Edmond DE Rothschild Holding S.A. Buys Shares of 4,781 Target Corporation $TGT

Edmond DE Rothschild Holding S.A. bought a new stake in shares of Target Corporation (NYSE:TGT) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,781 shares of the retailer’s stock, valued at approximately $624,000.

A number of other institutional investors and hedge funds have also made changes to their positions in TGT. Brighton Jones LLC grew its stake in Target by 101.3% during the 4th quarter. Brighton Jones LLC now owns 6,080 shares of the retailer’s stock worth $822,000 after buying an additional 3,059 shares during the last quarter. Woodline Partners LP increased its position in Target by 39.9% in the first quarter. Woodline Partners LP now owns 38,712 shares of the retailer’s stock worth $4,040,000 after buying an additional 11,047 shares during the period. NewEdge Advisors LLC lifted its stake in Target by 22.8% in the second quarter. NewEdge Advisors LLC now owns 69,660 shares of the retailer’s stock valued at $6,872,000 after buying an additional 12,948 shares during the last quarter. Sei Investments Co. lifted its stake in Target by 8.0% in the second quarter. Sei Investments Co. now owns 190,860 shares of the retailer’s stock valued at $18,832,000 after buying an additional 14,195 shares during the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake in Target by 11.0% in the second quarter. Treasurer of the State of North Carolina now owns 272,787 shares of the retailer’s stock valued at $26,910,000 after buying an additional 27,063 shares during the last quarter. 79.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Target

In other Target news, insider Cara A. Sylvester sold 10,000 shares of the business’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $125.89, for a total transaction of $1,258,900.00. Following the sale, the insider directly owned 45,930 shares in the company, valued at approximately $5,782,127.70. The trade was a 17.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on TGT. Argus set a $150.00 price target on shares of Target in a research report on Friday, May 22nd. KeyCorp reiterated a “sector weight” rating on shares of Target in a research report on Thursday. Mizuho set a $150.00 target price on shares of Target in a research note on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Target in a research note on Friday, July 31st. Finally, Oppenheimer upped their target price on shares of Target from $140.00 to $170.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, seventeen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $159.52.

Key Headlines Impacting Target

Here are the key news stories impacting Target this week:

• Positive Sentiment: Target reported second-quarter sales of $26.54 billion, up 5.3% year over year and ahead of estimates. Comparable sales rose 3.8%, supported by a 3.6% increase in traffic, while earnings significantly exceeded Wall Street expectations. Target Corporation Reports Second Quarter Earnings
• Positive Sentiment: Management raised its fiscal 2026 outlook, calling for approximately 5% sales growth and EPS of $9.90 to $10.90. Improving traffic, digital sales, merchandising and execution suggest that Target’s turnaround is gaining traction. Target lifts annual forecasts again
• Positive Sentiment: Several analysts raised their price targets following the earnings report. RBC increased its target to $178 and maintained an “outperform” rating, implying meaningful upside, while Citigroup and TD Cowen raised targets to $160. Analyst price-target updates
• Neutral Sentiment: Target’s dividend remains attractive to income investors, with a quarterly payout of $1.16 per share after a recent increase. However, the stock’s roughly 15% one-month rally leaves less room for additional gains if operating momentum slows. Target versus Walmart dividend comparison
• Negative Sentiment: Second-quarter profitability benefited from an approximately $994 million tariff refund. Investors may therefore view part of the earnings beat and upgraded outlook as nonrecurring, raising concerns about the quality and sustainability of underlying profits. Target raises guidance as tariff refunds boost profitability
• Negative Sentiment: Valuation and execution risks are limiting enthusiasm. KeyCorp reaffirmed a “sector weight” rating, while Citi and TD Cowen remain effectively neutral or hold-rated, suggesting analysts believe much of the recovery is already reflected in TGT’s share price. Target valuation analysis

Target Trading Down 0.6%

NYSE:TGT opened at $158.04 on Friday. Target Corporation has a 1 year low of $83.44 and a 1 year high of $161.98. The stock has a market cap of $71.78 billion, a price-to-earnings ratio of 16.41, a PEG ratio of 2.09 and a beta of 0.97. The business has a fifty day moving average of $140.21 and a 200-day moving average of $127.75. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.30 and a current ratio of 0.99.

Target (NYSE:TGT) last issued its quarterly earnings results on Wednesday, August 19th. The retailer reported $4.11 EPS for the quarter, beating analysts’ consensus estimates of $2.35 by $1.76. Target had a return on equity of 23.23% and a net margin of 4.08%.The company had revenue of $26.54 billion for the quarter, compared to analyst estimates of $26.13 billion. During the same period last year, the company earned $2.05 earnings per share. The company’s quarterly revenue was up 5.3% compared to the same quarter last year. Target has set its FY 2026 guidance at 9.900-10.900 EPS. Equities analysts predict that Target Corporation will post 10.4 earnings per share for the current year.

Target Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Wednesday, August 12th will be paid a dividend of $1.16 per share. This represents a $4.64 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Wednesday, August 12th. This is a positive change from Target’s previous quarterly dividend of $1.14. Target’s dividend payout ratio is 61.29%.

Target Profile

Target Corporation (NYSE: TGT) is a U.S.-based general merchandise retailer headquartered in Minneapolis, Minnesota. The company operates a network of full-line and small-format stores across the United States alongside a national e-commerce platform and mobile app. Target’s retail assortment spans apparel, home goods, electronics, groceries and household essentials, plus beauty, baby and pet categories. The firm complements national brands with a portfolio of owned and exclusive labels and partnerships that help differentiate its merchandise assortment.

Target traces its roots to the Dayton Company, founded by George Dayton in 1902; the Target discount chain was launched in 1962 and the parent company later adopted the Target Corporation name.