Target Aktie News

Altria is a giant consumer staples company with a lofty 7.3% yield. Target is a giant retailer with a high 4.5% yield.

Target is down more than 27% over the past year. The company's stock is trading at a fair valuation, compared to rivals Walmart and Amazon.

Wall Street is always on the hunt for a specific type of story: the turnaround play. These are companies with household names and strong foundations that have temporarily fallen out of favor with the stock market.

A return to a lower interest rate environment could lead to a re-rating for Federal Realty, a retail-focused REIT. An easing of inflationary pressures could boost Hormel's earnings, in turn potentially driving dividend growth and share price appreciation.

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.

Dividends can provide a stable source of return. Coca-Cola continues to grow revenue and profits.

Target has chronically underperformed peers due to a lack of competitive differentiation and persistent market share losses. Despite activist involvement, I see no clear operational turnaround path; TGT's fundamental weaknesses remain unresolved. Valuation at 14x earnings provides downside protection, but the real upside lies in a potential acquisition scenario.

Target has come through with 55 years of dividend hikes. The stock's 25% slide over the past year -- and its 30% drop over the past three years -- has pushed its rising yield up to 4.7%.