The TJX Companies, Inc. (TJX) Stock Price & Analysis

The TJX Companies, Inc. (TJX) closed at USD 147.38 on Thursday, October 22, 2026, up 1.28% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 145.52; the Oct 22, 2026 session ranged USD 145.48–147.68 on volume of 4,350,675 shares. Market capitalization is $162.11B, with a 52-week range of USD 122.78–170 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:23 UTC.

Also available as compact Markdown for AI agents: nexqual.com/TJX.md

Key facts (TJX)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TJX)

USDFY2022FY2023FY2024FY2025FY2026TTM
Revenue$48.5B$49.9B$54.2B$56.4B$60.4B$62.4B
Gross profit$13.8B$13.8B$16.3B$17.2B$18.7B—
Net income$3.28B$3.50B$4.47B$4.86B$5.49B$6.07B
EPS (diluted)$2.70$2.97$3.86$4.26$4.87—
Free cash flow$2.01B$2.63B$4.33B$4.20B$4.92B$5.88B
Gross margin28.5%27.6%30.0%30.6%31.0%—
Net margin6.8%7.0%8.3%8.6%9.1%9.7%
Revenue growth+51.1%+2.9%+8.6%+4.0%+7.1%—
Cash + short-term investments$6.23B$5.48B$5.60B$5.33B$6.23B—
Total debt$3.35B$3.36B$2.86B$2.87B$2.87B—

Fiscal years end Jan. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Aug 1, 2026) (TJX)

P/E 26.7x · P/S 2.6x · EV/Sales 2.5x · P/FCF 27.6x · P/B 15.2x · FCF yield 3.62% · Earnings yield 3.74% · Dividend yield (paid, TTM) 1.20% · Buyback yield (TTM) 1.72% · Net cash $3.13B · EV $159B

P/E at fiscal year-ends: Jan 2026 30.8x, Feb 2025 29.3x, Feb 2024 25.7x.

Superinvestors (SEC 13F-HR, Q2 2026) (TJX)

3 of 80 tracked investors hold TJX. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

InvestorFirm% of portfolioValueChange
Terry SmithFundsmith2.52%$344MNew position
Jensen Investment Management1.85%$76.2MNew position
Mairs & PowerMairs & Power Funds<0.01%$517KAdded +3.0%

Insider sales (SEC Form 4, open-market, last ~7 months) (TJX)

0 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-06-11Nemerov JackwynDirector957$161K54.4%NoToo little history (no open-market trades in 2023)
2026-06-10Benjamin PeterSEVP, Group President10,926$1.8M6.7%NoToo little history (no open-market trades in 2023 or 2024)
2026-06-09Meyrowitz CarolExecutive Chairman55,624$9.1M21.6%NoToo little history (no open-market trades in 2024 or 2025)
2026-06-05Klinger JohnSEVP, CFO6,235$1.0M8.8%NoToo little history (no open-market trades in 2023 or 2025)
2026-06-03…2026-06-05Herrman ErnieCEO & President67,551$10.7M11.6%NoRoutine (sold in Nov each year 2023–2025; this trade is outside those months)
2026-06-03Canestrari KennethSEVP - Group President31,447$5.0M22.6%NoToo little history (no open-market trades in 2025)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (TJX)

Consensus Buy (mean 2.00 on a 1–5 scale), 22 analysts; mean target USD 171.68 (low 136, high 198).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-22Wolfe ResearchInitiatedPeer Perform
2026-08-26JefferiesDowngradeBuy → Hold$180 → $145
2026-08-20CitigroupDowngradeBuy → Neutral$182 → $154
2026-08-20Morgan StanleyTarget loweredOverweight$181 → $178
2026-08-20UBSTarget raisedBuy$197 → $198
2026-08-20BTIGReiteratedBuy$190
2026-08-20BarclaysTarget loweredOverweight$190 → $188
2026-08-20Wells FargoTarget loweredEqual-Weight$160 → $140
2026-08-20Evercore ISI GroupTarget loweredOutperform$175 → $173
2026-08-20Gordon HaskettDowngradeBuy → Accumulate$155

Total return (dividends reinvested) (TJX)

1Y (from 2025-10-23)5Y (from 2021-10-18)
Total return+4.8%+146.9%
S&P 500 (SPY)+14.9%+80.3%
Per year+4.8%+19.8%
Volatility (annualized)21.3%21.1%
Max drawdown-26.8% (Jun 2026→Sep 2026)-25.5% (Dec 2021→Jun 2022)

TJX revenue by business segment (quarter ended Aug 1, 2026)

LineRevenueShare of totalYoY
Marmaxx$9.11B60.0%+3.0%
HomeGoods$2.51B16.5%+9.7%
TJX International$2.09B13.8%+10.6%
TJX Canada$1.47B9.7%+6.4%
Total revenue$15.18B100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

TJX company outlook (results filed Aug 19, 2026)

Quoted word-for-word from the SEC 8-K results press release.

TJX analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Oct 2026)$1.34$1.34-0.2%$15.88B17
Next quarter (ends Jan 2027)$1.49$1.50-0.6%$18.62B16
Current fiscal year (ends Jan 2027)$5.25$5.23+0.4%$64.02B19
Next fiscal year (ends Jan 2028)$5.77$5.76+0.2%$67.99B19

Key Statistics (as of October 23, 2026 at 09:23 UTC)

PriceUSD 147.38
Change▲ 1.28% (up)
Previous CloseUSD 145.52
OpenUSD 145.48
Day RangeUSD 145.48 – 147.68
52-Week RangeUSD 122.78 – 170
Volume4,350,675 shares
Market Cap$162.11B
ExchangeNYQ

Technical Analysis (TJX)

Nexqual's technical model rates TJX "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:23 UTC.

Overall SignalBUY
RSI (14)71.81 (overbought)
vs SMA50Above (USD 136.56)
MACD3.42 (positive)

Analyst Ratings (TJX)

Wall Street analysts rate TJX "Buy" based on 22 analysts, with a mean price target of USD 171.68 (range USD 136–198), per Nexqual as of October 23, 2026 at 09:23 UTC.

Consensus RatingBuy
Analyst Count22
Mean TargetUSD 171.68
High TargetUSD 198
Low TargetUSD 136
Buy / Hold / Sell18 / 4 / 0

Earnings (TJX)

Next Earnings Date2026-11-18
EPS EstimateUSD 1.34
Revenue Estimate$15.88B

Recent Earnings History

QuarterActual vs Estimate
2026-07-31USD 1.22 vs est 1.19 ▲ beat
2026-04-30USD 1.19 vs est 1.02 ▲ beat
2026-01-31USD 1.43 vs est 1.39 ▲ beat
2025-10-31USD 1.28 vs est 1.22 ▲ beat

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Financials & Fundamentals (TJX)

Total Revenue$62.36B
Revenue Growth (latest quarter, YoY)+5.40%
Gross Margin+31.47%
Operating Margin+10.91%
Profit Margin+9.73%
ROE+62.17%
Debt / Equity1.34
Current Ratio1.15
Total Cash$6.00B
Total Debt$14.32B
Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K)$5.88B (9.4% of revenue)

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Financial Health Score (TJX)

Nexqual rates The TJX Companies, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:23 UTC.

GrowthSolid — Revenue +7% YoY (annual)
ProfitabilitySolid — Gross margin 31%, operating 11% (last 12 months)
Balance SheetMixed — $6.00B cash and investments vs $2.87B debt (Aug 2026, SEC), net cash
Cash FlowSolid — FCF $5.88B (last 4 quarters to Aug 2026, SEC), 9% margin
EfficiencyStrong — ROE 62%, ROA 13.5%

Ownership (TJX)

Insider Ownership+0.16%
Institutional Ownership+95.41%
Shares Outstanding1.10B
Float1.10B
Short % of Float+1.66%

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Leadership (TJX)

The TJX Companies, Inc. is led by Ernie L. Herrman, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:23 UTC.

CEO, President & DirectorErnie L. Herrman
Executive ChairmanCarol M. Meyrowitz
Senior Executive VP & CFOJohn Klinger
Senior EVP & Group PresidentKenneth Canestrari
Senior EVP & Group PresidentDouglas W. Mizzi

Major Backers & Investors (TJX)

Notable institutional backers of The TJX Companies, Inc. include Morgan Stanley, FMR, LLC, Bank of America Corporation, according to Nexqual as of October 23, 2026 at 09:23 UTC.

Active Investors

InvestorStake
Morgan Stanley2.46%
FMR, LLC2.31%
Bank of America Corporation2.11%
JPMorgan1.54%
Ameriprise Financial, Inc.1.32%
Fidelity1.3%

Index Funds (Passive)

FundStake
BlackRock9.9%
Vanguard Group8.41%
State Street4.52%
Geode Capital2.63%

Source: Nexqual, October 23, 2026 at 09:23 UTC.

From The TJX Companies, Inc.'s Latest SEC 10-K Filing (filed 2026-03-31)

Key Strengths & Strategy (as disclosed to the SEC)

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:23 UTC. This page is informational and not investment advice.

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