Target Corporation

NYSE:TGT Stock Report

Market Cap: US$51.5b

Target Management

Management criteria checks 2/4

Target's CEO is Michael Fiddelke, appointed in Feb 2026, has a tenure of less than a year. total yearly compensation is $6.74M, comprised of 13.4% salary and 86.6% bonuses, including company stock and options. directly owns 0.012% of the company’s shares, worth $6.41M. The average tenure of the management team and the board of directors is 1.3 years and 7.7 years respectively.

Key information

Michael Fiddelke

Chief executive officer

US$6.7m

Total compensation

CEO salary percentage13.35%
CEO tenureless than a year
CEO ownership0.01%
Management average tenure1.3yrs
Board average tenure7.7yrs

Recent management updates

Recent updates

Target: I'm Waiting For Q4 Results Before Making A Move (Downgrade)

Feb 27

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

Jul 30
Returns On Capital At Target (NYSE:TGT) Have Hit The Brakes

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

Jul 18
Is Target Corporation (NYSE:TGT) Trading At A 39% Discount?

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

Jul 06
At US$104, Is Target Corporation (NYSE:TGT) Worth Looking At Closely?

Target Is A Value Target

Apr 16

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

Apr 07

Is Now The Time To Look At Buying Target Corporation (NYSE:TGT)?

Mar 27
Is Now The Time To Look At Buying Target Corporation (NYSE:TGT)?

Target Is A Buy For Value-Oriented Investors

Mar 25

Target Corporation (NYSE:TGT) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

Mar 06
Target Corporation (NYSE:TGT) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

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

Mar 02

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

Jan 27

Despite Accelerating Growth In Some Areas, I'm Bearish On Target

Dec 30

Target's Promotional Strategies Backfired - Tariffs Will Add More Pressure

Dec 23

Target: Q3, Promotional Environment Weighs On Earnings

Nov 21

Walmart Vs. Target: Which Retail Giant Is A Buy At Today's Valuations?

Nov 12

Target: This Dividend King Is On Sale Yielding Around 3%

Oct 25

CEO Compensation Analysis

How has Michael Fiddelke's remuneration changed compared to Target's earnings?
DateTotal CompensationSalaryCompany Earnings
Nov 01 2025n/an/a

US$4b

Aug 02 2025n/an/a

US$4b

May 03 2025n/an/a

US$4b

Feb 01 2025US$7mUS$900k

US$4b

Nov 02 2024n/an/a

US$4b

Aug 03 2024n/an/a

US$4b

May 04 2024n/an/a

US$4b

Feb 03 2024US$5mUS$771k

US$4b

Oct 28 2023n/an/a

US$4b

Jul 29 2023n/an/a

US$3b

Apr 29 2023n/an/a

US$3b

Jan 28 2023US$4mUS$746k

US$3b

Oct 29 2022n/an/a

US$3b

Jul 30 2022n/an/a

US$4b

Apr 30 2022n/an/a

US$6b

Jan 29 2022US$4mUS$709k

US$7b

Oct 30 2021n/an/a

US$7b

Jul 31 2021n/an/a

US$6b

May 01 2021n/an/a

US$6b

Jan 30 2021US$4mUS$625k

US$4b

Oct 31 2020n/an/a

US$4b

Aug 01 2020n/an/a

US$4b

May 02 2020n/an/a

US$3b

Feb 01 2020US$3mUS$540k

US$3b

Compensation vs Market: Michael's total compensation ($USD6.74M) is below average for companies of similar size in the US market ($USD13.27M).

Compensation vs Earnings: Michael's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Michael Fiddelke (47 yo)

less than a year
Tenure
US$6,741,443
Compensation

Mr. Michael J. Fiddelke is Chief Executive Officer and Director of Target Corporation from February 1, 2026. He was Chief Operating Officer of Target Corporation from February 4, 2024 to February 1, 2026....


Leadership Team

NamePositionTenureCompensationOwnership
Brian Cornell
Executive Chair of the Board11.6yrsUS$20.41m0.078%
$ 40.3m
Michael Fiddelke
CEO & Directorless than a yearUS$6.74m0.012%
$ 6.4m
James Lee
Executive VP & CFO1.5yrsUS$11.31m0.0023%
$ 1.2m
Richard Gomez
Non-Executive Officer5.1yrsUS$4.19m0.026%
$ 13.3m
Lisa Roath
Executive VP & COOless than a yearno data0.0036%
$ 1.8m
Matthew Liegel
Senior VP3.9yrsno data0.0024%
$ 1.3m
Pratabkumar Vemana
Executive VP & Chief Information and Product Officer1.1yrsno data0.0045%
$ 2.3m
John Hulbert
Vice President of Investor Relationsno datano datano data
Melissa Kremer
Executive VP & Chief HR Officer7.2yrsno data0.0097%
$ 5.0m
Cynthia Ho
Senior VP of Global Sourcingno datano datano data
Todd Waterbury
Senior VP & Chief Creative Officerno datano datano data
Samir Shah
Senior Vice President of Storesno datano datano data
1.3yrs
Average Tenure
48.5yo
Average Age

Experienced Management: TGT's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Brian Cornell
Executive Chair of the Board11.6yrsUS$20.41m0.078%
$ 40.3m
Michael Fiddelke
CEO & Directorless than a yearUS$6.74m0.012%
$ 6.4m
Donald Knauss
Independent Director10.6yrsUS$335.07k0.0027%
$ 1.4m
Robert Edwards
Independent Director10.6yrsUS$320.49k0.0022%
$ 1.1m
Monica Lozano
Independent Director10yrsUS$370.07k0%
$ 0
Douglas Baker
Independent Director13yrsUS$310.07k0.00086%
$ 443.1k
Christine Leahy
Lead Independent Director5.2yrsUS$313.03k0%
$ 0
Gail Boudreaux
Independent Director4.5yrsUS$310.11k0%
$ 0
David Abney
Independent Director4.6yrsUS$310.07k0%
$ 0
George Barrett
Independent Director7.3yrsUS$335.11k0%
$ 0
Dmitri Stockton
Independent Director8yrsUS$326.78k0%
$ 0
Grace Whiteford
Independent Director3.6yrsUS$310.07k0.000070%
$ 36.1k
7.7yrs
Average Tenure
66yo
Average Age

Experienced Board: TGT's board of directors are considered experienced (7.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/02 05:56
End of Day Share Price 2026/03/02 00:00
Earnings2025/11/01
Annual Earnings2025/02/01

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Target Corporation is covered by 63 analysts. 35 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher GrajaArgus Research Company
Peter BenedictBaird
Seth SigmanBarclays