Why did Target Corporation (TGT) stock move recently?

On 8/25/2026, Target Corporation moved -3.8% — Target shares fell amid backlash over the company's Monday apology and removal of a children's Halloween clown costume criticized for evoking blackface and minstrel imagery, adding reputational pressure on top of profit-taking after recent 52-week highs and broader retail sector weakness. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Target Corporation (TGT) overvalued or fairly valued?

MarketChacha shows Target Corporation's valuation in context — a trailing P/E of about 16.5, a forward P/E of about 16.2, a price-to-book of about 3.9 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Target Corporation's reported profit turn into cash?

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.81×) from reported figures — education, not a rating.

What is Target Corporation's revenue?

Target Corporation reported revenue of $104.8B for FY2026, with net profit of $3.7B, per official filings.

What is the share price of Target Corporation (TGT)?

Target Corporation last traded at $154.40 (+0.7% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Target Corporation

TGT · NYSE · Consumer Staples · United States

Snapshot

TickerTGT

ExchangeNYSE

SectorConsumer Staples

IndustryDiscount Stores

CountryUnited States

Employees400,000

HeadquartersMinneapolis, United States

Websitecorporate.target.com

Filings tracked19

About Target Corporation

Target Corporation operates as a general merchandise retailer in the United States. It offers apparel for women, men, young adults, kids, toddlers, and babies, as well as jewelry, accessories, and shoes; and beauty products, such as skin and bath care, cosmetics, hair care, oral care, deodorant, and shaving products. The company also provides food and beverage products comprising dry and perishable grocery, including snacks, candy, beverages, deli, bakery, meat, produce, and food service; electronics which includes video games and consoles, toys, sporting goods, entertainment, and luggage; bed and bath, home décor, school/office supplies, storage, small appliances, kitchenware, greeting cards, party supplies, furniture, lighting, home improvement, and seasonal merchandise; and household essentials, such as household cleaning, paper products, over-the-counter healthcare, vitamins and supplements, baby gear, and pet supplies. In addition, it sells merchandise through periodic design and creative partnerships, and shop-in-shop experience; and in-store amenities. The company sells its products through its stores; and digital channels, including Target.com. Target Corporation was incorporated in 1902 and is headquartered in Minneapolis, Minnesota.

Who owns it

Insiders0.3%
Institutions89.2%
Public & other10.5%

2,464 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.8.52%
State Street Corporation7.94%
Vanguard Capital Management LLC6.53%
FMR, LLC5.42%
Vanguard Portfolio Management LLC4.86%
Charles Schwab Investment Management, Inc.3.40%
Geode Capital Management, LLC2.39%
Morgan Stanley1.51%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.81×

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend2.5% → 3.5%

Margin has held broadly steady over the period — stable profitability.

Return on equity22.9%

Latest ROE of 22.9% — capital is generating a healthy return.

Growth qualityrev -1% · PAT 10%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $31.8B · EPS 2.67

Est. earnings growth +9.5%

Next fiscal year

Rev $113.8B · EPS 9.55

Est. earnings growth -6.8%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2026)

$104.8B

Net margin

3.5%

ROE

22.9%

Revenue CAGR (3y)

-1.3%

Profit CAGR (3y)

+10.0%

EPS (FY2026)

8.13

Net profit (FY2026)

$3.7B

Ask MarketChacha about TGT

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 25, 2026
Target shares fell amid backlash over the company's Monday apology and removal of a children's Halloween clown costume criticized for evoking blackface and minstrel imagery, adding reputational pressure on top of profit-taking after recent 52-week highs and broader retail sector weakness.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Aug 20, 2026
Target hit a 52-week high after Q2 net sales rose 5.3% to $26.54bn against a $26.14bn estimate, comparable sales rose 3.8%, and adjusted EPS of $2.46 beat $2.33. Results included $994m of pretax tariff-refund benefits, and the company raised full-year sales growth guidance to about 5% and lifted its EPS range.
source 1 ↗source 2 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about TGT

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2026	$104.8B	$3.7B	8.13	3.5%	22.9%
FY2025	$106.6B	$4.1B	8.86	3.8%	27.9%
FY2024	$107.4B	$4.1B	8.94	3.9%	30.8%
FY2023	$109.1B	$2.8B	5.98	2.5%	24.8%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q3	$26.5B	$1.9B	4.11	7.1%
2026Q2	$25.4B	$781.0M	1.71	3.1%
2026Q1	—	$1.0B	—	—
2025Q4	$25.3B	$689.0M	1.51	2.7%
2025Q3	$25.2B	$935.0M	2.05	3.7%
2025Q2	$23.8B	$1.0B	2.27	4.3%
2025Q1	—	$1.1B	—	—
2024Q4	$25.7B	$854.0M	1.85	3.3%
2024Q3	$25.5B	$1.2B	2.57	4.7%
2024Q2	$24.5B	$942.0M	2.03	3.8%
2024Q1	—	$1.4B	—	—
2023Q4	$25.4B	$971.0M	2.10	3.8%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/28/2026
8-K — Results of operations, Exhibits
SEC8/19/2026material
8-K — Material agreement, Termination of agreement, Material financial obligation, Exhibits
SEC8/14/2026material
8-K — Executive/director change, Exhibits
SEC7/22/2026material
8-K — Executive/director change, Shareholder vote results, Exhibits
SEC6/12/2026material
10-Q filing
SEC5/29/2026
8-K — Results of operations, Exhibits
SEC5/20/2026material
10-K filing
SEC3/11/2026
8-K — Results of operations, Exhibits
SEC3/3/2026material
8-K — Results of operations, Exhibits
SEC2/11/2026material
8-K — Executive/director change
SEC2/10/2026material
8-K — Executive/director change
SEC2/5/2026material
8-K — Executive/director change
SEC1/22/2026material

2025

10-Q filing
SEC11/26/2025
8-K — Results of operations, Exhibits
SEC11/19/2025material
8-K — Material agreement, Termination of agreement, Material financial obligation
SEC10/9/2025material
10-Q filing
SEC8/29/2025
8-K — Executive/director change
SEC8/20/2025material
8-K — Results of operations, Exhibits
SEC8/20/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.