TJX · NYSE · Apparel - Retail

TJX Companies (TJX)

Operates off-price apparel and home-fashions chains built around rapidly changing branded assortments.

$130.82
After hours+0.02 (+0.02%)
At close$130.80(−0.12%)
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The TJX Companies, Inc.TJX
Consumer Discretionary

Sells rapidly changing assortments of discounted apparel, accessories, footwear, home fashions, and outdoor gear through TJ Maxx, Marshalls, HomeGoods, Homesense, Sierra, Winners, and TK Maxx. Opportunistic purchasing from a broad vendor base supports the treasure-hunt format, while physical stores generate nearly all sales.

Operates off-price apparel and home-fashions chains through Marmaxx and HomeGoods in the United States, TJX Canada, and TJX International across Europe and Australia. TJ Maxx, Marshalls, HomeGoods, Homesense, Sierra, Winners, and TK Maxx span more than 5,200 stores, supported by a small complementary e-commerce business.

Buys branded, designer, and other merchandise opportunistically, including closeouts, cancellations, overruns, and special production. A broad global vendor base, purchases made close to need, flexible store layouts, and rapid inventory turns support frequently changing assortments and prices below comparable full-price retailers.

Most revenue comes from the United States, and stores generate nearly all sales despite several e-commerce sites. Results depend on continued access to attractive branded inventory, accurate allocation across local markets, efficient distribution, and sustained traffic to physical stores.

Company facts

CEOErnie L. Herrman
ListedJun 26, 1987
ExchangeNYSE
HeadquartersFramingham, MA
CountryUnited States
Employees377,000
CIK0000109198
ISINUS8725401090

Market cap$144.66B
EPS (ttm)$5.41
P/E (ttm)24.21
ROE59.8%
P/B13.58
P/S2.32
Dividend yieldDiv yield1.38%
Beta0.15vs XLY 0.52

Price target$175.00+33.8%Average of 53 analysts
ConsensusBuy45 of 53 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 31, 2026GuggenheimTarget
Target: $175
Target: $152
Aug 26, 2026JefferiesDowngrade
Rating: BuyTarget: $170
Rating: HoldTarget: $145
Aug 25, 2026BernsteinReiterate
Rating: Target: $170
Rating: OutperformTarget: $175
Aug 20, 2026Evercore ISIReiterate
Rating: Target: $175
Rating: OutperformTarget: $173
Aug 20, 2026Gordon Haskett Capital CorporationTarget
Target: $67
Target: $155

Next report
Nov 18, 26
in 57 days
EPS estimate
$1.33
Revenue estimate
$15.86B
Fiscal quarter
Q3 FY27

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.23$0.92$1.10$1.28$1.43$1.19$1.22Pending
Estimate$1.16$0.92$1.01$1.23$1.39$1.02$1.19$1.33
Surprise+6.0%+0.5%+8.9%+4.1%+2.9%+16.7%+2.5%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$16.35B$13.11B$14.40B$15.12B$17.74B$14.32B$15.18BPending
Estimate$16.21B$13.02B$14.14B$14.85B$17.36B$14.02B$15.16B$15.86B
Surprise+0.9%+0.7%+1.8%+1.8%+2.2%+2.2%+0.1%
Estimate$1.33
ReportedDue Nov 18, 2026
Estimate$15.86B
ReportedDue Nov 18, 2026
View details

Debt to equity134.40%
Current ratio114.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Revenue$14.06B$16.35B$13.11B$14.40B$15.12B$17.74B$14.32B$15.18B
Net income$1.30B$1.40B$1.04B$1.24B$1.44B$1.77B$1.33B$1.52B
Net margin9.2%8.6%7.9%8.6%9.5%10.0%9.3%10.0%

GrowthOperating income

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Operating income$1.69B$1.85B$1.32B$1.62B$1.97B$2.35B$1.69B$1.99B
YoY growth+9.4%+3.2%−1.8%+13.9%+16.5%+27.4%+28.1%+22.7%

Balance sheet, Aug 1, 2026Cash & short-term investments $6.00B · Total debt $14.32B · Total assets $37.12B · Shareholders' equity $10.65B

Revenue
$15.18B
Operating income
$1.99B
Net income
$1.52B
View details

Dividend yield
1.38%
Next ex-date
Nov 12, 26
in 51 days
Annual dividend
$1.81
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Dividend$0.375$0.425$0.425$0.425$0.425$0.48$0.48$0.48
Annual yield1.19%1.17%1.20%1.13%1.10%1.19%1.18%1.43%
Ex-dateFeb 13May 15Aug 14Nov 13Feb 12May 14Aug 13Nov 12
Payment dateMar 6Jun 5Sep 4Dec 4Mar 5Jun 4Sep 3Dec 3
View details

Institutions92.66%1.02B shares
2,831 holders · as of Jun 30, 2026
Insiders0.13%1.38M shares
12 holders · as of Jun 12, 2026
Other7.21%79.72M shares
remainder

1.10B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.85%108.84Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.54%72.22Mas of Jun 30, 2026
State Street CorpInstitution
4.50%49.71Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.62%28.89Mas of Jun 30, 2026
Morgan StanleyInstitution
2.45%27.03Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 11, 2026Jackwyn Nemerovdirector−957$168.60
Jun 10, 2026Peter Benjaminofficer: SEVP, Group President−10,926$165.00
Jun 9, 2026Carol Meyrowitzdirector, officer: Executive Chairman−55,624$163.65
Jun 5, 2026Ernie Herrmandirector, officer: CEO & President−10,002$160.68
Jun 4, 2026Ernie Herrmandirector, officer: CEO & President−28,000$158.33
View details

  • Ross Stores

    Second-largest US off-price peer; same model across apparel and home.

  • Burlington Stores

    Third-largest US off-price peer; smaller-store pivot expanding into TJX formats.

  • Walmart

    Mass-market giant; everyday low prices across apparel and home fashions.

  • Target

    Style-forward US discounter contesting branded apparel and home décor.

  • Costco

    Membership warehouse club; rotating home goods and apparel at bulk value.

  • Wayfair

    Online home goods leader contesting HomeGoods' décor and soft-home shoppers.

  • Kohl's

    Value department store ceding apparel and home shoppers to off-price chains.

CompareAfter hours

CompanyPriceChange
TJX Companies$130.82+0.02%$144.66B24.224.22.3+5.4%
Ross Stores$232.08−0.19%$74.18B28.027.43.0+13.3%
Burlington Stores$256.58−0.10%$15.85B22.621.31.3+10.9%
Walmart$110.02−0.10%$855.02B38.836.81.2+5.9%
Target$159.02+0.01%$71.63B16.417.20.7+5.3%
Costco$899.71+0.04%$398.46B45.241.01.4+11.6%
Wayfair$107.35+0.04%$14.38B31.71.1+7.5%
Kohl's$18.39+0.68%$1.98B7.512.20.1−6.4%
Median25.327.41.2+7.5%