NEW YORK, Feb 11, 2026, 10:40 EST — Regular session
TJX Companies Inc (TJX) shares edged up 0.2% to $153.55 in Wednesday’s morning session, starting the day at $153.18. So far, the stock has fluctuated between $152.62 and $154.15, with roughly 513,000 shares changing hands.
TJ Maxx’s parent company saw its stock drop 1.9% on Tuesday, closing at $153.29 and ending a seven-day winning streak. The shares remain roughly 3.9% shy of their 52-week high of $159.48, reached on January 9. 1
The setup is crucial since retail stocks have been reacting sharply to sudden changes in interest-rate expectations, and the upcoming macro data could shake things up once more. Jordan Rizzuto, chief investment officer at GammaRoad Capital Partners, noted that “equities are viewing this favorably because the underlying employment picture looks like it’s stronger than what’s expected,” following data showing the unemployment rate dropped to 4.3% in January. 2
TJX is approaching its dividend cutoff. The company announced a quarterly dividend of $0.425 per share, payable March 5 to shareholders recorded by Feb. 12, according to a statement. The stock’s next ex-dividend date falls on Feb. 12, so anyone purchasing on or after that day won’t get the upcoming payout. 3
Consumer stocks mostly slipped on Wednesday. The Consumer Discretionary Select Sector SPDR Fund dropped roughly 0.8%, and the SPDR S&P 500 ETF fell around 0.3%. Off-price retailers showed a split: Burlington Stores edged up about 0.7%, while Ross Stores slipped about 0.4%.
TJX, headquartered in Framingham, Massachusetts, operates off-price retail chains like T.J. Maxx, Marshalls, and HomeGoods across the U.S., as well as TK Maxx and Homesense abroad. 4
In November, TJX boosted its fiscal 2026 outlook, projecting earnings per share between $4.63 and $4.66, with annual comparable sales expected to climb 4%—that’s sales at stores open for at least a year. “TJX’s sourcing model is playing to its advantage right now,” noted Emarketer analyst Suzy Davidkhanian. 5
Friday’s inflation numbers pose the immediate risk. The Labor Department lists the January consumer price index report for Feb. 13 at 8:30 a.m. ET — a key figure that could shake up rate-cut expectations and, in turn, hit consumer stocks. 6
TJX is set to report its fourth-quarter fiscal 2026 earnings on Feb. 25, according to its official reporting calendar. 7
