TJX Companies (TJX) 주식 개요
는 자회사와 함께 전 세계에서 오프 프라이스 의류 및 홈 패션 소매업체로 운영되고 있습니다. 자세히 보기
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Analyst Price Targets
The TJX Companies, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$155.43 |
| 52주 최고가 | US$170.00 |
| 52주 최저가 | US$119.84 |
| 베타 | 0.62 |
| 1개월 변동 | 0.44% |
| 3개월 변동 | -0.23% |
| 1년 변동 | 25.98% |
| 3년 변동 | 83.31% |
| 5년 변동 | 127.74% |
| IPO 이후 변동 | 96,491.97% |
최근 뉴스 및 업데이트
Seeking Alpha • Jun 22
The TJX Companies: Still An Attractive Growth Story In The Retail Space, But Still Expensive
Summary The TJX Companies demonstrate robust sales and profit growth across segments as a result of the poor consumer sentiment in the United States. Strong cash flow generation underpins TJX's ability to sustain dividends and buyback shares, although I have to question whether buybacks are actually attractive at the current valuation. Valuation metrics indicate a significant premium compared to the consumer discretionary sector median, as well as to the firm's own 5Y historic metrics. For these reasons, I reiterate my hold. Read the full article on Seeking Alpha
내러티브 업데이트 • 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 • Jun 22
The TJX Companies: Still An Attractive Growth Story In The Retail Space, But Still Expensive
Summary The TJX Companies demonstrate robust sales and profit growth across segments as a result of the poor consumer sentiment in the United States. Strong cash flow generation underpins TJX's ability to sustain dividends and buyback shares, although I have to question whether buybacks are actually attractive at the current valuation. Valuation metrics indicate a significant premium compared to the consumer discretionary sector median, as well as to the firm's own 5Y historic metrics. For these reasons, I reiterate my hold. Read the full article on Seeking Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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 AlphaSeeking 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 Alpha주주 수익률
| TJX | US Specialty Retail | US 시장 | |
|---|---|---|---|
| 7D | -5.1% | 0.05% | -2.5% |
| 1Y | 26.0% | 5.3% | 19.0% |
수익률 대 산업: TJX은 지난 1년 동안 5.3%의 수익을 기록한 US Specialty Retail 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: TJX은 지난 1년 동안 19%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| TJX volatility | |
|---|---|
| TJX Average Weekly Movement | 3.7% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: TJX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TJX의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1962 | 377,000 | Ernie Herrman | www.tjx.com |
는 자회사와 함께 전 세계에서 오프 프라이스 의류 및 홈 패션 소매업체로 운영되고 있습니다. 이 회사는 4개의 부문으로 운영됩니다: 마맥스, 홈굿즈, TJX 캐나다, TJX 인터내셔널. 이 회사는 신발을 포함한 패밀리 의류, 미용 및 보석 등의 액세서리, 홈 베이직, 장식용 액세서리, 선물용품 등의 홈 패션 제품, 가구, 러그, 조명, 소프트 홈, 장식용 액세서리, 테이블탑, 조리기구, 애완동물 및 미식 식품, 기타 상품 등을 제공합니다.
The TJX Companies, Inc. 기초 지표 요약
| TJX 기초 통계 | |
|---|---|
| 시가총액 | US$171.70b |
| 순이익 (TTM) | US$5.79b |
| 매출 (TTM) | US$61.58b |
29.7x
주가수익비율(P/E)2.8x
주가매출비율(P/S)TJX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TJX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$61.58b |
| 매출원가 | US$42.28b |
| 총이익 | US$19.31b |
| 기타 비용 | US$13.52b |
| 순이익 | US$5.79b |
최근 보고된 실적
May 02, 2026
다음 실적 발표일
Aug 19, 2026
| 주당순이익(EPS) | 5.24 |
| 총이익률 | 31.35% |
| 순이익률 | 9.40% |
| 부채/자본 비율 | 27.6% |
TJX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| TJX Companies 배당 일정 | |
|---|---|
| 배당락일 | Aug 13 2026 |
| 배당 지급일 | Sep 03 2026 |
| 배당락일까지 남은 일수 | 45 days |
| 배당 지급일까지 남은 일수 | 66 days |
TJX는 안정적으로 배당을 지급합니까?
TJX 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/28 14:59 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/05/02 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
The TJX Companies, Inc.는 45명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Graja | Argus Research Company |
| Mark Altschwager | Baird |
| Robert Drbul | Barclays |