The TJX Companies, Inc. (NYSE:TJX) to Post Q2 2025 Earnings of $0.90 Per Share, William Blair Forecasts

The TJX Companies, Inc. (NYSE:TJX) – Analysts at William Blair increased their Q2 2025 EPS estimates for TJX Companies in a note issued to investors on Wednesday, May 22nd. William Blair analyst D. Carden now anticipates that the apparel and home fashions retailer will post earnings per share of $0.90 for the quarter, up from their prior estimate of $0.89. The consensus estimate for TJX Companies’ current full-year earnings is $4.08 per share. William Blair also issued estimates for TJX Companies’ Q3 2025 earnings at $1.07 EPS, Q4 2025 earnings at $1.15 EPS, FY2025 earnings at $4.05 EPS and FY2026 earnings at $4.23 EPS.

TJX Companies (NYSE:TJX) last issued its earnings results on Wednesday, May 22nd. The apparel and home fashions retailer reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.87 by $0.06. The business had revenue of $12.48 billion for the quarter, compared to analyst estimates of $12.48 billion. TJX Companies had a net margin of 8.47% and a return on equity of 64.26%. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.76 EPS.

Other equities research analysts have also issued reports about the company. The Goldman Sachs Group raised TJX Companies from a “neutral” rating to a “buy” rating and upped their price target for the company from $100.00 to $110.00 in a research report on Thursday, April 25th. BMO Capital Markets lifted their price target on shares of TJX Companies from $95.00 to $110.00 and gave the company an “outperform” rating in a report on Thursday, February 29th. UBS Group increased their price objective on shares of TJX Companies from $132.00 to $134.00 and gave the stock a “buy” rating in a research note on Thursday. Telsey Advisory Group lifted their target price on TJX Companies from $112.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Redburn Atlantic lowered TJX Companies from a “buy” rating to a “neutral” rating and set a $100.00 target price for the company. in a report on Monday, February 5th. Two analysts have rated the stock with a hold rating and seventeen have issued a buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $110.05.

TJX Companies Trading Up 2.0 %

Shares of NYSE TJX opened at $102.14 on Friday. The stock has a market capitalization of $115.72 billion, a P/E ratio of 25.34, a PEG ratio of 2.67 and a beta of 0.87. The stock’s 50 day moving average price is $97.27 and its two-hundred day moving average price is $95.12. The company has a quick ratio of 0.64, a current ratio of 1.23 and a debt-to-equity ratio of 0.38. TJX Companies has a 52-week low of $75.65 and a 52-week high of $104.98.

TJX Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 6th. Shareholders of record on Thursday, May 16th will be given a dividend of $0.375 per share. This represents a $1.50 dividend on an annualized basis and a dividend yield of 1.47%. This is an increase from TJX Companies’s previous quarterly dividend of $0.33. The ex-dividend date of this dividend is Wednesday, May 15th. TJX Companies’s payout ratio is 37.22%.

TJX Companies announced that its board has initiated a share repurchase program on Wednesday, February 28th that authorizes the company to repurchase $2.50 billion in shares. This repurchase authorization authorizes the apparel and home fashions retailer to repurchase up to 2.2% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.

Insider Transactions at TJX Companies

In related news, CEO Ernie Herrman sold 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 21st. The shares were sold at an average price of $98.98, for a total transaction of $1,979,600.00. Following the transaction, the chief executive officer now owns 515,801 shares in the company, valued at $51,053,982.98. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. In related news, EVP Louise Greenlees sold 2,694 shares of the firm’s stock in a transaction that occurred on Friday, March 1st. The shares were sold at an average price of $98.83, for a total transaction of $266,248.02. Following the completion of the sale, the executive vice president now directly owns 50,273 shares in the company, valued at $4,968,480.59. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Ernie Herrman sold 20,000 shares of TJX Companies stock in a transaction on Thursday, March 21st. The stock was sold at an average price of $98.98, for a total value of $1,979,600.00. Following the completion of the transaction, the chief executive officer now owns 515,801 shares in the company, valued at $51,053,982.98. The disclosure for this sale can be found here. Company insiders own 0.13% of the company’s stock.

Institutional Trading of TJX Companies

A number of hedge funds have recently bought and sold shares of the company. WealthPlan Investment Management LLC acquired a new stake in TJX Companies during the 3rd quarter valued at $334,000. Larson Financial Group LLC raised its position in TJX Companies by 76.0% during the third quarter. Larson Financial Group LLC now owns 389 shares of the apparel and home fashions retailer’s stock valued at $35,000 after buying an additional 168 shares during the period. Syon Capital LLC purchased a new stake in TJX Companies in the 3rd quarter worth about $580,000. NBC Securities Inc. acquired a new stake in TJX Companies during the 3rd quarter worth about $1,169,000. Finally, Achmea Investment Management B.V. grew its stake in TJX Companies by 33.8% during the 3rd quarter. Achmea Investment Management B.V. now owns 142,436 shares of the apparel and home fashions retailer’s stock valued at $12,659,000 after acquiring an additional 35,986 shares in the last quarter. 91.09% of the stock is owned by hedge funds and other institutional investors.

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.