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

Kohl’s (NYSE:KSS) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.000-1.600 for the period, compared to the consensus earnings per share estimate of 1.480. The company issued revenue guidance of $15.2 billion-$15.5 billion, compared to the consensus revenue estimate of $15.0 billion.

Analyst Upgrades and Downgrades

Several research firms have weighed in on KSS. JPMorgan Chase & Co. cut their target price on shares of Kohl’s from $22.00 to $15.00 and set an “underweight” rating on the stock in a report on Tuesday, March 10th. Gordon Haskett lowered shares of Kohl’s from a “buy” rating to a “hold” rating and set a $14.00 target price on the stock. in a report on Friday, May 15th. Zacks Research upgraded shares of Kohl’s from a “hold” rating to a “strong-buy” rating in a report on Friday, May 15th. Robert W. Baird lowered their price objective on shares of Kohl’s from $24.00 to $20.00 and set a “neutral” rating for the company in a research report on Wednesday, March 11th. Finally, UBS Group increased their price objective on shares of Kohl’s from $7.00 to $8.00 and gave the stock a “sell” rating in a research report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, Kohl’s has an average rating of “Reduce” and a consensus price target of $14.77.

Kohl’s Stock Up 21.0%

Shares of Kohl’s stock traded up $2.71 during trading on Thursday, reaching $15.64. The stock had a trading volume of 16,803,597 shares, compared to its average volume of 4,672,900. The company has a market capitalization of $1.76 billion, a price-to-earnings ratio of 6.63 and a beta of 1.46. The stock has a fifty day moving average price of $13.36 and a two-hundred day moving average price of $17.10. Kohl’s has a 52 week low of $7.82 and a 52 week high of $25.22. The company has a current ratio of 1.46, a quick ratio of 0.37 and a debt-to-equity ratio of 0.94.

Kohl’s (NYSE:KSS) last issued its quarterly earnings results on Thursday, May 28th. The company reported ($0.13) EPS for the quarter, beating analysts’ consensus estimates of ($0.18) by $0.05. The company had revenue of $3.17 billion for the quarter, compared to analyst estimates of $2.99 billion. Kohl’s had a return on equity of 4.72% and a net margin of 1.75%.The company’s quarterly revenue was down 1.7% compared to the same quarter last year. During the same period in the previous year, the company posted ($0.13) earnings per share. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. Sell-side analysts predict that Kohl’s will post 1.31 EPS for the current fiscal year.

Kohl’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 24th. Investors of record on Wednesday, June 10th will be issued a dividend of $0.125 per share. The ex-dividend date is Wednesday, June 10th. This represents a $0.50 annualized dividend and a yield of 3.2%. Kohl’s’s dividend payout ratio is presently 21.19%.

Kohl’s News Summary

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

• Positive Sentiment: Kohl’s Q1 results topped expectations on both revenue and earnings, with a smaller-than-expected loss and stronger sales trends than analysts had forecast. Article Title
• Positive Sentiment: The company reported its best comparable-sales performance in four years, a key sign that the turnaround and merchandising changes may be working. Article Title
• Positive Sentiment: Kohl’s reaffirmed annual targets and raised FY 2026 revenue guidance to above consensus, reinforcing confidence that cost controls and product-category expansion are helping stabilize the business. Article Title
• Neutral Sentiment: Despite the upbeat quarter, revenue still declined year over year, and FY 2026 EPS guidance was below the current consensus estimate, which may temper some of the enthusiasm. Article Title

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. C M Bidwell & Associates Ltd. acquired a new position in Kohl’s during the fourth quarter worth $79,000. Evergreen Capital Management LLC acquired a new position in Kohl’s during the second quarter worth $92,000. Voleon Capital Management LP acquired a new position in Kohl’s during the second quarter worth $120,000. IHT Wealth Management LLC acquired a new position in Kohl’s during the second quarter worth $101,000. Finally, Envestnet Asset Management Inc. acquired a new position in Kohl’s during the second quarter worth $120,000. Institutional investors and hedge funds own 98.04% of the company’s stock.

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.