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

Kohl’s (NYSE:KSS) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.800-2.400 for the period, compared to the consensus estimate of 1.480. The company issued revenue guidance of $15.3 billion-$15.5 billion, compared to the consensus revenue estimate of $15.0 billion.

Kohl’s Trading Up 1.1%

Shares of KSS opened at $17.88 on Thursday. The stock has a fifty day moving average price of $18.22 and a two-hundred day moving average price of $16.02. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.31 and a current ratio of 1.48. Kohl’s has a 52-week low of $11.38 and a 52-week high of $25.22. The company has a market cap of $2.03 billion, a price-to-earnings ratio of 7.58 and a beta of 1.40.

Kohl’s (NYSE:KSS) last posted its quarterly earnings data on Wednesday, August 26th. The company reported $1.28 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.70. The company had revenue of $3.52 billion for the quarter, compared to analyst estimates of $3.32 billion. Kohl’s had a return on equity of 4.67% and a net margin of 1.76%.The business’s revenue was down .9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.56 earnings per share. Kohl’s has set its FY 2026 guidance at 1.800-2.400 EPS. Analysts predict that Kohl’s will post 1.38 EPS for the current fiscal year.

Kohl’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th will be given a dividend of $0.125 per share. The ex-dividend date is Wednesday, September 9th. This represents a $0.50 annualized dividend and a yield of 2.8%. Kohl’s’s dividend payout ratio is 21.19%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on KSS shares. UBS Group increased their price objective on shares of Kohl’s from $8.00 to $9.00 and gave the stock a “sell” rating in a report on Friday, May 29th. TD Cowen boosted their target price on shares of Kohl’s from $13.50 to $16.00 and gave the stock a “hold” rating in a research note on Monday, June 8th. Morgan Stanley reiterated an “underweight” rating and set a $15.00 target price on shares of Kohl’s in a research report on Monday, July 6th. Bank of America decreased their price target on shares of Kohl’s from $15.00 to $14.00 and set an “underperform” rating on the stock in a research note on Friday, May 29th. Finally, Gordon Haskett cut shares of Kohl’s from a “buy” rating to a “hold” rating and set a $14.00 price target on the stock. in a research note on Friday, May 15th. One research analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, Kohl’s presently has an average rating of “Reduce” and a consensus target price of $15.46.

Insider Activity

In other news, EVP Jennifer J. Kent sold 22,942 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $20.00, for a total transaction of $458,840.00. Following the transaction, the executive vice president owned 234,452 shares of the company’s stock, valued at $4,689,040. This represents a 8.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.55% of the stock is owned by company insiders.

Kohl’s News Roundup

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

• Positive Sentiment: Second-quarter adjusted EPS was $1.28, well above analyst estimates of roughly $0.55-$0.58 and up from $0.56 a year earlier. Revenue of approximately $3.52 billion also exceeded consensus expectations. Gross-margin expansion, expense controls and tightly managed inventory supported the quarter. Kohl’s Q2 Earnings Beat Estimates
• Positive Sentiment: Kohl’s raised fiscal 2026 guidance to $1.80-$2.40 in EPS and $15.3-$15.5 billion in revenue, above prior Wall Street expectations. The company cited about $150 million in tariff refunds, cost reductions and margin gains as key drivers. Kohl’s raises profit forecast after tariff refunds
• Positive Sentiment: Management said sales trends improved during the quarter and continues emphasizing proprietary brands, operational efficiency and its turnaround initiatives. Some investors view the low valuation—approximately 7.6 times earnings—as providing potential upside if sales stabilize. Kohl’s: The Best Deal In The Retail Sector
• Neutral Sentiment: Kohl’s appointed Arianne Parisi as chief customer officer, a move intended to strengthen customer engagement and merchandising execution. Kohl’s Names Arianne Parisi Chief Customer Officer
• Negative Sentiment: Net and comparable sales declined 0.9%, extending Kohl’s revenue declines to an 18th consecutive quarter. Cautious consumers are prioritizing essentials over discretionary department-store purchases, raising doubts about the pace of the turnaround. Kohl’s Sales Dip As Consumers Prioritize Essentials
• Negative Sentiment: Investors viewed the earnings beat as less durable because tariff refunds contributed materially to profit; excluding that benefit, EPS and gross margins were reportedly roughly flat. Management also warned that heavier fall promotions could pressure margins, while leverage and a large store footprint remain concerns. Kohl’s Q2 Review: Tariff Refunds Fuel Buybacks

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Baird Financial Group Inc. acquired a new stake in shares of Kohl’s during the 1st quarter worth approximately $96,000. Caxton Associates LLP acquired a new position in Kohl’s in the first quarter valued at approximately $166,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Kohl’s by 14.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 489,708 shares of the company’s stock valued at $4,006,000 after acquiring an additional 60,769 shares during the last quarter. Envestnet Asset Management Inc. bought a new position in Kohl’s in the second quarter valued at approximately $120,000. Finally, Cetera Investment Advisers grew its holdings in Kohl’s by 21.6% during the 2nd quarter. Cetera Investment Advisers now owns 33,708 shares of the company’s stock worth $286,000 after acquiring an additional 5,997 shares during the period. 98.04% of the stock is currently 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.