Target Corporation

NYSE:TGT Rapport sur les actions

Capitalisation boursière : US$57.0b

Target Dividendes et rachats

Dividende contrôle des critères 5/6

Target est une société versant des dividendes avec un rendement actuel de 3.63% qui est bien couvert par les bénéfices. La prochaine date de paiement est le 1st June, 2026 avec une date ex-dividende de 13th May, 2026.

Informations clés

3.6%

Rendement du dividende

0.4%

Rendement des rachats

Rendement total pour l'actionnaire4.1%
Rendement futur des dividendes3.9%
Croissance des dividendes8.4%
Prochaine date de paiement du dividende01 Jun 26
Date ex-dividende13 May 26
Dividende par actionn/a
Ratio de distribution60%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit May 23

TGT: Merchandising And Guest Experience Turnaround Will Support Future Earnings Power

Narrative Update on Target The updated analyst price target for Target moves from about $154.82 to $158.51. This reflects analysts' responses to recent Q1 earnings beats, raised FY26 guidance, and early progress on the company’s merchandise and operational turnaround, even as they continue to flag risks around SG&A growth, tougher upcoming comparisons, and execution in key categories.
Seeking Alpha May 20

Target: Take Some Chips Off The Table (Rating Downgrade)

Summary Target Corporation delivered a robust Q1 with 6.7% net sales growth and strong margin expansion, signaling a clear business turnaround. They raised full-year guidance, expecting 4% net sales growth and operating margin expansion, with adjusted EPS now likely near the high end of $7.50–$8.50. While there have been operational improvements, TGT stock valuation has expanded to a forward P/E of 15.01, reducing risk/reward attractiveness for new entries. I downgrade Target to Hold, recommending profit-taking after a 35% rally, given macro risks and less compelling valuation. Read the full article on Seeking Alpha
Mise à jour du récit Apr 29

TGT: Heavy Self Funded Turnaround Spending Will Restrain Earnings Recovery Potential

The analyst price target for Target edges higher, reflecting a fair value shift from about $94.61 to $95.31, supported by Street research that cites updated earnings models, improving margin assumptions, and management's plans to restore merchandising strength and customer traffic. Analyst Commentary Recent research on Target reflects a wide range of views, with many firms raising price targets but differing on how much confidence to place in the company’s execution and earnings path.
Mise à jour du récit Apr 14

TGT: Heavy Self Funded Investments Will Cap 2026 Earnings Recovery Potential

Target's analyst price target has been lifted slightly as analysts factor in updated Q4 results, 2026 guidance, and recent investor day messaging that outlines a clearer path to profitable growth. This outlook is supported by modest tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Mise à jour du récit Mar 31

TGT: Merchandising And Guest Experience Investments Will Rebuild Earnings Power

Analysts have raised Target's fair value estimate to $154.82 from $140.00. This change reflects a series of higher price targets tied to updated earnings models, slightly stronger assumed revenue growth and margins, and a higher future P/E multiple following Q4 results, guidance, and investor day commentary.
Mise à jour du récit Mar 16

TGT: Intensifying Competition And Traffic Pressure Will Restrain 2026 Earnings Multiple

Analysts have lifted the updated fair value estimate for Target shares to $94.61 from $66.69, reflecting higher long term profit margin and P/E assumptions supported by recent Q4 results, 2026 guidance, and multiple price target increases across the Street. Analyst Commentary Recent Street research on Target reflects a wide range of views, with many firms lifting price targets following Q4 results and 2026 guidance, while still flagging execution risks, traffic challenges, and ongoing competition from large peers.
Mise à jour du récit Mar 02

TGT: Upcoming Earnings And Investor Day Will Rebuild Earnings Power

The analyst price target for Target has been raised from about $137 to $140. This change reflects analysts' updated views that slightly higher long-term revenue growth, profit margins, and future P/E assumptions are reasonable in light of recent Street research, which has generally moved price targets higher while still noting mixed traffic and recovery expectations.
Mise à jour du récit Feb 16

TGT: Reinvestment In Merchandising And AI Will Rebuild Earnings Power

The analyst fair value estimate for Target has been raised by about $10 to $136.65, as analysts factor in modestly higher revenue growth, slightly stronger profit margins, and a somewhat richer assumed future P/E multiple, while keeping a broadly similar discount rate. Analyst Commentary Recent Street research on Target reflects a mixed but improving tone, with several bullish analysts focusing on the potential for execution on the turnaround plan, valuation re-rating, and incremental investments in growth and efficiency.
Mise à jour du récit Feb 02

TGT: Reinvestment Year And Sales Slump Will Depress Future Earnings Multiple

Analysts have increased their fair value estimate for Target by about $0.40, citing recent price target adjustments, mixed yet stabilizing reactions to Q3 results, and expectations that planned investments and margin efforts could support a lower future P/E assumption. Analyst Commentary Recent research coverage paints a mixed picture for Target, with several firms updating their models after Q3 results and management's updated investment plans.
Mise à jour du récit Jan 19

TGT: Extended Turnaround Spending And Weak Sales Will Constrain Margin Recovery

Our updated Target price target edges lower, as fair value shifts to about $66 from $67. Analysts highlight mixed Q3 results, a long and investment heavy turnaround path, and differing views on earnings multiples and capital spending plans.
Mise à jour du récit Jan 05

TGT: Heavier Reinvestment In Merchandising And AI Will Reset Earnings Base

Narrative Update on Target Analysts have trimmed their implied fair value for Target from about $130.77 to $126.14 as a group of firms reduced price targets, citing a more cautious earnings multiple, slightly softer growth and margin assumptions, and uncertainty around the scale of reinvestment needed for the turnaround plan. Analyst Commentary Recent research on Target paints a mixed but detailed picture, with most firms trimming price targets after Q3 while still highlighting key elements of the turnaround plan and capital allocation that matter for long term investors.
Mise à jour du récit Dec 13

TGT: Reinvestment And Turnaround Spending Will Prolong Margin Pressure And Earnings Weakness

Analysts have reduced our Target fair value estimate to approximately $67 from $82, reflecting lower assumed revenue growth and margins, a slightly higher discount rate, and more conservative valuation multiples amid a tougher macro backdrop and increased reinvestment needs highlighted in recent research. Analyst Commentary Recent Street research has tilted more cautious on Target, with a series of price target cuts, largely Neutral or lower ratings, and an emphasis on execution risk in the company’s turnaround plan.
Mise à jour du récit Nov 28

TGT: Near-Term Headwinds And Reinvestment Needs Will Shape Recovery Path Forward

Target's analyst price target was reduced from approximately $101 to $97 per share, as analysts cite increasing uncertainty around reinvestment needs and a more cautious outlook following recent quarterly results. Analyst Commentary The latest round of analyst commentary on Target offers a balanced mix of optimism and caution, as experts digest the company’s quarterly performance and forward-looking strategies.
Mise à jour du récit Nov 14

TGT: Leadership Transition And Operational Efficiency Will Drive Business Recovery

Target’s analyst price target was revised down from $101.36 to $100.70 per share. Analysts point to continued sales headwinds and the need for significant reinvestment to improve long-term performance.
Mise à jour du récit Oct 31

TGT: Margin Stability And Leadership Changes Will Shape Recovery Amid Competitive Pressures

Target’s analyst price target saw a modest decrease, slipping from $101.52 to $101.36. Analysts cited ongoing industry headwinds and the need for significant investment to address margin and revenue challenges.
Mise à jour du récit Oct 17

Competition From Walmart And Amazon Will Impede Future Performance

Target's fair value estimate has been slightly lowered to $101.52 from $101.79. This reflects analysts' concerns about ongoing weak sales, required reinvestment, and continued pressure on margins, despite some stabilization in fundamentals.
Mise à jour du récit Oct 03

Competition From Walmart And Amazon Will Impede Future Performance

The analyst price target for Target has been revised downward by nearly $2 to $101.79. Analysts cite soft sales trends and the need for substantial reinvestment in merchandising, technology, and store experience.
Article d’analyse Jul 30

Returns On Capital At Target (NYSE:TGT) Have Hit The Brakes

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Article d’analyse Jul 18

Is Target Corporation (NYSE:TGT) Trading At A 39% Discount?

Key Insights Target's estimated fair value is US$171 based on 2 Stage Free Cash Flow to Equity Target is estimated to...
Article d’analyse Jul 06

At US$104, Is Target Corporation (NYSE:TGT) Worth Looking At Closely?

Target Corporation ( NYSE:TGT ) saw a double-digit share price rise of over 10% in the past couple of months on the...
Seeking Alpha Apr 16

Target Is A Value Target

Summary Target presents a strong value investment opportunity - financial indicators appear strong. Despite potential risks like economic downturns and competitive pressures, TGT's current valuation at a forward PE ratio of 10.21 is compelling. TGT's dividends remain robust, with a yield of 4.83%, providing a cushion as the company aims for valuation multiple expansion. Long-term growth strategies include expanding the Target Plus Marketplace, enhancing digital revenue streams, and leveraging AI for customer experience and internal efficiencies. Read the full article on Seeking Alpha
Seeking Alpha Apr 07

Target: A Dicey Outlook, But Valuations And Yield Offer Some Comfort

Summary Target Corporation's stock has significantly underperformed in Q1 2025, with losses over double the prime equity benchmark and 6x worse than other retailers. We touch upon on how the recent tariff developments may potentially impact Target, which is also going to see a step-up in CAPEX, and potentially underwhelming dividend growth. TGT's charts appear to look overextended, while its cheap valuations and attractive yield should bring some support. Read the full article on Seeking Alpha
Seeking Alpha Mar 25

Target Is A Buy For Value-Oriented Investors

Summary Target offers a compelling valuation with a forward dividend yield of 4.31%, higher than the 10-Year Treasury Note, and a strong dividend growth history. The macroeconomic environment is favorable, with steady employment, decreasing inflation, and high CEO confidence, which should boost consumer spending at Target. Target plans to increase revenue by $15B over five years through new stores, brand partnerships, and digital improvements, aiming for significant earnings growth. Despite low consumer confidence, I believe lower prices and interest rates will drive consumers to Target, making it a smart buy for value-oriented investors. Read the full article on Seeking Alpha
Seeking Alpha Mar 02

Target's Dividend, A Dream Or A Trap? Earnings Preview

Summary Target's Q4 earnings report will be crucial, with a focus on FY2025 guidance and potential for beating estimates due to strong holiday sales. Despite attractive valuation multiples and a 3.6% dividend yield, Target's growth prospects remain uncertain, warranting a cautious approach. Target's e-commerce and ad businesses lag behind competitors like Amazon and Walmart, impacting overall performance and investor sentiment. Income-oriented investors should monitor Target for potential yield increases if the stock drops another 10%-15%, but staying on the sidelines is advised for now. Read the full article on Seeking Alpha
Seeking Alpha Jan 27

Target: I'm Waiting For One More Pull Back Before Buying

Summary Target faces macro and cyclical headwinds, with consumer discretionary spending and macro sentiment likely driving the stock lower after recent downward guidance and softening sales. I hesitate to buy TGT unless it becomes unreasonably cheap or shows signs of growth and margin expansion, preferring a 10-15% price drop. Despite long-term growth investments and improvements in logistics and omnichannel offerings, short-term risks and weak discretionary sales make me rate TGT a hold. Target's 3.3% dividend yield is attractive for income-seeking investors, but I seek at least a 10% annual total return before re-initiating a position. Read the full article on Seeking Alpha

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les dividendes par action de TGT sont restés stables au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de TGT ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

Target Rendement des dividendes par rapport au marché
Comment le rendement du dividende de TGT se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (TGT)3.6%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Consumer Retailing)1.0%
Analyste prévisionnel (TGT) (jusqu'à 3 ans)3.9%

Dividende notable: Le dividende de TGT ( 3.63% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.41% ).

Dividende élevé: Le dividende de TGT ( 3.63% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.22% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Grâce à son ratio de distribution raisonnable (59.7%), les dividendes versés par TGT sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son cash payout ratio raisonnable (68.3%), les paiements de dividendes de TGT sont couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 12:11
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/05/02
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Target Corporation est couverte par 59 analystes. 36 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Christopher GrajaArgus Research Company
Peter BenedictBaird
Seth SigmanBarclays