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

Kohl’s (NYSE:KSS) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.000-1.600 for the period, compared to the consensus earnings per share estimate of 1.820. The company issued revenue guidance of $15.2 billion-$15.5 billion, compared to the consensus revenue estimate of $15.2 billion.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Jefferies Financial Group began coverage on Kohl’s in a report on Wednesday, January 14th. They set a “hold” rating and a $22.00 target price on the stock. Gordon Haskett raised Kohl’s from an “accumulate” rating to a “buy” rating in a research report on Tuesday, November 25th. The Goldman Sachs Group raised their price objective on Kohl’s from $11.00 to $15.00 and gave the company a “sell” rating in a research report on Wednesday, November 26th. TD Cowen reissued a “hold” rating on shares of Kohl’s in a research note on Wednesday, November 26th. Finally, BTIG Research reaffirmed a “neutral” rating on shares of Kohl’s in a research report on Tuesday, November 25th. One investment analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus price target of $15.27.

Kohl’s Stock Down 2.1%

Shares of KSS opened at $14.80 on Tuesday. The company has a current ratio of 1.30, a quick ratio of 0.12 and a debt-to-equity ratio of 0.99. Kohl’s has a 12-month low of $6.04 and a 12-month high of $25.22. The business’s 50 day moving average is $18.43 and its 200 day moving average is $18.12. The company has a market capitalization of $1.66 billion, a PE ratio of 8.60 and a beta of 1.42.

Kohl’s (NYSE:KSS) last posted its earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share for the quarter, beating analysts’ consensus estimates of $0.86 by $0.21. Kohl’s had a net margin of 1.23% and a return on equity of 4.30%. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. Research analysts expect that Kohl’s will post 1.3 earnings per share for the current fiscal year.

Kohl’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 18th will be issued a dividend of $0.125 per share. The ex-dividend date is Wednesday, March 18th. This represents a $0.50 dividend on an annualized basis and a yield of 3.4%. Kohl’s’s payout ratio is presently 29.07%.

Insider Buying and Selling

In other news, CFO Jill Timm sold 10,000 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $24.00, for a total value of $240,000.00. Following the completion of the sale, the chief financial officer owned 325,561 shares in the company, valued at approximately $7,813,464. The trade was a 2.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.00% of the stock is owned by corporate insiders.

Kohl’s News Roundup

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

• Positive Sentiment: Kohl’s reported Q4 EPS of $1.07 vs. $0.86 expected, beating estimates; the release and slide deck provide management commentary on results and priorities. This earnings beat is supportive for the stock. Press Release
• Positive Sentiment: High-profile commentary (Jim Cramer) suggested Kohl’s could be at the start of a turnaround under new leadership, which may attract bargain-hunting or event-driven buyers. Cramer Remarks
• Neutral Sentiment: Income/option strategies stories highlight ways investors can generate yield from KSS ahead of earnings, indicating retail investor interest but not changing fundamentals. Options/Income Idea
• Negative Sentiment: Management forecast annual sales below Wall Street estimates, citing budget-conscious shoppers pulling back on higher-margin apparel and home goods — this guidance is the primary driver of today’s weakness. Reuters: Sales Forecast
• Negative Sentiment: Previews and market commentary highlight falling foot traffic, heavy short interest and a plunging stock earlier in 2026 — factors that amplify downside risk and volatility on any mixed print. Benzinga Preview
• Negative Sentiment: Some analyst notes show downward revisions — Q4 was projected by some to be ~$0.85/sh, below last year — reinforcing concerns about near-term earnings momentum. Analyst Forecast Changes

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in KSS. Envestnet Asset Management Inc. purchased a new position in shares of Kohl’s during the second quarter worth $120,000. Voleon Capital Management LP acquired a new position in shares of Kohl’s in the 2nd quarter valued at about $120,000. IHT Wealth Management LLC acquired a new position in shares of Kohl’s in the 2nd quarter valued at about $101,000. Baird Financial Group Inc. purchased a new stake in shares of Kohl’s in the first quarter worth about $96,000. Finally, Evergreen Capital Management LLC purchased a new stake in shares of Kohl’s in the second quarter worth about $92,000. 98.04% of the stock is 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.