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The TJX Companies, Inc.NYSE:TJX Rapporto sulle azioni

Cap. di mercato US$171.3b
Prezzo delle azioni
US$154.75
US$171.78
9.9% sottovalutato sconto intrinseco
1Y21.9%
7D-2.2%
1D
Valore del portafoglio
Vista

The TJX Companies, Inc.

Report azionario NYSE:TJX

Capitalizzazione di mercato: US$171.3b

TJX Companies (TJX) Panoramica del titolo

The TJX Companies, Inc. opera, insieme alle sue controllate, come rivenditore di abbigliamento e articoli per la casa a prezzi scontati in tutto il mondo. Maggiori dettagli

TJX analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura2/6
Prestazioni passate6/6
Salute finanziaria6/6
Dividendi3/6

TJX Community Fair Values

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Concorrenti di The TJX Companies, Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per TJX Companies
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$154.75
Massimo di 52 settimaneUS$165.82
Minimo di 52 settimaneUS$119.84
Beta0.64
Variazione di 1 mese-0.85%
Variazione a 3 mesi-4.27%
Variazione di 1 anno21.95%
Variazione a 3 anni98.12%
Variazione a 5 anni135.76%
Variazione dall'IPO96,069.38%

Notizie e aggiornamenti recenti

Seeking Alpha May 20

TJX Companies: Limited Upside Despite A Beat-And-Raise Q1

Summary TJX Companies delivered strong Q1 results, beating EPS and revenue expectations and raising FY 2027 guidance. Despite robust fundamentals and industry leadership, TJX trades at a premium ~30x P/E, leaving little margin for error. I maintain a "Hold" rating, citing valuation risk, slowing momentum, and potential consumer headwinds this summer. Technical signals are mixed; $145 is key support, with resistance at $150–$160 and a possible topping pattern forming. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 20

TJX Companies: Limited Upside Despite A Beat-And-Raise Q1

Summary TJX Companies delivered strong Q1 results, beating EPS and revenue expectations and raising FY 2027 guidance. Despite robust fundamentals and industry leadership, TJX trades at a premium ~30x P/E, leaving little margin for error. I maintain a "Hold" rating, citing valuation risk, slowing momentum, and potential consumer headwinds this summer. Technical signals are mixed; $145 is key support, with resistance at $150–$160 and a possible topping pattern forming. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi Jul 31

TJX Companies (NYSE:TJX) Could Become A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Articolo di analisi Jul 16

When Should You Buy The TJX Companies, Inc. (NYSE:TJX)?

Let's talk about the popular The TJX Companies, Inc. ( NYSE:TJX ). The company's shares received a lot of attention...
Articolo di analisi Jun 27

Earnings Not Telling The Story For The TJX Companies, Inc. (NYSE:TJX)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Nuova narrazione 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
Seeking Alpha Nov 26

The TJX Companies: I Am Waiting For TJX To Accelerate Its Growth

Summary I reiterate a hold rating for TJX due to its current tricky valuation multiple and await evidence of accelerated growth before upgrading. The TJX Companies reported solid Q3 performance with 6% revenue growth, driven by strong same-store sales growth across divisions and improved gross margins. Management's international expansion strategy, including ventures in Mexico, UAE, Saudi Arabia, and Spain, shows promise but needs successful execution for sustained premium valuation. Read the full article on Seeking Alpha
Seeking Alpha Nov 10

TJX Earnings Preview: Q3 Macro Trends Point To A Strong Quarter

Summary TJX Companies reported strong Q2 FY2025 earnings, beating EPS and revenue estimates, with 4% comparable store sales growth driven by customer transactions. Management's conservative Q3 guidance suggests potential for a beat, supported by strong US consumer spending and favorable freight cost trends. TJX's investment in Dubai-based Brands for Less and store expansion highlights its commitment to international growth and favorable off-price retail environment. Despite positive short-term trends, I rate TJX at Hold due to tough valuations and seek a better entry point. Read the full article on Seeking Alpha

Rendimenti per gli azionisti

TJXUS Specialty RetailUS Mercato
7D-2.2%1.2%1.5%
1Y21.9%2.1%28.6%

Ritorno vs Industria: TJX ha superato il US Specialty Retail che ha restituito 2.1 % nell'ultimo anno.

Rendimento vs Mercato: TJX ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.6 % nell'ultimo anno.

Volatilità dei prezzi

Is TJX's price volatile compared to industry and market?
TJX volatility
TJX Average Weekly Movement3.1%
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Prezzo delle azioni stabile: TJX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 3% ) di TJX è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
1962377,000Ernie Herrmanwww.tjx.com

The TJX Companies, Inc. opera, insieme alle sue consociate, come rivenditore di abbigliamento e di articoli per la casa a basso prezzo in tutto il mondo. Opera attraverso quattro segmenti: Marmaxx, HomeGoods, TJX Canada e TJX International. L'azienda fornisce abbigliamento per la famiglia, comprese le calzature; accessori, come articoli di bellezza e gioielli; prodotti di moda per la casa, tra cui articoli di base per la casa, accessori decorativi e articoli da regalo, oltre a mobili, tappeti, illuminazione, articoli per la casa morbidi, accessori decorativi, articoli per la tavola e pentole; alimenti per animali domestici e per buongustai; e altri prodotti.

The TJX Companies, Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di TJX Companies con la sua capitalizzazione di mercato?
TJX statistiche fondamentali
Capitalizzazione di mercatoUS$171.28b
Utili (TTM)US$5.79b
Ricavi(TTM)US$61.58b
29.6x
Rapporto P/E
2.8x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
TJX Conto economico (TTM)
RicaviUS$61.58b
Costo del fatturatoUS$42.28b
Profitto lordoUS$19.31b
Altre speseUS$13.52b
UtiliUS$5.79b

Ultimi utili riportati

May 02, 2026

Prossima data di guadagno

Aug 19, 2026

Utile per azione (EPS)5.24
Margine lordo31.35%
Margine di profitto netto9.40%
Rapporto debito/patrimonio netto27.6%

Come si è comportato TJX nel lungo periodo?

Vedi performance storica e confronto

Dividendi

1.2%
Rendimento attuale del dividendo
34%
Rapporto di remunerazione
Quando è necessario acquistare TJX per ricevere un dividendo imminente?
TJX Companies date dei dividendi
Data di stacco del dividendoMay 14 2026
Data di pagamento dei dividendiJun 04 2026
Giorni fino al dividendo Ex17 days
Giorni prima della data di pagamento dei dividendi4 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 20:45
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/05/02
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

The TJX Companies, Inc. è coperta da 45 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christopher GrajaArgus Research Company
Mark AltschwagerBaird
Robert DrbulBarclays