TGT · NYSE · Discount Stores

Target (TGT)

Curates everyday essentials and design-led merchandise through U.S. stores and digital channels.

$159.77
vs last close+2.06 (+1.31%)
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Target CorporationTGT
Consumer Staples

Sells apparel, beauty, groceries, household essentials, home goods, and hardlines through U.S. stores and digital channels. Nearly all sales are domestic, and stores handle most fulfillment, while owned brands, advertising, marketplace services, memberships, and credit-card profit sharing complement merchandise sales.

Sells apparel and accessories, beauty, food and beverages, household essentials, home furnishings and decor, and hardlines through a nationwide store network and digital channels. National brands anchor the assortment, while owned and exclusive labels such as Good & Gather, up & up, Cat & Jack, and Threshold provide differentiation across categories.

Uses stores as both shopping destinations and fulfillment hubs for Order Pickup, Drive Up, shipping, and same-day delivery. Merchandise sales drive the business, supplemented by Roundel advertising, Target Plus marketplace activity, paid memberships, and credit-card profit sharing.

Combines a broad everyday assortment with design-led discretionary merchandise and brand collaborations. Nearly all sales come from the United States, while roughly half of offered merchandise is sourced abroad and China is the largest origin for imports.

Company facts

CEOMichael J. Fiddelke
ListedOct 18, 1967
ExchangeNYSE
HeadquartersMinneapolis, MN
CountryUnited States
Employees415,000
CIK0000027419
ISINUS87612E1064

Market cap$71.63B
EPS (ttm)$9.64
P/E (ttm)16.36
ROE26.7%
P/B4.01
P/S0.6651
Dividend yieldDiv yield2.90%
Beta0.46vs XLP 1.04

Price target$169.00+7.2%Average of 60 analysts
ConsensusBuy28 of 60 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 20, 2026Deutsche BankTarget
Target: $140
Target: $150
Aug 20, 2026RBC CapitalReiterate
Rating: Target: $166
Rating: OutperformTarget: $178
Aug 20, 2026Truist FinancialTarget
Target: $147
Target: $167
Aug 20, 2026Evercore ISITarget
Target: $150
Target: $170
Aug 20, 2026Roth CapitalReiterate
Rating: Target: $114
Rating: NeutralTarget: $142

Next report
Nov 18, 26
in 57 days
EPS estimate
$2.05
Revenue estimate
$26.37B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.41$1.30$2.05$1.78$2.44$1.71$4.11Pending
Estimate$2.27$1.56$2.04$1.71$2.16$1.47$2.35$2.05
Surprise+6.2%−16.7%+0.5%+4.1%+13.0%+16.3%+74.9%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$30.92B$23.85B$25.21B$25.27B$30.45B$25.44B$26.54BPending
Estimate$30.76B$24.14B$24.94B$25.32B$30.46B$24.66B$26.13B$26.37B
Surprise+0.5%−1.2%+1.1%−0.2%0.0%+3.2%+1.6%
Estimate$2.05
ReportedDue Nov 18, 2026
Estimate$26.37B
ReportedDue Nov 18, 2026
View details

Debt to equity104.80%
Current ratio98.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$25.67B$30.92B$23.85B$25.21B$25.27B$30.45B$25.44B$26.54B
Net income$854.0M$1.10B$1.04B$935.0M$689.0M$1.05B$781.0M$1.88B
Net margin3.3%3.6%4.3%3.7%2.7%3.4%3.1%7.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$1.17B$1.47B$1.47B$1.32B$948.0M$1.38B$1.14B$2.56B
YoY growth−11.3%−21.3%+13.6%−19.4%−18.8%−5.9%−22.9%+94.4%

Balance sheet, Aug 1, 2026Cash & short-term investments $5.41B · Total debt $18.70B · Total assets $61.24B · Shareholders' equity $17.84B

Revenue
$26.54B
Operating income
$2.56B
Net income
$1.88B
View details

Dividend yield
2.90%
Next ex-date
Nov 12, 26
estimated · in 51 days
Annual dividend
$4.58
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$1.12$1.12$1.12$1.14$1.14$1.14$1.14$1.16
Annual yield3.65%3.50%4.70%4.27%4.92%3.96%3.75%2.97%
Ex-dateNov 20Feb 12May 14Aug 13Nov 12Feb 11May 13Aug 12
Payment dateDec 10Mar 1Jun 1Sep 1Dec 1Mar 1Jun 1Sep 1
View details

Institutions90.16%409.50M shares
1,986 holders · as of Jun 30, 2026
Insiders0.28%1.25M shares
28 holders · as of Aug 27, 2026
Other9.56%43.44M shares
remainder

454.19M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
8.52%38.70Mas of Jun 30, 2026
State Street CorpInstitution
7.94%36.05Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.53%29.64Mas of Jun 30, 2026
FMR LLCInstitution
5.42%24.63Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.86%22.06Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 25, 2026Brian C. Cornelldirector, officer: Executive Officer−50,000$163.56
Aug 24, 2026Melissa K. Kremerofficer: Executive Officer−15,500$169.96
Aug 21, 2026Matthew A. Liegelofficer: Chief Accounting Officer−926$163.51
Jun 29, 2026Lisa R. Roathofficer: Executive Officer−7,000$138.07
May 29, 2026Cara A. Sylvesterofficer: Executive Officer−10,000$125.89
View details

  • Walmart

    Dominant all-format price-leader across grocery, merchandise, and e-commerce.

  • Amazon

    E-commerce giant encroaching on every Target category, hardlines to grocery.

  • Costco

    Membership warehouse club winning suburban households on bulk staples and home.

  • TJX Companies

    Off-price leader capturing apparel and home shoppers at 20–60% brand discounts.

  • Kroger

    Pure-play US supermarket leader competing in Target’s largest revenue category.

  • Ross Stores

    Largest off-price chain competing on branded family apparel and home fashions.

  • Dollar General

    Small-box discounter capturing value-shifted shoppers on fill-in essentials.

  • Kohl's

    Off-mall department store competing in apparel, home, and beauty via Sephora.

Compare

CompanyPriceChange
Target$159.77+1.31%$71.63B16.417.20.7+5.3%
Walmart$109.72+2.12%$855.02B38.836.61.2+5.9%
Amazon$255.38−1.19%$2.78T20.827.43.6+19.6%
Costco$898.69+0.02%$398.46B45.241.01.4+11.6%
TJX Companies$130.64−0.24%$144.66B24.224.22.3+5.4%
Kroger$58.95−1.24%$36.57B32.311.80.2+2.0%
Ross Stores$232.88+0.70%$74.18B28.027.43.0+13.3%
Dollar General$124.24+1.91%$26.89B15.915.50.6+5.2%
Kohl's$18.18+4.27%$1.98B7.512.10.1−6.4%
Median26.125.81.3+5.7%