Kohl’s (NYSE:KSS) Updates FY 2026 Earnings Guidance

Kohl’s (NYSE:KSS) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.800-2.400 for the period, compared to the consensus earnings per share estimate of 1.480. The company issued revenue guidance of $15.3 billion-$15.5 billion, compared to the consensus revenue estimate of $15.0 billion.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Weiss Ratings upgraded Kohl’s from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, August 12th. UBS Group increased their price target on shares of Kohl’s from $8.00 to $9.00 and gave the company a “sell” rating in a research report on Friday, May 29th. TD Cowen lifted their price objective on shares of Kohl’s from $13.50 to $16.00 and gave the stock a “hold” rating in a research note on Monday, June 8th. Robert W. Baird boosted their price objective on shares of Kohl’s from $19.00 to $20.00 and gave the company a “neutral” rating in a report on Thursday. Finally, Wall Street Zen downgraded shares of Kohl’s from a “buy” rating to a “hold” rating in a research note on Sunday, June 7th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, eight have given a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat.com, Kohl’s presently has an average rating of “Reduce” and an average target price of $16.17.

Kohl’s Trading Up 1.7%

NYSE KSS opened at $18.24 on Friday. The firm has a market cap of $2.07 billion, a P/E ratio of 7.96 and a beta of 1.40. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.49 and a quick ratio of 0.31. The stock’s 50-day moving average is $18.24 and its 200-day moving average is $16.02. Kohl’s has a one year low of $11.38 and a one year high of $25.22.

Kohl’s (NYSE:KSS) last released its quarterly earnings data on Wednesday, August 26th. The company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $0.58 by $0.70. Kohl’s had a return on equity of 6.75% and a net margin of 1.75%.The business had revenue of $3.52 billion for the quarter, compared to analysts’ expectations of $3.32 billion. During the same quarter in the previous year, the business posted $0.56 EPS. Kohl’s’s revenue for the quarter was down .9% on a year-over-year basis. Kohl’s has set its FY 2026 guidance at 1.800-2.400 EPS. Sell-side analysts anticipate that Kohl’s will post 1.26 earnings per share for the current fiscal year.

Kohl’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be paid a $0.125 dividend. The ex-dividend date of this dividend is Wednesday, September 9th. This represents a $0.50 dividend on an annualized basis and a yield of 2.7%. Kohl’s’s payout ratio is presently 21.83%.

Insiders Place Their Bets

In other news, EVP Jennifer J. Kent sold 22,942 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $20.00, for a total value of $458,840.00. Following the completion of the transaction, the executive vice president owned 234,452 shares in the company, valued at $4,689,040. This represents a 8.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.55% of the company’s stock.

Trending Headlines about Kohl’s

Here are the key news stories impacting Kohl’s this week:

• Positive Sentiment: Q2 earnings and guidance beat expectations: Kohl’s reported adjusted EPS of $1.28, well above estimates near $0.55–$0.58, while revenue of approximately $3.52 billion also exceeded forecasts. The company raised fiscal 2026 EPS guidance to $1.80–$2.40, versus consensus near $1.48, and provided revenue guidance above analysts’ expectations. KSS Q2 Earnings Beat Estimates on Margin Gains, Outlook Raised
• Positive Sentiment: Margins and liquidity improved: Gross-margin expansion, cost controls, inventory discipline and stronger liquidity supported profitability. Kohl’s also continues emphasizing proprietary brands and expense management, reinforcing the value case after the stock’s recent rebound. Kohl’s Q2 Earnings Beat Shifts Focus to Holiday Execution and Margins
• Neutral Sentiment: Valuation offers support, but expectations are rising: Kohl’s trades at a relatively low earnings multiple, and analysts see potential if sales stabilize. However, the 15.6% three-month rally increases the need for convincing holiday-season execution. Telsey Advisory Group raised its price target to $18 but retained a “market perform” rating. Kohl’s Stock Is Up 15.6% in 3 Months: Is the Rebound Sustainable?
• Negative Sentiment: Sales remain the key concern: Net and comparable sales declined 0.9%, extending Kohl’s revenue-reduction streak as budget-conscious consumers prioritize essentials over discretionary merchandise. Investors also questioned whether the earnings beat reflected the underlying business or temporary benefits. Kohl’s Sales Dip As Consumers Prioritize Essentials
• Negative Sentiment: Tariff refunds may overstate the improvement: Approximately $150 million of tariff refunds materially boosted the quarter and outlook. Analysts warn that, excluding this benefit, earnings and gross-margin progress was more limited, while heavier fall promotions could pressure margins. Elevated leverage and Kohl’s large store base remain additional risks.

Institutional Investors Weigh In On Kohl’s

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. M&T Bank Corp increased its holdings in Kohl’s by 29.1% during the 2nd quarter. M&T Bank Corp now owns 22,751 shares of the company’s stock worth $192,000 after purchasing an additional 5,126 shares in the last quarter. CIBC Bancorp USA Inc. acquired a new stake in shares of Kohl’s in the 3rd quarter valued at about $179,000. Vident Advisory LLC lifted its holdings in shares of Kohl’s by 52.4% in the second quarter. Vident Advisory LLC now owns 20,448 shares of the company’s stock valued at $173,000 after purchasing an additional 7,028 shares in the last quarter. Shay Capital LLC lifted its holdings in shares of Kohl’s by 24.1% in the second quarter. Shay Capital LLC now owns 19,958 shares of the company’s stock valued at $169,000 after purchasing an additional 3,875 shares in the last quarter. Finally, Caxton Associates LLP bought a new stake in shares of Kohl’s in the first quarter valued at about $166,000. 98.04% of the stock is currently owned by institutional investors and hedge funds.

About Kohl’s

Kohl’s Corporation, founded in 1962 by Maxwell Kohl and headquartered in Menomonee Falls, Wisconsin, is a leading American department store retailer. The company operates approximately 1,100 stores across 49 states, offering a combination of value-oriented pricing, private-label brands and national labels. Since its initial public offering in 1992, Kohl’s has focused on broadening its product assortment and enhancing the in-store and online shopping experience.

The retailer’s merchandise portfolio spans apparel, footwear, accessories, and beauty products for women, men and children, as well as home goods, kitchenware and seasonal décor.