Mkt Cap $177B
P/E 32.8 fwd 28.1
52wk $119.84 - $165.82
3h ago
Insider selling: $36,764,340 sold by 14 insiders (30d)
Factor divergence:
DIVERGENCE: price_momentum bullish vs analyst_revisions bearish
Est. revisions:
-2.6%
Factor Model (net -1.3)
Factor Model
net -1.3 3.9 / 10
Est. Revisions
-0.2
Insider Activity
+0.0
Momentum
+0.3
Analyst Rev.
-1.0
Narrative Gap
+0.0
TJX raises dividend on strong FY26 gains
Watch: Monitor Q1 FY27 comps for signs of consumer demand stability against management’s cautious outlook.
Full analysis
TJX raised its quarterly dividend 13% to $0.48, payable June 4, 2026, following a strong Q4 with net sales rising 9% year-over-year to $17.7 billion and EPS up 28% to $1.58. Fiscal 2026 full-year net sales hit $60.4 billion, up 7%, with EPS rising 14% to $4.87. Insider buying is limited but notable amid heavy insider selling. Analyst EPS estimates have declined 2.6% recently amid a slight price downtrend.
The dividend raise on robust revenue and EPS growth underscores TJX's resilient cash flow generation despite consumer discretionary headwinds and recent analyst downgrades.
Evidence
2d ago
Insider buy by ALVAREZ JOSE B (TJX): $3,465
2d ago
Insider buy by ALVAREZ JOSE B (TJX): $734
22d ago
Jim Cramer Highlights TJX Companies Are “Making a Killing By Scooping Up Excess Inventory From Troubled Retailers”
yahoo-finance
33d ago
BofA Notes Strong Profitability and Sales Performance at The TJX Companies (TJX)
yahoo-finance
42d ago
TJX Cos forecasts muted annual sales and profit as consumers pull back spending
yahoo-finance
5 older signals
Fundamentals & Data ▾
The TJX Companies, Inc.
Consumer Cyclical · Apparel Retail
Mkt Cap
$177B
P/E
32.8 fwd 28.1
Beta
0.73
Div Yield
119.00%
52w Range
$119.84 - $165.82
Short Interest
12.7M 1.15%
Days to Cover
2.8 +4%
Technicals
downtrend
from 52w Hi
-2.9%
1w return
-0.9%
Insiders
selling
2B / 7S
EPS Estimate
$1.00
-2.6% 30d
0up / 4dn
Est. Dispersion
3%
5 analysts
Analyst Target
$172
$100 - $193
Options P/C
0.33
Insider Cluster
strong sell
1B / 9S
Financials
Revenue
$17.7B +8% YoY
FCF
$2.7B
Gross Margin
31%
Op Margin
13%
Momentum:
accelerating
Recent Filings & Data
insider trade
54
net selling
· $36,764,340 sold
· $4,199 bought
14 insiders · 54 transactions (30d)
Recent transactions
CHING DAVID T · other
NEMEROV JACKWYN L · other
KLINGER JOHN · award
BENJAMIN PETER · award
CANESTRARI KENNETH D · award
MIZZI DOUGLAS W · award
MEYROWITZ CAROL M · award
HERRMAN ERNIE L · award
CANESTRARI KENNETH D · other
ALVAREZ JOSE B · buy · $734
HERRMAN ERNIE L · sell · $4,828,500
ALVAREZ JOSE B · buy · $3,465
LANE AMY BETH · sell · $75,700
HERRMAN ERNIE L · sell · $8,150,908
BENJAMIN PETER · sell · $208,845
NEMEROV JACKWYN L · sell · $164,496
LANE AMY BETH · other
BERKERY ROSEMARY T · other
GOODWIN C KIM · other
LANE AMY BETH · sell · $121,689
BENJAMIN PETER · sell · $535,042
KLINGER JOHN · award
BENJAMIN PETER · award
CANESTRARI KENNETH D · award
MIZZI DOUGLAS W · award
MEYROWITZ CAROL M · award
HERRMAN ERNIE L · award
HERRMAN ERNIE L · sell · $2,097,723
HERRMAN ERNIE L · sell · $2,882,464
CANESTRARI KENNETH D · other
BENNETT ALAN M · sell · $988,254
HERRMAN ERNIE L · sell · $950,551
LANE AMY BETH · sell · $126,925
HERRMAN ERNIE L · sell · $2,322,169
NEMEROV JACKWYN L · sell · $139,252
HERRMAN ERNIE L · sell · $1,763,139
MIZZI DOUGLAS W · award · $2,503,760
MIZZI DOUGLAS W · exercise · $2,503,760
GREENLEES LOUISE E. · sell · $555,635
CHING DAVID T · sell · $1,552,108
HERRMAN ERNIE L · sell · $2,409,428
LANE AMY BETH · other
NEMEROV JACKWYN L · other
CHING DAVID T · other
BERKERY ROSEMARY T · other
GOODWIN C KIM · other
KLINGER JOHN · sell · $713,116
CANESTRARI KENNETH D · sell · $1,117,459
GREENLEES LOUISE E. · sell · $831,277
LANE AMY BETH · sell · $153,102
KLINGER JOHN · award · $749,708
KLINGER JOHN · exercise · $749,708
HERRMAN ERNIE L · sell · $2,043,358
CANESTRARI KENNETH D · sell · $2,033,200
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Filing analysis pending — next scan runs every 12 hours
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Transcript analysis coming soon
13 signals · latest 4h ago
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