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Target Hospitality Corp. Stock: price and insider trades · United States
2 insiders bought €326k of shares over the last 90 days, the latest filed 18 Sept 2026.
Target Hospitality Corp.: what insiders have been doing
This page follows insider dealings at Target Hospitality Corp. as filed with SEC (Form 4), a company from the Health Care sector. 10 insiders have disclosed 39 filings since 18 October 2025.
The record shows 4 purchases on the open market worth €2.0M, made by 3 insiders, against 5 sales worth €178.8M by 2 insiders. On balance, insiders were net sellers of €176.8M. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. One trade stands out by size: a sale of €178.5M from TDR Capital II Investments LP, disclosed on 5 October 2026, or 10.0% of market capitalisation. On the buying side, the filings list 2 senior executives and 1 chief executive among the declarants.
Within a 30-day window, 1 purchase overlapped with buying by a second insider. When several insiders buy within a few weeks of each other, analysts speak of a cluster purchase. The most recent open-market purchase was published on 18 September 2026, 30 days ago. The median gap between a trade and its publication by SEC (Form 4) is 4 days. For comparison, the SEC allows two business days to file a Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Compared with its exchange (5,458 companies, median 22 filings), a count of 39 filings is above the norm. Looking back to 2021, when coverage begins, insiders filed 10 purchases and 20 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 320.6 m USD and net income at -37.1 m USD.
For comparison within the same sector, see the insider buying recorded at Anixa Biosciences Inc and Vivos Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
187
Thresholds
n/a
Buy Volume
€3M
10 ops. · all time
Sell Volume
€186M
20 ops. · all time
Who traded when
BuySaleHeidi Diane Lewis5 sales
Stephen Robertson2 buys
Troy C. Schrenk1 buy1 sale
James Bradley Archer1 buy
TDR Capital II Investments LP1 sale
Since the insiders bought
- -4.0%Entry US$8.24 · Close at T+90 US$7.91
- +196.0%Entry US$5.72 · Close at T+365 US$16.93
- +225.0%Entry US$5.26 · Close at T+365 US$17.08
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 20,186 of 24,148 companies
27.9
score / 100
Value24
Quality32
FCF yld0.4%
Earn yld-2.4%
EV/EBITDA41.7x
ROE-9.8%
Gross mgn13%
Net mgn-12%
Debt/EBITDA0.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$16.02
Analyst consensus
5 analysts1.20/5
US$23.00Target US$25.20(+57%)US$27.00
Income statement
RevenueUS$320.6M
Gross profitUS$42.7M13% margin
EBITDAUS$37.9M12% margin
Net income-US$37.1M-10.8% margin
Valuation
PER (forward)17.5x
P/Book4.3x
Beta1.49
Balance sheet & cash
Market capUS$1.6B
Total debtUS$10.7M
Free Cash FlowUS$6.3M
Debt / Equity13%
Profitability & ownership
ROE-9.8%
ROA-3.7%
% insiders3.5%
% institutions67.9%
Last declaration on 5 October 2026
Declarations187 total
11,000,000 shares@ US$18.409.95% mcap46.6% of flowCommon Stock, par value $0.0001 per shareSEC:0000950142-26-002685:0
8,361,829 shares@ US$18.408.08% mcap100.0% of flowCommon Stock, par value $0.0001 per shareSEC144:0000950142-26-002664
2,638,171 shares@ US$18.402.55% mcap100.0% of flowCommon Stock, par value $0.0001 per shareSEC144:0000950142-26-002665
78,150 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111947:0
247,703 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111947:1
465,105 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111947:3
71,133 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111944:0
225,460 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111944:1
13,098 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111946:0
41,515 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111946:1
244,520 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111946:3
146,741 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111947:2
77,147 sharesCommon Stock, par value $0.0001 per shareSEC:0001104659-26-111946:2
2,652,046 shares0Common Stock, par value $0.0001 per shareSEC:0000950142-26-002614:0
5,907 shares@ US$21.160.0060% mcap23.3% of flowCommon Stock, par value $0.001 per shareSEC:0001712189-26-000061:0
Canonical exit: 17 Dec 2026 (T+90)
13,385 shares@ US$18.690.012% mcap100.0% of flowCommon Stock, par value $0.001 per shareSEC:0001712189-26-000059:0
Canonical exit: 14 Dec 2026 (T+90)
16,100,000 shares@ US$17.7113.43% mcap100.0% of flowCommon Stock, par value $0.0001 per shareSEC:0000950142-26-002545:0
1,344,460 sharesCommon Stock, par value $0.0001 per shareSEC:0000950142-26-001842:0
8,050,000 shares@ US$16.366.07% mcap55.4% of flowCommon Stock, par value $0.0001 per shareSEC:0000950142-26-001573:1
1,203,134 shares0Common Stock, par value $0.0001 per shareSEC:0000950142-26-001573:0
8,050,000 shares@ US$13.2655.90% mcap44.6% of flowCommon Stock, par value $0.0001 per shareSEC:0000950142-26-001173:0
2,679 sharesCommon Stock, par value $0.0001 per shareSEC:0001712189-26-000030:0
13,393 sharesCommon Stock, par value $0.0001 per shareSEC:0001712189-26-000029:0
12,277 sharesCommon Stock, par value $0.0001 per shareSEC:0001712189-26-000028:0
8,929 sharesCommon Stock, par value $0.0001 per shareSEC:0001712189-26-000027:0
25 of 187 declarations
About Target Hospitality Corp.
Target Hospitality Corp. (ticker TH) is listed on the U.S. Nasdaq market in the United States. For investors, it is best understood not as a conventional hotel operator, but as a specialized provider of vertically integrated modular accommodations and value-added hospitality services. The company designs, builds, owns, and operates customized communities and support services, including lodging, food service, housekeeping, maintenance, logistics, and on-site operational support. Its platform is geared toward workforce housing and temporary accommodation solutions for industrial projects, infrastructure builds, government-related demand, and, more recently, data center development. ([investors.targethospitality.com](https://investors.targethospitality.com/HOME/DEFAULT.ASPX?utm_source=openai))
Target Hospitality says it was founded in 1978, and its corporate headquarters is in The Woodlands, Texas. That long operating history has helped the company build specialized know-how in remote and temporary living environments where speed of deployment, safety, service quality, and operational discipline matter. Management emphasizes the company’s vertically integrated model, meaning it can control both the modular infrastructure and the hospitality services attached to it. That integration is an important competitive differentiator versus more fragmented providers. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1712189/000110465926026351/th-20251231x10k.htm?utm_source=openai))
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The company’s core business lines include workforce housing communities, support services for industrial and energy projects, and government-related accommodation contracts. In its 2025 annual report, Target identified segments such as HFS-South, WHS, Government, and All Other, highlighting a business mix that is diversified but still centered on operational housing and site services. It also describes a strong national U.S. footprint, with meaningful activity in Texas and other growth markets where large-scale projects require rapid, turnkey lodging solutions. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1712189/000110465926026351/th-20251231x10k.htm?utm_source=openai))
From a competitive standpoint, Target Hospitality differentiates itself through its ability to redeploy existing assets and launch new contracts with relatively modest incremental capital. That flexibility is valuable in a market where speed to market, compliance, service reliability, and client experience can be as important as cost. In 2025, the company also launched Target Hyper/Scale, a new sub-brand focused on remote workforce housing for data center and related infrastructure projects, extending its addressable market into one of the most capital-intensive construction cycles in North America. ([investors.targethospitality.com](https://investors.targethospitality.com/news/news-details/2025/Target-Hospitality-Announces-Launch-of-New-Sub-Brand-Target-HyperScale-Supporting-Data-Center-Development/default.aspx?utm_source=openai))
Recent developments have been notable. In April 2026, Target announced a multi-year contract worth more than $550 million with a top-five hyperscaler for a data center campus in North Texas. The company also reported growing commercial momentum through 2025 and into 2026, reinforcing visibility on future revenue and confirming its ability to win large, long-duration contracts across industrial, digital infrastructure, and public-sector end markets. These developments support the investment case as a niche, asset-backed service platform on Nasdaq, in the United States. ([investors.targethospitality.com](https://investors.targethospitality.com/news/news-details/2026/Target-Hospitality-Secures-Over-550-Million-Multi-Year-Contract-with-Top-Five-Hyperscaler-Supporting-a-Data-Center-Development/default.aspx?utm_source=openai))
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