Target NYSE: TGT is trading in deep-value territory, offering a projected 5% dividend yield in late 2025, but that alone may not be enough reason to buy in. Despite some potential for recovery in 2026, near-term headwinds remain strong.
Target is trying a new trick for tapping trends: asking AI.
Get Forbes Breaking News Text Alerts: We're launching text message alerts so you'll always know the biggest stories shaping the day's headlines. Text “Alerts” to (201) 335-0739 or sign up here: joinsubtext.com/forbes.
Target's third-quarter 2025 earnings results suggest that consumers are under growing pressure, a dynamic that could shape holiday spending patterns across the retail sector. While inventory is tight heading into the fourth quarter, management said shoppers remain cautious and selective, creating an uncertain backdrop for the most important shopping period of the year.
Target Corporation ( TGT ) Q3 2026 Earnings Call November 19, 2025 8:00 AM EST Company Participants John Hulbert - Vice President of Investor Relations Brian Cornell - Chairman of the Board & CEO Michael Fiddelke - Executive VP & COO Richard Gomez - Executive VP & Chief Commercial Officer James Lee - Executive VP & CFO Conference Call Participants Simeon Gutman - Morgan Stanley, Research Division Corey Tarlowe - Jefferies LLC, Research Division Joseph Feldman - Telsey Advisory Group LLC Michael Baker - D.A. Davidson & Co., Research Division Katharine McShane - Goldman Sachs Group, Inc., Research Division Michael Lasser - UBS Investment Bank, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.
TGT posts a mixed Q3 as earnings beat but sales slip, with soft traffic partly offset by digital gains and rising non-merchandise revenues.
Today, retail giant Target Corporation (NYSE: TGT) reported its third-quarter fiscal 2025 earnings. Unfortunately, for the company and its investors, the results were a continuation of what Target has been seeing for years now: declining sales.
Target has moved quickly to arrest weakening profits and softening sales with a pledge to an extra $1 billion increase in capital spending, after the company set out a bold investment stance even as its near-term outlook remains subdued.
Despite earnings season winding down, a few notable (non-semiconductor) names have entered the confessional this week.
“Mission 1 through 10 is to get back to growth for us,” said incoming CEO Michael Fiddelke on a call with reporters, after declining to answer when he thinks sales will turn positive again.
The headline numbers for Target (TGT) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Target Corp (NYSE:TGT) reported third-quarter earnings that beat Wall Street expectations on a per-share basis, even as revenue and comparable sales declined amid persistent consumer pressures. The retailer posted adjusted earnings of $1.78 per share, in line with consensus estimates, while total revenue fell 1.5% to $25.27 billion, slightly below the projected $25.47 billion.