Market Cap
$71.1B
TGT
TARGET CORP
$155.46 ▼ -0.79%
Prev close $156.70Market cap$71.1B
ConsensusSell
12-mo target$164.68 (+5.9%)
▼ Bearish
Analyst conviction 4/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on TGT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (35%)
Inst. Holders
50 funds
Inst. Value
$42.1B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $19.9M sell
Insider Net $
-$19.9M
Social Sentiment
29° Bearish
SEC Reports
10
Press Releases
1
Congressional
1 trades
Price chart 30d -4.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 30, 2026 SEC Short Volume: TGT — 68.4% short (1.0M / 1.4M)
Short: 978,624 | Exempt: 0 | TRF Vol: 1,431,224 | Short Ratio: 68.4% | Off-exchange volume (dark poo
HSBC double upgrade: Hold → Buy
ANALYST-UPGRADE — Impact 4/10
Three Target insiders sold a combined $10.96M in stock over the past week, led by Executive Officer Brian Cornell's $8.1
CLUSTER — Impact 3/10
Aug 25, 2026 Insider
Cornell Brian C sold 50,000 shares
Executive Officer @ $163.56 ($8.2M)
Aug 24, 2026 Insider
Kremer Melissa K sold 15,500 shares
Executive Officer @ $169.96 ($2.6M)
Aug 21, 2026 Insider
Jul 20, 2026 Press LIEGEL MATTHEW A sold 926 shares
Chief Accounting Officer @ $163.51 ($151.4K)
Target announced the launch of 'Picolette by Olivia Culpo,' a 60-item exclusive baby collection launching July 26 in ~1,
Impact 2/10
Jun 30, 2026 Inst.
Bank of New York — DOUBLED
6,366,019 shares ($831.5M)
Analyst ratings buy % +6.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
35% rate it Buy or better · 43 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | HSBC | UPGRADE | Buy | 55% |
| Aug 20, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | 51% |
| Aug 20, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 20, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 20, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Aug 20, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 20, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 20, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 20, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 8 | 25 | 3 | 0 | 35% | |
| Aug 1, 2026 | 8 | 8 | 25 | 3 | 0 | 36% | |
| Jul 1, 2026 | 8 | 8 | 25 | 3 | 0 | 36% | |
| Jun 1, 2026 | 7 | 8 | 26 | 3 | 0 | 34% | |
| May 1, 2026 | 7 | 8 | 25 | 3 | 0 | 35% | |
| Apr 1, 2026 | 7 | 8 | 25 | 3 | 0 | 35% | |
| Mar 1, 2026 | 7 | 8 | 24 | 4 | 1 | 34% | |
| Feb 1, 2026 | 7 | 8 | 24 | 4 | 1 | 34% |
Price targets
Where 34 covering analysts think TGT trades over the next 12 months.
$164.68 +5.9% upside Buy
Current$155.46 Low$128.00 Median$164.00 High$200.00 34 analysts
$128.00$200.00
Analyst rating Buy· 2.5/5 as of Oct 2, 2026
Social media sentiment mood +12.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
29°
Bearish
BearishNeutralBullish
Recent posts
[Serious] If Donald Trump removed the tariffs before midterms tomorrow, would it be enough boost markets from then into the election?
▲ 1 · 💬 6· ⚡ 0.5
The $1.35 Trillion "Trump $5,000 Dividend" Proposal "Trade"
▲ 1 · 💬 5· ⚡ 0.5
MSTR has a reputation as one of the wildest stocks in the market.
▲ 1 · 💬 3· ⚡ 0.5
How much longer can Target run?
▲ 1 · 💬 0· ⚡ 0.5
Value / Margin of Safety Stocks to Consider?
▲ 1 · 💬 2· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 4 bullish, 0 bearish, 2 mixed, 4 neutral · avg impact 4.3/10.Plus 1 press releases.
BULLISHANALYST-UPGRADE4/10
HSBC double upgrade: Hold → Buy
Sep 30, 2026
MIXEDANALYST-DOWNGRADE4/10
Freedom Broker downgrades TGT to Hold — PT $130 (-10.3%)
May 20, 2026
NEUTRALCLUSTER3/10
Three Target insiders sold a combined $10.96M in stock over the past week, led by Executive Officer
Aug 27, 2026
NEUTRALCLUSTER2/10
Two Target insiders sold a combined $2.79M in open-market transactions within a week of the company'
Aug 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: TGT — 68.4% short (1.0M / 1.4M)
Short: 978,624 | Exempt: 0 | TRF Vol: 1,431,224 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: TGT — 61.8% short (0.6M / 1.0M)
Short: 617,726 | Exempt: 60 | TRF Vol: 999,632 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
other
Target Lowers Prices on Nearly 2,000 Products, Offering Even More Style and Design at an Incredible Value
MINNEAPOLIS, Sept. 29, 2026 /PRNewswire/ -- Target Corporation (NYSE: TGT) is lowering prices on nearly 2,000 home and apparel & accessories items, he
Sep 29, 2026
short_volume
Short Volume: TGT — 66.1% short (0.8M / 1.3M)
Short: 831,028 | Exempt: 5,053 | TRF Vol: 1,256,662 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: TGT — 55.2% short (0.8M / 1.5M)
Short: 832,123 | Exempt: 1,902 | TRF Vol: 1,508,038 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.05 | $1.91–$2.25 | 15.1% | +0.0% | 28↑ 2↓ | $26.4B | 31 |
| Next Q | $2.67 | $2.34–$2.85 | 9.5% | +0.0% | 29↑ 1↓ | $31.8B | 31 |
| Current FY | $10.24 | $8.79–$10.78 | 35.3% | +0.9% | 35↑ 0↓ | $110.2B | 36 |
| Next FY | $9.55 | $8.48–$10.30 | -6.8% | +0.5% | 35↑ 0↓ | $113.8B | 36 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.048 | — |
| 7d ago | $2.048 | +0.000 |
| 30d ago | $2.048 | +0.000 |
| 60d ago | $1.908 | +0.140 |
| 90d ago | $1.901 | +0.147 |
Institutional ownership
Which big funds own TGT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $42.1B total value (320,509,004 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 38,699,974 | $5.1B | 12.0% | — |
| STATE STREET CORP | 36,049,727 | $4.7B | 11.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 29,644,004 | $3.9B | 9.2% | — |
| FMR LLC | 24,630,329 | $3.2B | 7.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 22,057,164 | $2.9B | 6.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,448,336 | $2.0B | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,839,432 | $1.4B | 3.4% | — |
| MORGAN STANLEY | 6,862,571 | $896.3M | 2.1% | — |
| Bank of New York Mellon Corp | 6,366,019 | $831.5M | 2.0% | DOUBLED +112.2% |
| GOLDMAN SACHS GROUP INC | 6,254,175 | $816.9M | 1.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | DOUBLED | 3,000,198 | 6,366,019 | +112.2% | $831.5M |
| NORGES BANK | NEW | — | 6,124,565 | — | $799.9M |
| Allianz Asset Management GmbH | ADD | 2,635,207 | 4,099,109 | +55.6% | $535.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 2,446,213 | 3,180,300 | +30.0% | $415.4M |
| D. E. Shaw & Co., Inc. | TRIM | 7,901,395 | 3,074,795 | -61.1% | $401.6M |
| Holocene Advisors, LP | DOUBLED | 223,051 | 2,337,852 | +948.1% | $305.3M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 626,276 | 1,853,677 | +196.0% | $242.1M |
| DEUTSCHE BANK AG\ | TRIM | 2,486,969 | 1,716,849 | -31.0% | $224.2M |
| CITIGROUP INC | ADD | 1,260,106 | 1,696,065 | +34.6% | $221.5M |
| CITADEL ADVISORS LLC | TRIM | 2,800,704 | 1,262,470 | -54.9% | $164.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$19.9M — $0.00 bought, $19.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Cornell Brian C | Executive Officer | SELL | 50,000 | $163.56 | $8.2M |
| Aug 24, 2026 | Kremer Melissa K | Executive Officer | SELL | 15,500 | $169.96 | $2.6M |
| Aug 21, 2026 | LIEGEL MATTHEW A | Chief Accounting Officer | SELL | 926 | $163.51 | $151.4K |
| Aug 3, 2026 | DePinto Joseph Michael | Director | AWARD | 1,007 | — | — |
| Jun 30, 2026 | McGee Grant B | Executive Officer | AWARD | 4,127 | — | — |
| Jun 30, 2026 | McGee Grant B | Executive Officer | AWARD | 15,282 | — | — |
| Jun 29, 2026 | ROATH LISA R | Executive Officer | SELL | 7,000 | $138.07 | $966.5K |
| May 29, 2026 | SYLVESTER CARA A | Executive Officer | SELL | 10,000 | $125.89 | $1.3M |
| May 27, 2026 | Cornell Brian C | Executive Officer | SELL | 49,000 | $129.84 | $6.4M |
| May 27, 2026 | Cornell Brian C | Executive Officer | SELL | 1,000 | $130.55 | $130.5K |
Congressional trades
TGT trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 10, 2025 | Carol Miller | R | HOUSE | SELL | $15,001 - $50,000 | Target Corp | Aug 14, 2026(523d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TGT.
Shares short
16,788,512
Settlement Sep 15, 2026
Change vs prior
+6.0%
Semi-monthly cycle
Days to cover
5.5
At avg daily volume
Of shares outstanding
≈3.7%
Estimate — not % of float
All TGT filing & press-release reports (11)
- HSBC double upgrade: Hold → BuySep 30, 2026
- Freedom Broker downgrades TGT to Hold — PT $130 (-10.3%)May 20, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 27, 2026
- 8-K reportAug 19, 2026
- PRESS-RELEASE reportJul 20, 2026
- 8-K reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 1, 2026
- 8-K reportMay 20, 2026
- INST-CLUSTER reportFeb 28, 2026