Yahoo · Oct 8, 2026
TJMaxx, Marshalls appear to have a customer problem
The discount retail chain is a staple for treasure hunters, but recent news points toward a shift in customer behavior.

NASDAQ · TJX
Consumer Cyclical · Apparel - Retail
$138.80
Down-$0.05 (-0.04%)
Updated Oct 9, 2026, 1:27 AM
SID Score
6.0/10
Composite research score
Smart Money
59/100
Neutral
Price performance · TJX
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 8, 2026
TJX closed at $138.75 after 21 trading sessions, up 9.75% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 8, 2026 | $138.41 | $139.15 | $136.52 | $138.75 | 8.08M |
| Oct 7, 2026 | $137.44 | $139.62 | $137.32 | $138.80 | 9.59M |
| Oct 6, 2026 | $134.94 | $137.24 | $134.5301 | $137.03 | 8.45M |
| Oct 5, 2026 | $133.56 | $136.145 | $133.34 | $134.41 | 9.66M |
| Oct 2, 2026 | $133.975 | $133.975 | $132.37 | $132.68 | 6.95M |
| Oct 1, 2026 | $132.63 | $133.729 | $131.44 | $133.59 | 5.9M |
| Sep 30, 2026 | $134.37 | $134.67 | $132.01 | $132.31 | 7.76M |
| Sep 29, 2026 | $130.84 | $134.35 | $129.77 | $133.80 | 12.02M |
| Sep 28, 2026 | $129.90 | $132.19 | $129.00 | $130.25 | 5.89M |
| Sep 25, 2026 | $130.42 | $130.835 | $128.57 | $130.06 | 8.66M |
| Sep 24, 2026 | $132.37 | $132.75 | $130.5101 | $131.63 | 8.13M |
| Sep 23, 2026 | $130.03 | $132.23 | $130.03 | $131.59 | 8.65M |
| Sep 22, 2026 | $131.93 | $132.50 | $129.91 | $130.79 | 10.06M |
| Sep 21, 2026 | $127.725 | $131.42 | $127.05 | $130.96 | 11.41M |
| Sep 18, 2026 | $126.42 | $129.47 | $126.07 | $127.24 | 17.68M |
| Sep 17, 2026 | $123.57 | $126.68 | $123.264 | $126.55 | 13.32M |
| Sep 16, 2026 | $124.95 | $125.7513 | $122.78 | $122.84 | 10.34M |
| Sep 15, 2026 | $126.20 | $127.03 | $123.84 | $124.60 | 11.11M |
| Sep 14, 2026 | $126.88 | $127.80 | $125.79 | $125.99 | 7.6M |
| Sep 11, 2026 | $127.12 | $127.36 | $124.87 | $126.02 | 5.93M |
| Sep 10, 2026 | $126.38 | $127.08 | $125.56 | $126.42 | 6.2M |
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Company
Market Activity
Research & News
TJX research
Company profile and research snapshot.
TJX Companies is the leading off-price retailer of apparel, accessories, and home merchandise in the United States. The firm leverages its more than 21,000 global vendor relationships to procure and sell branded merchandise at prices 20%-60% cheaper than conventional retail channels. TJX opportunistically purchases excess inventory that stems from manufacturing overruns and retail closeout sales. The retailer disperses its vast and disparate merchandise across its nearly 5,200 global stores, creating a treasure-hunt shopping experience for consumers. Over three quarters of TJX's sales are derived from the United States, primarily via the T.J. Maxx, Marshalls, and HomeGoods banners. About 10% of sales come from Canada and 12% from Europe and Australia.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 26, 2026 | Jefferies | Hold | — |
| Aug 20, 2026 | Wells Fargo | Equal-Weight | — |
| Aug 20, 2026 | Barclays | Overweight | — |
| Aug 20, 2026 | BTIG | Buy | — |
| Aug 20, 2026 | UBS | Buy | — |
No generated briefing is available yet.
Yahoo · Oct 8, 2026
The discount retail chain is a staple for treasure hunters, but recent news points toward a shift in customer behavior.
Yahoo · Oct 7, 2026
TJX (TJX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Yahoo · Oct 6, 2026
Shipping costs are soaring and wages are stalling, leaving households caught between rising prices and shrinking paychecks. The companies best positioned to survive this squeeze may not be the ones you expect.
Yahoo · Oct 5, 2026
In the latest trading session, TJX (TJX) closed at $134.41, marking a +1.3% move from the previous day.
Interpretive context generated from the platform’s current data sources.
The TJX Companies, Inc. shares traded at $138.80, reflecting a slight daily decline of 0.36%, per SID market data. Over the trailing one-month period, TJX posted a gain of 3.75%, though the stock has declined 10.31% over the past three months and 12.49% over the past twelve months. The stock currently trades below both its 50-day moving average of $140.22 and its 200-day moving average of $152.69, indicating sustained downward pressure relative to longer-term trends. Despite trading below key moving averages, the 14-day RSI registers at 81.6, placing the stock in overbought territory and suggesting the recent one-month recovery may be overextended. TJX carries a beta of 0.762, according to Massive/Polygon data, reflecting lower volatility relative to the broader market. Average daily trading volume stands at approximately 5.2 million shares, supporting consistent liquidity for this $173.2 billion market capitalization off-price retailer.
The TJX Companies trades at a price-to-earnings ratio of 34.22, a notable premium for the Consumer Cyclical sector, per SID market data. The PEG ratio stands at 11.61, indicating that the current earnings multiple is substantially elevated relative to the company's expected growth rate. The price-to-book ratio registers at 18.72, reflecting the asset-light, high-return-on-equity business model characteristic of off-price retail, according to SEC filings. TJX offers a modest dividend yield of approximately 1.06%, positioning it as a growth-oriented holding rather than an income-generating investment. At a market capitalization of $173.2 billion, TJX remains one of the largest specialty retailers globally. The valuation metrics collectively suggest the market continues to assign a significant premium to the company's durable competitive positioning in off-price retail, though the elevated PEG ratio signals limited margin of safety at current price levels relative to forward earnings growth expectations.
The TJX Companies registers a smart money score of 59, signaling a neutral overall positioning among sophisticated market participants, per SID market data. Institutional activity scores a perfect 25 out of 25, reflecting robust engagement from large fund managers and confirming broad institutional conviction in the company's business model. In contrast, dark pool activity scores just 8.5 out of 25, suggesting limited off-exchange accumulation at current price levels. Congressional trading activity scores 12.8 out of 25, indicating moderate engagement from lawmakers' portfolios. According to SEC Form 4 filings, insider activity over the past 90 days includes one transaction, which was a purchase with zero insider sales recorded during the period. The insider component scores 12.5 out of 25. The single insider buy, absent any offsetting sales, represents a constructive signal from company management. The divergence between maximum institutional scores and below-average dark pool activity indicates that while long-term institutional holders maintain positions, near-term accumulation through alternative venues remains subdued.
The TJX Companies has delivered four consecutive quarterly earnings beats, according to company earnings reports. In the most recent quarter reported on August 19, 2026, TJX posted earnings per share of $1.22 against analyst estimates of $1.19, a beat of $0.03. The prior quarter saw the largest positive surprise, with EPS of $1.19 versus expectations of $1.00, representing a $0.19 upside surprise. The quarter ending February 2026 produced EPS of $1.43 compared to the $1.38 consensus estimate, a $0.05 beat, while the December 2025 quarter delivered $1.28 versus $1.2343 estimated, a surplus of approximately $0.046. The consistent pattern of exceeding analyst estimates across all four reported periods underscores operational execution and disciplined inventory management. Aggregate earnings across these four quarters totaled $5.12 per share, exceeding combined consensus estimates of $4.8043, per analyst estimates, reflecting sustained outperformance.
Wall Street analyst sentiment on The TJX Companies reflects a predominantly constructive but nuanced outlook, per SID consensus data. The most notable recent action came from Jefferies on August 26, 2026, which downgraded the stock to Hold from Buy, marking the sole negative rating change in the latest cycle. Following the August 2026 earnings release, multiple firms maintained their existing ratings: Wells Fargo reiterated an Equal-Weight rating, Barclays maintained its Overweight stance, BTIG reiterated a Buy rating, and UBS maintained its Buy recommendation, according to Wall Street analyst reports. The cluster of four reaffirmations on August 20, 2026, following the earnings report suggests the quarterly results largely met broader expectations despite the reported beat. The Jefferies downgrade six days later introduces a dissenting view, potentially reflecting valuation concerns given TJX's elevated P/E ratio of 34.22 and PEG ratio of 11.61. The overall coverage balance skews positive, with three of five recent actions reflecting bullish or overweight positioning.


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