Target

TGT

Market cap $41.3B

Target (TGT 1.85%) is once again the subject of takeover rumors. Negative sentiment and both company- and macro-specific factors have pushed the discount retailer's stock over 35% year to date.

Target (TGT 1.83%) is one of the best-known retailers in the United States, but it's deeply out of favor on Wall Street. Yet if you are a long-term dividend investor, taking a risk on this stock could help you build a million-dollar portfolio.

PepsiCo (PEP 1.78%) has lost around 25% of its value since hitting its five-year high. United Parcel Group (UPS 0.94%) is off its five-year high by roughly 60%.

NEW YORK , Oct. 15, 2025 /PRNewswire/ -- To celebrate the upcoming launch of the exclusive Woolrich x Target collection, Target hosted a memorable event that perfectly captured the adventurous spirit of the collaboration. Who: Olivia Palermo (Lifestyle and Fashion Influencer), Sean Kaufman (Actor), Lukas Gage (Actor), Nicky Campbell (Fashion Critic and Content Creator), Carla Rockmore (Fashion Designer), Greg Grippo (TV Personality), Sam Hine (GQ's Global Fashion Correspondent) What: To celebrate the limited-time only Woolrich x Target collection, Target hosted an event in NYC on Tuesday, October 14 at Triangle Lofts, 419 Lafayette St. The experience brought together the energy of the city and the adventure of the outdoors, giving guests an exclusive first look at pieces from the collaboration - designed to bring style to every kind of adventure.

The latest trading day saw Target (TGT) settling at $88.86, representing a +1.74% change from its previous close.

Catch TGT's falling knife, as the meltdown triggers its richer, secure dividend yields at over 5% along with the extremely discounted stock valuations. With the CEO replaced and the management looking to drive renewed growth through newness/ improved in-store experiences, the retailer may deliver an outsized FY2026 performance. This is especially since TGT's healthier inventory levels entering Q3'25, the easer YoY comparisons from FQ3'24 levels, and the benefit of back-to-school season may trigger robust FQ3'25 sales numbers.

The collection of 100-plus items with the outdoor lifestyle brand spans men's and women's apparel and accessories, home, outdoor gear and food and beverage, starting at $2 and with most items under $40 Woolrich x Target includes the retailer's largest-ever men's capsule in a limited-time offering For the first time, the retailer will offer three Woolrich x Target items ahead of the launch, exclusively for members of the retailer's paid membership program Target Circle 360 MINNEAPOLIS , Oct. 14, 2025 /PRNewswire/ -- Target Corporation (NYSE: TGT) today announced the launch of a limited-time collection with Woolrich, the iconic outdoor lifestyle brand known for its signature buffalo check. Woolrich x Target launches Oct. 18 in select Target stores and on Target.com, featuring more than 100 reinvented classics that blend Woolrich's heritage of outdoor craftsmanship with modern style across men's and women's apparel, home, outdoor gear and food and beverage.

Target's stock has fallen nearly 40% since late 2024, underperforming the S&P 500, but I believe the selloff has gone too far given its underlying strength and strategic repositioning. Margins compressed to 3.7% as tariffs and cost inflation hit the bottom line, yet the company's balance sheet and interest coverage 8× remain comfortably within investment-grade levels. A new CEO with 23 years inside the company will take the helm in 2026, an ideal moment for a cultural reset and operational efficiency gains.

Target (TGT) operates in a challenging gray area, lacking clear advantages over Walmart, Costco, or premium retailers. Despite recent struggles and market skepticism, TGT's long-term revenue growth, digital initiatives, and membership potential provide credible turnaround triggers. The new CEO's focus on merchandising, guest experience, and technology, alongside private label expansion and macro recovery, could drive margin and sales improvements.

TGT accelerates its AI-driven transformation, boosting efficiency, forecasting precision and digital growth momentum.