Yahoo · Sep 15, 2026
TJX International's Adjusted Margin Hits 7.3%: More Upside Ahead?
TJX International's profitability improves alongside solid sales growth, supported by favorable merchandise margin and expense leverage.
NYSE · TJX
The TJX Companies, Inc.
Consumer Cyclical · Apparel - Retail
$124.60
Down-$1.36 (-1.08%)
Updated Sep 16, 2026, 11:04 AM
SID Score
5.5/10
Composite research score
Smart Money
62/100
Neutral
- Market cap
- 173.16B
- P/E ratio
- 34.22
- Dividend yield
- 1.67%
- 52-week range
- $124.87 – $170.00
- Volume
- 11.11M
- Avg. volume
- 5.2M
Price performance
TJX price history
1M range · 20 trading sessions · Daily adjusted prices
TJX closed at $124.60 after 20 trading sessions, down 17.40% for the selected period.
- Last close
- $124.60
- Period change
- -17.40%
- Period low
- $124.60
- Period high
- $150.85
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $126.20 | $127.03 | $123.84 | $124.60 | 11.11M |
| Sep 14, 2026 | $126.88 | $127.80 | $125.79 | $125.99 | 7.6M |
| Sep 11, 2026 | $127.12 | $127.36 | $124.87 | $126.02 | 5.93M |
| Sep 10, 2026 | $126.38 | $127.08 | $125.56 | $126.42 | 6.2M |
| Sep 9, 2026 | $128.09 | $128.13 | $125.81 | $126.12 | 8.37M |
| Sep 8, 2026 | $131.26 | $132.00 | $128.37 | $128.92 | 11.17M |
| Sep 4, 2026 | $131.78 | $133.11 | $131.78 | $132.08 | 7.27M |
| Sep 3, 2026 | $131.615 | $132.355 | $130.15 | $132.19 | 7.84M |
| Sep 2, 2026 | $133.36 | $133.50 | $131.18 | $131.31 | 7M |
| Sep 1, 2026 | $134.01 | $134.68 | $133.04 | $133.27 | 7.18M |
| Aug 31, 2026 | $135.10 | $135.55 | $133.08 | $133.91 | 11.95M |
| Aug 28, 2026 | $134.75 | $135.5612 | $133.55 | $135.12 | 6.8M |
| Aug 27, 2026 | $135.85 | $135.90 | $134.17 | $134.22 | 7.04M |
| Aug 26, 2026 | $139.20 | $139.25 | $136.74 | $136.83 | 10.47M |
| Aug 25, 2026 | $140.92 | $142.49 | $139.43 | $139.48 | 6.07M |
| Aug 24, 2026 | $141.19 | $141.19 | $139.17 | $140.71 | 7.31M |
| Aug 21, 2026 | $140.61 | $141.925 | $139.5891 | $140.53 | 9.7M |
| Aug 20, 2026 | $142.21 | $142.49 | $139.31 | $140.69 | 12.33M |
| Aug 19, 2026 | $144.14 | $150.535 | $141.94 | $144.50 | 12.89M |
| Aug 18, 2026 | $153.06 | $153.43 | $150.85 | $150.85 | 6.57M |
Latest TJX news
The latest Smart Investors Daily articles mentioning TJX.
Stock researchCompany · Overview
TJX research
Overview
Company profile and research snapshot.
Company profile
TJX Companies is the leading off-price retailer of apparel, accessories, and home merchandise in the United States. The firm leverages its more than 21,000 global vendor relationships to procure and sell branded merchandise at prices 20%-60% cheaper than conventional retail channels. TJX opportunistically purchases excess inventory that stems from manufacturing overruns and retail closeout sales. The retailer disperses its vast and disparate merchandise across its nearly 5,200 global stores, creating a treasure-hunt shopping experience for consumers. Over three quarters of TJX's sales are derived from the United States, primarily via the T.J. Maxx, Marshalls, and HomeGoods banners. About 10% of sales come from Canada and 12% from Europe and Australia.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $165.91
- Implied upside
- —
- Analysts
- 18
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 26, 2026 | Jefferies | Hold | — |
| Aug 20, 2026 | Wells Fargo | Equal-Weight | — |
| Aug 20, 2026 | Barclays | Overweight | — |
| Aug 20, 2026 | BTIG | Buy | — |
| Aug 20, 2026 | UBS | Buy | — |
News briefing
No generated briefing is available yet.
Yahoo · Sep 15, 2026
Jim Cramer Questions TJX After Marmaxx Stumbles
Jim Cramer raised concerns about The TJX Companies, Inc. (NYSE:TJX) during the September 10 episode of Mad Money, as he said: We had our CNBC Investing Club meeting today… I review each of the Charitable Trust positions on the call. This time, it was pretty clinical until I got to TJX, the off-price retailer. Candidly, […]
Yahoo · Sep 15, 2026
Chewy vs. TJX Companies: Which Consumer Stock Is a Better Buy in 2026?
Chewy's subscription model and TJX's off-price network reveal starkly different profitability profiles. One prioritizes growth, the other delivers margins.
Yahoo · Sep 15, 2026
TJX (TJX) Loses 16.5% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
TJX (TJX) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
AI research layers
Interpretive context generated from the platform’s current data sources.
The TJX Companies Stock Performance
The TJX Companies has experienced significant downward pressure across multiple timeframes, with shares trading at $124.64, per SID market data. The stock has declined 18.09% over the past month and 25.19% over the trailing three months, while the one-year return stands at negative 19.07%. TJX is trading substantially below both its 50-day moving average of $147.45 and its 200-day moving average of $154.30, confirming a sustained bearish technical trend. The 14-day relative strength index has fallen to 11.0, placing the stock deep in oversold territory and well below the conventional 30 threshold. Despite the sell-off, average daily trading volume remains robust at approximately 5.20 million shares, according to Massive/Polygon data. The company's beta of 0.762 indicates historically lower volatility relative to the broader market, making the current magnitude of decline particularly notable for this consumer cyclical name.
The TJX Companies Valuation Analysis
The TJX Companies currently carries a market capitalization of approximately $173.16 billion and trades at a price-to-earnings ratio of 34.22, per SID market data. This premium multiple reflects the market's historical willingness to pay up for TJX's off-price retail model, though the PEG ratio of 11.61 suggests the current valuation is elevated relative to the company's earnings growth rate. The price-to-book ratio stands at 18.72, consistent with asset-light retail business models that generate high returns on equity, according to SEC filings. TJX offers a dividend yield of approximately 1.06%, providing modest income to shareholders. Within the consumer cyclical sector, TJX's valuation multiples remain at the higher end of the peer range despite the recent share price decline of over 25% in three months. The compression in stock price has not yet brought traditional valuation metrics to levels that would be considered discounted relative to historical norms.
Smart Money Activity for TJX
The TJX Companies registers a smart money composite score of 62 out of 100, generating a neutral signal overall, per SID market data. Institutional ownership activity scores a perfect 25 out of 25, indicating strong conviction and sustained positioning among major fund managers according to 13F institutional filings. Congressional trading activity scores 15.6 out of 25, reflecting moderate interest from members of Congress in the off-price retailer. Insider activity registers at 12.5 out of 25, suggesting a middling level of executive and director transactions, per SEC Form 4 filings. Dark pool activity scores 8.5 out of 25, indicating relatively limited large-block institutional trading through alternative venues during the recent period. The divergence between the maximum institutional score and the below-average dark pool reading is notable, as it suggests that while long-term institutional holders maintain their positions, shorter-term institutional flows through dark pools have moderated. The overall neutral composite signal reflects these mixed signals across the four tracked categories.
The TJX Companies Earnings Outlook
The TJX Companies has delivered four consecutive quarters of earnings beats, according to company earnings reports. In the most recent quarter reported on August 19, 2026, TJX posted earnings per share of $1.22 versus the consensus estimate of $1.19, representing a $0.03 positive surprise. The strongest outperformance came in the quarter reported May 20, 2026, when actual EPS of $1.19 exceeded the $1.00 estimate by $0.19, a 19% beat. The holiday quarter reported February 25, 2026 showed EPS of $1.43 against a $1.38 estimate, while the December 2025 quarter delivered $1.28 versus the $1.2343 consensus, per analyst estimates. The consistent pattern of exceeding expectations demonstrates operational execution by TJX management, with cumulative positive surprises totaling $0.3157 across the four-quarter period. Despite this earnings consistency, the stock's sharp price decline suggests broader macroeconomic or sector-level concerns are currently outweighing the company's fundamental performance.
Wall Street Analyst Ratings for TJX
Wall Street analyst sentiment on The TJX Companies has shown a recent divergence, per SID consensus data. On August 26, 2026, Jefferies downgraded TJX from Buy to Hold, representing the most notable shift in coverage according to Wall Street analyst reports. However, several firms maintained constructive ratings on the same reporting date of August 20, 2026: Barclays reiterated its Overweight rating, UBS maintained its Buy rating, and BTIG reiterated its Buy classification. Wells Fargo maintained its Equal-Weight rating on the same date. The predominance of Buy and Overweight ratings among recent coverage actions indicates that three out of five tracked analysts maintain bullish positioning despite the stock's 25.19% decline over three months. The Jefferies downgrade stands as the sole negative revision in the recent cycle, potentially reflecting concerns around valuation compression and near-term growth headwinds. The split between maintained bullish ratings and the singular downgrade underscores an evolving but still largely constructive consensus view on TJX.
