TJX Companies stock steadies as investors await Q2 2027 earnings and dividend payout

TJX Companies Inc. (US8725401090) stock is trading a little above $152 in mid-August 2026 as investors position ahead of the off-price retailer's next earnings release for Q2 2027 and an upcoming quarterly dividend payment scheduled for early September. As of August 16, 2026, market data shows the TJX stock price at $152.11 USD, modestly below a previous close of $153.81 USD, while consensus expectations and company guidance frame the next leg of the earnings story.

Price holds in the low-$150s ahead of earnings

According to one real-time quote overview, TJX Companies Inc. is listed on the NYSE under the ticker TJX and was trading at $152.11 USD as of August 16, 2026, with an after-hours quote of $152.05 reflecting a 0.04% fractional decline from that snapshot. This level sits slightly below the $153.81 USD prior close cited in the same data set, implying a modest pullback heading into the next earnings event while the shares remain firmly in the low-$150 range. Another stock sentiment tool cites a similar spot price of $152.11 USD, paired with an indicated dividend yield of 1.26% on an annual payout of $1.92 per share, underlining that the current income component is a small but visible part of the investor equation.

A separate equity overview points to year-to-date performance that has been slightly negative despite the broader run-up in off-price retail names. One summary of the stock's trajectory states that TJX Companies shares were trading at $153.63 USD at the beginning of 2026 and are now changing hands at just under $152 USD, a decline of 1.1% year-to-date. This small drop, on the order of a couple of dollars per share, shows that the name has not participated fully in any recent rally but also has not suffered a major drawdown, leaving room for upcoming earnings and guidance updates to reset expectations.

Market data services also highlight that TJX Companies remains a large-cap play within the discount stores and off-price retail space. One European-traded line of the stock shows a price of EUR 131.50 per share as of August 17, 2026, translating into a market capitalization of EUR 145.27 billion based on publicly traded shares outstanding, with the day’s move at that venue reflecting a 1.13% decline. For U.S.-based investors focused on the NYSE listing, the dollar price is the primary reference point, but the euro quote underlines the company's scale and international investor interest.

Earnings surprise and FY 2027 guidance underpin sentiment

The current fundamental narrative for TJX Companies is anchored in the most recent quarterly report for the current fiscal year, which covers a quarter ended within the last several months and has been widely cited in financial portals. In that report, the apparel and home fashions retailer delivered earnings per share of $1.19 for the quarter, beating a consensus estimate of $1.02 by $0.17. That roughly 16.7% positive surprise versus expectations supports the view that TJX continues to execute strongly on merchandising and cost control, even as consumers trade down to off-price formats.

The same overview of the quarterly release notes that TJX Companies generated revenue of $14.32 billion in the period, above analysts' expectations of $14.02 billion. This $300 million revenue beat corresponds to year-over-year growth of 9.2% compared with the prior-year quarter, when the firm posted earnings per share of $0.92. The step-up from $0.92 to $1.19 EPS represents an increase of 29.3% year-over-year, underscoring that profitability is improving faster than top-line growth as the company scales its off-price formats and leverages existing infrastructure.

Looking ahead, the company has issued guidance for FY 2027 that calls for earnings per share in a range of $5.080 to $5.150. For the upcoming Q2 2027 quarter specifically, TJX Companies has guided to EPS between $1.150 and $1.170. These ranges provide a framework for investors to calibrate expectations, and sell-side analysts collectively project full-year EPS of 5.19, which sits slightly above the midpoint of the company’s own FY 2027 guidance. The difference between the guidance midpoint, around $5.115, and the analyst consensus of 5.19 suggests that the street is anticipating a bit of outperformance versus management’s baseline scenario.

In addition to earnings guidance, dividend policy is a key part of the TJX Companies investment case. Several recent filings and portal summaries confirm that the business has declared a quarterly dividend of $0.48 per share, with an ex-dividend date of August 13, 2026 and a scheduled payment date of September 3, 2026. On an annualized basis, this $0.48 quarterly payout equates to $1.92 per share per year and a dividend yield of 1.26% to 1.3%, depending on the exact price level used for calculation. With a dividend payout ratio cited at 37.28%, TJX retains the majority of its earnings for reinvestment and buybacks while still offering a modest cash return to shareholders. The upcoming payout is a near-term cash-flow catalyst for income-oriented investors and may influence short-term trading around the record date.

Analyst targets point to upside from current levels

Recent coverage by equity research aggregators shows that TJX Companies shares are broadly favored by analysts, with a consensus rating characterized as Buy on the back of numerous positive recommendations and a lack of outright sell ratings. One consolidated analyst opinion score puts TJX Companies at 3.05 on a scale where higher values reflect stronger conviction, and that score is built from a mix of strong buy and buy calls alongside a single hold stance.

The same consensus data cites an average price target of $177.94 for TJX stock, which represents an indicated upside of approximately 17.1% from the current price of $152.00 as referenced in that source. A separate sentiment and target synthesis presents a very similar picture: an aggregated target of $179.73 USD, with a median of $181.00, a low scenario at $160.00, and a high scenario at $197.00. Taken together, these target ranges indicate that the analyst community sees room for double-digit percentage appreciation over the next 6 to 12 months if TJX Companies continues to execute well on its off-price model and meets or exceeds its stated FY 2027 guidance.

Within that same sentiment framework, a six-month price projection of $166.93 USD is highlighted, implying a gain of 9.7% from the $152.11 USD spot price. The scenario band includes a bear case at $143.56 USD and a bull case at $190.30 USD, framing potential volatility. While such projections are model-driven and not guarantees, they give investors a structured way to think about risk and reward around upcoming earnings reports, dividend events, and macroeconomic shifts that influence consumer spending.

Year-to-date performance adds another context layer to these targets. With TJX shares down 1.1% since the beginning of 2026, any move toward the consensus price target of $177.94 or the aggregated target near $180 would represent a swing from slight negative performance to meaningful positive returns. From the current $152 price area, reaching $177.94 would translate to a gain of 17.1%, while a move to $179.73 would equate to an 18.2% increase, underscoring the potential magnitude of change if fundamental momentum persists.

Upcoming Q2 2027 earnings date on the calendar

Investors tracking TJX Companies have several important dates in late August 2026 to watch. A financial calendar compiled by a market-data service lists August 19, 2026 as the scheduled date for the company’s Q2 2027 earnings release, with a stated time of 9:30 a.m. in the issuer’s home time zone. A separate equity information page corroborates that TJX will release its next earnings report on August 19, 2026, directly tying that date to the upcoming quarter’s results.

Alongside that reported date, some data summaries also list August 18, 2026 as a next earnings date flag in a firm’s overview table, highlighting that there can be minor discrepancies across different aggregators. For investors, the key fact is that the company is slated to report its Q2 2027 figures in the August 18-19, 2026 window, making this a near-term catalyst for the stock and a focal point for trading volumes and options positioning. The Q2 2027 guidance range of $1.150 to $1.170 EPS will serve as a direct benchmark against which the actual reported number will be judged.

The presence of a clear calendar date combined with formal guidance means that TJX Companies is heading into its upcoming release with well-defined expectations and a track record of recent beats. The previous quarter’s outperformance, with EPS of $1.19 versus a $1.02 consensus, sets a precedent that some investors may extrapolate into Q2 2027, while others will look more cautiously at macro trends and consumer spending patterns before assuming another sizable beat.

Off-price retail model and core brands

TJX Companies Inc. operates a portfolio of off-price retail banners that focus on delivering branded apparel and home goods at a discount to typical department-store prices, leveraging opportunistic inventory purchasing and fast-turn merchandising. While the company’s official investor relations site provides detailed descriptions of each segment, one of the most recognizable banners in North America is Marshalls, a chain of off-price stores that sells apparel, footwear, accessories, and home items across a wide range of categories.

Marshalls stores are known for their treasure-hunt shopping experience, where inventory turns quickly and shoppers can encounter new brands and products on each visit. This format appeals to budget-conscious consumers and value seekers who are willing to browse for deals and accept a more curated selection in exchange for lower price points. In economic environments where middle-income shoppers feel pressure on discretionary budgets, the Marshalls brand and other TJX banners such as T.J. Maxx and HomeGoods tend to benefit from trade-down dynamics, as customers shift from full-price retailers to off-price alternatives.

From an operational standpoint, the Marshalls concept also underscores TJX Companies’ emphasis on disciplined buying, vendor relationships, and distribution efficiency. The company’s ability to source branded goods at favorable terms and move them quickly through stores reduces markdown risk and supports the margin profile highlighted in recent earnings results. For investors evaluating TJX Companies, understanding how Marshalls and its sister banners function helps contextualize the reported revenue growth of 9.2% and the EPS jump to $1.19 in the latest quarter: both metrics are outcomes of the underlying merchandising and logistics model working at scale.

Stock positioning into late August 2026

Heading into the second half of August 2026, TJX Companies stock is trading on the NYSE around $152 per share as of August 16, 2026, with after-hours data indicating only marginal price moves in either direction. That price area sits modestly below the previous close of $153.81 and slightly under the $153.63 level at which the shares began the year, resulting in a 1.1% year-to-date decline. At the same time, consensus analyst targets in the $177.94 to $179.73 range imply potential upside of 17.1% to 18.2% from current levels, while FY 2027 guidance of $5.080 to $5.150 EPS and Q2 2027 guidance of $1.150 to $1.170 EPS provide concrete benchmarks for upcoming results.

For income investors, the quarterly dividend of $0.48 per share, with an ex-dividend date of August 13, 2026 and a payment date of September 3, 2026, adds a modest yield of roughly 1.26% based on recent prices. A payout ratio of 37.28% leaves room for continued growth investments and potential share repurchases while maintaining the dividend. Altogether, TJX Companies presents a combination of steady share price behavior in the low-$150s, near-term catalysts in the form of Q2 2027 earnings and a September dividend, and a consensus view that still expects the stock to move higher over the coming quarters if operational trends remain favorable.

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Further details on upcoming corporate events, including the Q2 2027 earnings release on August 19, 2026, can be found in the company's published financial calendar available through market-data portals that track TJX Companies Inc. and its listed securities.

Marshalls as a key consumer brand

One of TJX Companies' flagship banners, Marshalls, illustrates the firm's off-price strategy in practice through its extensive store footprint and wide product assortment. Marshalls stores typically carry women's, men's, and children's apparel alongside footwear, accessories, beauty items, and home goods,, allowing the brand to reach households across income brackets that are looking for value without sacrificing brand recognition. The mix of categories helps drive traffic from both fashion-focused shoppers and those seeking everyday household items, supporting repeat visits and basket diversification.

For TJX Companies, the performance of Marshalls contributes meaningfully to the consolidated financial results noted in recent earnings releases. Strong comparable sales driven by Marshalls and other off-price banners help explain the 9.2% year-over-year revenue growth to $14.32 billion in the latest reported quarter, as well as the expansion in EPS from $0.92 to $1.19. Investors watching TJX stock around the $152 level therefore often pay close attention to store-level performance indicators, such as traffic, average ticket, and inventory turns, which are not fully detailed in public overviews but are discussed in more granular fashion in earnings calls and management commentary.

Shares trade around $152 with an upcoming dividend

As of August 16, 2026, 4:00 p.m. ET, TJX Companies stock closed near $152.11 USD on the NYSE, just below its recent prior close of $153.81 USD, with an after-hours indication at $152.05 USD showing only a small fractional move. In combination with the planned $0.48 per-share dividend to be paid on September 3, 2026 to shareholders of record as of August 13, 2026, the current trading level reflects a market that is weighing near-term earnings risk against longer-term guidance-supported upside and a modest income stream.

Fact box

Company: TJX Companies Inc.

ISIN: US8725401090

Ticker: TJX

Exchange: NYSE

Price (as of August 16, 2026, 4:00 p.m. ET): $152.11 USD

Market cap: EUR 145.27 billion (as of August 17, 2026)

Sector / Industry: Consumer discretionary / Discount stores and off-price retail

Index membership: S&P 500

Next earnings date: August 19, 2026