February 18, 2026
Target (TGT) Exceeds Market Returns: Some Facts to Consider

Target (TGT) closed at $99.23 in the latest trading session, marking a +1.67% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.52%. On the other hand, the Dow registered a gain of 1%, and the technology-centric Nasdaq increased by 0.52%.

Heading into today, shares of the retailer had gained 2.88% over the past month, outpacing the Retail-Wholesale sector’s gain of 2.37% and lagging the S&P 500’s gain of 5.95%.

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The investment community will be closely monitoring the performance of Target in its forthcoming earnings report. It is anticipated that the company will report an EPS of $2.05, marking a 20.23% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $24.86 billion, reflecting a 2.34% fall from the equivalent quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $7.51 per share and a revenue of $104.59 billion, signifying shifts of -15.24% and -1.85%, respectively, from the last year.

Investors might also notice recent changes to analyst estimates for Target. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we’ve formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.08% lower. Target currently has a Zacks Rank of #3 (Hold).

Looking at valuation, Target is presently trading at a Forward P/E ratio of 13. For comparison, its industry has an average Forward P/E of 20.99, which means Target is trading at a discount to the group.

Investors should also note that TGT has a PEG ratio of 2.81 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company’s projected earnings growth. By the end of yesterday’s trading, the Retail – Discount Stores industry had an average PEG ratio of 2.81.

The Retail – Discount Stores industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 159, positioning it in the bottom 36% of all 250+ industries.

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