GuruFocus·Sep 16, 2026
The TJX Companies, Inc. Announces Quarterly Common Stock DividendThe TJX Companies, Inc. (NYSE: TJX) today announced the declaration of a quarterly dividend on its common stock of $.48 per share payable December 3, 2026, to s
TJX Companies is demonstrating accelerating revenue growth, reaching 9.2% in Q1 FY2027, as its off-price model captures share from value-seeking consumers, while gross margins have expanded to 33.4% in Q2 FY2027, indicating favorable buying conditions and disc...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 9.2% in Q1 FY2027, while gross margin expanded to 33.4% in Q2 FY2027, a 270 basis point year-over-year improvement that appears to reflect favorable buying conditions and disciplined expense management.
TJX's business model of offering branded merchandise at discounted prices is expected to drive high inventory turnover and strong sales, especially during economic fluctuations.
A significant majority of Wall Street analysts rate TJX as 'Buy' or 'Strong Buy', with an average 12-month price target of $167.55, and some projecting it could reach $200 in 2026.
TJX has not had a negative year in annual price movement since 2008 and is on track for its fifth consecutive fiscal year of growth in revenue, net income, and dividends by February 1, 2026.
TJX's P/E ratio of 32.63 may indicate overvaluation, potentially leading to price corrections as it trades at a premium.
Broader economic fluctuations, trade policies, and increased competition pose risks, with a weakening consumer potentially impacting stock performance.
Management's FY27 guidance for 2% to 3% comp growth and EPS of $4.93 to $5.02 is below street expectations, raising concerns.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 19, 2026 | $1.22+2.5% vs $1.19 | $15.2B+0.1% vs $15.2B |
Q2 2026 May 20, 2026 | $1.19+16.7% vs $1.02 | $14.3B+2.2% vs $14.0B |
Q1 2026 Feb 25, 2026 | $1.43+2.9% vs $1.39 | $17.7B+2.2% vs $17.4B |
Q4 2025 Nov 19, 2025 | $1.28+4.1% vs $1.23 | $15.1B+1.8% vs $14.9B |
The TJX Companies, Inc. (NYSE: TJX) today announced the declaration of a quarterly dividend on its common stock of $.48 per share payable December 3, 2026, to s
FRAMINGHAM, Mass.--(BUSINESS WIRE)--The TJX Companies, Inc. (NYSE: TJX) today announced the declaration of a quarterly dividend on its common stock of $.48 per share payable December 3, 2026, to shareholders of record on November 12, 2026. About The TJX Companies, Inc. The TJX Companies, Inc., a Fortune 100 company, is the leading off-price retailer of apparel and home fashions in the U.S. and worldwide. Our mission is to deliver great value to customers every day. We do this by offering a rapi.
TJX has raised its fiscal 2027 profit outlook after a Q2 beat, broad divisional gains and a higher store target, with Marmaxx execution a key test.
TJX's shares sank 17.4% in a month as raised profit guidance and improving Marmaxx trends contend with wage, fuel and valuation pressures.
Benchmark TJX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The TJX Companies, Inc. (TJX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $130.80 | $144.5B | 26.80 | 7.12% | 9.1% | 59.13% | 1.25% | |
| $232.51 | $75.2B | 35.18 | 7.67% | 10.85% | 42.34% | — | |
| $256.85 | $16.17B | 27.01 | 8.76% | 5.85% | 39.82% | — | |
| $82.48 | $4.99B | 21.20 | 16.62% | 9.79% | 14.58% | — | |
| $22.78 | $5.99B | 9.82 | -1.67% | 3.29% | 15.81% | — | |
| $18.26 | $2.05B | 7.70 | -4.28% | 1.75% | 6.68% | — |
The TJX Companies, Inc. (TJX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The TJX Companies, Inc. (TJX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Jun 11, 2026·SEC
May 20, 2026·SEC
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The TJX Companies, Inc. (TJX) stock FAQ — growth, dividends, profitability & financials explained
The TJX Companies, Inc. (TJX) reported $62.36B in revenue for fiscal year 2026. This represents a 832% increase from $6.69B in 1997.
The TJX Companies, Inc. (TJX) grew revenue by 7.1% over the past year. This is steady growth.
Yes, The TJX Companies, Inc. (TJX) is profitable, generating $6.07B in net income for fiscal year 2026 (9.1% net margin).
Yes, The TJX Companies, Inc. (TJX) pays a dividend with a yield of 1.25%. This makes it attractive for income-focused investors.
The TJX Companies, Inc. (TJX) has a return on equity (ROE) of 59.1%. This is excellent, indicating efficient use of shareholder capital.
The TJX Companies, Inc. (TJX) generated $5.88B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
