TJX Analysts Increase Their Forecasts After Upbeat Earnings

Benzinga11-22

TJX Companies, Inc. (NYSE:TJX) reported better-than-expected earnings for its third quarter on Wednesday.

The company reported third-quarter earnings per share of $1.14 (+11%), beating the street view of $1.09. Quarterly sales of $14.06 billion (+6%) beat the analyst consensus estimate of $13.95 billion.

TJX Companies reported a 3% increase in consolidated comparable store sales at the high end of the company's plan, driven entirely by higher customer transactions.

"I want to specifically highlight our European team for their strong results, which drove the 7% comp increase at our TJX International division," said Ernie Herrman, Chief Executive Officer and President of The TJX Companies.

TJX Companies expects fourth-quarter GAAP EPS to be between $1.12 and $1.14, below the consensus estimate of $1.17. For the fourth quarter, the company continues to expect consolidated comparable store sales to be up 2% to 3%.

For FY25, the company revised its GAAP EPS forecast to $4.15 – $4.17, slightly above the prior guidance of $4.09 – $4.13 and in line with the consensus of $4.16. For the full year fiscal 2025, the company continues to expect consolidated comparable store sales to be up 3%

TJX shares fell 0.5% to trade at $119.20 on Thursday.

These analysts made changes to their price targets on TJX following earnings announcement.

  • Deutsche Bank analyst Gabriella Carbone maintained TJX with a Buy and raised the price target from $130 to $131.
  • Evercore ISI Group analyst Michael Binetti maintained TJX with an Outperform rating and raised the price target from $138 to $142.
  • Telsey Advisory Group analyst Dana Telsey maintained the stock with an Outperform rating and maintained a $134 price target.

Considering buying TJX stock? Here’s what analysts think:

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