Nama Insights

Target (TGT)

Consumer Defensive · Discount Stores · NYSE

S&P 500
Target (TGT) is a Consumer Defensive company in the Discount Stores industry. It has a market capitalization of $71.97B, a trailing price-to-earnings ratio of 15.8 and a free-cash-flow yield of 3.9%. Over the most recent reported fiscal year, revenue declined 1.7% and free cash flow per share fell 35.8%. Nama's AI scorecard rates it Buy, 6.3 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 6.3/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Leading · +69.3% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-41.1%
How far the last close sits under the highest price of the past five years.
Market cap$71.97B
Trailing P/E15.8
Price / book4.0
Price / sales0.7
FCF yield3.9%
Dividend yield2.9%
Gross margin29.3%
Operating margin5.6%
Net margin4.1%
Revenue growth (YoY)-1.7%
Revenue growth (3-yr annual)-1.3%
EPS growth (YoY)-14.6%
FCF/share growth (YoY)-35.8%
Beta1.0
ExchangeNYSE
SectorConsumer Defensive
IndustryDiscount Stores

TGT earnings

Next report: Nov 18, 2026 (Q3 2027, EPS estimate $2.05). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Aug 19, 2026 $4.11 $2.34 +75.6% $26.54B
Q1 2027 May 20, 2026 $1.71 $1.46 +17.1% $25.44B
Q4 2026 Mar 3, 2026 $2.44 $2.16 +13.0% $30.45B
Q3 2026 Nov 19, 2025 $1.78 $1.71 +4.1% $25.27B

TGT analyst price target

Median target $160.50 from 34 analysts, ranging $128.00 – $190.00.

Discount Stores peers

TickerCompanyMarket capP/E
WMT Walmart $998.90B 44.4
COST Costco Wholesale $466.86B 50.8
DG Dollar General $29.51B 17.4
DLTR Dollar Tree $24.61B 16.0
BJ BJ's Wholesale Club $13.82B 23.9
TBBB BBB Foods $7.91B —
OLLI Ollie's Bargain Outlet $5.37B 22.4
PSMT PriceSmart $5.02B 30.1
Explore live TGT data on Nama Insights →

Recent Congressional trades

Target trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Carol Devine Miller House Sell $15,001 - $50,000 Aug 13, 2026
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Dan Newhouse House Buy $1,001 - $15,000 Sep 17, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Julie Johnson House Sell $1,001 - $15,000 May 14, 2025
Jefferson Shreve House Sell $15,001 - $50,000 May 8, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Apr 28, 2025
Carol Devine Miller House Sell $1,001 - $15,000 Apr 11, 2025
Jefferson Shreve House Buy $15,001 - $50,000 Apr 11, 2025
Kelly Louise Morrison House Sell $15,001 - $50,000 Apr 4, 2025
Kelly Louise Morrison House Sell $100,001 - $250,000 Apr 4, 2025
Kelly Louise Morrison House Buy $1,001 - $15,000 Apr 4, 2025

TGT FAQ

Is TGT a buy?
Nama's AI scorecard currently rates Target Buy (6.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is TGT's P/E ratio?
Target trades at a trailing price-to-earnings ratio of 15.8.
When does TGT report earnings?
Target's next scheduled report is on Nov 18, 2026. Analysts expect EPS of $2.05.
What is the TGT price target?
The median analyst price target from 34 analysts is $160.50, with a range of $128.00 – $190.00.
Is TGT Shariah compliant?
Nama's AAOIFI-style screen reads Target as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does TGT pay a dividend?
Yes — Target's dividend yield is 2.9%.