TGT

TARGET CORP

NYSE · Retail-Variety Stores · Inc. MN · CIK 0000027419
$122.57 -1.03% $55.7B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$55.7B
Cap SizeLarge Cap
Analyst ConsensusHold (34%)
Inst. Holders12 funds
Inst. Value$11.5B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$7.9M
Reddit Sentiment19° Bearish
SEC Reports6
Exchange NYSE·Sector Retail-Variety Stores·Inc. MN·CIK 0000027419·Prev Close $123.85

Recent Activity

Jun 5, 2026 short_volume
Short Volume: TGT — 63.0% short (0.9M / 1.5M)
Short: 916,072 | Exempt: 0 | TRF Vol: 1,454,296 | Short Ratio: 63.0% | Off-exchange volume (dark poo
May 31, 2026 SEC
18 firms acted on TGT: Telsey Advisory Group, Bernstein, Wolfe Research, BTIG, Wolfe Research, B of A Securities, Barclays, Telsey Advisory Group, B of A Securities, Bernstein, Goldman Sachs, Mizuho, Daiwa Capital, Deutsche Bank, Citigroup, Bernstein, Melius Research, Exane BNP Paribas
ANALYST-UPGRADE — Impact 1/10
May 29, 2026 Insider
SYLVESTER CARA A sold 10,000 shares
Executive Officer @ $125.89 ($1.3M)
May 27, 2026 Insider
Cornell Brian C sold 49,000 shares
Executive Officer @ $129.84 ($6.4M)
May 20, 2026 SEC
Freedom Broker downgrades TGT to Hold — PT $130 (-10.3%)
ANALYST-DOWNGRADE — Impact 4/10
May 1, 2026 SEC
Telsey Advisory Group upgrades TGT to Outperform — PT $145 (+12% from current)
ANALYST-UPGRADE — Impact 3/10
Apr 7, 2026 Insider
Cornell Brian C sold 21,697 shares
Executive Officer @ $120.76 ($2.6M)
Inst.
NORGES BANK — NEW
6,014,348 shares ($587.9M)

Price Targets

$131.66 +7.4% upside Buy
Current $122.57 Low $92.00 Median $130.00 High $160.00 33 analysts
$92.00 $160.00

Analyst Ratings

Sell34% buy · 44 analysts
7Strong Buy
8Buy
26Hold
3Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 Telsey Advisory Group MAINTAIN Outperform → Outperform
May 21, 2026 Truist Securities MAINTAIN Hold → Hold
May 21, 2026 DA Davidson MAINTAIN Buy → Buy
May 21, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 21, 2026 Goldman Sachs MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.24 $2.05 — $2.76 9% YoY 31
Next Q $1.90 ▲ +1.4% $1.71 — $2.12 7% YoY 31
Current FY $8.34 ▲ +4.2% $7.59 — $8.96 10% YoY 36
Next FY $8.90 ▲ +4.6% $7.09 — $9.85 7% YoY 36

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$5.7B
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.7BDOUBLED
FMR LLC$1.6B
MORGAN STANLEY$787.7MADD
NORGES BANK$587.9MNEW

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026SYLVESTER CARASELL$1.3M
May 27, 2026Cornell BrianSELL$6.4M
Apr 7, 2026Cornell BrianF$2.6M
Apr 7, 2026SYLVESTER CARAA$0.00
Apr 7, 2026Vemana PratabkumarA$0.00

Reddit Sentiment

19°
Bearish
Bearish Neutral Bullish
9 mentions 0 bullish 8 bearish
12 institutional holders with $11.5B total value (118,086,388 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, FMR. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC58,212,397$5.7B49.3%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC17,065,926$1.7B14.5%DOUBLED +407.8%
3FMR LLC16,796,000$1.6B14.2%
4MORGAN STANLEY8,058,019$787.7M6.8%ADD +29.1%
5NORGES BANK6,014,348$587.9M5.1%NEW
6BANK OF AMERICA CORP /DE/4,883,244$477.3M4.1%
7WELLS FARGO & COMPANY/MN3,860,583$377.4M3.3%TRIM -48.6%
8RENAISSANCE TECHNOLOGIES LLC1,925,200$188.2M1.6%ADD +28.0%
9Cullen Capital Management, LLC925,442$90.5M0.8%
10TWO SIGMA INVESTMENTS, LP165,100$16.1M0.1%NEW
11DODGE & COX98,129$9.6M0.1%
12Olstein Capital Management, L.P.82,000$8.0K0.0%ADD +48.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW6,014,348$587.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD1,504,1001,925,200+28.0%$188.2M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW165,100$16.1M2025-Q4
Fund 1 Investments, LLCEXIT10,0000-100.0%$0.002025-Q4
UBS Group AGTRIM7,958,7094,527,072-43.1%$406.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD805,3001,504,100+86.8%$134.9M2025-Q3
Fund 1 Investments, LLCNEW10,000$897.0K2025-Q3
NORGES BANKEXIT5,859,1940-100.0%$0.002025-Q3
MORGAN STANLEYADD7,315,4309,444,549+29.1%$931.7M2025-Q2
NORGES BANKNEW5,859,194$578.0M2025-Q2
WELLS FARGO & COMPANY/MNTRIM8,586,8754,410,011-48.6%$435.0M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED3,144,82815,970,414+407.8%$1.7B2025-Q1
CITADEL ADVISORS LLCTRIM10,302,7567,473,239-27.5%$779.9M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW816,000$85.2M2025-Q1
TWO SIGMA INVESTMENTS, LPEXIT35,5340-100.0%$0.002025-Q1
NORGES BANKEXIT5,606,5400-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED4,700,69510,302,756+119.2%$1.4B2024-Q4
Olstein Capital Management, L.P.ADD50,00074,000+48.0%$10.0K2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT293,0000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,053,471$475.9M2024-Q3
21 unique insiders with 3 transactions. Net insider value: -$7.9M ($0.00 bought, $7.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026SYLVESTER CARA AExecutive OfficerSELL10,000$125.89$1.3M
May 27, 2026Cornell Brian CExecutive OfficerSELL49,000$129.84$6.4M
Apr 7, 2026Cornell Brian CExecutive OfficerF21,697$120.76$2.6M
Apr 7, 2026SYLVESTER CARA AExecutive OfficerA5,809$0.00$0.00
Apr 7, 2026Vemana PratabkumarExecutive OfficerA3,634$0.00$0.00
Apr 7, 2026LIEGEL MATTHEW AChief Accounting OfficerF411$120.76$49.6K
Apr 7, 2026SYLVESTER CARA AExecutive OfficerF1,983$120.76$239.5K
Apr 7, 2026Vemana PratabkumarExecutive OfficerF1,166$120.76$140.8K
Apr 7, 2026ROATH LISA RExecutive OfficerA2,443$0.00$0.00
Apr 7, 2026ROATH LISA RExecutive OfficerF751$120.76$90.7K
Apr 7, 2026Cornell Brian CExecutive OfficerA50,777$0.00$0.00
Apr 7, 2026Kremer Melissa KExecutive OfficerA7,259$0.00$0.00
Apr 7, 2026Kremer Melissa KExecutive OfficerF3,088$120.76$372.9K
Apr 7, 2026LIEGEL MATTHEW AChief Accounting OfficerA1,337$0.00$0.00
Apr 7, 2026FIDDELKE MICHAEL JExecutive OfficerA11,250$0.00$0.00
Apr 7, 2026FIDDELKE MICHAEL JExecutive OfficerF5,131$120.76$619.6K
Apr 1, 2026Bratspies Stephen BDirectorA1,791$0.00$0.00
Mar 17, 2026LIEGEL MATTHEW AChief Accounting OfficerI3,425.831$116.76$400.0K
Mar 17, 2026LIEGEL MATTHEW AChief Accounting OfficerSELL2,053$117.19$240.6K
Mar 17, 2026LIEGEL MATTHEW AChief Accounting OfficerI2,112.125$116.76$246.6K
Mar 13, 2026ROATH LISA RExecutive OfficerF203$116.73$23.7K
Mar 13, 2026LIEGEL MATTHEW AChief Accounting OfficerF371$116.73$43.3K
Mar 13, 2026Vemana PratabkumarExecutive OfficerF199$116.73$23.2K
Mar 12, 2026LIEGEL MATTHEW AChief Accounting OfficerF246$116.55$28.7K
Mar 11, 2026ABNEY DAVID PDirectorA1,676$0.00$0.00
Mar 11, 2026BAKER DOUGLAS M JRDirectorA1,676$0.00$0.00
Mar 11, 2026EDWARDS ROBERT LDirectorA1,676$0.00$0.00
Mar 11, 2026Rice Derica WDirectorA2,682$0.00$0.00
Mar 11, 2026Barrett George SDirectorA2,891$0.00$0.00
Mar 11, 2026LEAHY CHRISTINE ADirectorA3,101$0.00$0.00
Mar 11, 2026LOZANO MONICA CDirectorA1,676$0.00$0.00
Mar 11, 2026Whiteford Grace PumaDirectorA1,676$0.00$0.00
Mar 11, 2026FIDDELKE MICHAEL JExecutive OfficerA30,418$0.00$0.00
Mar 11, 2026Cornell Brian CExecutive OfficerA50,277$0.00$0.00
Mar 11, 2026LIEGEL MATTHEW AChief Accounting OfficerA3,688$0.00$0.00
Mar 11, 2026Kremer Melissa KExecutive OfficerA16,759$0.00$0.00
Mar 11, 2026FIDDELKE MICHAEL JExecutive OfficerF1,952$119.88$234.0K
Mar 11, 2026STOCKTON DMITRI LDirectorA2,891$0.00$0.00
Mar 11, 2026Hoke John R IIIDirectorA1,956$0.00$0.00
Mar 11, 2026Cornell Brian CExecutive OfficerF11,050$119.88$1.3M
Mar 11, 2026BOUDREAUX GAILDirectorA2,682$0.00$0.00
Mar 11, 2026KNAUSS DONALD RDirectorA1,676$0.00$0.00
Mar 11, 2026ROATH LISA RExecutive OfficerA16,759$0.00$0.00
Mar 11, 2026ROATH LISA RExecutive OfficerF152$119.88$18.2K
Mar 11, 2026Lee JamesExecutive OfficerA25,139$0.00$0.00
Mar 11, 2026Vemana PratabkumarExecutive OfficerA20,949$0.00$0.00
Mar 11, 2026Vemana PratabkumarExecutive OfficerF625$119.88$74.9K
Mar 11, 2026SYLVESTER CARA AExecutive OfficerA16,759$0.00$0.00
Mar 11, 2026SYLVESTER CARA AExecutive OfficerF1,010$119.88$121.1K
Mar 11, 2026Kremer Melissa KExecutive OfficerF1,260$119.88$151.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (34% buy). Based on 44 analysts: 7 strong buy, 8 buy, 26 hold, 3 sell, 0 strong sell.

Analyst Price Targets

$131.66 mean target +7.4% upside Buy (2.55)
$92.00 Low $160.00 High
MetricValue
Current Price$122.57
Target Low$92.00
Target Mean$131.66
Target Median$130.00
Target High$160.00
# Analysts33
RecommendationBuy (2.55)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$2.24 $2.05 $2.76 9.5% -0.0% 12↑ 16↓ $26.0B 3.2% 31
Next Q
2026-10-31
$1.90 $1.71 $2.12 6.8% +1.4% 19↑ 10↓ $26.1B 3.2% 31
Current FY
2027-01-31
$8.34 $7.59 $8.96 10.1% +4.2% 33↑ 1↓ $108.9B 3.9% 36
Next FY
2028-01-31
$8.90 $7.09 $9.85 6.7% +4.6% 32↑ 1↓ $112.0B 2.9% 36

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.244
7d ago$2.244+0.001
30d ago$2.245-0.001
60d ago$2.243+0.002
90d ago$2.231+0.013
23 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
May 21, 2026 Truist Securities MAINTAIN Hold Hold
May 21, 2026 DA Davidson MAINTAIN Buy Buy
May 21, 2026 RBC Capital MAINTAIN Outperform Outperform
May 21, 2026 Goldman Sachs MAINTAIN Neutral Neutral
May 21, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 21, 2026 Baird MAINTAIN Neutral Neutral
May 20, 2026 Freedom Broker DOWNGRADE Buy Hold
May 15, 2026 JP Morgan MAINTAIN Neutral Neutral
May 15, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 13, 2026 Truist Securities MAINTAIN Hold Hold
May 12, 2026 Barclays MAINTAIN Underweight Underweight
May 12, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 21, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 20, 2026 Guggenheim MAINTAIN Buy Buy
Mar 10, 2026 DA Davidson MAINTAIN Buy Buy
Mar 5, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 5, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 5, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 4, 2026 Citigroup MAINTAIN Neutral Neutral
Mar 4, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 4, 2026 BNP Paribas MAINTAIN Underperform Underperform
Mar 4, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 4, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Mar 4, 2026 UBS MAINTAIN Buy Buy
Mar 4, 2026 Truist Securities MAINTAIN Hold Hold
Mar 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 4, 2026 Barclays MAINTAIN Underweight Underweight
Mar 4, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 4, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 4, 2026 Guggenheim MAINTAIN Buy Buy
Mar 4, 2026 Telsey Advisory Group UPGRADE Market Perform Outperform
Mar 4, 2026 Bernstein UPGRADE Underperform Market Perform
Mar 4, 2026 B of A Securities MAINTAIN Underperform Underperform
Mar 2, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 27, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 26, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 26, 2026 Bernstein MAINTAIN Underperform Underperform
Feb 23, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 17, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 17, 2026 Guggenheim MAINTAIN Buy Buy
Feb 12, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 11, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Feb 10, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 3, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 27, 2026 Wolfe Research UPGRADE Underperform Peer Perform
Dec 30, 2025 Wolfe Research REITERATE Underperform Underperform
Dec 9, 2025 Evercore ISI Group MAINTAIN In-Line In-Line

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202678263034%
May 1, 202678253035%
Apr 1, 202678253035%
Mar 1, 202678244134%
Feb 1, 202678244134%
Jan 1, 202668234233%
Dec 1, 202569234234%
Nov 1, 202569244233%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

19°
Bearish
Bearish Neutral Bullish
9 mentions 0 bullish 8 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 20, 2026140° Cool011
May 20, 2026140° Cool011
Mar 5, 2026140° Cool011
Mar 5, 2026140° Cool011
Mar 4, 2026140° Cool011
Mar 4, 2026140° Cool011
Mar 3, 2026140° Cool011
Mar 3, 2026140° Cool011
May 9, 2025150° Neutral001

Recent Reddit Threads

r/stocks Bearish 17d 2h ago
TGT (Target) is probably the only recession proof stock
▲ 1 💬 0 ⚡ 0.5
r/options Bearish 3mo ago
Eminem went Platinum but DOES he own VG?
▲ 1 💬 0 ⚡ 0.5
r/options Bearish 3mo ago
RED is the NEW RED. Enjoy the walk of shame....
▲ 1 💬 0 ⚡ 0.5
r/SPACs Neutral 13mo ago
TGT Target stock
▲ 1 💬 1 ⚡ 0.0
Jun 5, 2026
short_volume
Short Volume: TGT — 63.0% short (0.9M / 1.5M)
Short: 916,072 | Exempt: 0 | TRF Vol: 1,454,296 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: TGT — 69.2% short (1.0M / 1.5M)
Short: 1,011,759 | Exempt: 14,661 | TRF Vol: 1,462,108 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: TGT — 58.2% short (0.7M / 1.3M)
Short: 748,616 | Exempt: 3,087 | TRF Vol: 1,286,142 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: TGT — 60.2% short (1.1M / 1.9M)
Short: 1,117,466 | Exempt: 8,941 | TRF Vol: 1,855,422 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
earnings_calendar
TGT Q1 2026 Earnings Before Market Open — 2026-05-20
May 20, 2026
short_volume
Short Volume: TGT — 58.6% short (4.8M / 8.2M)
Short: 4,784,280 | Exempt: 26,427 | TRF Vol: 8,160,286 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
earnings_calendar
TGT Q1 2027 Earnings After Market Close — 2026-05-19
EPS est: $1.36 | Rev est: $24.5B
May 19, 2026
earnings_calendar
TGT Q1 2027 Earnings Scheduled — 2026-05-19
May 14, 2026
short_interest
FTD: TGT — 37,004 shares ($4.5M) failed to deliver
Settlement: 20260514, Price: $121.48, FTD Value: $4,495,245.92, TARGET CORPORATION
May 11, 2026
dark_pool
Dark Pool: TGT — 6.1M shares, 126,717 trades
Week starting 2026-05-11. Total ATS volume: 6,051,756 shares across 126,717 trades.
May 4, 2026
dark_pool
Dark Pool: TGT — 5.5M shares, 101,712 trades
Week starting 2026-05-04. Total ATS volume: 5,478,920 shares across 101,712 trades.
Apr 29, 2026
short_volume
Short Volume: TGT — 63.4% short (1.1M / 1.7M)
Short: 1,097,379 | Exempt: 224 | TRF Vol: 1,730,950 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: TGT — 56.1% short (1.0M / 1.7M)
Short: 950,768 | Exempt: 4,354 | TRF Vol: 1,694,098 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: TGT — 58.1% short (0.9M / 1.6M)
Short: 945,577 | Exempt: 216 | TRF Vol: 1,627,977 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: TGT — 5.1M shares, 100,279 trades
Week starting 2026-04-27. Total ATS volume: 5,113,962 shares across 100,279 trades.