TJX Companies Receives Buy Rating from UBS with $164 Price Target

UBS analyst Jay Sole reiterated a Buy rating on TJX Companies with a price target of $164.00. The company has a Strong Buy analyst consensus and a price target consensus of $144.83, representing a 9.05% upside from current levels. Corporate insider sentiment is negative, with an increase in insiders selling shares over the past quarter.

UBS analyst Jay Sole has reiterated a Buy rating on TJX Companies (NYSE:TJX) with a price target of $164.00. This rating comes amidst a strong analyst consensus, with a Strong Buy recommendation and a price target consensus of $144.83, representing a 9.05% upside from the current levels [1].

The company has shown robust performance, with a 20.39% return over the past year and a 5.1% year-over-year increase in revenue for the latest quarter. UBS notes that TJX has maintained solid sales momentum and is positioned to deliver a modest earnings beat in the second quarter. The company's strong financial health, as indicated by its trailing twelve-month revenue of $56.99B and a high financial health score from InvestingPro, further supports this positive outlook [1].

However, corporate insider sentiment has been negative, with an increase in insiders selling shares over the past quarter. This could potentially impact the stock's price, but analysts remain bullish on the company's fundamentals and growth prospects. The options market is pricing in a potential 3.7% stock move around the earnings event, slightly above the 3.5% historical average movement [1].

Other analysts have also shown confidence in TJX. TD Cowen has reiterated its Buy rating on TJX with a price target of $145, citing an improving buying environment and strong value perception driving sales. Bernstein SocGen Group has reiterated its Outperform rating with a $145 price target, praising TJX’s supply strategy and earnings potential amidst macroeconomic uncertainty [1].

Moreover, several institutional investors have increased their stakes in TJX Companies. The Public Sector Pension Investment Board, Nuveen LLC, GAMMA Investing LLC, Capital Research Global Investors, Northern Trust Corp, and Royal Bank of Canada have all boosted their positions in the company [3].

Overall, while insider selling could pose a challenge, the strong analyst consensus and positive fundamentals suggest that TJX Companies remains a promising investment. The company's earnings report, expected soon, will likely provide further clarity on its financial health and future prospects.

References:
[1] https://www.investing.com/news/analyst-ratings/ubs-maintains-buy-rating-on-tjx-stock-ahead-of-expected-earnings-beat-93CH-4185398
[2] https://www.marketscreener.com/news/consensus-cloud-beats-q2-adjusted-eps-estimates-raises-fy-guidance-ce7c5edcd98cf227
[3] https://www.marketbeat.com/instant-alerts/filing-public-sector-pension-investment-board-boosts-position-in-the-tjx-companies-inc-nysetjx-2025-08-11/