fairly Valued

Summary The off-price appeal of The TJX Companies still appears to be in vogue but slightly less so. In setting guidance for its upcoming Q1, TJX projected growth to cool over the coming year. The stock has underperformed relative to broader markets with shares flat YTD and down about 4% in the last month. I view the outlook as positive but see shares as a 'hold' ahead of the release. Read the full article on Seeking Alpha
Narrative Update May 03

TJX: Off Price Model And Capital Returns Will Support Future Upside

Analysts have nudged TJX Companies' average price target higher into the mid to high $170s, citing stronger than expected Q4 results, resilient traffic and ticket trends, and what they view as conservative guidance that leaves room for upside. Analyst Commentary Bullish analysts have been lifting their price targets on TJX Companies following the latest Q4 report, pointing to solid execution, resilient demand and what they see as achievable guidance.
Narrative Update Apr 19

TJX: Off Price Model And Shareholder Returns Will Support Future Upside

Narrative Update The blended Street price target for TJX has moved higher into a $172 to $185 range, as analysts cite strong recent quarterly results, resilient off-price fundamentals, and updated long-term guidance as support for revising their models. Analyst Commentary Recent research updates show a cluster of bullish analysts revising their TJX valuation frameworks higher, with most new targets falling into the low to mid US$170s and several stretching into the low US$180s.
Narrative Update Apr 05

TJX: Off Price Execution And FY27 Guidance Will Shape Balanced Risk Profile

Analysts have inched up their average price targets on TJX Companies into a $170 to $185 range, citing strong recent quarterly results, resilient traffic and margins, and an outlook that they see as leaving room for further execution upside. Analyst Commentary Recent research points to a broadly positive tone on TJX, with most firms lifting price targets into the mid to high $170s range and a few moving into the low $180s.
Narrative Update Mar 22

TJX: Off Price Execution And FY27 Guidance Will Frame Balanced Upside Risk

Analysts have nudged TJX Companies' average price target higher into the low $170s, reflecting updated models after strong Q4 results, resilient margins, and guidance that several firms describe as leaving room for upside. Analyst Commentary Bullish and cautious voices are both active around TJX, but the current wave of research is skewed toward higher price targets and confidence in execution following recent results.
Narrative Update Mar 07

TJX: Off Price Execution And FY27 Guidance Will Shape Multi Year Outlook

The analyst price target for TJX Companies has moved higher, reflecting a fair value increase from $164.11 to $171.78. Analysts point to strong recent results, updated models, and sustained resilience in off-price retail as key supports for this change.
Narrative Update Feb 21

TJX: Off Price Exposure To Higher Income Shoppers Will Drive Future Upside

Analysts have lifted their fair value estimate for TJX Companies to $193 from $181, citing higher Street price targets and renewed optimism around off-price retail, as firms highlight resilient discretionary spending, solid top-line trends tied to easier weather comparisons and tax refunds, and exposure to higher income consumers. Analyst Commentary Bullish analysts are pointing to a more constructive view on TJX Companies, with higher fair value estimates and price targets reflecting confidence in the off price model and the company’s ability to execute in a mixed retail backdrop.
Narrative Update Feb 07

TJX: Elevated Off Price Optimism May Constrain Future Share Return Potential

Analysts have nudged their price expectations for TJX higher, reflected in our fair value estimate rising from US$124.91 to US$129.14. They cite recent price target increases across the Street that point to confidence in the company's off price positioning, ongoing top line trends, Q3 performance and updated guidance.
Narrative Update Jan 24

TJX: Elevated Expectations Around Off Price Expansion May Limit Future Upside

Analysts have nudged their fair value estimate for TJX Companies higher to about $124.91 from $117.46, citing recent price target increases across the Street that reflect confidence in the off price model, solid Q3 results, and positive views on consumer spending and market share opportunities into 2026. Analyst Commentary Street research on TJX remains largely constructive, with a cluster of higher price targets following the company’s Q3 report and updated guidance.
Narrative Update Jan 09

TJX: Off Price Execution And FY26 Guidance Will Support Multi Year Outlook

Analysts nudged their price target for TJX higher to about $164 from roughly $160, citing supportive Street research that highlights stronger Q3 results, updated FY26 guidance, and broad confidence in off-price retail trends and TJX's multi-banner momentum. Analyst Commentary Recent research points to a generally constructive stance on TJX, with multiple firms lifting valuation targets after the Q3 report and updated FY26 guidance.
Narrative Update Dec 26

TJX: Q3 Execution And Market Share Gains Will Support Multi Year Outlook

Analysts modestly lifted their price target on TJX Companies to approximately $160 from about $159, citing strong Q3 results, raised multi year guidance, broad based sales momentum across segments, and continued market share opportunities in the off price space. Analyst Commentary Analyst sentiment around TJX remains broadly constructive following the latest Q3 report, with multiple firms lifting price targets across a wide range, from the mid $140s to the low $180s, and reiterating positive ratings on the shares.
Narrative Update Dec 12

TJX Strong Q3 Execution Will Drive Market Share Gains Ahead

TJX Companies fair value estimate has been raised from $164 to $181, as analysts point to strong Q3 results, raised long term guidance, resilient value positioning across categories, and continued market share and EPS growth potential supported by the off price sector backdrop. Analyst Commentary Bullish analysts broadly highlight TJX's strong Q3 performance, improved long term guidance, and durable value proposition as key drivers behind a wave of upward price target revisions.
Narrative Update Nov 27

TJX: Momentum From Q3 Gains And Market Share Advances Will Support Outlook

The fair value estimate for TJX Companies has been raised by analysts from approximately $151.84 to $159.16 per share. This adjustment reflects robust Q3 performance, raised guidance, and ongoing strength across key business segments.
Narrative Update Nov 11

TJX: Strong Operating Margins And Execution Will Sustain Measured Performance Ahead

Analysts have raised their price target for TJX Companies slightly, from approximately $151.37 to $151.84. They cite strong business performance, robust operating margins, and a solid outlook supported by recent earnings results.
Narrative Update Oct 28

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

The analyst price target for TJX Companies has increased slightly from $149.44 to $151.37 per share. Analysts point to the company’s strong recent results, raised guidance, and sustained profitability compared to competitors.
Narrative Update Aug 27

Global Store Base Will Reach 7,000, Increasing Customer Access

The analyst price target for TJX Companies has been raised to $149.44, reflecting strong Q2 outperformance, raised guidance, and sustained traffic and market share gains, though upside may be tempered by elevated valuation. Analyst Commentary Strong Q2 performance with both revenue and earnings exceeding expectations, fueled by healthy traffic growth across all banners.
Analysis Article Aug 22

The TJX Companies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in The TJX Companies, Inc. ( NYSE:TJX ) had a good week, as its shares rose 3.4% to close at US$138 following...
Analysis Article Jul 31

TJX Companies (NYSE:TJX) Could Become A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analysis Article Jul 16

When Should You Buy The TJX Companies, Inc. (NYSE:TJX)?

Let's talk about the popular The TJX Companies, Inc. ( NYSE:TJX ). The company's shares received a lot of attention...
Analysis Article Jun 27

Earnings Not Telling The Story For The TJX Companies, Inc. (NYSE:TJX)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
New Narrative Apr 08

HomeGoods And Sierra Expansion Will Shape Future Markets

Global expansion into high-potential markets like Canada, Europe, and new regions is set to drive significant sales growth and increased market share.
Seeking Alpha Mar 27

The TJX Companies: Priced For Perfection (Rating Downgrade)

Summary TJX is executing well with solid same-store sales growth and effective management, but macroeconomic conditions have worsened, posing risks to FY25 earnings. Elevated inventory levels and potential margin contraction could pressure TJX's financial performance amid weakening consumer spending and increased fixed costs. TJX's current premium valuation compared to peers like Burlington and Ross is unsustainable, suggesting significant downside risk if macro conditions don't improve. I recommend a sell rating due to heightened macro risks, inventory concerns, and the stock being priced for perfection, despite strong management execution. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

The TJX Companies: Capital Efficiency And Defensive Earnings Come At A Price

Summary The TJX Companies constantly has grown its leading off-price retail store network with great capital efficiency. TJX provides very defensive earnings as the business is weakly affected by changes in industry-wide apparel sales, proven by recent years' sales data and the 2008 financial crisis performance. The capital efficiency and defensive earnings come at a high price tag, and I estimate a fair value of $116 for TJX stock. Read the full article on Seeking Alpha
Seeking Alpha Nov 26

The TJX Companies: I Am Waiting For TJX To Accelerate Its Growth

Summary I reiterate a hold rating for TJX due to its current tricky valuation multiple and await evidence of accelerated growth before upgrading. The TJX Companies reported solid Q3 performance with 6% revenue growth, driven by strong same-store sales growth across divisions and improved gross margins. Management's international expansion strategy, including ventures in Mexico, UAE, Saudi Arabia, and Spain, shows promise but needs successful execution for sustained premium valuation. Read the full article on Seeking Alpha
Seeking Alpha Nov 10

TJX Earnings Preview: Q3 Macro Trends Point To A Strong Quarter

Summary TJX Companies reported strong Q2 FY2025 earnings, beating EPS and revenue estimates, with 4% comparable store sales growth driven by customer transactions. Management's conservative Q3 guidance suggests potential for a beat, supported by strong US consumer spending and favorable freight cost trends. TJX's investment in Dubai-based Brands for Less and store expansion highlights its commitment to international growth and favorable off-price retail environment. Despite positive short-term trends, I rate TJX at Hold due to tough valuations and seek a better entry point. Read the full article on Seeking Alpha

Shareholder Returns

TJXUS Specialty RetailUS Market
7D-3.7%-1.7%2.6%
1Y13.2%-1.6%26.2%

Return vs Industry: TJX exceeded the US Specialty Retail industry which returned -1.6% over the past year.

Return vs Market: TJX underperformed the US Market which returned 26.2% over the past year.

Price Volatility

Is TJX's price volatile compared to industry and market?
TJX volatility
TJX Average Weekly Movement2.8%
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: TJX has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TJX's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1962377,000Ernie Herrmanwww.tjx.com

The TJX Companies, Inc., together with its subsidiaries, operates as an off-price apparel and home fashions retailer worldwide. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company provides family apparel comprising footwear; accessories, such as beauty and jewelry; home fashion products, including home basics, decorative accessories and giftware, as well as furniture, rugs, lighting, soft home, decorative accessories, tabletop, and cookware; pet and gourmet food; and other merchandise.

The TJX Companies, Inc. Fundamentals Summary

How do TJX Companies's earnings and revenue compare to its market cap?
TJX fundamental statistics
Market capUS$169.59b
Earnings (TTM)US$5.49b
Revenue (TTM)US$60.37b
30.0x
P/E Ratio
2.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TJX income statement (TTM)
RevenueUS$60.37b
Cost of RevenueUS$41.68b
Gross ProfitUS$18.69b
Other ExpensesUS$13.20b
EarningsUS$5.49b

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

May 20, 2026

Earnings per share (EPS)4.97
Gross Margin30.96%
Net Profit Margin9.10%
Debt/Equity Ratio28.2%

How did TJX perform over the long term?

See historical performance and comparison

Dividends

1.3%
Current Dividend Yield
34%
Payout Ratio

Does TJX pay a reliable dividends?

See TJX dividend history and benchmarks
When do you need to buy TJX by to receive an upcoming dividend?
TJX Companies dividend dates
Ex Dividend DateMay 14 2026
Dividend Pay DateJun 04 2026
Days until Ex dividend1 day
Days until Dividend pay date22 days

Does TJX pay a reliable dividends?

See TJX dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 11:38
End of Day Share Price 2026/05/11 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The TJX Companies, Inc. is covered by 45 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher GrajaArgus Research Company
Mark AltschwagerBaird
Robert DrbulBarclays