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

Kohl’s (NYSE:KSS) issued an update on its FY 2026 earnings guidance on Thursday 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 1.480. The company issued revenue guidance of $15.2 billion-$15.5 billion, compared to the consensus revenue estimate of $15.0 billion.

Kohl’s Trading Down 7.6%

Shares of NYSE:KSS opened at $14.41 on Friday. The company’s 50-day moving average price is $13.47 and its two-hundred day moving average price is $17.07. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.48 and a quick ratio of 0.37. Kohl’s has a one year low of $7.82 and a one year high of $25.22. The stock has a market capitalization of $1.62 billion, a PE ratio of 6.11 and a beta of 1.46.

Kohl’s (NYSE:KSS) last issued its quarterly earnings results on Thursday, May 28th. The company reported ($0.13) EPS for the quarter, topping the consensus estimate of ($0.18) by $0.05. Kohl’s had a net margin of 1.76% and a return on equity of 4.67%. The firm had revenue of $3.17 billion for the quarter, compared to analysts’ expectations of $2.99 billion. During the same period in the previous year, the firm posted ($0.13) EPS. The company’s revenue for the quarter was down 1.7% on a year-over-year basis. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. On average, equities analysts forecast that Kohl’s will post 1.31 EPS for the current fiscal year.

Kohl’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th will be paid a dividend of $0.125 per share. The ex-dividend date is Wednesday, June 10th. This represents a $0.50 annualized dividend and a dividend yield of 3.5%. Kohl’s’s payout ratio is currently 21.19%.

Analyst Ratings Changes

Several research analysts have recently weighed in on KSS shares. Jefferies Financial Group lowered their price objective on shares of Kohl’s from $22.00 to $15.00 and set a “hold” rating on the stock in a research note on Wednesday, March 11th. JPMorgan Chase & Co. lowered their price objective on shares of Kohl’s from $22.00 to $15.00 and set an “underweight” rating on the stock in a research note on Tuesday, March 10th. TD Cowen decreased their price target on shares of Kohl’s from $23.00 to $17.00 and set a “hold” rating on the stock in a research note on Wednesday, March 11th. Telsey Advisory Group reiterated a “market perform” rating and issued a $17.00 price target on shares of Kohl’s in a research note on Tuesday, March 17th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Hold rating and six have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Reduce” and a consensus price target of $14.77.

Kohl’s News Roundup

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

• Positive Sentiment: Kohl’s Q1 results topped expectations, with EPS of -$0.13 versus -$0.18 expected and revenue of $3.17 billion versus $2.99 billion expected, helping support the stock. Article Title
• Positive Sentiment: Management said comparable sales improved at the strongest pace in four years and that traffic and balance-sheet trends are getting better, reinforcing hopes for a turnaround. Article Title
• Positive Sentiment: Several articles noted a sharp rally in the shares after earnings, with investors rewarding the better-than-expected quarter and signs that the turnaround is taking hold. Article Title
• Neutral Sentiment: Kohl’s reaffirmed its annual targets, which suggests management is not yet raising expectations despite the better quarter. Article Title
• Neutral Sentiment: FY2026 guidance calls for EPS of $1.00 to $1.60, which is below some analyst estimates and may cap some of the enthusiasm. Article Title
• Negative Sentiment: Despite the earnings beat, revenue still declined 1.7% year over year, showing Kohl’s turnaround remains early and sales pressure has not fully disappeared. Article Title
• Negative Sentiment: Analyst action was mixed, with Bank of America lowering its price target to $14 and UBS maintaining a sell rating, which may temper upside expectations. Article Title Article Title

Institutional Trading of Kohl’s

A number of institutional investors have recently bought and sold shares of KSS. IFP Advisors Inc boosted its holdings in Kohl’s by 3,777.6% in the 3rd quarter. IFP Advisors Inc now owns 1,900 shares of the company’s stock valued at $31,000 after purchasing an additional 1,851 shares during the period. iSAM Funds UK Ltd bought a new stake in Kohl’s in the 3rd quarter valued at about $39,000. Los Angeles Capital Management LLC bought a new stake in Kohl’s in the 4th quarter valued at about $45,000. Kemnay Advisory Services Inc. bought a new stake in shares of Kohl’s during the 4th quarter worth approximately $46,000. Finally, Larson Financial Group LLC lifted its holdings in shares of Kohl’s by 2,529.7% during the 3rd quarter. Larson Financial Group LLC now owns 3,103 shares of the company’s stock worth $48,000 after acquiring an additional 2,985 shares during the period. Institutional investors own 98.04% of the company’s stock.

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.