Zacks Research Has Optimistic View of Kohl’s FY2027 Earnings

Kohl’s Corporation (NYSE:KSS) – Research analysts at Zacks Research lifted their FY2027 earnings per share estimates for shares of Kohl’s in a report issued on Tuesday, September 15th. Zacks Research analyst Team now forecasts that the company will earn $2.05 per share for the year, up from their previous estimate of $1.23. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Kohl’s’ current full-year earnings is $2.09 per share. Zacks Research also issued estimates for Kohl’s’ Q1 2028 earnings at ($0.19) EPS, Q2 2028 earnings at $0.60 EPS, Q1 2029 earnings at ($0.31) EPS, Q2 2029 earnings at $0.76 EPS and FY2029 earnings at $1.16 EPS.

KSS has been the topic of a number of other research reports. Weiss Ratings upgraded Kohl’s from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, September 4th. TD Cowen increased their price objective on shares of Kohl’s from $13.50 to $16.00 and gave the company a “hold” rating in a research report on Monday, June 8th. Robert W. Baird lifted their target price on shares of Kohl’s from $19.00 to $20.00 and gave the stock a “neutral” rating in a research note on Thursday, August 27th. Wall Street Zen downgraded shares of Kohl’s from a “buy” rating to a “hold” rating in a research report on Sunday, June 7th. Finally, UBS Group upped their price target on shares of Kohl’s from $8.00 to $9.00 and gave the company a “sell” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, eight have issued a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus price target of $16.17.

Kohl’s Trading Up 0.6%

Kohl’s stock opened at $16.46 on Thursday. The stock has a 50-day moving average of $18.24 and a two-hundred day moving average of $15.96. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.41 and a current ratio of 1.49. Kohl’s has a one year low of $11.38 and a one year high of $25.22. The stock has a market cap of $1.87 billion, a PE ratio of 7.19 and a beta of 1.37.

Kohl’s (NYSE:KSS) last announced its earnings results on Wednesday, August 26th. The company reported $1.28 earnings per share for the quarter, topping 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 firm had revenue of $3.52 billion for the quarter, compared to the consensus estimate of $3.32 billion. During the same period in the previous year, the business earned $0.56 EPS. The firm’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.

Kohl’s Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be given a dividend of $0.125 per share. 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 3.0%. Kohl’s’s payout ratio is currently 21.83%.

Insiders Place Their Bets

In other Kohl’s news, EVP Jennifer Kent sold 22,942 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $20.00, for a total transaction of $458,840.00. Following the sale, the executive vice president owned 234,452 shares in the company, valued at approximately $4,689,040. The trade was a 8.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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.

Institutional Investors Weigh In On Kohl’s

A number of institutional investors and hedge funds have recently modified their holdings of the company. Empowered Funds LLC boosted its position in Kohl’s by 23.5% in the first quarter. Empowered Funds LLC now owns 666,072 shares of the company’s stock valued at $8,592,000 after buying an additional 126,550 shares during the last quarter. Bessemer Group Inc. increased its holdings in Kohl’s by 56.4% in the 1st quarter. Bessemer Group Inc. now owns 209,841 shares of the company’s stock worth $2,706,000 after buying an additional 75,700 shares during the period. Entropy Technologies LP purchased a new position in Kohl’s during the 1st quarter worth approximately $808,000. Alyeska Investment Group L.P. purchased a new position in Kohl’s during the 2nd quarter worth approximately $13,487,000. Finally, LGT Fund Management Co Ltd. purchased a new position in Kohl’s during the 1st quarter worth approximately $3,051,000. Institutional investors and hedge funds own 98.04% of the company’s stock.

More Kohl’s News

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

• Positive Sentiment: Zacks Research raised several earnings estimates, including FY2027 EPS to $2.05 from $1.23, Q2 2028 EPS to $0.60 from $0.46, and Q2 2029 EPS to $0.76 from $0.55. Zacks maintained its “Strong-Buy” rating, supporting the bullish case for KSS.
• Positive Sentiment: FY2028 EPS was increased to $1.45 from $1.38, while the Q1 2028 loss forecast improved to $0.19 per share from $0.22. These revisions suggest expectations for some improvement in Kohl’s operating performance.
• Neutral Sentiment: An analysis highlights Kohl’s expansion of its Babies R Us offering as a potential growth opportunity, while also questioning whether softer Sephora sales could offset that benefit. The article assesses whether the shares are undervalued after these developments. Is Kohl’s (KSS) Undervalued After Its Babies R Us Expansion And Softer Sephora Sales?
• Negative Sentiment: Zacks cut its FY2029 EPS forecast sharply to $1.16 from $1.92. It also reduced Q1 2029 EPS to a $0.31 loss from a $0.10 loss, indicating weaker longer-term earnings expectations despite the firm’s continued “Strong-Buy” rating.
• Negative Sentiment: Additional reductions included Q3 2028 EPS to $0.03 from $0.04 and Q4 2028 EPS to $1.00 from $1.10. Separately, analysts surveyed by another research report assigned Kohl’s an average “Reduce” rating, adding a cautious counterpoint to Zacks’ bullish view. Kohl’s Corporation Given Average Rating of Reduce by Analysts

Kohl’s Company Profile

Kohl’s Corporation is a U.S.-based department store retailer that sells apparel, footwear, accessories, beauty products, home furnishings and other consumer merchandise. Its offerings include national brands, private-label products and merchandise for women, men, children and the home.

The company operates through a combination of physical stores and digital channels, serving customers across the United States. Kohl’s also features Sephora shop-in-shop locations and online beauty offerings, broadening its assortment beyond traditional department-store categories.

Founded in 1962 and headquartered in Menomonee Falls, Wisconsin, Kohl’s has grown from a regional retailer into a nationwide chain.