Target Corporation has received a consensus “Hold” recommendation from 34 analysts, comprising 4 sell ratings, 20 hold ratings and 10 buy ratings. The average one-year price objective among those analysts is $103.03. Notable recent actions include Zacks Research upgrading from “Strong Sell” to “Hold” on December 3, BMO Capital Markets lowering its target from $95 to $90 and assigning a “Market Perform” rating on November 20, Wolfe Research reaffirming an “Underperform” rating with an $81 target on December 30, Bank of America cutting its objective from $93 to $80 while maintaining an “Underperform” stance on November 20, and DA Davidson setting a $120 target on January 12.

Institutional investors control approximately 79.7% of Target’s shares. Recent filings show WFA of San Diego LLC initiated a $25,000 position in Q2, Raleigh Capital Management increased its stake by 63.4% to 263 shares valued at roughly $26,000, Heartwood Wealth Advisors built a new $27,000 position in Q3, Investment Research & Advisory Group added a $29,000 stake in Q2, and Global Wealth Strategies & Associates boosted its holding by 192% to 292 shares worth about $29,000 in Q4.

For the quarter ended November 19, Target reported earnings per share of $1.78, beating consensus estimates by $0.07, though revenue of $25.27 billion came in slightly below the $25.44 billion forecast and represented a 1.6% year-over-year decline. The company posted a net margin of 3.58% and a return on equity of 22.74%. Target reaffirmed fiscal 2025 EPS guidance of $7.00–$8.00 and consensus among analysts points to $8.69 for the full year. The board declared a quarterly dividend of $1.14 per share, payable March 1 to shareholders of record on February 11, representing a $4.56 annualized payout and a 4.3% yield with a 55.3% payout ratio.