TJX Companies (TJX) Earnings Analysis

TJX Companies (TJX) beat expectations in Q1 FY2027 on revenue of $14.3B versus the $14.0B estimate (+9.2% YoY) and EPS of $1.19. The next TJX Companies (TJX) earnings date is Aug 19, 2026. Below is the full TJX Companies earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

TJX Companies (TJX) Earnings Analysis — key stats

Next earnings dateAug 19, 2026
Latest reported quarterQ1 FY2027
Earnings verdictBeat
EPS beat rate7 of last 8 (quarters above estimate)
Avg next-day move±2.3% (over the last 8 reports)
Post-earnings directionUp 7 / Down 1 (of the last 8 reports)
Implied move (next report)±2.3% (options-derived · into Aug 19, 2026)
Institutional ownership69.3% (13F as of 2026-06-30)
Top 10 holders34.6% (of shares outstanding)
Insider activity9 buys / 3 sells (recent Form 4 filings)
Revenue$14.3B (vs $14.0B est · +2.2% surprise · +9.2% YoY)
EPS$1.19 (vs $1.02 est · +16.7% surprise · +29.3% YoY)
Share price$152.09 (-1.1%)
Market cap$168.0B

TJX Companies (TJX) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q1 FY2027$14.3B vs $14.0B est$1.19 vs $1.02 est+16.7%+4.5%Beat
Q4 FY2026$17.7B vs $17.4B est$1.43 vs $1.39 est+2.9%+0.7%Beat
Q3 FY2026$15.1B vs $14.9B est$1.28 vs $1.23 est+4.1%+1.7%Mixed
Q2 FY2026$14.4B vs $14.1B est$1.10 vs $1.01 est+8.9%+2.1%Mixed
Q1 FY2026$13.1B vs $13.0B est$0.92 vs $0.92 est+0.5%-4.0%In line
Q4 FY2025$16.4B vs $16.2B est$1.23 vs $1.16 est+6.0%+0.6%Mixed
Q3 FY2025$14.1B vs $14.0B est$1.14 vs $1.10 est+3.6%+0.2%Mixed
Q2 FY2025$13.5B vs $13.3B est$0.96 vs $0.92 est+4.3%+5.0%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.9.7%108.8M$16.5B+1.2%
Vanguard Capital Management LLC6.4%72.2M$10.9B+0.1%
State Street Corp4.4%49.7M$7.5B+2.9%
Geode Capital Management, LLC2.6%28.9M$4.4B-1.0%
Morgan Stanley2.4%27.0M$4.1B+1.1%
Fmr LLC2.3%25.4M$3.9B-7.6%
Bank Of America Corp /De/2.1%23.2M$3.5B-8.1%
Undisclosed filer1.8%20.2M$3.1B+2.0%
Jpmorgan Chase & CO1.5%16.9M$2.6B-5.2%
Ameriprise Financial INC1.3%14.6M$2.2B+10.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Nemerov Jackwyndirector2026-06-11Sell957$161345
BERKERY ROSEMARY Tdirector2026-06-09Buy802
BERKERY ROSEMARY Tdirector2026-06-09Buy110
BERKERY ROSEMARY Tdirector2026-06-09Buy637
BERKERY ROSEMARY Tdirector2026-06-09Buy8
BERKERY ROSEMARY Tdirector2026-06-09Buy637
BERKERY ROSEMARY Tdirector2026-06-09Sell802
Nemerov Jackwyndirector2026-06-09Buy156

What you'll find

Frequently asked questions

When is TJX Companies's next earnings date?
TJX Companies's (TJX) next scheduled earnings date is Aug 19, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did TJX Companies (TJX) beat or miss earnings?
In Q1 FY2027, TJX Companies (TJX) posted beat results — revenue of $14.3B versus the $14.0B estimate (+2.2% surprise) and EPS of $1.19 versus $1.02 expected (+16.7% surprise). Magnisto decodes every TJX Companies (TJX) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does TJX Companies beat earnings estimates?
Over its last 8 reported quarters, TJX Companies (TJX) beat Wall Street EPS estimates 7 times, most recently a beat result in Q1 FY2027. Magnisto tracks every TJX Companies (TJX) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does TJX Companies stock move after earnings?
Over its last 8 quarterly reports, TJX Companies (TJX) moved an average of ±2.3% the day after earnings — ranging from -4.0% (Q1 FY2026) to +5.0% (Q2 FY2025). The stock rose after 7 of those 8 reports and fell after 1. Heading into its next report on Aug 19, 2026, options-implied volatility is pricing in a move of roughly ±2.3% (derived). Magnisto tracks the realized post-earnings move for every TJX Companies (TJX) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of TJX Companies?
Institutions hold about 69.3% of TJX Companies's (TJX) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.7%), Vanguard Capital Management LLC (6.4%), State Street Corp (4.4%). Magnisto lists TJX Companies's (TJX) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling TJX Companies (TJX)?
In the most recent Form 4 filings Magnisto tracks, TJX Companies (TJX) insiders recorded 9 purchases and 3 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for TJX Companies (TJX) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for TJX Companies (TJX), anchored to the current $152.09 share price, so you can weigh the bull, base and bear cases for TJX Companies side by side.
Is TJX Companies (TJX) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether TJX Companies fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.