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The TJX Companies, Inc.NYSE:TJX 株式レポート

時価総額 US$169.9b
株価
n/a
1Y14.7%
7D-5.7%
1D-1.1%
ポートフォリオ価値
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The TJX Companies, Inc.

NYSE:TJX 株式レポート

時価総額:US$169.9b

TJX Companies(TJX)株式概要

TJXカンパニーは、その子会社とともに、オフプライスのアパレルとホームファッションの小売業を世界中で展開している。 詳細

TJX ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長2/6
過去の実績6/6
財務の健全性6/6
配当金3/6

TJX Community Fair Values

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The TJX Companies, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要TJX Companies
過去の株価
現在の株価US$152.11
52週高値US$170.00
52週安値US$132.01
ベータ0.62
1ヶ月の変化0.76%
3ヶ月変化3.17%
1年変化14.70%
3年間の変化69.92%
5年間の変化105.44%
IPOからの変化94,428.75%

最新ニュース

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
ナラティブ更新 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.
ナラティブ更新 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
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
新しいナラティブ 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

株主還元

TJXUS Specialty RetailUS 市場
7D-5.7%-1.6%1.7%
1Y14.7%-0.5%20.0%

業界別リターン: TJX過去 1 年間で-0.5 % の収益を上げたUS Specialty Retail業界を上回りました。

リターン対市場: TJXは、過去 1 年間で20 % のリターンを上げたUS市場を下回りました。

価格変動

Is TJX's price volatile compared to industry and market?
TJX volatility
TJX Average Weekly Movement3.7%
Specialty Retail Industry Average Movement7.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

安定した株価: TJX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TJXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1962377,000Ernie Herrmanwww.tjx.com

TJXカンパニーは、その子会社とともに、オフプライスのアパレルとホームファッションの小売業を世界的に展開している。TJXは4つのセグメントで運営されている:マーマックス(Marmaxx)、ホームグッズ(HomeGoods)、TJXカナダ(TJX Canada)、TJXインターナショナル(TJX International)。同社は、フットウェアを含むファミリー向けアパレル、ビューティやジュエリーなどのアクセサリー、ホームベーシック、装飾アクセサリー、ギフトウェアを含むホームファッション製品、家具、ラグ、照明、ソフトホーム、装飾アクセサリー、テーブルトップ、調理器具、ペットフード、グルメフード、その他の商品を提供している。また、室内装飾品、家具、季節の家庭用品も扱っている。同社は店舗とeコマースサイトを通じて商品を販売している。TJXカンパニーは1962年に設立され、マサチューセッツ州フラミンガムに本社を置く。

The TJX Companies, Inc. 基礎のまとめ

TJX Companies の収益と売上を時価総額と比較するとどうか。
TJX 基礎統計学
時価総額US$169.91b
収益(TTM)US$5.79b
売上高(TTM)US$61.58b
29.0x
PER(株価収益率
2.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TJX 損益計算書(TTM)
収益US$61.58b
売上原価US$42.28b
売上総利益US$19.31b
その他の費用US$13.52b
収益US$5.79b

直近の収益報告

May 02, 2026

次回決算日

Aug 19, 2026

一株当たり利益(EPS)5.24
グロス・マージン31.35%
純利益率9.40%
有利子負債/自己資本比率27.6%

TJX の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.3%
現在の配当利回り
34%
配当性向

TJX 配当は確実ですか?

TJX 配当履歴とベンチマークを見る
TJX 、いつまでに購入すれば配当金を受け取れますか?
TJX Companies 配当日
配当落ち日Aug 13 2026
配当支払日Sep 03 2026
配当落ちまでの日数2 days
配当支払日までの日数19 days

TJX 配当は確実ですか?

TJX 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/14 21:52
終値2026/08/14 00:00
収益2026/05/02
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The TJX Companies, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45

アナリスト機関
Christopher GrajaArgus Research Company
Mark AltschwagerBaird
Robert DrbulBarclays