TJX COMPANIES INC ANNOUNCES $2.50-$2.75 BILLION SHARE BUYBACK PROGRAM FOR FISCAL 2027

Written by Emily J. Thompson, Senior Investment Analyst

Source: moomoo

Updated: 1 day ago

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TJX+2.51%

Should l Buy TJX?

Source: moomoo

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.

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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: 155.790

Low

150.00

Averages

169.81

High

193.00

Current: 155.790

Low

150.00

Averages

169.81

High

193.00

BTIG

Buy

maintain

$165 -> $185

2026-02-26

Reason

BTIG

Price Target

$165 -> $185

AI Analysis

2026-02-26

maintain

Buy

Reason

BTIG raised the firm's price target on TJX to $185 from $165 and keeps a Buy rating on the shares after its Q4 earnings beat. Total comparable store sales growth was 5%, driven by increases in both traffic and ticket across the portfolio, and the gross margin grew 69bps to 31.1%, with merchandise margin expansion and shrink that has now normalized back to pre-COVID levels, the analyst tells investors in a research note.

BofA

analyst

Buy

maintain

$168 -> $175

2026-02-26

Reason

BofA

analyst

Price Target

$168 -> $175

2026-02-26

maintain

Buy

Reason

BofA raised the firm's price target on TJX to $175 from $168 and keeps a Buy rating on the shares. TJX beat on sales and margins, provided initial FY27 guidance and spoke to a strong start to Q1, notes the analyst, who expects continued share gains from existing customers and trade-down.

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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

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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.

TJX Announces 12.9% Increase in Quarterly Dividend

1 day agoseekingalpha

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.

TJX Companies Announces 13% Increase in Quarterly Dividend

1 day agoNewsfilter

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.