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Updated 6h ago
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The TJX Companies, Inc.NYSE:TJX Stock Report

Market Cap US$138.7b
Updated 6h ago
Share Price
n/a
1Y-10.2%
7D-4.4%
1D0.2%
Portfolio Value
​
View

The TJX Companies, Inc.

NYSE:TJX Stock Report

Market Cap: US$138.7b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

TJX Companies (TJX) Stock Overview

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

TJX fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance6/6
Financial Health6/6
Dividends4/6

Rewards

Earnings are forecast to grow 6.1% per year

Earnings grew by 22% over the past year

Analysts in good agreement that stock price will rise by 34.3%

Risk Analysis

Unstable dividend track record


TJX Community Fair Values

Create Narrative

See what 127 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
26.8% undervalued intrinsic discount
AnalystConsensusTarget
•21d ago

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

747
0
57
AN
AnalystLowTarget
7.0% undervalued intrinsic discount
AnalystLowTarget
•7d ago

FX And China Tariffs Will Test Performance Despite Global Expansion

84
0
3
AN
AnalystHighTarget
35.8% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

Global Store Openings And E-Commerce Investment Will Unlock Opportunities

173
0
6

Top Analyst Narratives

AN
AnalystConsensusTarget
26.8% undervalued intrinsic discount
AnalystConsensusTarget
•21d ago

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

747
0
57
AN
AnalystLowTarget
7.0% undervalued intrinsic discount
AnalystLowTarget
•7d ago

FX And China Tariffs Will Test Performance Despite Global Expansion

84
0
3
AN
AnalystHighTarget
35.8% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

Global Store Openings And E-Commerce Investment Will Unlock Opportunities

173
0
6
View all narratives

The TJX Companies, Inc. Competitors

Ross Stores

Symbol: NasdaqGS:ROST
Market cap: US$72.0b

Burlington Stores

Symbol: NYSE:BURL
Market cap: US$15.0b

Gap

Symbol: NYSE:GAP
Market cap: US$7.5b

Urban Outfitters

Symbol: NasdaqGS:URBN
Market cap: US$6.6b

Price History & Performance

Summary of share price highs, lows and changes for TJX Companies
Historical stock prices
Current Share PriceUS$126.42
52 Week HighUS$170.00
52 Week LowUS$125.56
Beta0.59
1 Month Change-18.83%
3 Month Change-24.93%
1 Year Change-10.23%
3 Year Change35.08%
5 Year Change79.37%
Change since IPO78,463.70%

Recent News & Updates

User avatar
Narrative Update • Sep 03

TJX: Marmaxx Weakness And Off Price Strength Likely Keep Shares Range Bound

The updated analyst price target for TJX Companies now sits at $136. This reflects a lower assumed fair value and P/E multiple as analysts weigh Marmaxx softness and competitive pressure against still solid revenue growth expectations and only slightly adjusted profit margin assumptions.
User avatar
Narrative Update • Aug 20

TJX: Margin Resilience And FY27 Earnings Outlook Will Drive Future Upside

The fair value estimate for TJX Companies has moved modestly lower to $172.80 as analysts factor in weaker Marmaxx comps and tougher competitive pressures, partly offset by resilient margins and a still supportive long term P/E outlook. Analyst Commentary Recent Street research on TJX Companies points to a mixed but detailed picture, with bullish analysts focusing on the long term earnings profile and portfolio strength while bearish analysts focus on Marmaxx comps, competitive pressure, and near term execution risk.
Seeking Alpha • Aug 19

TJX Companies: Another Strong Quarter, But Technical Concerns Mount

Summary TJX Companies is rated "Hold," reflecting premium valuation and a vulnerable technical setup despite solid Q2 results. Q2 delivered 5.4% revenue growth, 4% comp sales, and adjusted EPS of $1.22, bolstered by tariff refunds. Management raised FY 2027 EPS guidance to $5.31–$5.36 and projects 10%–11% steady EPS growth, but upside appears limited. Technical risks are rising: shares are below the 200-day moving average, with $145 as key support and potential downside to $120. Read the full article on Seeking Alpha

Recent updates

User avatar
Narrative Update • Sep 03

TJX: Marmaxx Weakness And Off Price Strength Likely Keep Shares Range Bound

The updated analyst price target for TJX Companies now sits at $136. This reflects a lower assumed fair value and P/E multiple as analysts weigh Marmaxx softness and competitive pressure against still solid revenue growth expectations and only slightly adjusted profit margin assumptions.
User avatar
Narrative Update • Aug 20

TJX: Margin Resilience And FY27 Earnings Outlook Will Drive Future Upside

The fair value estimate for TJX Companies has moved modestly lower to $172.80 as analysts factor in weaker Marmaxx comps and tougher competitive pressures, partly offset by resilient margins and a still supportive long term P/E outlook. Analyst Commentary Recent Street research on TJX Companies points to a mixed but detailed picture, with bullish analysts focusing on the long term earnings profile and portfolio strength while bearish analysts focus on Marmaxx comps, competitive pressure, and near term execution risk.
Seeking Alpha • Aug 19

TJX Companies: Another Strong Quarter, But Technical Concerns Mount

Summary TJX Companies is rated "Hold," reflecting premium valuation and a vulnerable technical setup despite solid Q2 results. Q2 delivered 5.4% revenue growth, 4% comp sales, and adjusted EPS of $1.22, bolstered by tariff refunds. Management raised FY 2027 EPS guidance to $5.31–$5.36 and projects 10%–11% steady EPS growth, but upside appears limited. Technical risks are rising: shares are below the 200-day moving average, with $145 as key support and potential downside to $120. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jun 29

TJX: Strong Off Price Execution And Expansion May Restrain Further Upside

The analyst fair value estimate for TJX Companies has been raised from $129.14 to $146.93, reflecting updated Street price targets clustered in the $160 to $197 range as analysts point to Q1 earnings outperformance, broad-based comp strength and solid margin trends across banners. Analyst Commentary Street research on TJX Companies has turned more constructive on Q1 execution, with multiple firms lifting price targets into the US$160 to US$197 range after the earnings beat, broad-based comp performance and margin strength across banners.
User avatar
Narrative Update • Jun 15

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

Analysts lifted the TJX Companies fair value estimate to $197 from $193 as higher Street price targets, Q1 earnings strength, and expectations for steady margins and revenue growth support a slightly higher assumed P/E multiple and a modestly lower discount rate. Analyst Commentary Street research around the Q1 report points to broadly constructive sentiment on TJX, with a cluster of higher price targets following the earnings release.
User avatar
Narrative Update • Jun 01

TJX: Off Price Q1 Execution And FY27 Guidance Will Drive Upside

Narrative Update The updated analyst price target for TJX Companies has moved higher from $171.78 to $177.63 as analysts point to a series of Q1 earnings beats, broad-based comp and transaction growth across banners, and ongoing optimism around the off price model and margin performance. Analyst Commentary Recent Street research on TJX Companies has tilted clearly positive, with multiple firms lifting their price targets after the Q1 report.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
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

Shareholder Returns

TJXUS Specialty RetailUS Market
7D-4.4%-3.4%-2.2%
1Y-10.2%-14.5%13.1%

Return vs Industry: TJX exceeded the US Specialty Retail industry which returned -14.5% over the past year.

Return vs Market: TJX underperformed the US Market which returned 13.1% over the past year.

Price Volatility

Is TJX's price volatile compared to industry and market?
TJX volatility
TJX Average Weekly Movement3.3%
Specialty Retail Industry Average Movement7.5%
Market Average Movement6.9%
10% most volatile stocks in US Market15.4%
10% least volatile stocks in US Market2.9%

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$138.73b
Earnings (TTM)US$6.07b
Revenue (TTM)US$62.36b
22.9x
P/E Ratio
2.2x
P/S Ratio

Is TJX overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TJX income statement (TTM)
RevenueUS$62.36b
Cost of RevenueUS$42.74b
Gross ProfitUS$19.62b
Other ExpensesUS$13.56b
EarningsUS$6.07b

Last Reported Earnings

Aug 01, 2026

Next Earnings Date

Nov 18, 2026

Earnings per share (EPS)5.52
Gross Margin31.47%
Net Profit Margin9.73%
Debt/Equity Ratio27.0%

How did TJX perform over the long term?

See historical performance and comparison

Dividends

1.5%
Current Dividend Yield
33%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 02:34
End of Day Share Price 2026/09/10 00:00
Earnings2026/08/01
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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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 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. 21 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

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