TJX

AI Research

Triple beat Q4 but soft FY2027 outlook → CEO sold $4.83M shares

TJX Companies reported a triple beat with Q4 results but shares slipped as the 2027 fiscal year outlook disappointed, with comparable sales growth guided at 2–3% versus the prior year's stronger pace and EPS guidance of $4.93–$5.02 below the analyst estimate of $5.18 per share. CEO Carol Meyrowitz sold $4.83 million in common stock on March 4, raising some concern, though analysts at Jefferies cited Walmart, Costco, TJX, and Ross as continued retail winners in the competitive landscape. The stock has a Strong Buy consensus from 16 analysts with a 12-month target of $169, representing 7% upside.