JPMorgan Chase & Co. Cuts Kohl’s (NYSE:KSS) Price Target to $15.00

Kohl’s (NYSE:KSS) had its target price reduced by JPMorgan Chase & Co. from $22.00 to $15.00 in a research report released on Tuesday morning,Benzinga reports. JPMorgan Chase & Co. currently has an underweight rating on the stock.

A number of other research firms also recently commented on KSS. Wall Street Zen downgraded Kohl’s from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Jefferies Financial Group began coverage on shares of Kohl’s in a research note on Wednesday, January 14th. They issued a “hold” rating and a $22.00 target price for the company. TD Cowen reissued a “hold” rating on shares of Kohl’s in a research report on Wednesday, November 26th. Telsey Advisory Group dropped their price target on shares of Kohl’s from $23.00 to $17.00 and set a “market perform” rating on the stock in a research note on Tuesday. Finally, Citigroup cut their price target on shares of Kohl’s from $23.00 to $20.00 and set a “neutral” rating on the stock in a report on Thursday, February 19th. One investment analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Reduce” and a consensus price target of $14.83.

Kohl’s Stock Performance

Shares of NYSE KSS opened at $13.24 on Tuesday. The company has a debt-to-equity ratio of 0.94, a current ratio of 1.46 and a quick ratio of 0.12. Kohl’s has a one year low of $6.04 and a one year high of $25.22. The business’s 50-day moving average price is $18.04 and its two-hundred day moving average price is $18.06. The company has a market capitalization of $1.48 billion, a P/E ratio of 5.61 and a beta of 1.42.

Kohl’s (NYSE:KSS) last posted its quarterly earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.86 by $0.21. The company had revenue of $5.17 billion during the quarter, compared to the consensus estimate of $5.08 billion. Kohl’s had a return on equity of 4.72% and a net margin of 1.75%.The business’s quarterly revenue was down 3.9% on a year-over-year basis. During the same period last year, the business earned $0.95 EPS. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. Analysts anticipate that Kohl’s will post 1.3 earnings per share for the current fiscal year.

Kohl’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 18th will be issued a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 3.8%. The ex-dividend date is Wednesday, March 18th. Kohl’s’s payout ratio is 29.07%.

Institutional Investors Weigh In On Kohl’s

A number of large investors have recently added to or reduced their stakes in KSS. Corient Private Wealth LLC grew its holdings in Kohl’s by 93.7% during the fourth quarter. Corient Private Wealth LLC now owns 22,767 shares of the company’s stock valued at $465,000 after purchasing an additional 11,011 shares during the last quarter. Hsbc Holdings PLC lifted its stake in shares of Kohl’s by 1,497.7% in the fourth quarter. Hsbc Holdings PLC now owns 1,141,932 shares of the company’s stock worth $23,406,000 after buying an additional 1,070,457 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of Kohl’s during the 4th quarter worth $55,000. Mercer Global Advisors Inc. ADV bought a new stake in shares of Kohl’s during the 4th quarter worth $411,000. Finally, Fuller & Thaler Asset Management Inc. acquired a new position in Kohl’s in the 4th quarter valued at $49,796,000. Institutional investors own 98.04% of the company’s stock.

Kohl’s News Summary

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

• Positive Sentiment: Kohl’s reported a quarterly earnings beat (EPS $1.07 vs. $0.86 estimate) with margin improvement, which supports near-term profitability expectations. Zacks: Q4 Earnings Beat
• Positive Sentiment: Management is leaning into value and proprietary brands (more lower-priced items and fewer styles) to win back shoppers — a strategic shift that could lift gross margins and differentiate the assortment if execution succeeds. Investopedia: Strategy
• Neutral Sentiment: Kohl’s filed its 2025 results and set a 2026 outlook (EPS guidance range $1.00–$1.60) — the wide range signals uncertainty about consumer trends and makes modeling harder for investors. Globe & Mail: 2025 Results & 2026 Outlook
• Neutral Sentiment: Kohl’s elevated Mari Steinmetz to a top people role — a corporate governance/HR change that is unlikely to move the stock materially in the near term. Globe & Mail: Leadership Move
• Neutral Sentiment: Trading and investor interest spiked after the earnings release (unusually-high volume), indicating greater scrutiny and potential for larger intraday moves. AmericanBankingNews: Volume Spike
• Neutral Sentiment: Kohl’s visibility in index/sector coverage expanded (Russell 1000 sector note), which can modestly affect passive flows but is not a major catalyst. Kalkine Media: Russell 1000 Note
• Negative Sentiment: Several major firms cut price targets and downgraded views after the quarter (Goldman Sachs, Jefferies, TD Cowen, Bank of America and others), pressuring sentiment and reducing upside expectations. 247WallSt: Analyst Downgrades
• Negative Sentiment: Bank of America specifically cut its target to $15 and moved to underperform, joining other cuts that signal diminished near-term confidence. TickerReport/Benzinga: BofA Cut
• Negative Sentiment: Put-option buying spiked (about 21,793 puts), suggesting some traders are positioning for further downside or hedging exposure. (Internal trading alert)
• Negative Sentiment: Despite the EPS beat, revenue and comparable sales were down (Q4 comps down ~2.8%; revenues down ~4%), reinforcing concerns about traffic and market share loss during the critical holiday period. AOL: Q4 Sales Miss

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.