Zacks Research Brokers Raise Earnings Estimates for Kohl’s

Kohl’s Corporation (NYSE:KSS) – Equities research analysts at Zacks Research boosted their Q1 2027 earnings per share estimates for Kohl’s in a research report issued on Monday, March 30th. Zacks Research analyst Team now anticipates that the company will post earnings of ($0.18) per share for the quarter, up from their prior forecast of ($0.20). Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Kohl’s’ current full-year earnings is $1.30 per share. Zacks Research also issued estimates for Kohl’s’ Q2 2027 earnings at $0.43 EPS, Q3 2027 earnings at ($0.02) EPS, Q4 2027 earnings at $0.85 EPS, FY2027 earnings at $1.08 EPS, Q1 2028 earnings at ($0.22) EPS, Q3 2028 earnings at $0.04 EPS, Q4 2028 earnings at $1.00 EPS, FY2028 earnings at $1.26 EPS and FY2029 earnings at $2.24 EPS.

Kohl’s (NYSE:KSS) last released its quarterly earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.21. Kohl’s had a net margin of 1.75% and a return on equity of 4.72%. The firm had revenue of $5.17 billion during the quarter, compared to analyst estimates of $5.08 billion. During the same quarter last year, the business earned $0.95 EPS. The company’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.

Other analysts also recently issued reports about the company. Telsey Advisory Group reiterated a “market perform” rating and set a $17.00 price target on shares of Kohl’s in a report on Tuesday, March 17th. BTIG Research reaffirmed a “neutral” rating on shares of Kohl’s in a research note on Tuesday, March 10th. Weiss Ratings reissued a “hold (c-)” rating on shares of Kohl’s in a research note on Thursday, January 22nd. Bank of America cut their price target on Kohl’s from $18.00 to $15.00 and set an “underperform” rating on the stock in a report on Thursday, March 12th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Kohl’s from $22.00 to $15.00 and set an “underweight” rating for the company in a research report on Tuesday, March 10th. One equities research analyst has rated the stock with a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Reduce” and a consensus target price of $14.83.

Kohl’s Price Performance

Shares of NYSE KSS opened at $12.91 on Wednesday. The company has a market capitalization of $1.45 billion, a PE ratio of 5.47 and a beta of 1.42. The company has a quick ratio of 0.37, a current ratio of 1.46 and a debt-to-equity ratio of 0.94. Kohl’s has a twelve month low of $6.04 and a twelve month high of $25.22. The firm has a fifty day simple moving average of $16.11 and a 200 day simple moving average of $17.82.

Kohl’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 18th will be issued a $0.125 dividend. The ex-dividend date is Wednesday, March 18th. This represents a $0.50 annualized dividend and a yield of 3.9%. Kohl’s’s dividend payout ratio is presently 21.19%.

Institutional Investors Weigh In On Kohl’s

Several hedge funds and other institutional investors have recently modified their holdings of the company. Farther Finance Advisors LLC raised its position in shares of Kohl’s by 233.9% during the fourth quarter. Farther Finance Advisors LLC now owns 1,666 shares of the company’s stock worth $34,000 after purchasing an additional 1,167 shares during the period. Harbor Capital Advisors Inc. acquired a new stake in Kohl’s in the 3rd quarter valued at $28,000. IFP Advisors Inc increased its stake in Kohl’s by 3,777.6% during 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 in the last quarter. Plato Investment Management Ltd bought a new stake in Kohl’s during the 4th quarter valued at $42,000. Finally, Hantz Financial Services Inc. raised its holdings in Kohl’s by 164.7% during the fourth quarter. Hantz Financial Services Inc. now owns 2,102 shares of the company’s stock worth $43,000 after buying an additional 1,308 shares during the last quarter. Institutional investors own 98.04% of the company’s stock.

Trending Headlines about Kohl’s

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

• Positive Sentiment: Zacks Research raised multiple near? and medium?term EPS estimates (Q1–Q4 2027, Q1–Q4 2028 and FY2027–FY2029), most notably lifting FY2027 to $1.08 (from $0.64), FY2028 to $1.26 (from $0.88) and FY2029 to $2.24 — suggesting Zacks models see improving profitability ahead. Zacks still carries a “Hold” rating, but the upward revisions can support a higher valuation multiple if results follow.
• Positive Sentiment: Unusual options activity: investors bought roughly 22,305 call options on March 31, about a 48% jump vs. typical volume — a short?term bullish signal that can amplify buying pressure in the stock.
• Neutral Sentiment: Zacks raised several quarterly EPS forecasts individually (examples: Q4 2027 to $0.85 from $0.68; Q4 2028 to $1.00; Q2 2027 to $0.43). These are model changes rather than published company guidance; they reduce downside risk in estimates but are contingent on actual sales/margin recovery.
• Neutral Sentiment: Kohl’s is pursuing omnichannel and inventory/digital upgrades to try to reverse ongoing sales pressure — this is a potential multi?quarter positive if execution drives traffic and margins but requires time to show results. Can Kohl’s Omnichannel Investments Reverse the Sales Decline?
• Negative Sentiment: Despite revisions, Zacks maintains a “Hold” rating and consensus full?year EPS is still modest (~$1.30). Kohl’s recent revenue has been pressured (year?over?year declines), and liquidity/leverage metrics remain watchpoints for investors, so upside depends on sustained top?line stabilization and margin expansion.

Kohl’s Company Profile

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.