TGT Reports earnings results
Summary
On February 10, 2026, Target Corporation announced executive leadership changes under new CEO Michael Fiddelke, aimed at accelerating growth and strengthening merchandising authority (via Ex. 99.1 press release). The company also confirmed that it expects to report fourth quarter 2025 sales, full-year GAAP EPS, and full-year Adjusted EPS in line with its prior guidance. These leadership changes, effective Feb. 15, align talent with key roles and simplify the structure to advance strategy.
Why It Matters
The confirmation of Q4 2025 financial guidance in line with prior expectations provides investors with clarity on the company's near-term performance. The executive leadership changes under new CEO Michael Fiddelke signal a strategic initiative to accelerate growth and enhance the guest experience, which could influence future operational efficiency and market position.
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Key Quote
“On February 10, 2026, Target Corporation announced that it expects to report fourth quarter 2025 sales, full-year GAAP earnings per share and full-year Adjusted earnings per share in line with its previously issued guidance.”
— From Item 2.02
Filing Details
Reported Items
Additional Information
- CIK Number
- 0000027419
- Filing Date
- Wednesday, February 11, 2026
- Filing Time
- 12:00 AM UTC
- Form Type
- 8-K
- Materiality Level
- medium
- Sentiment
- positive