NEW YORK, Feb 11, 2026, 10:40 EST — Regular session
TJX Companies Inc (TJX) shares were up 0.2% at $153.55 in morning trading on Wednesday, after opening at $153.18. The stock has ranged between $152.62 and $154.15, with about 513,000 shares traded.
The TJ Maxx owner is coming off a sharp pullback on Tuesday, when the stock fell 1.9% to close at $153.29 and snapped a seven-session winning streak. TJX is still about 3.9% below its 52-week high of $159.48 hit on Jan. 9. (MarketWatch)
The setup matters because retail stocks have been trading off fast shifts in interest-rate expectations, and the next macro print could move them again. “Equities are viewing this favorably because the underlying employment picture looks like it’s stronger than what’s expected,” Jordan Rizzuto, chief investment officer at GammaRoad Capital Partners, said after data showed the unemployment rate fell to 4.3% in January. (Reuters)
TJX is also heading into a dividend cutoff. The company declared a quarterly dividend of $0.425 per share, payable March 5 to shareholders of record on Feb. 12, it said in a statement. The stock’s next ex-dividend date is Feb. 12, meaning buyers on or after that date will not receive the upcoming payout. (Business Wire)
Consumer stocks were broadly weaker on Wednesday. The Consumer Discretionary Select Sector SPDR Fund was down about 0.8%, while the SPDR S&P 500 ETF was off about 0.3%; off-price peers were mixed, with Burlington Stores up about 0.7% and Ross Stores down about 0.4%.
TJX, based in Framingham, Massachusetts, runs off-price chains including T.J. Maxx, Marshalls and HomeGoods in the United States, and TK Maxx and Homesense internationally. (Reuters)
In its last major update in November, TJX raised its fiscal 2026 forecast and said it expected earnings per share of $4.63 to $4.66, alongside 4% growth in annual comparable sales — sales at stores open at least a year. “TJX’s sourcing model works in its favor right now,” said Suzy Davidkhanian, an analyst at Emarketer. (Reuters)
But Friday’s inflation data is the near-term risk. The Labor Department’s schedule shows the January consumer price index report is due Feb. 13 at 8:30 a.m. ET — a number that can jolt rate-cut bets and, by extension, consumer stocks. (Bureau of Labor Statistics)
The next company catalyst is TJX’s fourth-quarter fiscal 2026 earnings release on Feb. 25, the company’s reporting calendar shows. (Tjx)
