UniSuper Management 13F: Adds $22M to Target (TGT) Stake
Key Points
- The increase in shares represents a 69.4% change in UniSuper Management's holdings, valued at approximately $52.9 million.
- UniSuper Management held 337,394 $TGT shares at quarter end, up 69.43% from the prior quarter.
- As of October 27, 2026, Target's stock was recently trading around $148.50, which is about 6.1% below its October 22 closing price of $158.11.
- Target Corporation has a market cap of about $69.4 billion and is currently rated 'buy' by analysts with a mean price target of $163.35.
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On October 26, 2026, UniSuper Management boosted its position in Target Corporation (TGT) by 138,260 shares, bringing its total to 337,394 shares. This change is valued at approximately $52.9 million, according to the fund's latest Form 13F filing with the SEC.
TGT
Target Corporation
UniSuper Management vs. the S&P 500
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What Changed in UniSuper Management's Target Position
UniSuper Management increased its stake in Target from 199,134 shares to 337,394 shares, marking a 69.4% increase in its holdings. This move reflects a significant investment as the total reported value of this position reached about $11.5 billion.
Where Target Fits in UniSuper Management's Portfolio
Target represents 0.46% of UniSuper Management's total reported 13F portfolio, ranking 35th among its holdings.
Other Institutional Activity in Target
Curated Wealth Partners reduced its stake by 4,108,632 shares, ending with 6,587 shares worth about $1.0 million. Smead Capital Management also cut its position by 176,556 shares, bringing its total to 1,233,410 shares valued at approximately $193.3 million. In contrast, Bank Of New York Mellon Corporation grew its holdings by 3,365,869 shares, reaching 6,366,019 shares worth about $945.5 million.
Target Corporation Stock Down 2.8%
As of October 27, 2026, Target's stock was recently trading around $148.50, which is about 6.1% below its closing price of $158.11 on October 22. The stock has been trading above its 200-day moving average by 11.7% but remains about 13.0% below its 52-week high of $170.75.
Recent Earnings
Target reported trailing twelve-month revenue of approximately $107.7 billion, with a net margin of 4.1%. The company's next earnings report is scheduled for November 18, 2026.
Dividend
Target pays an annual dividend rate of $4.64 per share, which translates to a yield of 3.04%. The dividend payout ratio stands at 47.3%.
Insider Buying and Selling at Target Corporation
Several insiders sold shares earlier this year, including Officer Lisa R. Roath, who sold 7,000 shares at $138.07 on June 29, 2026. Other officers, including Brian C. Cornell, sold significant amounts of stock in August, totaling over 50,000 shares.
Analysts Set New Price Targets
On August 20, 2026, Telsey Advisory Group maintained an 'Outperform' rating with a price target of $182. Citigroup and Goldman Sachs also maintained 'Neutral' ratings with targets of $160 and $161, respectively. The consensus among analysts is a 'buy' with a mean price target of $163.35.
About Target Corporation
Target Corporation is a major retailer in the United States, offering a wide range of products, including clothing, beauty items, and household goods. The recent boost in shares by UniSuper Management indicates confidence in the company's ongoing performance and market strategy.
Bottom Line
Investors will be watching for Target's next earnings report on November 18, 2026, as UniSuper Management continues to adjust its portfolio. The increase in shares reflects a growing investment in the company during a time of fluctuating stock prices.
Related Filing Alerts
Source: UniSuper Management's 13F filing on $TGT (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts