Wall Street Zen Upgrades TJX Companies (NYSE:TJX) to “Buy”

TJX Companies (NYSE:TJX) was upgraded by Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued on Saturday.

TJX has been the subject of a number of other reports. Argus raised shares of TJX Companies to a “strong-buy” rating in a research note on Tuesday, March 3rd. Deutsche Bank Aktiengesellschaft set a $184.00 price objective on shares of TJX Companies in a research note on Thursday, January 8th. UBS Group reiterated a “buy” rating on shares of TJX Companies in a research report on Wednesday, March 4th. BTIG Research reissued a “buy” rating and issued a $185.00 price target (up from $165.00) on shares of TJX Companies in a research note on Thursday, February 26th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $170.00 price target on shares of TJX Companies in a research report on Tuesday, January 6th. Three research analysts have rated the stock with a Strong Buy rating and twenty-two have issued a Buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $167.55.

TJX Companies Price Performance

Shares of TJX stock opened at $155.02 on Friday. The stock has a 50-day moving average price of $155.56 and a 200 day moving average price of $150.51. The company has a quick ratio of 0.59, a current ratio of 1.14 and a debt-to-equity ratio of 0.18. The firm has a market cap of $172.14 billion, a price-to-earnings ratio of 31.77, a PEG ratio of 3.62 and a beta of 0.73. TJX Companies has a 12 month low of $116.37 and a 12 month high of $162.68.

TJX Companies (NYSE:TJX) last released its earnings results on Wednesday, February 25th. The apparel and home fashions retailer reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.38 by $0.05. The company had revenue of $17.74 billion for the quarter, compared to the consensus estimate of $17.36 billion. TJX Companies had a net margin of 9.10% and a return on equity of 57.70%. The company’s revenue was up 8.5% compared to the same quarter last year. During the same period in the prior year, the company posted $1.23 EPS. TJX Companies has set its FY 2027 guidance at 4.930-5.020 EPS and its Q1 2027 guidance at 0.970-0.990 EPS. Research analysts expect that TJX Companies will post 4.18 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Ernie Herrman sold 30,000 shares of TJX Companies stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $160.95, for a total transaction of $4,828,500.00. Following the transaction, the chief executive officer owned 479,316 shares of the company’s stock, valued at $77,145,910.20. This trade represents a 5.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 0.13% of the stock is owned by insiders.

Institutional Investors Weigh In On TJX Companies

Hedge funds have recently bought and sold shares of the company. Brighton Jones LLC raised its stake in TJX Companies by 113.7% during the 4th quarter. Brighton Jones LLC now owns 15,039 shares of the apparel and home fashions retailer’s stock worth $1,817,000 after buying an additional 8,002 shares during the period. Revolve Wealth Partners LLC grew its stake in TJX Companies by 12.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,172 shares of the apparel and home fashions retailer’s stock valued at $262,000 after acquiring an additional 235 shares during the period. Bison Wealth LLC increased its holdings in shares of TJX Companies by 32.9% in the fourth quarter. Bison Wealth LLC now owns 3,856 shares of the apparel and home fashions retailer’s stock worth $466,000 after acquiring an additional 955 shares in the last quarter. United Bank increased its holdings in shares of TJX Companies by 7.6% in the second quarter. United Bank now owns 16,298 shares of the apparel and home fashions retailer’s stock worth $2,013,000 after acquiring an additional 1,155 shares in the last quarter. Finally, Schnieders Capital Management LLC. acquired a new stake in shares of TJX Companies during the second quarter worth about $244,000. 91.09% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting TJX Companies

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: TJX reported fiscal 2026 sales of about $60.4 billion with solid comparable-store sales and reiterated a growth strategy toward ~7,000 stores — reinforcing the company’s long-term growth thesis. TJX Hits $60B Sales Milestone in FY26: What Fuels Long-Term Growth?
• Positive Sentiment: Analysts and commentators highlight that TJX’s off‑price model can benefit from retail supply-chain disruption (higher freight/fuel, excess full‑price inventory), which may translate into better merchandise buys and margin resilience. How retailers like TJX can actually benefit from higher fuel costs and shipping delays
• Positive Sentiment: Sell‑side notes remain constructive: Bernstein reiterated a Buy and framed TJX’s off‑price “flywheel” as supporting sustainable earnings growth and a premium multiple. Continued analyst support can limit downside. TJX Companies: Leveraging a Self‑Reinforcing Off-Price Flywheel…
• Positive Sentiment: Equity research roundups (Zacks/other outlets) continue to feature TJX as a resilient retail name amid broader market ideas, keeping it on investors’ radar for long‑term portfolios. 3 S&P 500 Stocks for Long-Term Investors
• Neutral Sentiment: Some commentary asks whether TJX’s ~32% one‑year rally leaves less upside from current levels — raising valuation/entry‑timing questions rather than altering the core bull case. Investors weighing entry should compare growth outlook vs. premium valuation. Is It Too Late To Consider TJX Companies (TJX) After A 32% One Year Rally?
• Neutral Sentiment: Research roundups and “top reports” mention TJX alongside other favored names, which supports investor attention but doesn’t by itself move fundamentals. Top Stock Reports for Amazon.com, TJX and Eaton Corp.
• Negative Sentiment: Short‑term weakness: outlets note the stock is down modestly since the last earnings report and recent daily moves show small pullbacks — evidence of profit‑taking or re‑rating after a sizable rally. Why Is TJX (TJX) Down 0.7% Since Last Earnings Report?
• Negative Sentiment: Recent intraday/close reports show the stock moving down in individual sessions (e.g., a ~1.36% decline referenced in market summaries), signaling near‑term volatility that can pressure sentiment. TJX (TJX) Stock Moves -1.36%: What You Should Know

TJX Companies Company Profile

TJX Companies, Inc is a leading off-price retailer of apparel, footwear, home fashions and other consumer goods. The company operates multiple retail concepts that offer discounted brand-name and designer merchandise, including well-known banners such as T.J. Maxx and Marshalls in the United States, HomeGoods for home furnishings, TK Maxx in parts of Europe, and Winners and Homesense in Canada. Merchandise categories span women’s, men’s and children’s apparel, accessories, beauty, home décor, kitchenware and small furniture, with frequent changes in assortment that create a “treasure-hunt” shopping experience for consumers.

The company’s business model centers on opportunistic buying, purchasing excess, irregular or out-of-season inventory from manufacturers, department stores and other suppliers, and passing savings to customers through lower prices.