TJX Companies (TJX) Aperçu de l'action
The TJX Companies, Inc. et ses filiales sont des détaillants de vêtements hors prix et d'articles de décoration dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 2/6 |
| Performances passées | 6/6 |
| Santé financière | 6/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
TJX Community Fair Values
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Analyst Price Targets
The TJX Companies, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$140.53 |
| Plus haut sur 52 semaines | US$170.00 |
| Plus bas sur 52 semaines | US$134.75 |
| Bêta | 0.62 |
| Variation sur 1 mois | -8.88% |
| Variation sur 3 mois | -11.21% |
| Variation sur 1 an | 2.92% |
| Variation sur 3 ans | 58.22% |
| Variation sur 5 ans | 90.83% |
| Évolution depuis l'introduction en bourse | 87,232.36% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 20
TJX: Margin Resilience And FY27 Earnings Outlook Will Drive Future Upside
The fair value estimate for TJX Companies has moved modestly lower to $172.80 as analysts factor in weaker Marmaxx comps and tougher competitive pressures, partly offset by resilient margins and a still supportive long term P/E outlook. Analyst Commentary Recent Street research on TJX Companies points to a mixed but detailed picture, with bullish analysts focusing on the long term earnings profile and portfolio strength while bearish analysts focus on Marmaxx comps, competitive pressure, and near term execution risk.Seeking Alpha • Aug 19
TJX Companies: Another Strong Quarter, But Technical Concerns Mount
Summary TJX Companies is rated "Hold," reflecting premium valuation and a vulnerable technical setup despite solid Q2 results. Q2 delivered 5.4% revenue growth, 4% comp sales, and adjusted EPS of $1.22, bolstered by tariff refunds. Management raised FY 2027 EPS guidance to $5.31–$5.36 and projects 10%–11% steady EPS growth, but upside appears limited. Technical risks are rising: shares are below the 200-day moving average, with $145 as key support and potential downside to $120. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Aug 20
TJX: Margin Resilience And FY27 Earnings Outlook Will Drive Future Upside
The fair value estimate for TJX Companies has moved modestly lower to $172.80 as analysts factor in weaker Marmaxx comps and tougher competitive pressures, partly offset by resilient margins and a still supportive long term P/E outlook. Analyst Commentary Recent Street research on TJX Companies points to a mixed but detailed picture, with bullish analysts focusing on the long term earnings profile and portfolio strength while bearish analysts focus on Marmaxx comps, competitive pressure, and near term execution risk.Seeking Alpha • Aug 19
TJX Companies: Another Strong Quarter, But Technical Concerns Mount
Summary TJX Companies is rated "Hold," reflecting premium valuation and a vulnerable technical setup despite solid Q2 results. Q2 delivered 5.4% revenue growth, 4% comp sales, and adjusted EPS of $1.22, bolstered by tariff refunds. Management raised FY 2027 EPS guidance to $5.31–$5.36 and projects 10%–11% steady EPS growth, but upside appears limited. Technical risks are rising: shares are below the 200-day moving average, with $145 as key support and potential downside to $120. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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 AlphaRendement pour les actionnaires
| TJX | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | -7.6% | -3.2% | -1.5% |
| 1Y | 2.9% | -6.4% | 17.8% |
Rendement vs Industrie: TJX a dépassé le secteur US Specialty Retail qui a rapporté -6.4 % au cours de l'année écoulée.
Rendement vs marché: TJX a sous-performé le marché US qui a rapporté 17.8 % au cours de l'année écoulée.
Volatilité des prix
| TJX volatility | |
|---|---|
| TJX Average Weekly Movement | 3.5% |
| Specialty Retail Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: TJX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TJX ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1962 | 377,000 | Ernie Herrman | www.tjx.com |
The TJX Companies, Inc. et ses filiales, est un détaillant mondial de vêtements et d'articles de décoration hors prix. Elle exerce ses activités par le biais de quatre segments : Marmaxx, HomeGoods, TJX Canada et TJX International. La société propose des vêtements pour toute la famille, y compris des chaussures ; des accessoires, tels que des produits de beauté et des bijoux ; des produits de décoration intérieure, y compris des articles de base pour la maison, des accessoires décoratifs et des articles-cadeaux, ainsi que des meubles, des tapis, des éclairages, des articles pour la maison, des accessoires décoratifs, des articles de table et des ustensiles de cuisine ; des aliments pour animaux de compagnie et des produits gastronomiques ; et d'autres marchandises.
The TJX Companies, Inc. Résumé des fondamentaux
| TJX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$155.24b |
| Bénéfices(TTM) | US$6.07b |
| Recettes(TTM) | US$62.36b |
25.6x
Ratio P/E2.5x
Ratio P/SLe site TJX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TJX compte de résultat (TTM) | |
|---|---|
| Recettes | US$62.36b |
| Coût des recettes | US$42.74b |
| Marge brute | US$19.62b |
| Autres dépenses | US$13.56b |
| Les revenus | US$6.07b |
Derniers bénéfices déclarés
Aug 01, 2026
Prochaine date de publication des résultats
Nov 18, 2026
| Résultat par action (EPS) | 5.49 |
| Marge brute | 31.47% |
| Marge bénéficiaire nette | 9.73% |
| Ratio dettes/capitaux propres | 27.0% |
Quelles ont été les performances à long terme de TJX?
Voir les performances historiques et les comparaisonsDividendes
1.4%
Rendement actuel des dividendes33%
Ratio de distributionLe site TJX verse-t-il des dividendes fiables ?
Voir TJX l'historique des dividendes et les indices de référence| TJX Companies dates des dividendes | |
|---|---|
| Date ex-dividende | Aug 13 2026 |
| Date de paiement du dividende | Sep 03 2026 |
| Jours jusqu'au dividende Ex | 11 days |
| Jours jusqu'à la date de paiement du dividende | 10 days |
Le site TJX verse-t-il des dividendes fiables ?
Voir TJX l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/23 17:38 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/08/01 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The TJX Companies, Inc. est couverte par 45 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Mark Altschwager | Baird |
| Robert Drbul | Barclays |