Target Maintains Hold Rating with $100 Price Target from Telsey Advisory

Telsey Advisory maintains a Hold rating on Target with a $100 price target. Analyst Joe Feldman has a 10.7% average return and a 56.33% success rate on recommended stocks. Target reported Q1 revenue of $23.85 billion and a net profit of $1.04 billion. Corporate insider sentiment is negative, with 58 insiders selling shares over the past quarter.

Target Corporation (NYSE: TGT) is set to release its Q2 2026 earnings on August 20th, with analysts expecting earnings of $2.08 per share and revenue of $24.84 billion [1]. The retailer's stock has been the subject of varying analyst opinions, with some maintaining a "buy" rating and others a "hold" rating.

Telsey Advisory maintains a Hold rating on Target with a $100 price target, reflecting a cautious outlook. Analyst Joe Feldman, known for his 10.7% average return and 56.33% success rate on recommended stocks, has not provided a specific rating for Target [2]. However, his track record suggests a degree of caution when considering the stock.

In the most recent quarter, Target reported Q1 revenue of $23.85 billion and a net profit of $1.04 billion. The company also declared a quarterly dividend of $1.12 per share, reflecting a yield of 4.2% [1]. This dividend payout represents a significant portion of the company's earnings, with a dividend payout ratio (DPR) of 49.23%.

Corporate insider sentiment has been negative, with 58 insiders selling shares over the past quarter. This includes a notable sale by Brian C. Cornell, who sold 45,000 shares at an average price of $96.18 [1]. Institutional investors, including hedge funds, hold a significant portion of the stock, with 79.73% currently owned by institutional investors [1].

Several analysts have adjusted their target prices for Target shares. DA Davidson lowered its target price from $140.00 to $125.00 while maintaining a "buy" rating. JPMorgan Chase & Co. increased its target price from $105.00 to $109.00 with a "neutral" rating. Wall Street Zen lowered its rating from "hold" to "sell," while Loop Capital set a $95.00 price objective [1].

Target's stock has been trading at a PE ratio of 11.68 and a price-to-earnings-growth ratio of 2.99, reflecting a valuation that is generally considered attractive compared to the broader market [1]. However, the company's debt-to-equity ratio of 0.96 indicates a relatively healthy financial position.

As Target prepares to release its Q2 earnings, investors will be closely watching for any signs of improved profitability or growth in revenue. The company's ability to manage its costs and maintain its dividend payout will also be a key factor in determining its stock performance.

References:
[1] https://www.marketbeat.com/instant-alerts/target-tgt-to-release-quarterly-earnings-on-wednesday-2025-08-13/
[2] https://www.theglobeandmail.com/investing/markets/stocks/TTWO-Q/pressreleases/34010215/take-two-q1-net-bookings-up-17/