Equities Analysts Offer Predictions for Target Co.’s Q2 2025 Earnings (NYSE:TGT)

Target Co. (NYSE:TGT) – Equities researchers at Telsey Advisory Group boosted their Q2 2025 EPS estimates for shares of Target in a research report issued on Wednesday, May 22nd. Telsey Advisory Group analyst J. Feldman now anticipates that the retailer will earn $2.19 per share for the quarter, up from their prior forecast of $2.14. Telsey Advisory Group currently has a “Outperform” rating and a $195.00 target price on the stock. The consensus estimate for Target’s current full-year earnings is $9.41 per share. Telsey Advisory Group also issued estimates for Target’s Q3 2025 earnings at $2.34 EPS, Q4 2025 earnings at $2.96 EPS, FY2025 earnings at $9.52 EPS, Q1 2026 earnings at $2.28 EPS, Q2 2026 earnings at $2.48 EPS, Q3 2026 earnings at $2.63 EPS, Q4 2026 earnings at $3.28 EPS and FY2026 earnings at $10.66 EPS.

Target (NYSE:TGT) last posted its quarterly earnings data on Wednesday, May 22nd. The retailer reported $2.03 earnings per share for the quarter, missing the consensus estimate of $2.05 by ($0.02). The company had revenue of $24.14 billion for the quarter, compared to analysts’ expectations of $24.52 billion. Target had a net margin of 3.87% and a return on equity of 31.91%. The business’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same quarter last year, the business posted $2.05 EPS.

A number of other brokerages have also recently issued reports on TGT. StockNews.com cut shares of Target from a “strong-buy” rating to a “buy” rating in a research report on Thursday. Oppenheimer lifted their target price on shares of Target from $160.00 to $170.00 and gave the stock an “outperform” rating in a report on Monday, February 26th. DA Davidson lifted their target price on shares of Target from $167.00 to $195.00 and gave the stock a “buy” rating in a report on Wednesday, March 6th. BMO Capital Markets decreased their target price on shares of Target from $170.00 to $155.00 and set a “market perform” rating for the company in a report on Thursday. Finally, TheStreet raised shares of Target from a “c+” rating to a “b-” rating in a report on Monday, March 4th. Ten investment analysts have rated the stock with a hold rating and nineteen have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $180.41.

Target Price Performance

Shares of NYSE:TGT opened at $145.23 on Friday. The stock has a market cap of $67.19 billion, a PE ratio of 16.30, a PEG ratio of 1.33 and a beta of 1.16. Target has a 52 week low of $102.93 and a 52 week high of $181.86. The company has a quick ratio of 0.29, a current ratio of 0.86 and a debt-to-equity ratio of 0.97. The company’s fifty day moving average is $164.92 and its 200 day moving average is $149.59.

Hedge Funds Weigh In On Target

Large investors have recently bought and sold shares of the business. Washington Trust Advisors Inc. increased its stake in shares of Target by 56.1% in the first quarter. Washington Trust Advisors Inc. now owns 178 shares of the retailer’s stock valued at $32,000 after purchasing an additional 64 shares during the period. Williams Jones Wealth Management LLC. increased its stake in shares of Target by 0.6% during the first quarter. Williams Jones Wealth Management LLC. now owns 10,773 shares of the retailer’s stock valued at $1,909,000 after acquiring an additional 68 shares during the period. Larson Financial Group LLC increased its stake in shares of Target by 1.3% during the fourth quarter. Larson Financial Group LLC now owns 5,339 shares of the retailer’s stock valued at $760,000 after acquiring an additional 70 shares during the period. Godshalk Welsh Capital Management Inc. increased its stake in shares of Target by 0.9% during the fourth quarter. Godshalk Welsh Capital Management Inc. now owns 8,130 shares of the retailer’s stock valued at $1,158,000 after acquiring an additional 70 shares during the period. Finally, Haverford Trust Co increased its stake in shares of Target by 0.3% during the first quarter. Haverford Trust Co now owns 27,472 shares of the retailer’s stock valued at $4,868,000 after acquiring an additional 70 shares during the period. Institutional investors own 79.73% of the company’s stock.

Insider Buying and Selling at Target

In other Target news, insider Brian C. Cornell sold 45,000 shares of the business’s stock in a transaction on Monday, March 11th. The stock was sold at an average price of $167.52, for a total value of $7,538,400.00. Following the completion of the transaction, the insider now directly owns 346,919 shares in the company, valued at approximately $58,115,870.88. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. In related news, insider Christina Hennington sold 4,600 shares of the stock in a transaction on Thursday, March 21st. The stock was sold at an average price of $170.88, for a total value of $786,048.00. Following the completion of the sale, the insider now directly owns 38,487 shares in the company, valued at approximately $6,576,658.56. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Brian C. Cornell sold 45,000 shares of the stock in a transaction dated Monday, March 11th. The stock was sold at an average price of $167.52, for a total transaction of $7,538,400.00. Following the transaction, the insider now directly owns 346,919 shares in the company, valued at approximately $58,115,870.88. The disclosure for this sale can be found here. In the last three months, insiders sold 52,600 shares of company stock worth $8,819,598. Insiders own 0.23% of the company’s stock.

Target Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 10th. Shareholders of record on Wednesday, May 15th will be issued a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, May 14th. This represents a $4.40 annualized dividend and a yield of 3.03%. Target’s dividend payout ratio (DPR) is presently 49.38%.

Target Company Profile

Target Corporation operates as a general merchandise retailer in the United States. The company offers apparel for women, men, boys, girls, toddlers, and infants and newborns, as well as jewelry, accessories, and shoes; and beauty and personal care, baby gear, cleaning, paper products, and pet supplies.