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The TJX Companies, Inc.Informe acción NYSE:TJX

Capitalización bursátil US$166.6b
Precio de las acciones
n/a
1Y12.1%
7D-3.1%
1D0%
Valor de la cartera
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The TJX Companies, Inc.

Informe acción NYSE:TJX

Capitalización de mercado: US$166.6b

TJX Companies (TJX) Resumen de Acciones

The TJX Companies, Inc. y sus filiales operan en todo el mundo como minoristas de ropa y moda para el hogar. Saber más

Análisis fundamental de TJX
Puntuación del snowflake
Valoración0/6
Crecimiento futuro2/6
Rendimiento pasado6/6
Salud financiera6/6
Dividendos3/6

TJX Community Fair Values

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Competidores de The TJX Companies, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del TJX Companies
Precios históricos de las acciones
Precio actual de la acciónUS$150.85
Máximo en las últimas 52 semanasUS$170.00
Mínimo de 52 semanasUS$133.34
Beta0.62
Cambio en 1 mes-2.34%
Variación en 3 meses-5.25%
Cambio de 1 año12.06%
Variación en 3 años69.30%
Variación en 5 años100.31%
Variación desde la OPV93,645.73%

Noticias y actualizaciones recientes

Seeking Alpha Aug 05

TJX Companies Q2 Preview: Expecting Positive Traffic Trends, Shares Fairly Valued

Summary I view the TJX Companies as fairly valued ahead of its Q2 release, which is expected later in August. The outlook for discount retail appears positive, especially given the current inflationary environment. Accordingly, I am expecting positive traffic trends when TJX releases the print. That said, I believe much of this good news on the outlook is already mostly priced in at current trading levels. I see shares as a ‘hold’ prior to the Q2 print. Read the full article on Seeking Alpha
Actualización de narrativa Jun 29

TJX: Strong Off Price Execution And Expansion May Restrain Further Upside

The analyst fair value estimate for TJX Companies has been raised from $129.14 to $146.93, reflecting updated Street price targets clustered in the $160 to $197 range as analysts point to Q1 earnings outperformance, broad-based comp strength and solid margin trends across banners. Analyst Commentary Street research on TJX Companies has turned more constructive on Q1 execution, with multiple firms lifting price targets into the US$160 to US$197 range after the earnings beat, broad-based comp performance and margin strength across banners.
Actualización de narrativa Jun 15

TJX: Off Price Model And Capital Returns Will Drive Future Upside

Analysts lifted the TJX Companies fair value estimate to $197 from $193 as higher Street price targets, Q1 earnings strength, and expectations for steady margins and revenue growth support a slightly higher assumed P/E multiple and a modestly lower discount rate. Analyst Commentary Street research around the Q1 report points to broadly constructive sentiment on TJX, with a cluster of higher price targets following the earnings release.

Recent updates

Seeking Alpha Aug 05

TJX Companies Q2 Preview: Expecting Positive Traffic Trends, Shares Fairly Valued

Summary I view the TJX Companies as fairly valued ahead of its Q2 release, which is expected later in August. The outlook for discount retail appears positive, especially given the current inflationary environment. Accordingly, I am expecting positive traffic trends when TJX releases the print. That said, I believe much of this good news on the outlook is already mostly priced in at current trading levels. I see shares as a ‘hold’ prior to the Q2 print. Read the full article on Seeking Alpha
Actualización de narrativa Jun 29

TJX: Strong Off Price Execution And Expansion May Restrain Further Upside

The analyst fair value estimate for TJX Companies has been raised from $129.14 to $146.93, reflecting updated Street price targets clustered in the $160 to $197 range as analysts point to Q1 earnings outperformance, broad-based comp strength and solid margin trends across banners. Analyst Commentary Street research on TJX Companies has turned more constructive on Q1 execution, with multiple firms lifting price targets into the US$160 to US$197 range after the earnings beat, broad-based comp performance and margin strength across banners.
Actualización de narrativa Jun 15

TJX: Off Price Model And Capital Returns Will Drive Future Upside

Analysts lifted the TJX Companies fair value estimate to $197 from $193 as higher Street price targets, Q1 earnings strength, and expectations for steady margins and revenue growth support a slightly higher assumed P/E multiple and a modestly lower discount rate. Analyst Commentary Street research around the Q1 report points to broadly constructive sentiment on TJX, with a cluster of higher price targets following the earnings release.
Actualización de narrativa Jun 01

TJX: Off Price Q1 Execution And FY27 Guidance Will Drive Upside

Narrative Update The updated analyst price target for TJX Companies has moved higher from $171.78 to $177.63 as analysts point to a series of Q1 earnings beats, broad-based comp and transaction growth across banners, and ongoing optimism around the off price model and margin performance. Analyst Commentary Recent Street research on TJX Companies has tilted clearly positive, with multiple firms lifting their price targets after the Q1 report.
Actualización de narrativa May 03

TJX: Off Price Model And Capital Returns Will Support Future Upside

Analysts have nudged TJX Companies' average price target higher into the mid to high $170s, citing stronger than expected Q4 results, resilient traffic and ticket trends, and what they view as conservative guidance that leaves room for upside. Analyst Commentary Bullish analysts have been lifting their price targets on TJX Companies following the latest Q4 report, pointing to solid execution, resilient demand and what they see as achievable guidance.
Actualización de narrativa Apr 19

TJX: Off Price Model And Shareholder Returns Will Support Future Upside

Narrative Update The blended Street price target for TJX has moved higher into a $172 to $185 range, as analysts cite strong recent quarterly results, resilient off-price fundamentals, and updated long-term guidance as support for revising their models. Analyst Commentary Recent research updates show a cluster of bullish analysts revising their TJX valuation frameworks higher, with most new targets falling into the low to mid US$170s and several stretching into the low US$180s.
Actualización de narrativa Apr 05

TJX: Off Price Execution And FY27 Guidance Will Shape Balanced Risk Profile

Analysts have inched up their average price targets on TJX Companies into a $170 to $185 range, citing strong recent quarterly results, resilient traffic and margins, and an outlook that they see as leaving room for further execution upside. Analyst Commentary Recent research points to a broadly positive tone on TJX, with most firms lifting price targets into the mid to high $170s range and a few moving into the low $180s.
Actualización de narrativa Mar 22

TJX: Off Price Execution And FY27 Guidance Will Frame Balanced Upside Risk

Analysts have nudged TJX Companies' average price target higher into the low $170s, reflecting updated models after strong Q4 results, resilient margins, and guidance that several firms describe as leaving room for upside. Analyst Commentary Bullish and cautious voices are both active around TJX, but the current wave of research is skewed toward higher price targets and confidence in execution following recent results.
Actualización de narrativa Mar 07

TJX: Off Price Execution And FY27 Guidance Will Shape Multi Year Outlook

The analyst price target for TJX Companies has moved higher, reflecting a fair value increase from $164.11 to $171.78. Analysts point to strong recent results, updated models, and sustained resilience in off-price retail as key supports for this change.
Actualización de narrativa Feb 21

TJX: Off Price Exposure To Higher Income Shoppers Will Drive Future Upside

Analysts have lifted their fair value estimate for TJX Companies to $193 from $181, citing higher Street price targets and renewed optimism around off-price retail, as firms highlight resilient discretionary spending, solid top-line trends tied to easier weather comparisons and tax refunds, and exposure to higher income consumers. Analyst Commentary Bullish analysts are pointing to a more constructive view on TJX Companies, with higher fair value estimates and price targets reflecting confidence in the off price model and the company’s ability to execute in a mixed retail backdrop.
Actualización de narrativa Feb 07

TJX: Elevated Off Price Optimism May Constrain Future Share Return Potential

Analysts have nudged their price expectations for TJX higher, reflected in our fair value estimate rising from US$124.91 to US$129.14. They cite recent price target increases across the Street that point to confidence in the company's off price positioning, ongoing top line trends, Q3 performance and updated guidance.
Actualización de narrativa Jan 24

TJX: Elevated Expectations Around Off Price Expansion May Limit Future Upside

Analysts have nudged their fair value estimate for TJX Companies higher to about $124.91 from $117.46, citing recent price target increases across the Street that reflect confidence in the off price model, solid Q3 results, and positive views on consumer spending and market share opportunities into 2026. Analyst Commentary Street research on TJX remains largely constructive, with a cluster of higher price targets following the company’s Q3 report and updated guidance.
Actualización de narrativa Jan 09

TJX: Off Price Execution And FY26 Guidance Will Support Multi Year Outlook

Analysts nudged their price target for TJX higher to about $164 from roughly $160, citing supportive Street research that highlights stronger Q3 results, updated FY26 guidance, and broad confidence in off-price retail trends and TJX's multi-banner momentum. Analyst Commentary Recent research points to a generally constructive stance on TJX, with multiple firms lifting valuation targets after the Q3 report and updated FY26 guidance.
Actualización de narrativa Dec 26

TJX: Q3 Execution And Market Share Gains Will Support Multi Year Outlook

Analysts modestly lifted their price target on TJX Companies to approximately $160 from about $159, citing strong Q3 results, raised multi year guidance, broad based sales momentum across segments, and continued market share opportunities in the off price space. Analyst Commentary Analyst sentiment around TJX remains broadly constructive following the latest Q3 report, with multiple firms lifting price targets across a wide range, from the mid $140s to the low $180s, and reiterating positive ratings on the shares.
Actualización de narrativa Dec 12

TJX Strong Q3 Execution Will Drive Market Share Gains Ahead

TJX Companies fair value estimate has been raised from $164 to $181, as analysts point to strong Q3 results, raised long term guidance, resilient value positioning across categories, and continued market share and EPS growth potential supported by the off price sector backdrop. Analyst Commentary Bullish analysts broadly highlight TJX's strong Q3 performance, improved long term guidance, and durable value proposition as key drivers behind a wave of upward price target revisions.
Actualización de narrativa Nov 27

TJX: Momentum From Q3 Gains And Market Share Advances Will Support Outlook

The fair value estimate for TJX Companies has been raised by analysts from approximately $151.84 to $159.16 per share. This adjustment reflects robust Q3 performance, raised guidance, and ongoing strength across key business segments.
Actualización de narrativa Nov 11

TJX: Strong Operating Margins And Execution Will Sustain Measured Performance Ahead

Analysts have raised their price target for TJX Companies slightly, from approximately $151.37 to $151.84. They cite strong business performance, robust operating margins, and a solid outlook supported by recent earnings results.
Actualización de narrativa Oct 28

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

The analyst price target for TJX Companies has increased slightly from $149.44 to $151.37 per share. Analysts point to the company’s strong recent results, raised guidance, and sustained profitability compared to competitors.
Actualización de narrativa Aug 27

Global Store Base Will Reach 7,000, Increasing Customer Access

The analyst price target for TJX Companies has been raised to $149.44, reflecting strong Q2 outperformance, raised guidance, and sustained traffic and market share gains, though upside may be tempered by elevated valuation. Analyst Commentary Strong Q2 performance with both revenue and earnings exceeding expectations, fueled by healthy traffic growth across all banners.
Artículo de análisis Aug 22

The TJX Companies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in The TJX Companies, Inc. ( NYSE:TJX ) had a good week, as its shares rose 3.4% to close at US$138 following...
Nueva narrativa Apr 08

HomeGoods And Sierra Expansion Will Shape Future Markets

Global expansion into high-potential markets like Canada, Europe, and new regions is set to drive significant sales growth and increased market share.
Seeking Alpha Mar 27

The TJX Companies: Priced For Perfection (Rating Downgrade)

Summary TJX is executing well with solid same-store sales growth and effective management, but macroeconomic conditions have worsened, posing risks to FY25 earnings. Elevated inventory levels and potential margin contraction could pressure TJX's financial performance amid weakening consumer spending and increased fixed costs. TJX's current premium valuation compared to peers like Burlington and Ross is unsustainable, suggesting significant downside risk if macro conditions don't improve. I recommend a sell rating due to heightened macro risks, inventory concerns, and the stock being priced for perfection, despite strong management execution. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

The TJX Companies: Capital Efficiency And Defensive Earnings Come At A Price

Summary The TJX Companies constantly has grown its leading off-price retail store network with great capital efficiency. TJX provides very defensive earnings as the business is weakly affected by changes in industry-wide apparel sales, proven by recent years' sales data and the 2008 financial crisis performance. The capital efficiency and defensive earnings come at a high price tag, and I estimate a fair value of $116 for TJX stock. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

TJXUS Specialty RetailMercado US
7D-3.1%-4.5%-0.3%
1Y12.1%-4.3%19.9%

Rentabilidad vs. Industria: TJX superó a la industria US Specialty Retail, que obtuvo un rendimiento del -4.3% el año pasado.

Rentabilidad vs. Mercado: TJX obtuvo unos resultados inferiores a los del mercado US, que fueron del 19.9% el año pasado.

Volatilidad de los precios

Is TJX's price volatile compared to industry and market?
TJX volatility
TJX Average Weekly Movement3.6%
Specialty Retail Industry Average Movement7.5%
Market Average Movement7.1%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: TJX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de TJX (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1962377,000Ernie Herrmanwww.tjx.com

The TJX Companies, Inc. junto con sus filiales, opera como minorista de ropa y moda para el hogar fuera de precio en todo el mundo. Opera a través de cuatro segmentos: Marmaxx, HomeGoods, TJX Canadá y TJX Internacional. La empresa ofrece ropa para la familia, que incluye calzado; accesorios, como belleza y joyería; productos de moda para el hogar, que incluyen productos básicos para el hogar, accesorios decorativos y artículos de regalo, así como muebles, alfombras, iluminación, artículos para el hogar, accesorios decorativos, artículos de mesa y utensilios de cocina; alimentos para mascotas y gourmet; y otros artículos.

Resumen de fundamentos de The TJX Companies, Inc.

¿Cómo se comparan los beneficios e ingresos de TJX Companies con su capitalización de mercado?
Estadísticas fundamentales de TJX
Capitalización bursátilUS$166.64b
Beneficios(TTM)US$5.79b
Ingresos (TTM)US$61.58b
28.8x
Ratio precio-beneficio (PE)
2.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de TJX
IngresosUS$61.58b
Coste de los ingresosUS$42.28b
Beneficio brutoUS$19.31b
Otros gastosUS$13.52b
BeneficiosUS$5.79b

Últimos beneficios comunicados

May 02, 2026

Próxima fecha de beneficios

Aug 19, 2026

Beneficios por acción (BPA)5.24
Margen bruto31.35%
Margen de beneficio neto9.40%
Ratio deuda/patrimonio27.6%

¿Cómo se ha desempeñado TJX a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.3%
Rentabilidad actual por dividendo
34%
Ratio de pagos
¿Cuándo hay que comprar TJX para recibir un próximo dividendo?
fechas de dividendos de TJX Companies
Fecha ex dividendoAug 13 2026
Fecha de pago de dividendosSep 03 2026
Días hasta ex dividendo7 days
Días hasta la fecha de pago de dividendos14 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/18 14:01
Precio de las acciones al final del día2026/08/18 00:00
Beneficios2026/05/02
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

The TJX Companies, Inc. está cubierta por 45 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher GrajaArgus Research Company
Mark AltschwagerBaird
Robert DrbulBarclays