TGT dividend analysis

TGT dividend deep dive

TGT returns 6.20% per year through the dividend at the current $402.00 share price. The payout sits at 72% of trailing earnings, leaving 28% as retained capital — the standard line for evaluating dividend safety alongside the company's free-cash-flow trajectory.

Pillar mix backing the TGT dividend: Quality 77/100, Risk 3/100, and a payout-strain adjustment that lands the dividend safety at 68/100. The Risk pillar is the place to look first if leverage or earnings cyclicality is a concern.

Reinvested-distribution math on TGT at $402.00: holding yield (6.20%) and growth (9.2%) constant, the cumulative income compounds to roughly 38.8% over 5 years, 92.5% over 10, 270.7% over 20.

On the peer line for TGT: KO (5.00%), PG (1.50%), PEP (2.90%). The cohort-mean yield (3.13%) sets the baseline; the 6.20% read on TGT is 3.07 pp above that anchor.

For TGT cash-flow planning: ex-date 2026-03-01, settlement 2026-03-15, quarterly run-rate $6.230/share. Annualized: $24.92.

TGT synthesis: yield 6.20%, growth 9.2%, safety 68/100, payout 72%. The next earnings line will tell whether free-cash-flow conversion supports the current trajectory.