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

Kohl’s (NYSE:KSS) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.800-2.400 for the period, compared to the consensus EPS 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 Down 3.5%

NYSE:KSS opened at $17.66 on Wednesday. The company has a quick ratio of 0.31, a current ratio of 1.48 and a debt-to-equity ratio of 0.93. The business’s 50 day moving average is $18.20 and its two-hundred day moving average is $16.02. 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 $2.00 billion, a PE ratio of 7.48 and a beta of 1.40.

Kohl’s (NYSE:KSS) last issued its quarterly earnings results on Wednesday, August 26th. The company reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $0.58 by $0.70. The business had revenue of $3.52 billion during the quarter, compared to the consensus estimate of $3.32 billion. Kohl’s had a return on equity of 4.67% and a net margin of 1.76%.Kohl’s has set its FY 2026 guidance at 1.800-2.400 EPS. On average, analysts predict that Kohl’s will post 1.38 EPS for the current year.

Kohl’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be paid 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 payout ratio is presently 21.19%.

Analysts Set New Price Targets

Several research firms have recently commented on KSS. Bank of America decreased their price target on shares of Kohl’s from $15.00 to $14.00 and set an “underperform” rating for the company in a report on Friday, May 29th. Wall Street Zen cut shares of Kohl’s from a “buy” rating to a “hold” rating in a report on Sunday, June 7th. TD Cowen lifted their target price on Kohl’s from $13.50 to $16.00 and gave the company a “hold” rating in a research note on Monday, June 8th. JPMorgan Chase & Co. lifted their target price on Kohl’s from $15.00 to $17.00 and gave the company an “underweight” rating in a research note on Tuesday, August 18th. Finally, UBS Group increased their price target on Kohl’s from $8.00 to $9.00 and gave the stock a “sell” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Buy rating, nine have issued a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat, Kohl’s has a consensus rating of “Reduce” and an average target price of $15.46.

Insider Buying and Selling at Kohl’s

In related news, EVP Jennifer J. Kent sold 22,942 shares of the business’s stock in a transaction that occurred 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 sale, the executive vice president owned 234,452 shares of the company’s stock, valued at $4,689,040. The trade was a 8.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.55% of the company’s stock.

Institutional Trading of Kohl’s

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Dimensional Fund Advisors LP grew its holdings in Kohl’s by 12.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 5,597,801 shares of the company’s stock worth $114,250,000 after acquiring an additional 620,070 shares during the period. Geode Capital Management LLC boosted its stake in shares of Kohl’s by 1.8% during the 4th quarter. Geode Capital Management LLC now owns 2,703,024 shares of the company’s stock worth $55,177,000 after acquiring an additional 47,037 shares in the last quarter. Fuller & Thaler Asset Management Inc. acquired a new position in shares of Kohl’s in the 4th quarter worth $49,796,000. First Trust Advisors LP grew its holdings in shares of Kohl’s by 11.5% in the 2nd quarter. First Trust Advisors LP now owns 2,380,359 shares of the company’s stock worth $20,185,000 after acquiring an additional 244,761 shares during the last quarter. Finally, Voloridge Investment Management LLC raised its position in shares of Kohl’s by 0.3% during the fourth quarter. Voloridge Investment Management LLC now owns 1,602,607 shares of the company’s stock worth $32,709,000 after purchasing an additional 4,757 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.