TGT TARGET CORP

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 1, 2026 Processed 3d 22h ago
Insider cluster: 2 insiders, $7.6M total

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Executive Summary

Two TGT executive officers sold a combined $7.62M in open-market sales within a week of a strong Q1 earnings beat and raised guidance. The sales represent ~0.013% of market cap, well below the 0.1% materiality threshold, and are likely routine portfolio diversification following a 17% EPS beat that drove the stock up ~5% since earnings. The cluster is not informative per the academic literature on insider sales.

Key Financial Metrics

Direction
selling
Total Value
$7.6M
Insiders
2

Actionable Insight

The insider sales are routine in size and timing relative to a strong earnings beat. No bearish signal — ignore. Monitor next 10-Q for any acceleration in insider selling patterns.

Key Facts

  • Two executive officers sold a total of 59,000 shares for $7.62M in open-market transactions from May 27-29, 2026.
  • Sales represent approximately 0.013% of TGT's $57.7B market cap, well below the 0.1% materiality threshold.
  • The cluster follows a strong Q1 2026 earnings beat (EPS $1.71 vs $1.46 consensus, +17%) and raised full-year guidance.
  • Insider sales are weak predictors of future returns per academic literature, especially when clustered around earnings beats.

Financial Impact

Total insider sales of $7.62M, representing 0.013% of market cap — immaterial relative to company size.

insider ownership

Risk Factors

  • Insider sales could accelerate if the stock continues to rally post-earnings, but current volume is trivial.
  • No fundamental risk identified from this cluster alone.

Market Snapshot

Exchange
NYSE
Sector
Retail-Variety Stores
Analyst Consensus
34% bullish (44 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TGT-1780348195327
6 reports for TGT
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +10.91%Feb 28, 2026
Filters
Rows
Reports for TGT — sortable, filterable
Type Now
Jun 1, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 31, 2026
4d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$120.06 $118.74▼ −1.10%▲ +0.23%$122.67 (+2.18%)
May 20, 2026
16d ago
ANALYST-DOWNGRADE
MIXED ★ 4/10
$122.31 $128.33▲ +4.93%▲ +3.69%$122.67 (+0.30%)
May 20, 2026
16d ago
8-K
BULLISH ★ 7/10
awaiting T+5
May 1, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$120.06 $118.74▼ −1.10%▲ +0.23%$122.67 (+2.18%)
Feb 28, 2026
13w ago
Institutional Cluster
BULLISH ★ 7/10
$113.10 $119.66▲ +5.80%▲ +7.01%$122.67 (+8.47%)
Showing 6 of 6

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