Target (NYSE:TGT) Stock Price Expected to Rise, UBS Group Analyst Says

Target (NYSE:TGT) had its price objective hoisted by equities researchers at UBS Group from $130.00 to $144.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the retailer’s stock. UBS Group’s price objective indicates a potential upside of 17.78% from the stock’s previous close.

TGT has been the subject of several other reports. Weiss Ratings restated a “hold (c-)” rating on shares of Target in a research note on Wednesday, January 21st. Truist Financial boosted their target price on shares of Target from $90.00 to $121.00 and gave the company a “hold” rating in a research report on Tuesday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $115.00 price target on shares of Target in a report on Thursday, December 18th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $130.00 price target on shares of Target in a research report on Wednesday. Finally, Evercore set a $105.00 price objective on Target in a report on Tuesday, February 17th. Eleven investment analysts have rated the stock with a Buy rating, twenty-one have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $114.03.

Target Stock Performance

Shares of NYSE:TGT traded up $1.46 on Wednesday, hitting $122.26. 3,251,764 shares of the company were exchanged, compared to its average volume of 6,508,208. The firm has a market capitalization of $55.36 billion, a P/E ratio of 14.84 and a beta of 1.12. The company has a current ratio of 0.97, a quick ratio of 0.27 and a debt-to-equity ratio of 0.99. Target has a 1-year low of $83.44 and a 1-year high of $126.00. The stock’s 50 day moving average price is $108.64 and its 200 day moving average price is $97.91.

Target (NYSE:TGT) last issued its quarterly earnings results on Tuesday, March 3rd. The retailer reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.16 by $0.28. The company had revenue of $30.45 billion during the quarter, compared to analysts’ expectations of $30.52 billion. Target had a return on equity of 22.74% and a net margin of 3.58%.The firm’s revenue was down 1.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.41 EPS. Target has set its Q1 2026 guidance at 1.300- EPS and its FY 2026 guidance at 7.500-8.500 EPS. Sell-side analysts predict that Target will post 8.69 EPS for the current year.

Hedge Funds Weigh In On Target

Large investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in Target by 0.5% in the fourth quarter. Vanguard Group Inc. now owns 58,212,397 shares of the retailer’s stock valued at $5,690,262,000 after purchasing an additional 286,499 shares during the period. State Street Corp lifted its position in shares of Target by 0.3% during the 4th quarter. State Street Corp now owns 37,772,533 shares of the retailer’s stock valued at $3,692,265,000 after buying an additional 124,468 shares in the last quarter. Charles Schwab Investment Management Inc. grew its stake in Target by 3.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 17,065,926 shares of the retailer’s stock valued at $1,668,194,000 after acquiring an additional 561,898 shares during the period. Franklin Resources Inc. grew its stake in Target by 2.4% in the 4th quarter. Franklin Resources Inc. now owns 6,194,448 shares of the retailer’s stock valued at $605,507,000 after acquiring an additional 142,937 shares during the period. Finally, Norges Bank purchased a new stake in Target in the 4th quarter worth $587,903,000. Institutional investors and hedge funds own 79.73% of the company’s stock.

Target News Roundup

Here are the key news stories impacting Target this week:

• Positive Sentiment: Q4 results beat and constructive guidance — Target reported adjusted Q4 EPS above expectations and issued FY‑2026 EPS and revenue targets that were stronger than consensus, which gave investors confidence in margin improvement and a return to growth. Target Q4 earnings / guidance
• Positive Sentiment: Multi‑year growth plan and $2B 2026 investment — Management unveiled a bold strategic plan that includes roughly $2 billion of incremental 2026 investment, refreshed store formats, a goal to expand ~300 stores over time and stronger category focus — a clear catalyst for revenue and comp recovery. Zacks: Multi‑year growth strategy
• Positive Sentiment: AI and digital focus to drive sales personalization — Management emphasized using AI to improve personalization, same‑day delivery and digital conversion, which investors view as a high‑leverage, low‑capex way to lift comps and margin. PYMNTS: AI for personalization
• Positive Sentiment: Several bullish analyst moves — Oppenheimer raised its PT to $140 (outperform), Telsey upgraded to outperform with a $145 PT, and Guggenheim moved to buy with a $130 PT — these upgrades reinforce the buy case and helped lift sentiment. Oppenheimer / TickerReport
• Neutral Sentiment: Piper Sandler raised its PT to $119 but kept a neutral rating — a modest signal that some analysts remain cautious on near‑term upside despite the plan. StreetInsider: Piper Sandler
• Negative Sentiment: Barclays raised its price target but kept an underweight rating — the bank’s continued cautious stance (PT to $108) highlights lingering skepticism about durable sales recovery and provides a counterweight to bullish calls. Benzinga: Barclays note
• Negative Sentiment: Bearish commentary remains — some outlets argue Target’s long‑term return profile is still disappointing despite the rally, reminding investors of execution risk and the multi‑year nature of the turnaround. 247WallSt: Critical view

About Target

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.