TJX Companies stock falls 1.16 percent as guidance rises

Published on 09/28/2026 at 14:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TJX Companies stock was at USD 130.10 on September 25, 2026, while adjusted Q2 EPS reached USD 1.22. Fiscal 2027 EPS guidance rose to USD 5.15-5.20.

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TJX Companies (US8725401090) was trading at USD 130.10 on the NYSE on September 25, 2026, down 1.16 percent from the prior close of USD 131.63. The latest operating update raised fiscal 2027 adjusted earnings guidance to USD 5.15-5.20 per share.

Guidance moves higher

As Yahoo Finance reported on September 16, 2026, TJX lifted its fiscal 2027 adjusted pretax margin outlook to 12.00-12.10 percent from 11.90-12.00 percent. The company also raised adjusted EPS guidance from USD 5.08-5.15 to USD 5.15-5.20.

The updated forecast implies a higher earnings floor for the fiscal year, but the next checkpoint is closer: third-quarter adjusted EPS guidance stands at USD 1.30-1.32, with comparable sales growth expected at 2.00-3.00 percent.

Q2 results beat consensus

TJX reported second-quarter fiscal 2027 net sales of USD 15.18 billion for the period ended August 1, 2026, up 5.00 percent year over year. Adjusted EPS rose 11.00 percent year over year to USD 1.22 and exceeded the USD 1.18 Zacks consensus estimate, according to Yahoo Finance.

MarketBeat reported on September 12, 2026, that 22 analysts held a Moderate Buy consensus and an average 12-month price target of USD 171.63. The valuation gap matters because TJX stock was 23.15 percent below that target at the September 25 price.

Value retail remains the test

The operating profile remains tied to TJX's off-price model. The company sells apparel and home merchandise through banners including T.J. Maxx, Marshalls and HomeGoods, while its latest outlook calls for fiscal 2027 sales of USD 63.4-63.8 billion.

Management's forecast also identifies the pressure point: comparable sales at the Marmaxx division rose 1.00 percent in the second quarter, below HomeGoods at 7.00 percent, TJX Canada at 6.00 percent and TJX International at 7.00 percent, according to Yahoo Finance. For investors, the raised group guidance now depends heavily on whether Marmaxx can improve during the holiday period.

TJX stock stays below its yearly high

TJX stock was last at USD 130.10 on the NYSE on September 25, 2026, against a 52-week range of USD 122.78 to USD 170.00. Market capitalization stood at USD 143.7 billion on that date, giving the stock a measurable recovery distance even after the higher earnings outlook.