TJX Companies stock hits fresh 52-week low as guidance worries meet strong Q2 figures
Published on 09/11/2026 at 17:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
TJX Companies stock (ISIN US8725401090) has slid to a fresh 52-week low of USD 125.49 as of September 11, 2026, leaving the off-price retailer roughly 26% below its 52-week high of USD 170 and reflecting mounting investor caution around its guidance and growth trajectory.
Stock under pressure near 52-week low
According to Investing.com on September 11, 2026, TJX Companies stock touched a new 52-week low at USD 125.49, down 26% from its 52-week peak of USD 170 and marking a one-year price change of minus 9.66% alongside year-to-date losses of nearly 17%.Investing.com This latest low comes after TJX Companies stock most recently closed at USD 126.12 on the New York Stock Exchange on September 10, 2026, down 0.5% on the day and extending a pronounced multi-week slide.Ad-hoc-news
The gap between the current price around USD 125 and the 52-week high of USD 170 means the stock now trades about USD 44.51 below that peak level, which is a drop of roughly 26% over the period as reported by Investing.com.Investing.com Over the past year, the stock’s 1-year change of minus 9.66% contrasts with a still positive multi-year total-return track record, while the near 17% decline year-to-date underscores how quickly sentiment has turned against the name in 2026.Investing.com Germany
Q2 fiscal 2027 results beat expectations
Against the backdrop of the share price weakness, the latest reported figures for the second quarter of fiscal 2027 show that TJX Companies is still delivering growth and margin expansion. In the Q2 fiscal 2027 release referenced by Investing.com, The TJX Companies reported adjusted earnings per share of USD 1.22 for the quarter, beating Wall Street’s consensus estimate of USD 1.19 by USD 0.03 per share.Investing.com The company generated revenue of USD 15.2 billion in that same quarter, slightly exceeding forecasts and representing solid top-line momentum for the off-price chain.Investing.com Germany
Comparable sales in Q2 fiscal 2027 increased by 4%, driven by both a higher average basket and more customer transactions, indicating that the retailer is successfully attracting traffic and encouraging shoppers to spend more per visit.Investing.com At the same time, the adjusted pre-tax profit margin expanded to 11.9% in Q2 fiscal 2027, reflecting improved profitability compared with earlier periods, though the exact prior-year margin level is not specified in the Investing.com report.Investing.com Germany For investors, the key takeaway is that earnings, revenue and margins in the most recent quarter are all moving in the right direction even as the share price declines.
Analyst reactions highlight mixed sentiment
The disconnect between TJX Companies’ operating performance and its sliding stock has prompted several notable analyst moves in recent days. According to Investing.com Germany on September 11, 2026, Jefferies downgraded TJX Companies stock from Buy to Hold and cut its price target from USD 180 to USD 145, citing concerns about a slowdown in the Marmaxx division and increased competitive pressure in the core U.S. off-price market.Investing.com Germany The reduction from USD 180 to USD 145 represents a cut of USD 35 per share, or around 19.4%, which materially lowers Jefferies’ implied upside for the stock relative to prior expectations.
In contrast, Bernstein has reiterated an Outperform rating on TJX Companies stock with a price target of USD 175, pointing to competitive dynamics with retailers such as Ross Stores and Target but still seeing scope for TJX to deliver attractive returns in the off-price segment.Investing.com Germany UBS has gone further, raising its price target for TJX Companies to USD 198 and maintaining a Buy rating, arguing that the retailer could gain market share from department-store peers as shoppers continue to seek value-oriented fashion and home goods.Investing.com Germany
MarketBeat data cited in a September 11, 2026 overview indicates that TJX Companies currently carries a consensus rating of Moderate Buy with an average price target of around USD 171.63, which is still well above the USD 125.49 52-week low reported by Investing.com.MarketBeat The spread between the consensus target of USD 171.63 and the current trading area around USD 125.49 suggests potential upside of more than USD 46 per share if analysts’ expectations were fully realized, but the recent downgrade by Jefferies illustrates the risk that guidance or execution setbacks could narrow that gap.
Risk factors: guidance, Marmaxx and sector pressures
The recent guidance-related concerns and Marmaxx division slowdown flagged by Jefferies point to why TJX Companies stock has come under pressure despite beating Q2 fiscal 2027 estimates. As Investing.com notes, questions about the pace of demand and potential margin compression in parts of the business have weighed on sentiment, even though the overall company continues to generate revenue growth and maintain a double-digit adjusted pre-tax margin.Investing.com Sector-wide pressures, including changing consumer behavior and macroeconomic uncertainty, also contribute to volatility, as value-focused shoppers may adjust spending patterns between off-price chains, traditional department stores and large discounters.
At the same time, technical indicators such as the relative strength index (RSI) suggest that TJX Companies stock is in oversold territory at current levels, according to InvestingPro analysis referenced by Investing.com.Investing.com Separately, Zacks Equity Research reported on September 11, 2026 that TJX Companies shares had lost 17.8% over the prior four weeks, with an RSI reading around 17.78 indicating extreme short-term selling pressure and the possibility that a trend reversal could be approaching as selling exhaustion sets in.Yahoo Finance / Zacks For long-term investors, the combination of strong recent fundamentals and sharply lower valuation requires a careful assessment of whether guidance and competitive risks justify the current discount.
Dividend and longer-term return context
Beyond near-term price moves, TJX Companies remains a dividend payer with a growing distribution over time. According to StockAnalysis data as of September 11, 2026, the company has an annual dividend of USD 1.92 per share, corresponding to a yield of about 1.52% at the referenced price on that platform, with the dividend paid quarterly and the last ex-dividend date falling earlier in 2026.StockAnalysis SlickCharts data for annual returns show that as of the closing price on September 10, 2026, TJX Companies had delivered a year-to-date price return of approximately 0.98% in 2026, which is modest but still positive despite the recent downturn; however, this figure does not include dividends or intrayear volatility.SlickCharts
For investors comparing TJX Companies to broader benchmarks, a note from Intellectia.ai on September 11, 2026 points out that TJX shares have fallen around 14% year-to-date and now trade at roughly 25 times trailing earnings, with a dividend yield of about 1.5% compared with around 1.1% for the S&P 500 index.Intellectia.ai That mix of a moderate yield, a premium valuation multiple and a share price near a 52-week low underlines that the market is weighing TJX’s proven off-price model and earnings resilience against the possibility that growth could slow from recent levels.
TJX Companies stock price snapshot
As of the most recent completed trading day, September 10, 2026, TJX Companies stock closed at USD 126.12 on the New York Stock Exchange, down 0.5% from the prior close and only slightly above the intraday and reported 52-week low of USD 125.49 noted on September 11, 2026.Ad-hoc-news At that closing price, TJX Companies’ market capitalization stood around USD 139.5 billion, according to an earlier valuation snapshot mentioned in an Ad-hoc-news corporate-news overview in September 2026.Ad-hoc-news The share price now sits just a few dollars above the 52-week low and far below various analyst price targets, capturing the tension between near-term guidance worries and the longer-term confidence many analysts still express in the company’s off-price strategy.
TJX Companies stock at a glance
- Company: The TJX Companies Inc.
- ISIN: US8725401090
- Ticker: TJX
- Trading venue: New York Stock Exchange
- Price (as of September 10, 2026): 126.12 USD
- Market capitalization: 139.5 billion USD (as of September 9, 2026)
- Sector / Industry: Consumer Discretionary / Apparel Retail
- Index membership: S&P 500
