TJX Companies (TJX) Buy, Sell or Hold

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TJX Companies (TJX)

132.08

-0.11 (0.08%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

119 watching

Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

The reviews indicate a mixed outlook for TJX Companies, with several experts expressing concerns over recent stock performance, highlighted by a 17% decline in the last six months, partially attributed to a disappointing quarter and underperformance in key divisions like TJ Maxx and Marshalls. Despite these challenges, some analysts see potential for recovery due to a strong global store presence of 5,200 locations and the company's ability to capitalize on consumer trends favoring discounted goods. There's also acknowledgment that retail stocks were affected by market rotations but this might present a buying opportunity for long-term investors, especially as discounts remain attractive to consumers. While certain experts maintain a positive view with expectations of solid upcoming earnings, caution remains prevalent due to broader economic conditions affecting consumer spending.

Consensus

Cautious

Valuation

Fair Value

Similar

Ross,Ross

PAST TOP PICK

(A Top Pick Apr 12/18, Up 34%) Their ability to be very nimble, to change inventory quickly helps the bottom line. In an economy that could slow down, you want to own a company like this. They are expanding internationally also. People like shopping at Winners.

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PAST TOP PICK

(A Top Pick Jan 14/19, Up 12%) TJX runs the Winners discount clothing stores--in recessions people shop at downmarket chains like this. Late-January to end-March is their seasonality and it outperformed this year.

BUY

TJX is best in breed and they'll always have an offering that isn't online and is offered in shops. They turn their inventory weekly. There's always a new deal. A great model. Free cash flow is strong and has really competent management. Note that retail tends not to be good late-cycle, but TJX has great numbers. It's hard to not like them, but definitely this is defensive.

TOP PICK

Basically Marshalls, Winners and Home Senses. 4,000 stores. They are very nimble. Traffic is very strong. If the economy goes south they can change what they are doing. They just announced a $1.5 billion share buy back. It continues to rock and roll. Great stock for the defensive growth investor. (Analysts’ price target is $55.72)

BUY

It's had a great rise and a healthy pullback to a level he likes. He'd buy.

TOP PICK

From late Jan unto the end of March the stock does really well. They have a niche in the retail sector. We saw a big correction take place so it has a good opportunity. They outperform the S&P 88% of the time in the seasonal period. It is an off-price apparel company and if we get into tougher times, then consumers will have to move down market. (Analysts’ price target is $53.62)

BUY

Well-run company that generates a lot of free cash flow. As Amazon pressures brick-and-mortar, these stores will have to move their merchandise, which is where TKX comes in, selling their excess merchandise. Also, TJX aggressively buys back stock.

TOP PICK

The umbrella company for names like Marshalls, Winners and Home Sense. Major off-price apparel and fashion retailer in the US and internationally. Strong cash flows. Very adaptable in the way they create inventories. Dividend yield of 1.9%. (Analysts’ price target is $91.70)

COMMENT

An interesting one. In 2008, TJX was stellar, and this stock hung in the best after the crash. Exceptionally well-managed with a great buying team. Problem is, you don't need to own this now. Recent numbers missed. Amazon is a better buy.

PAST TOP PICK

(Top Pick May 18/17, Down 9.30%) Nothing has really changed. It is still a really good company. It has some protection from the Amazon worries because people like to go there and look for the bargain.

COMMENT

A very well-run company. Off-price retailers appear to be the most effective retailers in competing against the Amazons threat, but also the threat of overcapacity within retail. Over the last several quarters, they’ve been increasing their guidance on expenses. Expects they are paying people more, and their space is costing them more, which has caused some compression in margins relative to what people’s expectations were. You want to see a catalyst for the industry to turn.

TOP PICK

Discount clothing retailer. He really likes this in retail, because a lot of companies are having trouble competing with Amazon. Doesn’t think they will have the same issue. This has 20 years of 20%+ of Return on Invested Capital. The stock got hit this week when they reported earnings.

PAST TOP PICK

(Top Pick Mar 2/17, Up 3%) Retail has been severely challenged recently. Retail has not been the best.

PAST TOP PICK

(A Top Pick Jan 27/16. Up 10.64%.) A very steady performer. Excellent balance sheet management. Great strategic division across the different geographies. Very, very strong operators.

COMMENT

One of her favourite retailers. A little pricey when it comes to valuations, but they are the one retailer that really has been able to have consistent same-store sales growth. As a brick/mortar store one thing they have done really well is coming up with an advertising campaign that makes shopping an experience. It advertises as more of a hunt, which encourages shoppers to keep coming back to the stores on a more frequent basis. This is going to do well for them coming into the holiday season.

Showing 61 to 75 of 87 entries

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TJX Companies (TJX)