TJX jumps on Q1 earnings beat, raised full-year outlook, and higher buyback target

The TJX Companies, Inc. (TJX) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: TJX shares climbed after the off-price retailer posted better-than-expected quarterly results and lifted its full-year forecast. Investors also appeared to respond positively to the company’s increased share repurchase guidance and comments that the current quarter started well.

Details:

TJX reported first-quarter fiscal 2027 net sales of $14.3 billion, up 9% year over year, with consolidated comparable sales up 6%.

Diluted EPS for the quarter was $1.19 (up 29% year over year), alongside a pretax profit margin of 12.0%.

The company raised its full-year fiscal 2027 outlook, including comp sales growth of 3% to 4% and EPS guidance of $5.08 to $5.15.

TJX increased its full-year share buyback guidance range to $2.75 billion to $3.0 billion and said it returned $1.1 billion to shareholders during the quarter via repurchases and dividends.

Sources:

The TJX Companies, Inc. Investor Relations, AP News, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TJX Insider Trading Activity

$TJX insiders have traded $TJX stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $TJX stock by insiders over the last 6 months:

ERNIE HERRMAN (CEO & President) has made 0 purchases and 3 sales selling 84,363 shares for an estimated $12,979,408.
AMY B LANE sold 500 shares for an estimated $75,700

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$TJX Hedge Fund Activity

We have seen 1,336 institutional investors add shares of $TJX stock to their portfolio, and 1,218 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 10,596,870 shares (-66.3%) from their portfolio in Q1 2026, for an estimated $1,680,610,597
WELLINGTON MANAGEMENT GROUP LLP removed 4,247,994 shares (-24.2%) from their portfolio in Q1 2026, for an estimated $673,710,608
DIAMANT ASSET MANAGEMENT, INC. added 3,756,502 shares (+15998.0%) to their portfolio in Q1 2026, for an estimated $595,762,434
D. E. SHAW & CO., INC. removed 3,649,629 shares (-73.0%) from their portfolio in Q4 2025, for an estimated $560,619,510
TWO SIGMA INVESTMENTS, LP added 3,562,638 shares (+212.0%) to their portfolio in Q1 2026, for an estimated $565,016,573
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,988,112 shares (+34.4%) to their portfolio in Q1 2026, for an estimated $473,899,622
CAPITAL RESEARCH GLOBAL INVESTORS added 2,945,733 shares (+99.8%) to their portfolio in Q1 2026, for an estimated $467,178,525

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TJX Congressional Stock Trading

Members of Congress have traded $TJX stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $TJX stock by members of Congress over the last 6 months:

REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 03/23.
SENATOR JOHN W. HICKENLOOPER sold up to $100,000 on 01/14.
REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/18.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$TJX Analyst Ratings

Wall Street analysts have issued reports on $TJX in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Telsey Advisory Group issued a "Outperform" rating on 02/18/2026
UBS issued a "Buy" rating on 01/08/2026
Guggenheim issued a "Buy" rating on 12/10/2025
Baird issued a "Outperform" rating on 12/04/2025

To track analyst ratings and price targets for $TJX, check out Quiver Quantitative's $TJX forecast page.

$TJX Price Targets

Multiple analysts have issued price targets for $TJX recently. We have seen 9 analysts offer price targets for $TJX in the last 6 months, with a median target of $175.0.

Here are some recent targets:

Joseph Civello from Truist Securities set a target price of $175.0 on 05/18/2026
Matthew Boss from JP Morgan set a target price of $174.0 on 05/18/2026
Robert Drbul from BTIG set a target price of $185.0 on 02/26/2026
Dana Telsey from Telsey Advisory Group set a target price of $175.0 on 02/26/2026
Adrienne Yih from Barclays set a target price of $183.0 on 02/26/2026
Jay Sole from UBS set a target price of $193.0 on 01/08/2026
Ike Boruchow from Wells Fargo set a target price of $150.0 on 12/16/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.