Telsey Advisory Group Cuts Kohl’s (NYSE:KSS) Price Target to $17.00

Kohl’s (NYSE:KSS) had its price objective decreased by Telsey Advisory Group from $23.00 to $17.00 in a research report sent to investors on Tuesday, Marketbeat reports. Telsey Advisory Group currently has a market perform rating on the stock.

A number of other research firms have also recently issued reports on KSS. Evercore raised their target price on shares of Kohl’s from $13.00 to $21.00 and gave the stock an “in-line” rating in a research note on Tuesday, November 25th. TD Cowen reissued a “hold” rating on shares of Kohl’s in a report on Wednesday, November 26th. BTIG Research restated a “neutral” rating on shares of Kohl’s in a report on Tuesday, November 25th. Wall Street Zen lowered Kohl’s from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Finally, Gordon Haskett upgraded Kohl’s from an “accumulate” rating to a “buy” rating in a research note on Tuesday, November 25th. One analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Reduce” and a consensus target price of $14.83.

Kohl’s Price Performance

NYSE:KSS opened at $13.24 on Tuesday. The company has a quick ratio of 0.12, a current ratio of 1.46 and a debt-to-equity ratio of 0.94. Kohl’s has a 12-month low of $6.04 and a 12-month high of $25.22. The stock’s 50 day moving average price is $18.04 and its two-hundred day moving average price is $18.06. The firm has a market capitalization of $1.48 billion, a price-to-earnings ratio of 5.61 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, topping analysts’ consensus estimates of $0.86 by $0.21. Kohl’s had a return on equity of 4.72% and a net margin of 1.75%.The business had revenue of $5.17 billion for the quarter, compared to analyst estimates of $5.08 billion. During the same period in the previous year, the firm earned $0.95 EPS. The firm’s revenue was down 3.9% compared to the same quarter last year. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. On average, analysts anticipate that Kohl’s will post 1.3 earnings per share for the current year.

Kohl’s Dividend Announcement

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

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. acquired a new position in shares of Kohl’s during the 3rd quarter worth $28,000. IFP Advisors Inc grew its position in Kohl’s by 3,777.6% in the third quarter. IFP Advisors Inc now owns 1,900 shares of the company’s stock valued at $31,000 after acquiring an additional 1,851 shares during the last quarter. Caldwell Trust Co acquired a new position in Kohl’s during the third quarter worth about $33,000. Farther Finance Advisors LLC boosted its stake in shares of Kohl’s by 233.9% in the 4th quarter. Farther Finance Advisors LLC now owns 1,666 shares of the company’s stock valued at $34,000 after purchasing an additional 1,167 shares in the last quarter. Finally, Future Financial Wealth Managment LLC grew its holdings in shares of Kohl’s by 400.0% during the 3rd quarter. Future Financial Wealth Managment LLC now owns 2,500 shares of the company’s stock valued at $38,000 after purchasing an additional 2,000 shares during the last quarter. 98.04% of the stock is owned by institutional investors.

Key Kohl’s News

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.