TJX and Deckers: Potential Stock Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 15 2026
0mins
Should l Buy TJX?
Source: Fool
- Strong Performance by TJX: TJX Companies has established dominance in the retail and home goods sectors, with its stock doubling over the past five years and achieving an average annual return of nearly 18.5%, alongside a dividend yield exceeding 1%, indicating stability and appeal across economic cycles.
- Significant Sales Growth: TJX's latest earnings report revealed a 5% year-over-year increase in comparable sales, significantly surpassing expectations, which indicates that consumers are shopping more frequently and purchasing more products from its brands, thereby enhancing the company's market competitiveness.
- Potential Rebound for Deckers Outdoor: Despite a 17% decline in stock price over the past 12 months, Deckers Outdoor has achieved an impressive 84% gain over the last five years, reflecting solid fundamentals, particularly with high international demand for its HOKA and UGG brands.
- Attractive Valuation: With a trailing P/E ratio of 14.2, Deckers' stock is trading well below its five-year average of 23.4 and at its lowest value in four years, suggesting that the stock may be undervalued and worth a closer look by investors.
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Analyst Views on TJX
Wall Street analysts forecast TJX stock price to rise
18 Analyst Rating
17 Buy
1 Hold
0 Sell
Strong Buy
Current: 155.120
Low
150.00
Averages
169.81
High
193.00
Current: 155.120
Low
150.00
Averages
169.81
High
193.00
About TJX
The TJX Companies, Inc. is an off-price apparel and home fashions retailer in the United States (U.S.) and worldwide. The Company's segments include Marmaxx and HomeGoods, both in the U.S., TJX Canada and TJX International, including Europe and Australia. The TJ Maxx and Marshalls chains sell family apparel, including footwear and accessories, home fashions, including home basics, decorative accessories, and giftware and other merchandise. The HomeGoods segment operates HomeGoods and Homesense chains. HomeGoods offers an eclectic assortment of home fashions, including furniture, rugs, lighting, soft home, decorative accessories, tabletop, and cookware, as well as expanded pet and gourmet food departments. The TJX Canada segment operates the Winners, HomeSense and Marshalls chains in Canada, offering a range of home decor, furniture, and seasonal home merchandise. The TJX International segment operates the TK Maxx and Homesense chains in Europe and the TK Maxx chain in Australia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Market Volatility and TJX Dividend Increase
- Market Volatility: The S&P 500 struggled to maintain gains at the start of the holiday-shortened trading week, initially rising after President Trump's comments on the Iran war but subsequently falling, with the tech-heavy Nasdaq leading the decline, indicating market uncertainty.
- Oil Price Impact: U.S. West Texas Intermediate crude oil prices rose over 3% to above $100 per barrel; however, despite this typically leading to higher bond yields, the 10-year Treasury yield fell about 10 basis points to 4.32%, reflecting a cautious market response to short-term energy cost spikes.
- TJX Dividend and Buyback: TJX Companies announced a 14% increase in its quarterly dividend to $0.48 per share and plans to repurchase approximately $2.5 billion to $2.75 billion of stock in the current fiscal year, signaling confidence in future earnings and cash flow growth, despite a modest dividend yield of 1.2%.
- Strong Long-term Performance: TJX shares have risen 298% over the past decade, with a total return of 358% when including reinvested dividends, demonstrating the company's consistent execution and off-price model's effectiveness in attracting value-seeking shoppers.
See More
TJX Announces 12.9% Increase in Quarterly Dividend
- Dividend Increase: TJX has declared a quarterly dividend increase from $0.42 to $0.48 per share, representing a 12.9% rise, which not only reflects the company's ongoing profitability but also boosts investor confidence in its long-term stability.
- Dividend Payment Details: The new dividend will be payable on June 4, with a record date of May 14 and an ex-dividend date also on May 14, ensuring shareholders can promptly benefit from this increased return, thereby enhancing the company's appeal in the capital markets.
- Historical Performance: This dividend increase marks the 29th increase in the past 30 years for TJX, demonstrating the company's strong capability in providing stable returns to shareholders, which enhances its attractiveness as a long-term investment.
- Future Outlook: TJX anticipates achieving 4% to 5% sales growth by 2027 and plans to open 146 new stores, a strategic move that will not only drive future revenue growth but also further solidify its leadership position in the apparel retail market.
See More
TJX Companies Announces 13% Increase in Quarterly Dividend
- Dividend Increase: The TJX Companies' Board of Directors has approved a 13% increase in its quarterly dividend to $0.48 per share, payable on June 4, 2026, reflecting the company's confidence in its future profitability.
- Share Buyback Program: The company plans to repurchase approximately $2.5 to $2.75 billion in shares for Fiscal 2027, demonstrating a strong commitment to enhancing shareholder value while driving company growth.
- Historical Performance: Over the past 30 years, TJX has increased its dividend 29 times, achieving a compound annual growth rate of 20%, which not only showcases the company's stability but also boosts investor confidence.
- Market Leadership: As a leading off-price retailer, TJX operates over 5,200 stores across ten countries, offering products at prices 20% to 60% below full-price retailers, further solidifying its competitive advantage in the market.
See More
TJX COMPANIES INC ANNOUNCES $2.50-$2.75 BILLION SHARE BUYBACK PROGRAM FOR FISCAL 2027
- Company Plans: The company is planning to repurchase shares in a range of $2.50 to $2.75 per share.
- Fiscal Year 2027: The share repurchase is part of the company's strategy for fiscal year 2027.
See More
TJX COMPANIES INC ANNOUNCES QUARTERLY DIVIDEND OF $0.48 PER SHARE, PAYABLE ON JUNE 4, 2026
- Dividend Announcement: The company has declared a quarterly dividend of $0.48 per share.
- Payment Date: The dividend is payable on June 4, 2026.
See More
TJX COMPANIES, INC. DECLARES 13% RISE IN COMMON STOCK DIVIDEND
- Company Announcement: The TJX Companies, Inc. has announced a 13% increase in its common stock dividend.
- Dividend Impact: This increase reflects the company's commitment to returning value to its shareholders.
See More
Market Volatility and TJX Dividend Increase
- Market Volatility: The S&P 500 struggled to maintain gains at the start of the holiday-shortened trading week, initially rising after President Trump's comments on the Iran war but subsequently falling, with the tech-heavy Nasdaq leading the decline, indicating market uncertainty.
- Oil Price Impact: U.S. West Texas Intermediate crude oil prices rose over 3% to above $100 per barrel; however, despite this typically leading to higher bond yields, the 10-year Treasury yield fell about 10 basis points to 4.32%, reflecting a cautious market response to short-term energy cost spikes.
- TJX Dividend and Buyback: TJX Companies announced a 14% increase in its quarterly dividend to $0.48 per share and plans to repurchase approximately $2.5 billion to $2.75 billion of stock in the current fiscal year, signaling confidence in future earnings and cash flow growth, despite a modest dividend yield of 1.2%.
- Strong Long-term Performance: TJX shares have risen 298% over the past decade, with a total return of 358% when including reinvested dividends, demonstrating the company's consistent execution and off-price model's effectiveness in attracting value-seeking shoppers.
See More
TJX Announces 12.9% Increase in Quarterly Dividend
- Dividend Increase: TJX has declared a quarterly dividend increase from $0.42 to $0.48 per share, representing a 12.9% rise, which not only reflects the company's ongoing profitability but also boosts investor confidence in its long-term stability.
- Dividend Payment Details: The new dividend will be payable on June 4, with a record date of May 14 and an ex-dividend date also on May 14, ensuring shareholders can promptly benefit from this increased return, thereby enhancing the company's appeal in the capital markets.
- Historical Performance: This dividend increase marks the 29th increase in the past 30 years for TJX, demonstrating the company's strong capability in providing stable returns to shareholders, which enhances its attractiveness as a long-term investment.
- Future Outlook: TJX anticipates achieving 4% to 5% sales growth by 2027 and plans to open 146 new stores, a strategic move that will not only drive future revenue growth but also further solidify its leadership position in the apparel retail market.
See More
TJX Companies Announces 13% Increase in Quarterly Dividend
- Dividend Increase: The TJX Companies' Board of Directors has approved a 13% increase in its quarterly dividend to $0.48 per share, payable on June 4, 2026, reflecting the company's confidence in its future profitability.
- Share Buyback Program: The company plans to repurchase approximately $2.5 to $2.75 billion in shares for Fiscal 2027, demonstrating a strong commitment to enhancing shareholder value while driving company growth.
- Historical Performance: Over the past 30 years, TJX has increased its dividend 29 times, achieving a compound annual growth rate of 20%, which not only showcases the company's stability but also boosts investor confidence.
- Market Leadership: As a leading off-price retailer, TJX operates over 5,200 stores across ten countries, offering products at prices 20% to 60% below full-price retailers, further solidifying its competitive advantage in the market.
See More
TJX COMPANIES INC ANNOUNCES $2.50-$2.75 BILLION SHARE BUYBACK PROGRAM FOR FISCAL 2027
- Company Plans: The company is planning to repurchase shares in a range of $2.50 to $2.75 per share.
- Fiscal Year 2027: The share repurchase is part of the company's strategy for fiscal year 2027.
See More
TJX COMPANIES INC ANNOUNCES QUARTERLY DIVIDEND OF $0.48 PER SHARE, PAYABLE ON JUNE 4, 2026
- Dividend Announcement: The company has declared a quarterly dividend of $0.48 per share.
- Payment Date: The dividend is payable on June 4, 2026.
See More
TJX COMPANIES, INC. DECLARES 13% RISE IN COMMON STOCK DIVIDEND
- Company Announcement: The TJX Companies, Inc. has announced a 13% increase in its common stock dividend.
- Dividend Impact: This increase reflects the company's commitment to returning value to its shareholders.
See More
