{"filings":[{"id":536476,"accession_number":"0000027419-26-000020","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2026-05-20T11:57:30+00:00","items":["2.02","9.01"],"status":"ready","headline":"Target Q1 net sales +6.7% YoY, adjusted EPS $1.71 beats prior year adj. $1.30","event_type":"earnings","confidence":"high","bullets":["GAAP and adjusted EPS of $1.71; prior-year GAAP EPS $2.27 included legal gains; adjusted up 32%.","Comparable traffic +4.4%; digital comp sales +8.9%, driven by same-day delivery growth >27%.","Non-merchandise sales surged nearly 25% on Roundel ads, Target Circle 360, and marketplace.","All six core merchandising categories posted year-over-year net sales growth.","CEO Fiddelke cited 'encouraging early signs' that strategy is driving broad-based growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112997,"accession_number":"0000027419-26-000012","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Target Q4 adjusted EPS $2.44, revenue $30.5B; FY2025 GAAP EPS $8.13 vs $8.86","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $2.30 (incl. $0.15 transformation costs); adjusted EPS $2.44, in line with expectations and up from $2.41 last year.","Q4 net sales $30.5B in line; Food & Beverage, Beauty, Toys drove growth; non-merchandise sales +25% with membership revenue more than doubled.","Full-year GAAP EPS $8.13 vs $8.86 prior year; adjusted EPS $7.57, in line with company expectations.","Same-day delivery via Target Circle 360 grew over 30%; sales and traffic accelerated in the last two months of Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":8.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":104780000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112996,"accession_number":"0000027419-26-000009","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Target announces exec changes under new CEO Fiddelke; confirms Q4 guidance in line.","event_type":"leadership","confidence":"high","bullets":["Cara Sylvester named chief merchandising officer; Lisa Roath named COO, effective Feb. 15, 2026.","Rick Gomez (chief commercial officer) departs; Jill Sando retires after 29 years; both help transition.","External search started for chief guest experience and marketing officer.","Target reiterates Q4 FY2025 sales, full-year GAAP and adjusted EPS in line with prior guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112995,"accession_number":"0000027419-26-000006","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Target appoints Lisa Roath as COO; Rick Gomez to depart as Chief Commercial Officer on Feb 15","event_type":"leadership","confidence":"high","bullets":["Lisa Roath named EVP and COO effective Feb 15, 2026, with base salary of $775,000 and eligibility for leadership team bonus and LTIP.","Rick Gomez steps down as EVP and Chief Commercial Officer effective Feb 15, will serve as advisor until April 17, 2026.","Gomez's departure qualifies as involuntary termination without cause, entitling him to severance under Target's Income Continuation Plan and partial LTIP vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112994,"accession_number":"0000027419-26-000004","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Target sets CEO Fiddelke compensation: $1.30M salary, $12.1M LTI; Cornell $1.12M as Executive Chair","event_type":"leadership","confidence":"high","bullets":["New CEO Michael Fiddelke gets $1.30M base salary, 200% target STI, and $12.1M target LTI stock award.","Brian Cornell becomes Executive Chair; receives $1.12M base, 200% target STI, and $6.0M RSU in March 2026.","Cornell loses severance eligibility under Income Continuation Plan; will serve until March 13, 2027.","Fiddelke's LTI grant in March 2026 mirrors terms of his prior COO awards and other leadership members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112993,"accession_number":"0000027419-26-000002","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Target adds former NIKE Chief Innovation Officer and former HanesBrands CEO to board","event_type":"leadership","confidence":"high","bullets":["John R. Hoke III (ex-NIKE Chief Innovation Officer) elected to Target board effective March 1, 2026.","Hoke will serve on Compensation & Human Capital Management and Governance & Sustainability committees.","Stephen B. Bratspies (ex-CEO of HanesBrands, former Walmart exec) elected effective April 1, 2026.","Bratspies will serve on Audit & Risk and Infrastructure & Finance committees.","Both will receive standard non-employee director compensation; no arrangements or related party transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129392,"accession_number":"0000027419-25-000123","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Target Q3 GAAP EPS $1.51 vs $1.85; net sales $25.3B, down 1.5%","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $1.51, down from $1.85; adjusted EPS $1.78 excludes severance/asset charges.","Comparable sales fell 2.7%; digital comp up 2.4% with same-day delivery growth >35%.","Non-merchandise sales up ~18% led by Roundel, membership and marketplace.","Full-year adjusted EPS guidance $7.00-$8.00; Q4 sales expected low-single digit decline.","ROIC 13.4% vs 15.9% TTM; paid $518M dividends, repurchased $152M in shares."],"consensus_eps_estimate":null,"consensus_eps_actual":5.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":74327000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129391,"accession_number":"0000027419-25-000121","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["1.01","1.02","2.03"],"status":"ready","headline":"Target enters $1.0B 364-day credit facility, replaces prior agreement","event_type":"debt","confidence":"high","bullets":["New facility provides aggregate principal up to $1.0B, expandable by $500M.","Credit Agreement matures October 8, 2026; prior Oct 2024 agreement terminated.","Borrowings bear interest at base rate or term SOFR plus margin based on debt ratings.","Outstanding loans may convert to term loans due one year after termination date.","Includes customary covenants including leverage ratio covenant for Target and subs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145962,"accession_number":"0000027419-25-000115","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Target Q2 EPS $2.05 down 20% YoY; sales slip 0.9%; board names Michael Fiddelke CEO","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP/Adj EPS $2.05, down from $2.57 YoY; net sales $25.2B, -0.9%.","Comparable sales -1.9%, digital comp +4.3%, store comp -3.2%.","Gross margin 29.0% vs 30.0%; operating income $1.3B, -19.4%.","FY2025 guidance: GAAP EPS $8.00-$10.00, Adj EPS ~$7-$9; sales low-single-digit decline.","Board appoints Michael Fiddelke as next CEO; Brian Cornell expresses confidence."],"consensus_eps_estimate":null,"consensus_eps_actual":4.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":49057000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145961,"accession_number":"0000027419-25-000114","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Target names COO Michael Fiddelke as CEO effective Feb 2026; Cornell becomes Executive Chair","event_type":"leadership","confidence":"high","bullets":["Board appoints Michael J. Fiddelke as CEO, effective February 1, 2026.","Brian C. Cornell steps down as CEO on same date, remains Executive Chair of the Board.","Fiddelke, 49, has been at Target since 2004, most recently EVP & COO, previously CFO.","Compensation terms for both executives will be disclosed after approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164265,"accession_number":"0000027419-25-000110","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Target shareholders reelect all 12 directors at 2025 annual meeting; CEO Cornell gets 91% support","event_type":"other_material","confidence":"high","bullets":["Shareholders elected 12 director nominees; Brian C. Cornell received 91.0% for and 9.0% against, lowest support among board.","Ratified Ernst & Young as auditor for FY2025 with 93.3% for.","Advisory say-on-pay passed with 92.2% for (excluding broker non-votes).","Shareholder proposal requesting affirmative action report failed with only 7.2% support (simple majority standard)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164264,"accession_number":"0001628280-25-030471","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Target closes $1B debt offering: $500M 4.350% notes due 2028, $500M 5.250% notes due 2036","event_type":"debt","confidence":"high","bullets":["Issued $500M of 4.350% Notes due 2028 and $500M of 5.250% Notes due 2036.","Underwriters: Barclays, Goldman Sachs, and J.P. Morgan Securities LLC.","Notes registered under Target's existing shelf registration statement (File No. 333-275713).","Issued pursuant to indenture with The Bank of New York Mellon Trust Company, N.A.","Transaction closed on June 10, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164263,"accession_number":"0000027419-25-000096","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Target Q1: comparable sales -3.8%; adj EPS $1.30; FY25 guidance reduced to low-single digit sales decline","event_type":"earnings","confidence":"high","bullets":["Net sales $23.8B, down 2.8% YoY; comparable sales -3.8% (store -5.7%, digital +4.7%).","GAAP EPS $2.27 (incl $593M pretax litigation gain); adjusted EPS $1.30 vs $2.03 last year.","FY2025 guidance: low-single digit sales decline; GAAP EPS $8.00-$10.00; adj EPS ~$7.00-$9.00.","Established acceleration office led by Michael Fiddelke to speed strategy execution.","Q1 dividends $510M, share repurchases $251M; ROIC 15.1% vs 15.4% TTM."],"consensus_eps_estimate":null,"consensus_eps_actual":2.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":23846000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164262,"accession_number":"0000027419-25-000094","cik":27419,"company_name":"TARGET CORP","ticker":"TGT","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Target's Chief Strategy and Chief Legal officers step down; no successors named","event_type":"leadership","confidence":"high","bullets":["Christina Hennington, EVP Chief Strategy and Growth Officer, steps down May 25, 2025; will serve as strategic advisor until Sep 7, then depart.","Amy Tu, EVP Chief Legal & Compliance Officer, steps down effective May 21, 2025, with employment ending June 1, 2025.","Both departures are treated as involuntary termination without cause, entitling each to severance under Target's Income Continuation Plan.","Each officer will receive vesting of a portion of their long-term incentive awards per transition agreements signed May 20, 2025.","Target has not announced replacements for either role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}