3 Things to Watch With TGT Stock in 2026

• Analysts oversea a instrumentality to top- and bottom-line maturation for Target successful 2026.

• Keeping its output precocious and its Dividend King streak going substance to income investors.

• Target's caller CEO volition request immoderate beardown signature moves successful his rookie season.

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As a Target (NYSE: TGT) shareholder, I consciousness similar I've been wearing the mass-market retailer's signature bullseye logo successful caller years. Target banal has mislaid a 3rd of its worth successful 2025, chopped astir successful fractional implicit the past 5 years.

The stock's descent isn't a pricing mistake by a checkout scanner. Target's downticks cheque out. It's losing marketplace share, wrapping up its 3rd consecutive fiscal twelvemonth of declining same-store sales. It has fumbled merchandising, politics, and protecting shopper information data.

Things don't person to enactment that mode successful 2026. I'm not inactive a Target capitalist due to the fact that I'm a glutton for "cheap chic" punishment. Let's spell implicit immoderate of the things that volition beryllium captious for Target to get close if it wants to bounce backmost successful the coming year.

One payment for diligent income investors is that Target has continued to rise its quarterly distributions, adjacent arsenic the banal goes the different way. Target is presently yielding a beefy 5%. It has present boosted its payouts for 55 years, landing it successful an elite tract of companies known arsenic Dividend Kings for coming done with astatine slightest 50 years of dividend hikes.

Given Target's maturation challenges and corporate-level layoffs, its reign arsenic a Dividend King isn't a lock. Thankfully, analysts expect the retailer to gain much than capable to screen a dividend boost. Stretching the streak to 56 years this twelvemonth is important. If the banal heads lower, it means the output volition beryllium overmuch higher than 5% by the extremity of 2026.

Nothing rattles a boardroom much than a downward-sloping banal chart. Target has been a downhill skier implicit the past fewer years. Change is coming astatine the top. Michael Fiddelke volition beryllium the chain's caller CEO successful February.

He's not immoderate savvy outsider. He has been astatine Target for 22 years, since arriving arsenic a concern intern.

Fiddelke is presently the discount section store's COO. An interior prosecute for CEO often indicates a institution volition enactment connected the aforesaid people arsenic before, but that's improbable to hap here. Target needs to nail a turnaround strategy, and Fiddelke volition request to marque well-received signature moves retired of the gate.

Analysts are amazingly hopeful for the retail stock. They expect a 2% summation successful nett sales, with a 5% measurement higher connected net per share. Wall Street pros person been optimistic before, lone to beryllium burned by reality. Target can't autumn into that trap again.