TJX Companies, Inc. (The)NYSE: TJX
Consumer Discretionary · Apparel Retail
$157.03
+0.18%
Vol: 2.2M
Research Digest
Friday, May 1, 2026
TJX announces 13% dividend increase and $3B share buyback program for FY2027 after strong FY2026 results
TJX reported FY2026 results with over $60B sales (+7% YoY) and 5% comparable sales growth. Company declared 13% dividend increase to $0.48 and authorized $3B share repurchase program for FY2027. Analysts maintain bullish stance with Strong Buy rating and $169 average price target (+6.65% upside). Stock trades at $156.75 with recent insider selling raising caution.
Previous Market Intelligence
13 daysApr 30TJX raises quarterly dividend 13% to $0.48; FY26 sales hit $60B with 7% growthPositive▶
TJX Companies reported strong fiscal 2026 results with sales exceeding $60 billion, up 7% year-over-year, and net income rising 13% to $5.5 billion. The Board approved a 13% dividend increase to 48 cents per share, marking the 29th raise in 30 years and reflecting confidence in cash generation. However, the company guided FY2027 comparable sales growth to 2-3%, indicating modest deceleration. Recent insider selling and cautious forward guidance temper investor enthusiasm despite strong historical returns. Analysts maintain a Zacks Rank #2 (Buy) on solid fundamentals and dividend resilience.
Apr 29TJX raised FY27 dividend 13% and expects 2-3% comparable sales growth; Q4 EPS $1.43 beat expectationsPositive▶
TJX Companies delivered Q4 FY26 results with revenue of $17.7B (+8.5% YoY) and adjusted EPS of $1.43, both beating expectations. FY2026 generated over $60B in sales with 7% YoY growth and 5% comparable sales increase. Company increased dividend 13% in March, maintaining 29 of last 30 years of raises and announced $3B share repurchase. FY27 guidance calls for 2-3% comparable sales growth, representing modest deceleration. Wall Street consensus: Strong Buy (18 of 21 analysts) with mean price target of $174.78, implying 10.4% upside from current levels.
Apr 16TJX stock hits all-time high of $162.86; Q3 FY26 comp sales +5%, EPS $1.28 +12% YoY with board raising dividend 13% to $0.48Positive▶
TJX Companies demonstrated strong momentum with Q3 FY26 results exceeding guidance: comparable sales growth of 5%, pretax profit margin of 12.7%, and diluted EPS of $1.28 (+12% YoY) all well above plan. Net sales reached $15.1 billion (+7% YoY). Board increased quarterly dividend 13% to $0.48 per share with May 14 ex-date. Management raised full year FY26 guidance. UBS reiterated Buy rating with $193.00 price target; Bernstein reiterated Outperform rating, highlighting potential to accelerate EPS growth from ~10% to low teens through market share gains from struggling department stores.
Apr 14TJX hits all-time high at $162.86; Q1 revenue beats with 8.5% growth; dividend raised 12.9%Positive▶
Reached all-time high $162.86. Revenue $17.74B beat expectations (+8.5% YoY). Dividend raised 12.9% to $0.48. Bernstein PT $175; UBS Buy $193.
Apr 13Stock reaches all-time high at $162.86; 12.9% dividend increase; UBS reiterates Buy with $193 targetPositive▶
TJX stock reached all-time high of $162.86; trading at $161.80 as of Apr 12. UBS reiterated Buy with $193 price target. Board approved 12.9% dividend increase to $0.48/quarter. Stock shows 37.5% one-year return; Weiss Ratings upgraded from B+ to A-. Market cap $179B; analyst consensus: 25 Buy ratings.
Apr 10TJX increases dividend 13% and announces $2.75B buyback; Q1 guidance holds steady.Mixed▶
TJX Companies increased its quarterly dividend by 13% (29th increase in 30 years) and approved $2.75 billion share repurchase. Reported strong Q4 FY26 results with 3% comparable sales growth and 10.3% pretax profit margin. Guidance for FY27 calls for 2-3% comp growth and flat margins.
Apr 9TJX Companies 29-Straight Dividend Increase; Analyst Price Targets Raised to Mid-$170sPositive▶
TJX announced 13% quarterly dividend increase and $2.5-$2.75B share buyback plan for FY27, signaling confidence. Multiple analysts raised price targets into $172-$185 range (BTIG to $185, Barclays to $183). Stock up 2.59% overnight as of April 9, with strong YTD performance of 4.9%.
Apr 8TJX Q4 FY2026 beats; 13% dividend increase; price targets raised to $172-$185.Positive▶
TJX reported strong Q4 FY2026: EPS $1.43 beat $1.39, revenue $17.7B beat $17.36B, with 5% comp sales growth. Board approved 13% dividend increase to $0.48 payable June 4. Authorizing $2.75 billion buyback. BTIG raised target to $185, Barclays to $183. FY2027 guidance EPS $4.93-$5.02 (+4-6%).
Apr 7TJX reports FY2026 sales $60.4B (+7%), raises FY27 dividend 13% and increases buyback to $2.5-2.75BPositive▶
TJX Companies reported FY2026 (ended Feb 1, 2026) net sales $60.4B (+7% YoY) with 5% comp sales growth, hitting $60B milestone. Q4 FY26 net sales $17.7B (+9%), consolidated comp sales +5%. Board approved 13% dividend increase and authorized $2.5-2.75B FY27 buyback. Company targets 7,000 locations long-term with 146 net new stores in FY27 beyond 5,300 current count. Q1 FY27 off to strong start with quality merchandise availability robust. Analyst consensus maintains Zacks Rank #2 (Buy) driven by historical returns and positive earnings forecasts. Multiple analysts raised PT in Feb 2026.
Apr 6TJX raises dividend 13% (29th consecutive); Q1 3% comp sales growth.Positive▶
TJX approved 13% quarterly dividend increase to $0.48/share, 29th straight annual increase. Q1 FY26 net sales $13.1B (+5% YoY) with 3% comp sales growth. Maintains $2.5-2.75B buyback. 90-day return +4.54%, 1-year +30.16%.
Apr 3TJX exceeds guidance with $60.4B FY26 revenue; announces 13% dividend increase and $2.5-2.75B buyback for FY27.Positive▶
TJX reported FY26 net sales of $60.4B (+7% YoY), with Q4 revenue of $17.7B (+9%). Comparable sales up 5% for year. Board raised quarterly dividend 13%. Plans $2.5-2.75B share repurchase in FY27. 29th dividend increase in 30 years. Long-term growth target: 7,000 store locations (currently 5,300+). Analysts rate Strong Buy with $169 PT. Company well-positioned despite overnight pullback of 1.55%.
Apr 1TJX raises FY27 EPS guidance to $4.93-$5.02 after exceeding FY26 with $4.73 EPS; increases dividend 13% to $0.48.Positive▶
TJX reported strong fiscal 2026 results with net sales of $60.4 billion (+7% YoY) and full-year EPS of $4.73 (+11% YoY). The Board raised quarterly dividend 13% to $0.48, marking the 29th increase in 30 years. For FY27, TJX projects EPS of $4.93-$5.02 (+4%-6%) and sales of $62.7-$63.3 billion. The company plans $2.5-$2.75B share repurchases and 146 net new stores in FY27.
Mar 31TJX raised quarterly dividend 13% to $0.48; plans $2.5-2.75B buyback for FY27.Positive▶
TJX 13% dividend increase to $0.48 per share. Plans $2.50-2.75B buybacks for FY2027. FY26 net sales $60.4B with 7% YoY growth. Q4 EPS $1.43 beat $1.39. Targeting 7,000 stores long-term. Strong Buy with $169 target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TJXTJX | $157.03 | +0.18% | -3.1% | 27.6x | 0.73 | $174.1B |
| ROSTROSS | $228.76 | +0.43% | +3.0% | 28.0x | 0.93 | $73.7B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.