economy

January 14, 2026

Tax refunds are set to rise in 2026, and these stocks could benefit, Wolfe says

Expect filers to be a little more flush this tax season as new tax provisions kick in. That could be great news for a handful of stocks, according to Wolfe.

Tax refunds are set to rise in 2026, and these stocks could benefit, Wolfe says

TL;DR

  • Tax filing season begins January 26th, with individuals having until April 15th to file.
  • New tax provisions from President Trump's bill are expected to increase tax refunds for the 2025 tax year.
  • Average tax cuts per filer are projected to be around $3,752 in 2026.
  • Larger refunds are anticipated to boost consumer spending, benefiting certain stocks.
  • Costco Wholesale is cited as a potential winner due to its customer base and market share.
  • Robinhood may see increased activity as taxpayers reinvest refunds into financial markets.
  • Other mentioned companies include TJX Companies, Carnival, and Darden Restaurants.

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