Advisors Capital Management LLC Takes $22.92 Million Position in Ulta Beauty Inc. $ULTA
Advisors Capital Management LLC has acquired a new stake of 50,824 shares in Ulta Beauty Inc. (NASDAQ:ULTA), valued at approximately $22.92 million, representing about 0.12% of the company. Other institutional investors have also adjusted their holdings in Ulta Beauty, which recently announced an exclusive U.S. partnership with Chinese beauty company Nutrire and is expected to release quarterly earnings on August 27th. The stock has a consensus "Moderate Buy" rating from analysts with an average target price of $638.09, despite Target finalizing the end of its Ulta shop-in-shop arrangement.
Bank of New York Mellon Corp Invests $831.47 Million in Target Corporation $TGT
Bank of New York Mellon Corp has acquired a new position in Target Corporation (NYSE:TGT) during the second quarter, purchasing over 6.3 million shares valued at approximately $831.47 million. This investment makes Bank of New York Mellon Corp one of Target's significant institutional holders, owning about 1.40% of the company's stock. The news comes as Target reported strong Q2 earnings, raising its fiscal 2026 outlook, although analysts remain somewhat neutral due to valuation concerns and the non-recurring nature of some Q2 profitability factors.
Target draws shoppers with groceries. Now it needs more sales
Target's focus on expanding its grocery business has led to its fastest growth in that sector in three years, attracting more shoppers to its stores. While groceries bring in traffic, they have lower profit margins, so the success of this strategy depends on whether these shoppers also purchase higher-margin items like apparel and home goods. The company plans to introduce 600 new private-label food and beverage products and has seen increased traffic, but sustained success will be measured by broader spending and performance in other categories, especially during key shopping seasons.
Store traffic lifts Ross Stores sales in second quarter
Ross Stores Inc. reported a 13% sales increase in its second quarter, primarily driven by increased store traffic and a 10% rise in comparable-store sales. The off-price retailer opened 47 new stores and raised its second-half and full fiscal 2026 outlook, expecting continued growth across both Ross Dress for Less and dd's Discounts banners. CEO Jim Conroy attributed the success to compelling merchandise, marketing, and an enhanced in-store experience, drawing both new and existing customers.
Carter’s, Inc. Announces Quarterly Dividend
Carter's, Inc. (NYSE:CRI) has announced a quarterly dividend of $0.25 per share, payable on September 25, 2026, to shareholders of record by September 1, 2026. Future dividend declarations will be at the discretion of the Company’s Board of Directors. Carter's is North America’s largest apparel company for babies and young children, owning brands like Carter’s and OshKosh B’gosh.
Walmart reports mixed results as gas prices drag on US sales growth
Walmart reported mixed financial results, exceeding analyst expectations but experiencing slower U.S. sales growth due to high gasoline prices and new pharmaceutical price caps. The retailer channeled tariff refunds into lower pricing and executed over 11,000 price cuts to attract inflation-hit consumers. Despite increased profits and revenue, U.S. comparable sales growth slowed, causing a drop in share price, and an analyst noted this could indicate consumer struggles.
Walmart’s stores have ‘evolved’ as e-commerce grows
Walmart's stores have evolved to become crucial for e-commerce fulfillment, handling 80% of online orders and all fast deliveries. Despite a hit from drug pricing regulation that softened Q2 U.S. comparable sales to 2.6%, the company's overall revenue grew 5.9% to $187.9 billion, with e-commerce sales up 24% and now making up over 23% of its U.S. business mix. Walmart also raised its fiscal year 2027 net sales guidance, reflecting underlying business strength and the strategic importance of its omnichannel approach.
HomeTeam Pest Defense Surpasses 2 Million Taexx® Built-In Pest Control System Installations
HomeTeam Pest Defense has reached a significant milestone, surpassing 2 million installations of its Taexx built-in pest control system. This system, installed during new home construction, targets pests within wall voids and provides a convenient, weather-protected, and family-friendly pest control solution. The company, celebrating its 30th anniversary, partners with over 1,000 builders nationwide, offering an innovative way to add value to new homes.
These Analysts Boost Their Forecasts On Target After Upbeat Q2 Earnings
Following better-than-expected Q2 earnings, several analysts have raised their price targets for Target Corp (NYSE: TGT). The company surpassed analyst consensus for both earnings per share and sales, and subsequently increased its 2026 net sales growth outlook and operating margin forecast. Target also boosted its GAAP and adjusted EPS guidance, leading analysts from Guggenheim, RBC Capital, DA Davidson, TD Cowen, Evercore ISI Group, Wells Fargo, and Piper Sandler to adjust their price targets upwards.
Walmart slows down: what the retail giant’s earnings say about consumer spending
Walmart's quarterly sales fell short of expectations, marking its slowest growth in over six years, primarily due to pricing pressure in its pharmacy business and suggesting a deceleration alongside a slow-growing US economy. Despite the challenges, the retail giant raised its full-year guidance for sales and adjusted operating income, as it continues to gain market share by lowering prices and expanding e-commerce offerings. The company faces ongoing pressure from elevated fuel costs and a competitive retail environment, reflecting broader consumer sentiment shifts and selective spending habits.
Walmart beats Street on Q2 EPS, revenues; misses on U.S. comp sales
Walmart reported strong Q2 fiscal 2027 results, exceeding analyst expectations for total revenues of $187.9 billion and adjusted EPS of $0.81. However, the company missed U.S. comparative sales forecasts, with a rise of only 2.6% against predictions of 3.7-3.8%. E-commerce sales and the advertising business were highlights, showing significant growth.
Clear Eyes eye drops recalled over sterility concerns
Prestige Consumer Healthcare's Medtech Products Inc. is voluntarily recalling nearly 40,000 bottles of Clear Eyes Maximum Itchy Eye Relief eye drops due to sterility concerns, although no active contamination has been identified. The FDA classified this as a Class II recall, meaning serious health consequences are unlikely. Consumers are advised to stop using the product and may seek refunds from retailers.
Ross Stores, Inc. (NASDAQ:ROST) Announces $0.45 Quarterly Dividend
Ross Stores, Inc. (NASDAQ:ROST) has declared a quarterly dividend of $0.445 per share, payable on September 30th to shareholders of record by September 8th. This represents an annualized payout of $1.78 and a 0.8% yield. The company has a six-year streak of dividend increases and a low payout ratio, indicating strong dividend coverage by earnings.
TARGET CORP : CITIGROUP RAISES TARGET PRICE TO $160 FROM $148
Citigroup has raised its target price for Target Corporation (TGT.N) shares to $160 from the previous $148. This information comes from Reuters, indicating an increased valuation for the retail giant's stock by the financial institution.
Tocqueville Asset Management L.P. Makes New $30.30 Million Investment in Kenvue Inc. $KVUE
Tocqueville Asset Management L.P. has made a new investment of $30.30 million in Kenvue Inc. (NYSE:KVUE), acquiring over 1.5 million shares in the second quarter. This move is part of broader institutional interest, with other major firms like Vanguard Group Inc. and BlackRock Inc. also holding significant stakes. Kenvue recently reported quarterly earnings that missed analyst estimates slightly, but increased its quarterly dividend to $0.21 per share.
Meeder Advisory Services Inc. Makes New $892,000 Investment in Dollar Tree, Inc. $DLTR
Meeder Advisory Services Inc. has invested $892,000 in Dollar Tree, Inc. by acquiring 7,752 shares during the second quarter. Other institutional investors like BlackRock Inc. and Pzena Investment Management LLC also significantly increased their holdings in the company. Dollar Tree recently reported strong Q2 earnings, surpassing analyst expectations, and announced a $2.50 billion stock repurchase plan, indicating management's belief that the shares are undervalued.
Mitsubishi UFJ Asset Management Co. Ltd. Acquires New Shares in Brown & Brown, Inc. $BRO
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new position in Brown & Brown, Inc. (NYSE:BRO) during the second quarter, purchasing 760,695 shares valued at approximately $48.8 million. This acquisition makes Mitsubishi UFJ Asset Management Co. Ltd. the owner of about 0.23% of Brown & Brown's stock. Other institutional investors like Vanguard Group Inc. and Capital World Investors also increased their stakes in the financial services provider.
Main Street Financial Solutions LLC Reduces Position in The TJX Companies, Inc. $TJX
Main Street Financial Solutions LLC significantly reduced its stake in The TJX Companies, Inc. by 87.3% in the second quarter, selling 11,568 shares and holding 1,689 shares valued at $256,000. Despite some negative sentiment regarding future guidance and earnings composition, analysts remain largely bullish on TJX with a consensus "Buy" rating and a price target of $177.94. The company reported strong second-quarter sales and adjusted EPS, raised its full-year outlook, and announced a quarterly dividend of $0.48.
Meeder Advisory Services Inc. Makes New $1.17 Million Investment in Kenvue Inc. $KVUE
Meeder Advisory Services Inc. has invested $1.17 million in Kenvue Inc. (NYSE:KVUE) by purchasing 61,369 shares in the second quarter. This new investment comes as several other hedge funds have also adjusted their holdings in Kenvue, with institutional investors owning 97.64% of the company's stock. Kenvue recently announced a quarterly dividend increase and reported its quarterly earnings, slightly missing revenue and EPS estimates.
Is Ulta Beauty's Push Into Exclusive Wellness Brands Reshaping The Investment Case For ULTA?
Ulta Beauty is focusing on exclusive wellness brands and has recently launched Nutrire across its platforms, while also concluding its Target shop-in-shop partnership. These strategic shifts, including a new board appointment, aim to strengthen Ulta's omnichannel growth and appeal to younger, engaged beauty customers. Investors need to assess how these exclusive brand initiatives will offset the loss of revenue from the Target partnership and contribute to Ulta's long-term financial performance.
Diversify Advisory Services LLC Acquires New Holdings in Iron Mountain Incorporated $IRM
Diversify Advisory Services LLC has purchased a new stake of 8,550 shares in Iron Mountain Incorporated (NYSE:IRM), valued at approximately $1,086,000. Other institutional investors have also adjusted their holdings, with notable activity from BlackRock Inc. and Cohen & Steers Inc. The article also details recent insider stock sales by Iron Mountain's CEO and EVP, the company's financial performance including its latest earnings report and dividend announcement, and recent analyst ratings.
Earnings Flash (WMT) Walmart Inc. Posts Q2 Adjusted EPS $0.81 per Share
Walmart Inc. reported its Q2 adjusted EPS at $0.81 per share. The company also announced Q2 revenue of $187.9 billion and provided fiscal Q3 adjusted EPS guidance of $0.62 to $0.64, and fiscal year 2027 adjusted EPS guidance of $2.80 to $2.87. Despite these results, the company experienced a rare comparable sales miss, leading to a pre-bell drop in share prices.
RBC Downgrades Merck & Co. to Sector Perform From Outperform, Adjusts PT to $150 From $142
RBC has downgraded Merck & Co. (MRK) from an "Outperform" rating to "Sector Perform." The bank also adjusted its price target for Merck & Co. shares, raising it to $150 from the previous $142. This change in rating and price target was reported on August 20, 2026.
Ulta Beauty (ULTA) Projected to Post Quarterly Earnings on Thursday
Ulta Beauty (ULTA) is projected to announce its Q2 2027 earnings on Thursday, August 27th, with analysts forecasting earnings of $6.18 per share and revenue of $2.9831 billion. The company's previous quarter exceeded expectations, reporting $7.74 EPS and $3.16 billion in revenue. Analysts generally maintain a "Moderate Buy" rating for ULTA, though some have recently adjusted price targets, and the company is navigating strategic changes including new exclusive brands and the end of its Target partnership.
Target Corp (TGT) Stock Up 4.3% but GF Value Says Overvalued -- GF Score: 76/100
Target Corp (TGT) shares rose 4.3% to $159.00, but GuruFocus's GF Value™ suggests the stock is 22.3% overvalued with an estimated intrinsic value of $129.98. The company's GF Score™ is 76/100, indicating above-average quality, primarily due to strong momentum and profitability, though growth prospects are moderate. Insider selling of $15.0M over the last year, with no buying, raises a cautionary flag for investors.
The TJX Companies (TJX) Has a Strong Earnings Story, but Consumer Weakness Is Becoming a Concern
The TJX Companies reported solid Q2 earnings, exceeding analyst expectations, but its Q3 outlook suggests consumer caution, particularly with a slowdown in its Marmaxx division. Despite this, TJX maintained its full-year comparable-sales growth target and raised its fiscal 2027 EPS forecast, leveraging its off-price model to attract value-seeking shoppers. The company faces headwinds from slower demand and competition, making the performance of its Marmaxx division in the coming quarters crucial for its long-term growth trajectory.
Target Corporation (TGT) vs. Walmart (WMT): A Closer Look at Two Dividend Giants
This article compares Target (TGT) and Walmart (WMT) as dividend investments, highlighting their different income profiles and dividend growth potential. Target offers a higher current yield but has a smaller cash flow cushion and relies more on a retail turnaround, while Walmart provides a lower yield but boasts a stronger cash flow, more defensive business model, and greater flexibility for future dividend increases. The choice depends on an investor's preference for current income versus long-term dividend reliability.
TJX to accelerate store openings as off-price continues its hot streak
TJX Companies plans to increase its store growth from 3% to 4% starting next year, aiming for a long-term global base of 7,500 stores, up from a previous goal of 7,000. This expansion comes as the off-price retailer reports strong second-quarter net sales of $15.2 billion and increased foot traffic, capitalizing on a price-sensitive market and department store closures. The company is confident that its value-focused proposition will continue to attract shoppers amidst inflation.
Nike, Target, Amer Sports + More Companies Have Gotten Tariff Refunds — Will Shoppers See Them Too?
Several major companies, including Nike, Target, and Amer Sports, have received significant tariff refunds due to reciprocal duties that were imposed last year and later ruled illegal. While these companies are benefiting, consumers who paid higher prices due to the tariffs are questioning if they will also receive refunds, with some lawsuits already filed against companies like Costco and Nike. The U.S. Customs and Border Protection is only processing refunds for registered importers, and it remains unclear how consumer-related lawsuits will be resolved.
Target bets $1B on grocery revamp as rivals lean into value
Target has invested $1 billion in a significant grocery overhaul, its largest in over a decade, focusing on style and uniqueness to differentiate itself from rivals who are emphasizing value. Early indicators suggest this strategy is yielding positive results for the retailer.
Defense Tech Company Lyntris Raises $297.5 Million in IPO: NYSE Content Update
Defense tech firm Lyntris (NYSE: LYNX) has successfully raised $297.5 million in its Initial Public Offering (IPO) by selling 17 million shares at $17.50 each and will begin trading on the NYSE under the ticker symbol LYNX. The NYSE daily pre-market update also highlighted appearances by INDYCAR driver Marcus Ericsson and LATAM Airlines CFO Ricardo Bottas, along with corporate earnings reports from Target, TJX, and Lowe's. The market is also anticipating today's Fed Minutes, with two-thirds of traders expecting interest rates to remain stable.
Target Corp. Lifts FY Outlook on Strong Second Quarter Beat
Target Corporation significantly raised its full-year sales and earnings outlook after a strong second quarter beat, driven by tariff refunds and improving sales trends. The company's adjusted earnings doubled, easily surpassing Wall Street expectations, with comparable sales climbing 3.8 percent and revenues increasing 5.3 percent year-over-year to $26.54 billion. This performance led to an updated GAAP and adjusted EPS guidance range of $9.90 to $10.90 for the full year 2026.
Target collected $1B tariff refund. Will shoppers see any savings?
Target recently announced it received nearly $1 billion in tariff refunds, sparking public debate on whether these savings will be passed on to consumers. While Target's CFO mentioned "investing in price," an analyst interpreted this as more promotions and discounts rather than across-the-board price cuts. Other major retailers like Costco are also expected to pass on savings from similar refunds.
Target Sees High Single-Digit Growth in Food & Beverage and Beauty
Target reported strong second-quarter 2026 results, with net sales up 5.3% and high single-digit growth in its food & beverage and beauty categories, areas of significant investment. The retailer opened a new 529,000-square-foot food distribution center and is launching Target Beauty Studio in over 600 stores to highlight prestige brands. These initiatives, along with increased store remodels and a focus on value, are reinforcing Target's confidence in its growth strategy, leading to a revised optimistic outlook for the full year.
Tariff refunds of nearly $1B help Target beat Street in strong Q2
Target (TGT) reported strong second-quarter results, driven by nearly $1 billion in tariff refunds and the continued success of its turnaround program. The company's net earnings doubled and adjusted EPS significantly beat Wall Street estimates. Target also raised its full-year guidance, reflecting confidence in its strategic initiatives and continued growth in sales.
TJX Companies Inc Stock (TJX) Opened Down by 5.06% on Aug 19: Drivers Behind the Movement
TJX Companies Inc. (TJX) stock opened down by 5.06% on August 19, despite beating Q2 earnings estimates. The decline was primarily driven by weak guidance for Q3 and a disappointing sales expansion in its Marmaxx division, which raised concerns about consumer spending. Technical indicators also showed a MACD sell signal, further contributing to the negative sentiment.
Target Reports Q2 2026 Results: Full Earnings Call Transcript
Target Corporation reported strong Q2 2026 results, with net sales up 5.3% to $26.5 billion and comparable sales increasing by 3.8%. The company raised its full-year guidance, expecting net sales growth around 5% and EPS in the range of $9.90 to $10.90, including a $1.65 benefit from tariff refunds. Target's strategy focuses on seven priority areas like beauty, health and wellness, and food, which are showing positive guest response, and plans include expanding Beauty Studios to over 600 stores and continuing price reductions on various items.
Target Corp reports results for the quarter ended July 31 - Earnings Summary
Target Corp has released its earnings summary for the quarter that ended on July 31. The full article is available through TradingView, offering unlimited access to Reuters and other news sources.
Target boosts 2026 outlook after Q2 sales and earnings beat
Target (NYSE:TGT) has increased its full-year 2026 outlook following better-than-expected second-quarter results, with sales up 5.3% to $26.54 billion and adjusted EPS of $4.11, exceeding analyst estimates. The company saw strong growth across all merchandise categories, driven by digital sales and same-day delivery, and has raised its net sales growth and operating income margin rate projections for the full year. Target also increased its full-year GAAP and adjusted EPS guidance, largely due to tariff refund benefits.
ASML Shares Gain 0.4% Amid 38%-49% Second-Half Sales Surge While Bond Market Slides
ASML Holdings N.V. saw its shares rise by 0.39% despite a broader semiconductor stock decline, driven by a strong full-year outlook anticipating a 38% to 49% sales increase in the second half. The company faces a significant challenge to meet these growth targets, especially as rising bond yields make borrowing more expensive. Despite trading below recent buyback prices, ASML's operating base remains solid, with increased sales, installed-base revenue, and new system deliveries in Q2 2026.
Wall St set for higher open after retail earnings; Moderna soars
U.S. stock indexes are projected to open higher, with Moderna's shares skyrocketing over 94% in premarket trading due to successful vaccine trial results. Retailers like Target also saw gains after raising their annual sales forecast, while Lowe's dropped after revised sales expectations. Investors are also closely watching bond yields and upcoming Federal Reserve minutes for policy outlooks.
Nike, Target, Amer Sports + More Companies Have Gotten Tariff Refunds — Will Shoppers See Them Too?
Several major companies including Nike, Target, and Amer Sports have received substantial tariff refunds for duties that were later ruled illegal by the U.S. Supreme Court. While these companies saw significant boosts to their net income, it remains unclear if the higher prices paid by consumers due to these tariffs will be refunded, with multiple lawsuits filed by shoppers and advocacy groups seeking such restitution. The U.S. Customs and Border Protection is currently only processing refunds for registered importers, and brands face challenges in identifying and refunding individual shoppers.
Ollie’s Bargain Outlet Q2 Results: Earnings date set for Sept 2
Ollie’s Bargain Outlet Holdings Inc (NASDAQ: OLLI) announced that it will release its second quarter fiscal 2026 earnings before market open on Wednesday, September 2, 2026. CEO Eric van der Valk and CFO Robert Helm will host a conference call at 8:30 am ET to discuss the results and answer questions. The off-price retailer currently operates 672 stores across 35 states.
Target (NYSE: TGT) nearly doubles Q2 EPS as tariff refunds hit
Target (NYSE: TGT) reported robust Q2 2026 results, with net sales growing 5.3% to $26.5 billion and EPS doubling to $4.11, significantly boosted by $994 million in pretax tariff refunds. Excluding these refunds, EPS still increased by 20%. The company also raised its full-year 2026 guidance, expecting net sales growth of around 5% and GAAP and Adjusted EPS of $9.90–$10.90, including the tariff benefit.
Toll Brothers Releases Q3 2026 Financial Results
Toll Brothers, Inc. reported Q3 2026 financial results, exceeding Wall Street expectations despite a softer housing market. The company posted diluted earnings of $2.97 per share and revenue of $2.65 billion, both slightly above analyst estimates. However, both EPS and revenue saw year-over-year declines, reflecting broader market pressures.
ExxonMobil price pierces pivotal resistance - Forecast today - 19-08-2026
ExxonMobil (XOM) has broken above its key resistance level of $163.65, supported by its 50-day Simple Moving Average and an ascending trendline. Despite momentum indicators showing overbought conditions, the outlook remains bullish, with a target price of $175.00. The stock's primary medium-term uptrend is stable, and it continues to generate fresh bullish signals.
Ollie’s will report fiscal second-quarter results before the market opens Sept. 2
Ollie's Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) announced it will release its second-quarter fiscal 2026 financial results before the market opens on Wednesday, September 2, 2026. Management will host a conference call at 8:30 a.m. Eastern Time on the same day to discuss the results and answer questions. Live and replay webcasts will be available on the company’s Investor Relations website.
Target Lifts Full-Year Outlook as Recovery Efforts Gain Ground
Target Corp. has raised its full-year guidance after exceeding sales estimates in the latest quarter, indicating a potential recovery from a prolonged sales slump. The retailer now anticipates net sales to grow by approximately 5% for the current fiscal year, a one percentage point increase from prior forecasts. Additionally, Target has adjusted its adjusted earnings target upwards following strong second-quarter performance.
Wealthfront Advisers LLC Makes New $20.32 Million Investment in Kimberly-Clark Corporation $KMB
Wealthfront Advisers LLC has initiated a new position in Kimberly-Clark Corporation (NASDAQ:KMB) by acquiring 185,095 shares valued at approximately $20.32 million during the second quarter. This makes Wealthfront Advisers LLC a 0.06% owner of Kimberly-Clark. Other major institutional investors, including Vanguard Group Inc. and BlackRock Inc., have also recently adjusted their holdings in the company.
K2 Principal Fund L.P. Invests $4.38 Million in Kenvue Inc. $KVUE
K2 Principal Fund L.P. has acquired a new position in Kenvue Inc. (NYSE:KVUE), purchasing 229,093 shares valued at approximately $4.38 million during the second quarter. Other institutional investors have also adjusted their holdings in Kenvue. The company recently announced a quarterly dividend increase and reported earnings that slightly missed analyst estimates.
