FY2025 EPS Forecast for TJX Companies Raised by Analyst

The TJX Companies, Inc. (NYSE:TJX) – Analysts at Telsey Advisory Group lifted their FY2025 earnings estimates for shares of TJX Companies in a note issued to investors on Thursday, November 21st. Telsey Advisory Group analyst D. Telsey now anticipates that the apparel and home fashions retailer will post earnings per share of $4.18 for the year, up from their previous forecast of $4.15. Telsey Advisory Group currently has a “Outperform” rating and a $134.00 target price on the stock. The consensus estimate for TJX Companies’ current full-year earnings is $4.18 per share. Telsey Advisory Group also issued estimates for TJX Companies’ Q4 2025 earnings at $1.15 EPS, Q3 2026 earnings at $1.25 EPS, Q4 2026 earnings at $1.28 EPS and FY2026 earnings at $4.61 EPS.

TJX Companies (NYSE:TJX) last issued its quarterly earnings results on Wednesday, November 20th. The apparel and home fashions retailer reported $1.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.09 by $0.05. TJX Companies had a net margin of 8.63% and a return on equity of 61.82%. The firm had revenue of $14.06 billion for the quarter, compared to analyst estimates of $13.95 billion. During the same period in the previous year, the business earned $1.03 EPS. The company’s revenue was up 6.0% compared to the same quarter last year.

Other equities research analysts also recently issued research reports about the company. UBS Group increased their price objective on TJX Companies from $134.00 to $148.00 and gave the company a “buy” rating in a report on Thursday, August 22nd. StockNews.com lowered shares of TJX Companies from a “buy” rating to a “hold” rating in a research report on Friday. Citigroup downgraded shares of TJX Companies from a “buy” rating to a “neutral” rating and lifted their price objective for the company from $110.00 to $128.00 in a research report on Thursday, August 22nd. Jefferies Financial Group upped their target price on shares of TJX Companies from $130.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 22nd. Finally, BMO Capital Markets lifted their price target on TJX Companies from $116.00 to $133.00 and gave the stock an “outperform” rating in a report on Thursday, August 22nd. Four equities research analysts have rated the stock with a hold rating and fourteen have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $129.47.

TJX Companies Stock Performance

TJX opened at $121.47 on Friday. The business’s 50-day simple moving average is $116.52 and its 200 day simple moving average is $112.41. TJX Companies has a 52-week low of $87.44 and a 52-week high of $122.10. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.60 and a current ratio of 1.19. The firm has a market capitalization of $137.00 billion, a PE ratio of 28.58, a PEG ratio of 3.01 and a beta of 0.89.

Hedge Funds Weigh In On TJX Companies

Several hedge funds and other institutional investors have recently modified their holdings of TJX. State Street Corp boosted its stake in TJX Companies by 1.0% in the third quarter. State Street Corp now owns 47,556,435 shares of the apparel and home fashions retailer’s stock valued at $5,589,783,000 after buying an additional 469,287 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of TJX Companies by 1.5% in the third quarter. Geode Capital Management LLC now owns 23,857,584 shares of the apparel and home fashions retailer’s stock worth $2,795,121,000 after acquiring an additional 363,707 shares during the last quarter. Janus Henderson Group PLC boosted its stake in shares of TJX Companies by 2.7% in the 1st quarter. Janus Henderson Group PLC now owns 13,226,465 shares of the apparel and home fashions retailer’s stock valued at $1,341,392,000 after purchasing an additional 346,938 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of TJX Companies by 35.9% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,317,452 shares of the apparel and home fashions retailer’s stock valued at $1,249,237,000 after purchasing an additional 3,255,849 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in shares of TJX Companies by 33.4% during the 2nd quarter. Ameriprise Financial Inc. now owns 12,241,176 shares of the apparel and home fashions retailer’s stock valued at $1,347,934,000 after purchasing an additional 3,063,318 shares during the last quarter. Institutional investors own 91.09% of the company’s stock.

Insiders Place Their Bets

In other TJX Companies news, CEO Ernie Herrman sold 15,000 shares of the company’s stock in a transaction on Tuesday, September 10th. The stock was sold at an average price of $117.54, for a total transaction of $1,763,100.00. Following the completion of the sale, the chief executive officer now directly owns 536,148 shares in the company, valued at $63,018,835.92. This represents a 2.72 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.13% of the company’s stock.

TJX Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 5th. Investors of record on Thursday, November 14th will be given a dividend of $0.375 per share. The ex-dividend date of this dividend is Thursday, November 14th. This represents a $1.50 annualized dividend and a yield of 1.23%. TJX Companies’s dividend payout ratio is 35.29%.

About TJX Companies

The TJX Companies, Inc, together with its subsidiaries, operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, and gourmet food departments; jewelry and accessories; and other merchandise.