Insider Trading March 19, 2026

Target Accounting Chief Disposes $240K in Shares as Company Draws Analyst Upgrades and Plans Expansion

Matthew Liegel sold a block of Target stock while also receiving deferred compensation units; analysts adjusted forecasts after fiscal results and the board confirmed a June dividend

By Jordan Park TGT
Target Accounting Chief Disposes $240K in Shares as Company Draws Analyst Upgrades and Plans Expansion
TGT

Target Corporation Chief Accounting Officer Matthew A. Liegel sold 2,053 shares on March 17, 2026, realizing roughly $240,593, while also receiving deferred compensation units. The transaction comes as the retailer’s shares have climbed 34% over six months and amid analyst price-target increases and store expansion plans, including the opening of the 2,000th location.

Key Points

  • Target Chief Accounting Officer Matthew A. Liegel sold 2,053 shares on March 17, 2026 for approximately $240,593, at prices between $117.1900 and $117.2000.
  • Liegel also acquired 2,112.1249 Deferred Compensation Units and, after the sale, directly owns 12,143 shares of Target stock.
  • Target declared a quarterly dividend of $1.14 per share payable June 1, 2026; DA Davidson, Guggenheim, and Mizuho updated price targets and ratings following fiscal 2025 Q4 results.
  • The company plans to open more than 30 new stores in 2026, including its 2,000th location in Fuquay-Varina, N.C., with a food and beverage area 30% larger than the chain average.

Target Corporation Chief Accounting Officer Matthew A. Liegel reported a transaction on March 17, 2026 in which he sold 2,053 shares of common stock for about $240,593, according to a Form 4 filing with the Securities and Exchange Commission. The reported per-share sale price range was $117.1900 to $117.2000.

The filing also shows Liegel acquired 2,112.1249 Deferred Compensation Units on the same form. After completing the sale, Liegel is recorded as directly owning 12,143 shares of Target common stock.

Target shares have appreciated 34% over the past six months, with the stock quoted at $114.47 and the company carrying a market capitalization of $52.1 billion. An InvestingPro analysis cited in the filing notes that the stock appears undervalued at current levels.


Corporate actions and shareholder returns

The retailer’s board of directors recently declared a quarterly dividend of $1.14 per common share, payable on June 1, 2026. That dividend declaration follows the company’s fourth-quarter fiscal 2025 earnings report and a string of analyst updates tied to that result.

DA Davidson, responding to Target’s fiscal results, raised its price target on the stock to $140 from $120 while keeping a Buy rating. The firm also adjusted its earnings-per-share estimates, lifting the fiscal 2026 forecast to $7.96 from $7.60 and the fiscal 2027 estimate to $8.67 from $8.39.

Guggenheim reiterated a Buy rating on Target and left its $130 price target unchanged, citing ongoing product innovation and momentum in top-line performance. Separately, Mizuho increased its price target to $120 from $100 but retained a Neutral rating, a move tied to observations from a financial community meeting about the company’s turnaround plan aimed at returning to profitable growth.


Growth plans and store footprint

Target disclosed plans to open more than 30 new stores during 2026. Among those openings will be the retailer’s 2,000th location, scheduled for Fuquay-Varina, North Carolina. The company said the new store will include a food and beverage department that is 30% larger than the chain average.


Context for investors

The insider transaction, dividend declaration and the cluster of analyst revisions provide overlapping data points investors may weigh when assessing Target’s near-term outlook. The Form 4 filing documents the precise quantities of shares sold and deferred compensation units acquired by the chief accounting officer, and the company’s disclosed plans and analyst commentary offer additional context on strategy and expectations.

Readers should note that the regulatory filing records the sale price range and the exact number of deferred compensation units acquired, and that the market-capitalization and share-price figures cited reflect the values shown in the filing and accompanying analysis.

Risks

  • Insider sale could be interpreted variably by market participants, which may affect short-term stock sentiment - impacts the Retail and Financial sectors.
  • Analyst estimates and price-target revisions reflect forward-looking expectations that may not materialize, introducing earnings and valuation uncertainty - impacts the Equity Research and Investment sectors.
  • Execution risk tied to store openings and the turnaround plan presented at the financial community meeting could affect top-line momentum and profitability if sales or cost outcomes differ from expectations - impacts Retail operations and Real Estate.

More from Insider Trading

Alignment Healthcare CHRO Disposes $425k in Shares Across Two Transactions Mar 19, 2026 CytomX SVP Sells Shares to Cover RSU Taxes as Company Advances Clinical and Financing Plans Mar 19, 2026 Silver Lake Sells $36.7M in Dell Shares as Company Reports Strong AI Server Performance Mar 19, 2026 CytomX CFO Sells $124,111 in Stock as Company Advances Clinical Programs and Launches Large Offering Mar 19, 2026 Silver Lake Entities Liquidate $36.6M in Dell Class C Stock Amid Ongoing AI Momentum Mar 19, 2026