The analysis focuses on Target (TGT) stock, currently at $98.69, following a 6% sell-off post earnings report. It highlights a 63% drawdown from all-time highs but notes the dividend yield is among its highest in history at 4.6%. A comparison is drawn to 2017 when a similar yield preceded significant dividend growth. The video discusses Target's dividend history, pointing out boom periods and recent slowing dividend growth, which now sits at around 2% annually, resulting in an 8.17% 10-year CAGR. Recent earnings declines and brand image issues are acknowledged, but analysts still project an upside with a consensus target of $127. The analyst is waiting for signs of improvement before buying, but states that this will be a safe pick for long term dividend investors. Target is a dividend aristocrat for over 25 years.