PBU The Pension Fund of Early Childhood & Youth Educators Takes $1.15 Million Position in Target Corporation $TGT

PBU The Pension Fund of Early Childhood & Youth Educators acquired a new stake in Target Corporation (NYSE:TGT) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 11,721 shares of the retailer’s stock, valued at approximately $1,146,000.

Other large investors also recently modified their holdings of the company. WFA of San Diego LLC bought a new position in shares of Target in the second quarter valued at approximately $25,000. Global Wealth Strategies & Associates raised its stake in Target by 192.0% in the fourth quarter. Global Wealth Strategies & Associates now owns 292 shares of the retailer’s stock valued at $29,000 after purchasing an additional 192 shares in the last quarter. Eagle Bay Advisors LLC purchased a new stake in Target in the fourth quarter valued at approximately $30,000. Key Financial Inc raised its stake in Target by 77.4% in the third quarter. Key Financial Inc now owns 346 shares of the retailer’s stock valued at $31,000 after purchasing an additional 151 shares in the last quarter. Finally, True Wealth Design LLC raised its stake in Target by 168.9% in the fourth quarter. True Wealth Design LLC now owns 355 shares of the retailer’s stock valued at $35,000 after purchasing an additional 223 shares in the last quarter. 79.73% of the stock is currently owned by institutional investors.

Target Trading Down 1.1%

TGT stock opened at $122.52 on Friday. The company has a market capitalization of $55.65 billion, a PE ratio of 16.18, a price-to-earnings-growth ratio of 2.39 and a beta of 1.00. Target Corporation has a one year low of $83.44 and a one year high of $133.10. The company’s 50 day moving average price is $124.43 and its two-hundred day moving average price is $112.02. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.30 and a current ratio of 0.93.

Target (NYSE:TGT) last posted its quarterly earnings results on Wednesday, May 20th. The retailer reported $1.71 EPS for the quarter, topping the consensus estimate of $1.47 by $0.24. The firm had revenue of $25.44 billion for the quarter, compared to the consensus estimate of $24.66 billion. Target had a net margin of 3.24% and a return on equity of 22.92%. The business’s revenue was up 6.7% compared to the same quarter last year. During the same period last year, the firm posted $1.30 earnings per share. Target has set its FY 2026 guidance at 7.500-8.500 EPS. As a group, analysts predict that Target Corporation will post 8.35 earnings per share for the current fiscal year.

Target Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Wednesday, May 13th were paid a dividend of $1.14 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $4.56 annualized dividend and a dividend yield of 3.7%. Target’s dividend payout ratio (DPR) is 60.24%.

Insider Activity at Target

In other news, CAO Matthew A. Liegel sold 2,053 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $117.19, for a total value of $240,591.07. Following the transaction, the chief accounting officer owned 12,143 shares in the company, valued at approximately $1,423,038.17. This trade represents a 14.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Cara A. Sylvester sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $125.89, for a total transaction of $1,258,900.00. Following the completion of the transaction, the insider owned 45,930 shares in the company, valued at $5,782,127.70. This represents a 17.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Piper Sandler raised their target price on shares of Target from $121.00 to $127.00 and gave the company a “neutral” rating in a research note on Thursday, May 21st. Wall Street Zen raised shares of Target from a “hold” rating to a “buy” rating in a research note on Saturday. JPMorgan Chase & Co. raised their target price on shares of Target from $120.00 to $129.00 and gave the company a “neutral” rating in a research note on Friday, May 15th. Mizuho set a $120.00 target price on shares of Target in a research note on Thursday, March 5th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $124.00 target price on shares of Target in a research note on Thursday, May 21st. Eleven research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, Target has a consensus rating of “Hold” and an average target price of $125.93.

Key Stories Impacting Target

Here are the key news stories impacting Target this week:

• Positive Sentiment: Zacks Research raised Target’s earnings estimates for FY2027, FY2028, and FY2029, signaling stronger expected profitability over the next several years. Target Corporation (NYSE:TGT)
• Positive Sentiment: The firm also increased quarterly EPS estimates for Q1 2028, Q1 2029, Q2 2028, and Q3 2028, which may reassure investors that earnings momentum is improving beyond the current year. Target Corporation (NYSE:TGT)
• Neutral Sentiment: Target is trending on Zacks.com and Yahoo Finance, suggesting elevated investor interest, but those items do not add new fundamental news by themselves. Is Trending Stock Target Corporation (TGT) a Buy Now?
• Neutral Sentiment: Current full-year EPS consensus remains at $8.35, so the revisions are supportive but not yet a major reset to near-term expectations. Is Trending Stock Target Corporation (TGT) a Buy Now?
• Negative Sentiment: Zacks also trimmed some estimates, including Q4 2027 EPS, showing that the outlook is not uniformly improving across all time periods. Target Corporation (NYSE:TGT)

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.