Core Insights - TJX Companies, Inc. operates as an off-price apparel and home fashions retailer with a market cap of approximately $156 billion, and it has segments including Marmaxx, HomeGoods, TJX Canada, and TJX International [1] Performance Overview - In 2025, TJX has marginally lagged behind the broader market but has outperformed over the past year, with stock prices gaining 16% year-to-date and 24.1% over the past 52 weeks, compared to the S&P 500 Index's gains of 16.3% in 2025 and 17.7% over the past year [2] - TJX has also outperformed the Consumer Discretionary Select Sector SPDR Fund (XLY), which saw a 6.9% increase in 2025 and a 20% surge over the past 52 weeks [3] Financial Performance - Following the release of impressive Q2 results on August 20, TJX's stock prices gained 2.7%. The quarter showed a solid 4% growth in comparable sales, with a topline of $14.4 billion, up 6.9% year-over-year and 2.3% above expectations. Net income surged 13.1% year-over-year to $1.2 billion, with an EPS of $1.10, surpassing consensus estimates by 8.9% [4] Future Projections - For the full fiscal 2026, analysts expect TJX to deliver an EPS of $4.64, reflecting an 8.9% year-over-year increase. The company has a strong earnings surprise history, surpassing bottom-line estimates in each of the past four quarters. The consensus rating among 22 analysts is a "Strong Buy," with 18 "Strong Buys," one "Moderate Buy," and three "Holds" [5] Analyst Ratings and Price Targets - The consensus rating has become slightly more optimistic compared to a month ago. Wells Fargo analyst Ike Boruchow maintained an "Equal-Weight" rating while raising the price target from $130 to $140. The mean price target of $153.04 suggests a 9.2% upside potential, while the street-high target of $172 represents a notable 22.7% premium to current price levels [6]