Why TD Cowen Turned More Cautious on Macy's (M) Despite a Fourth-Quarter Beat [Yahoo! Finance]
Target Corporation (TGT)
Last target corporation earnings: 3/3 06:30 am
Check Earnings Report
US:NYSE Investor Relations:
investors.target.com
Company Research
Source: Yahoo! Finance
On March 19, 2026, TD Cowen analyst Oliver Chen maintained a Hold rating on Macy's and cut the price target to $20 from $21. Public summaries of the note said the firm pointed to a fourth-quarter earnings beat, with adjusted EPS of $1.67 versus expectations near $1.57, and comparable sales growth of 1.8% against expectations for a 0.9% decline, helped by strength in fragrance and luxury categories. Even so, the target cut reflected margin concerns, which fits the broader pressure facing department stores as inflation, tariffs, and freight-related costs keep the consumer and the cost base under strain. Why TD Cowen Turned More Cautious on Macy's Despite a Fourth-Quarter Beat Jonathan Weiss / Shutterstock.com For context, Macy's reported fourth-quarter 2025 net sales of $7.64 billion, down 1.7% year over year, while adjusted EPS came in at $1.67 and comparable sales rose 1.8%. For fiscal 2026, the company guided for net sales of $21.4 billion to $21.65 billion and adjusted EPS of
Show less
Read more
Impact Snapshot
Event Time:
TGT
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
TGT alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
TGT alerts
High impacting Target Corporation news events
Weekly update
A roundup of the hottest topics
TGT
News
- Target faces a new boycott over ICE response as retailer presses ahead with turnaround [CNBC]CNBC
- Why DA Davidson Thinks Target (TGT)'s Turnaround Case Deserves a Higher Valuation [Yahoo! Finance]Yahoo! Finance
- Why BofA Sees Kohl's (KSS) Facing a Tougher Road to a Real Turnaround [Yahoo! Finance]Yahoo! Finance
- Podcasting Metrics Deliver For Brands, Podcasters, And Consumers [Yahoo! Finance]Yahoo! Finance
- Target's Dividend King Status Is Under Pressure: What Income Investors Need to Know Now [Yahoo! Finance]Yahoo! Finance
TGT
Earnings
- 3/3/26 - Beat
TGT
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/19/26 - Form 4
- 3/17/26 - Form 144
- TGT's page on the SEC website