American Century Companies Inc. Boosts Stock Holdings in Target Corporation $TGT

American Century Companies Inc. grew its position in Target Corporation (NYSE:TGT) by 5.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,318,051 shares of the retailer’s stock after purchasing an additional 63,874 shares during the period. American Century Companies Inc. owned about 0.29% of Target worth $118,229,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in TGT. WFA of San Diego LLC bought a new stake in Target in the 2nd quarter worth about $25,000. Heartwood Wealth Advisors LLC bought a new position in shares of Target during the 3rd quarter worth approximately $27,000. Tripletail Wealth Management LLC purchased a new position in shares of Target in the 3rd quarter worth approximately $31,000. Key Financial Inc boosted its stake in shares of Target by 77.4% in the 3rd quarter. Key Financial Inc now owns 346 shares of the retailer’s stock worth $31,000 after buying an additional 151 shares during the last quarter. Finally, VSM Wealth Advisory LLC grew its holdings in shares of Target by 1,113.8% in the second quarter. VSM Wealth Advisory LLC now owns 352 shares of the retailer’s stock valued at $35,000 after acquiring an additional 323 shares in the last quarter. 79.73% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Weiss Ratings reiterated a “hold (c-)” rating on shares of Target in a report on Wednesday, January 21st. DA Davidson set a $120.00 target price on Target in a research note on Monday, January 12th. Guggenheim boosted their price target on shares of Target from $110.00 to $125.00 and gave the stock a “buy” rating in a report on Tuesday, February 17th. Roth Mkm set a $88.00 price objective on shares of Target in a report on Thursday, November 20th. Finally, Argus lowered their price objective on shares of Target from $135.00 to $125.00 and set a “buy” rating on the stock in a research report on Monday, December 1st. Ten research analysts have rated the stock with a Buy rating, twenty have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, Target has a consensus rating of “Hold” and an average target price of $107.66.

Key Headlines Impacting Target

Here are the key news stories impacting Target this week:

• Positive Sentiment: Analyst price target raised to $115 — a bullish signal for the shares. Price Target Raised to $115
• Neutral Sentiment: Target will report Q4 and full‑year 2025 results before the open and host a financial‑community webcast on March 3 (11:30 a.m. CT) — a primary near‑term catalyst that increases volatility but is outcome‑dependent. Earnings Webcast
• Neutral Sentiment: Market commentary expects a sizable post‑earnings move for TGT, highlighting elevated short‑term risk/reward for traders around the print. Expected Post‑Earnings Move
• Neutral Sentiment: Retail dividend/income pieces are promoting Target as an income idea ahead of earnings — may attract yield‑seeking flows but doesn’t change fundamentals overnight. Dividend Income Article
• Negative Sentiment: Mizuho raised its target to $100 but kept a neutral rating — its implied target sits below the current price (~11.7% downside), which can weigh on sentiment. Mizuho Price Target
• Negative Sentiment: Bank of America assigned an underperform rating, and at least one analyst cut targets (e.g., $91), contributing to bearish analyst momentum. Underperform Rating
• Negative Sentiment: Reports that a group of investors is pushing back on management tactics add governance/operational risk amid a tough retail backdrop where rivals are outperforming. Investor Pushback Report

Target Price Performance

Shares of NYSE:TGT opened at $113.20 on Tuesday. The firm has a market capitalization of $51.26 billion, a PE ratio of 13.74 and a beta of 1.14. The company has a quick ratio of 0.27, a current ratio of 0.97 and a debt-to-equity ratio of 0.99. The company has a 50-day moving average price of $108.10 and a two-hundred day moving average price of $97.78. Target Corporation has a twelve month low of $83.44 and a twelve month high of $127.06.

Target Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Sunday, March 1st. Investors of record on Wednesday, February 11th were issued a $1.14 dividend. The ex-dividend date of this dividend was Wednesday, February 11th. This represents a $4.56 annualized dividend and a yield of 4.0%. Target’s dividend payout ratio (DPR) is 55.34%.

Target Profile

Target Corporation (NYSE: TGT) is a U.S.-based general merchandise retailer headquartered in Minneapolis, Minnesota. The company operates a network of full-line and small-format stores across the United States alongside a national e-commerce platform and mobile app. Target’s retail assortment spans apparel, home goods, electronics, groceries and household essentials, plus beauty, baby and pet categories. The firm complements national brands with a portfolio of owned and exclusive labels and partnerships that help differentiate its merchandise assortment.

Target traces its roots to the Dayton Company, founded by George Dayton in 1902; the Target discount chain was launched in 1962 and the parent company later adopted the Target Corporation name.