Key Takeaways for The TJX Companies Stock as of July 2026
- TIKR’s mid case mod`el puts TJX stock’s target price at $214, a 38% total return and 7% annualized from today’s $155 by January 2031.
- Against that setup, Wall Street’s tally stands at 16 buys, 3 outperforms, 1 hold, 1 no opinion, 1 underperform and 1 sell, as of June 30.
- Every one of TJX’s four divisions (Marmaxx, HomeGoods, TJX Canada, and TJX International) posted comp growth of at least 4% in the first quarter, and that spread pushed management to raise full year sales guidance to $63.2 billion to $63.7 billion and EPS guidance to $5.08 to $5.15.
Compare TJX’s raised guidance against the Street’s own numbers on TIKR for free →
TJX Stock Jumps on a 6% Comp Beat That Spans Every Division
The TJX Companies (TJX) posted a 6% comp sales gain for the quarter ended May 2026, strong enough that management raised full year guidance before the fiscal year was even a quarter old. That is unusual for TJX stock, and it traces to one pattern: every division grew comps on its own, not one hot banner carrying the total. Marmaxx posted a 6% comp with segment margin up 100 basis points to 14.7%. HomeGoods ran hotter at 9%, margin up 270 basis points to 13%. TJX Canada added 7%, and TJX International grew 4% with margin up 40 basis points to 4.7%.
CEO Ernie Herrman flagged how rare that timing was when JPMorgan’s Matthew Boss asked about the sales raise on the Q1 2027 earnings call: “I don’t know when we’ve done that before in the first quarter where we would have adjusted the year like this.” That gets at the actual repricing question for TJX stock. A comp trend this broad, confirmed across four divisions in one quarter, is normally the kind of signal the Street waits longer to trust before moving numbers. TJX moved first, lifting full year sales guidance to $63.2 billion to $63.7 billion, up 5% to 6%, and diluted EPS guidance to $5.08 to $5.15, up 7% to 9% over last year’s adjusted $4.73.
Gross margin told the same story, climbing 180 basis points to 31.3% on better merchandise margin, fuel hedge gains and expense leverage from the higher sales base. None of the four divisions leaned on price to get there. Ticket and transaction growth split roughly evenly, and Herrman said the company saw growth across every income band it tracks, from under $50,000 households up to over $100,000.
He called that balance across income groups deliberate, not accidental, the product of a buying model built on good, better and best price points in every category. That is the development repricing TJX stock: comp strength broad enough across income groups and geographies that TJX raised its own bar before most retail peers had even reported their own quarters.
Track how TJX’s four-division comp surge feeds through to margins on TIKR for free →
TJX Stock Trades 8% Below Its High, a Gap Wall Street’s Buys Don’t Reflect
TJX stock hit a max drawdown of 11% on May 13, 2026, days before the company reported the quarter that triggered its guidance raise.
The stock has since pulled that drawdown in to 7.93%, but it has not erased the pullback that built through the spring, well before the comp numbers turned this strong. That gap between a comp-driven upgrade cycle and a stock still down close to 8% from its high is the tension the guidance raise alone does not explain.
Wall Street’s consensus leans heavily bullish: 16 buy ratings, 3 outperforms, 1 hold, 1 no opinion, 1 underperform and 1 sell as of June 30, 2026. The mean price target of $178 sits 15% above TJX stock’s July 21 close of $155, up from $142 last August, a climb that has been steady every period since.
Analysts have moved their numbers up well ahead of where the stock currently trades, and the June count of buy ratings has stayed at 16 even as a lone underperform and sell rating showed up in the mix for the first time.
TIKR Values TJX Stock at $214, Pricing In Sustained Comp Strength
TIKR’s mid case model values TJX stock at $214 by January 2031, implying a 38% total return from the current price of $155, or 7% annualized over the next 4.5 years.
A 7% annualized return puts TJX stock in line with a mature, dividend-paying retailer rather than a growth name, the kind of return that rewards patience over a quick trade.
That target is reachable precisely because the comp strength behind the guidance raise touched every division at once, not one banner carrying the rest. A retailer growing comps in the mid single digits across its entire portfolio, while raising both sales and profit guidance in the same quarter, is the kind of broad execution the mid case assumes continues.
The same buyer network Herrman described as adding thousands of new vendors a year is what keeps that comp engine fed, and it is what separates this quarter’s guidance raise from a one-time beat the model would otherwise discount.
Pull up TJX’s path to a $214 target and 38% return on TIKR for free →
Should You Invest in The TJX Companies, Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up The TJX Companies, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track The TJX Companies, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
