TJX Companies, Inc. (The)NYSE: TJX
Consumer Discretionary · Apparel Retail
$165.44
+0.80%
Vol: 2.2M
Research Digest
Thursday, June 18, 2026
TJX shareholders reaffirm board and executive pay at June 9 annual meeting as stock gains 35% over the past year.
At its June 9, 2026 annual meeting, TJX shareholders re-elected all director nominees including CEO Ernie Herrman and Executive Chairman Carol Meyrowitz, approved the 2027 auditor appointment, and ratified executive compensation. The vote signals strong governance confidence from investors. TJX shares closed at $166.32 on June 16, up 4.47% over one month and 35.73% over 52 weeks, significantly outperforming the broader market. Renaissance Investment Large Cap Growth Strategy disclosed TJX as a newly added position in its Q1 2026 investor letter. No material earnings or strategic announcements were made in the last 48 hours. Risk: off-price retail faces potential headwinds if tariff-driven inventory disruptions tighten discounted merchandise availability.
Previous Market Intelligence
13 daysJun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours. The stock touched a new 52-week high around June 15, but the underlying catalysts (Q1 FY27 results, the June 9 13% dividend increase, debt shelf filing) all fall outside the 48-hour window.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21TJX reports strong Q1 FY27 earnings, raises full-year guidance and boosts buyback range, sending shares up ~6%.Positive▶
TJX Companies reported Q1 FY27 EPS of $1.19 on revenue of approximately $14.3 billion, topping estimates by ~$0.19 EPS and $310 million on revenue, with sales growing 9% year-over-year. Comparable sales rose 6%, and pretax margin expanded 1.7 points to 12.0%. Management raised same-store sales guidance to 3-4% (from 2-3%) and EPS to $5.08-$5.15 (from $4.93-$5.02). The targeted share repurchase range was lifted to $2.75-$3 billion. Marmaxx comps were up 6%, HomeGoods +9%, Canada +7%, and Europe/Australia +4%. Shares jumped 6% on the print.
May 20TJX set to report Q1 FY27 results before market open on May 20 with consensus calling for $1.02 EPS on $14.0B revenue.Positive▶
TJX Companies reports first-quarter fiscal 2027 results Wednesday, May 20, 2026, before 9:30 a.m. ET. Wall Street expects EPS of $1.02 on revenue of $14.0B, year-over-year growth of about 10.9% and 6.9% respectively. Shares have pulled back roughly 9% from a 52-week high of $165.82, which CNBC's Investing Club views as an attractive entry. Recent analyst activity is positive: Truist initiated with Buy and a $175 target, JPMorgan raised its target to $174, and consensus rating is Strong Buy with an average target near $172. The company recently raised its quarterly dividend 13% to $0.48 and plans 146 net new stores in FY27. Key risk: cautious FY27 guidance issued at Q4 print and macro/tariff sensitivity on imported goods.
May 19TJX Companies to report Q1 FY27 results May 20 as JPMorgan and Barclays raise price targetsPositive▶
TJX reports Q1 FY27 earnings before market open on May 20, with CEO Ernie Herrman hosting a call at 11 a.m. ET. Ahead of the print, JPMorgan analyst Matthew Boss maintained Overweight and raised the price target to $174 from $173 on May 18, while Barclays lifted its target to $183 from $172 with Overweight. The board previously raised the quarterly dividend 13% to $0.48, payable June 4 to holders of record May 14. TJX plans to add 146 net new stores in FY27, growing the footprint about 3%. Risk: shares are in a five-week losing streak from the April 9 all-time high. Analyst consensus is Strong Buy.
May 18TJX is set to report Q1 FY27 earnings on May 20, 2026, with analysts projecting 6.3% revenue growth and 8.7% EPS growth, and one $182 price target implying 23% upside.Positive▶
TJX is scheduled to release Q1 Fiscal 2027 sales and earnings results before market open on Wednesday, May 20, with a conference call hosted by CEO Ernie Herrman at 11:00 a.m. ET. CNBC on May 17 highlighted TJX as one of the companies with earnings momentum reporting this week alongside Ross Stores. Analysts note TJX sets up favorably given recent underperformance versus peers (-2.2% YTD vs. ROST +20.8%) and lower broader retail sentiment. One analyst's $182 price target implies roughly 23% upside, with consensus projecting 6.3% revenue growth and 8.7% EPS growth for Q1. The Board previously raised the quarterly dividend by 13% to $0.48 per share, payable June 4. Guggenheim's Simeon Siegel called TJX second only to Amazon as 'most disruptive force in retail.'
May 15TJX set to report Q1 FY27 results May 20; UBS reiterates Buy with $193 PT on continued off-price momentumPositive▶
TJX Companies is scheduled to report Q1 Fiscal 2027 sales and earnings on Wednesday, May 20, 2026, with CEO Ernie Herrman holding a conference call to discuss results and business trends — a near-term catalyst. UBS reiterated Buy on TJX with a $193 price target, citing momentum in the off-price retail model. Prior quarter (Q4 FY26) delivered net sales of $17.7 billion (up 9% YoY) and EPS of $1.43 vs $1.39 estimate, though management issued cautious FY27 guidance. TJX recently raised its quarterly dividend 13% to $0.48 (payable June 4, 2026) and plans 146 net new store openings in FY27 (~3% store growth). Analyst consensus is Strong Buy across 16 analysts. Shares trade near $148-$160 with $162B market cap. Risk: cautious guidance into uncertain consumer environment.
May 14TJX raised quarterly dividend 13% to $0.48/share (record date May 14) and will release Q1 FY27 results on May 20; Barclays raises PT to $183.Positive▶
On May 6, 2026, TJX Companies announced it will release Q1 Fiscal 2027 sales and earnings results on Wednesday, May 20, 2026 before 9:30 a.m. ET, with a conference call hosted by CEO Ernie Herrman at 11:00 a.m. ET. The Board declared a regular quarterly dividend of $0.48 per share — a 13% increase from the last dividend paid — payable June 4, 2026 to shareholders of record on May 14, 2026 (today). Barclays raised its price target to $183 from $172 with an Overweight rating. Analyst consensus is Buy among 17 analysts (53% Strong Buy, 41% Buy, 6% Hold). However, shares are off about 4% in the last month and management guided Q1 with cooling growth expectations. Risk: with $60.4B in FY26 annual sales and signs of slowing growth, the May 20 print is a key event that could test the off-price thesis if comps disappoint.
May 13TJX Companies set to report Q1 FY27 results on May 20, 2026 and declared 13% dividend increase to $0.48/share with Barclays raising target to $183.Positive▶
TJX Companies announced it will release Q1 Fiscal 2027 results before 9:30 a.m. ET on May 20, 2026, with projected EPS of $1.00 and revenue of $13.94B. The Board declared a regular quarterly dividend of $0.48 per share, a 13% increase, payable June 4, 2026 to holders of record May 14, 2026. Barclays raised its price target to $183 from $172 (Overweight). Shares are flat YTD and down about 4% in the last month. Consensus rating is Buy as of May 8. The dividend hike signals long-term cash generation confidence despite cooling guidance.
May 12TJX Companies raises quarterly dividend 13% to $0.48 and sets Q1 FY27 earnings release for May 20, 2026.Positive▶
TJX announced it will report Q1 FY27 results on Wednesday, May 20, 2026, before 9:30 a.m. ET, with CEO Ernie Herrman hosting a conference call at 11:00 a.m. ET. The Board raised the quarterly dividend by 13% to $0.48 per share, payable June 4 to holders of record May 14, 2026. The stock trades near $154, up about 21.5% over the past year, with the 52-week range of $120-$166. Off-price retail demand remains strong, though cautious FY27 guidance has tempered enthusiasm. Sell-side consensus is Buy across 17 analysts with an average price target of $167.41.
May 11TJX raises quarterly dividend 13% to $0.48 and sets Q1 FY27 earnings release for May 20, 2026Positive▶
TJX Companies' Board declared a regular quarterly dividend of $0.48 per share, a 13% increase, payable June 4, 2026 to shareholders of record on May 14, 2026. The company will release Q1 Fiscal 2027 sales and earnings results on Wednesday, May 20 before 9:30 a.m. ET, with CEO Ernie Herrman hosting a conference call at 11:00 a.m. ET. Management has guided FY27 EPS of $4.93-$5.02 and Q1 EPS of $0.97-$0.99 with a cautious tone citing some consumer pullback on discretionary spending. TJX has a Buy consensus rating from 17 analysts with a $167.41 price target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TJXTJX | $165.44 | +0.80% | +8.9% | 28.5x | 0.62 | $181.3B |
| ROSTROSS | $235.23 | +0.85% | +9.7% | 27.2x | 0.87 | $74.8B |
| AMZNAMAZON.COM | $244.16 | +2.80% | -8.4% | 24.1x | 1.44 | $2.55T |
| TSLATESLA | $390.71 | -1.43% | -1.9% | 158.6x | 1.80 | $1.49T |
| HDHOME | $335.68 | +2.50% | +8.3% | 20.3x | 0.97 | $326.5B |
| MCDMCDONALD | $280.82 | -1.06% | +1.1% | 20.0x | 0.41 | $201.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.