Kohl’s (NYSE:KSS) Releases 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 (EPS) guidance of 1.000-1.600 for the period, compared to the consensus 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 Price Performance

KSS stock traded up $2.71 during midday trading on Thursday, reaching $15.64. The stock had a trading volume of 16,803,597 shares, compared to its average volume of 4,672,900. The company’s fifty day simple moving average is $13.42 and its 200 day simple moving average is $17.09. The company has a current ratio of 1.46, a quick ratio of 0.37 and a debt-to-equity ratio of 0.94. The company has a market cap of $1.76 billion, a price-to-earnings ratio of 6.63 and a beta of 1.46. Kohl’s has a 52-week low of $7.82 and a 52-week high of $25.22.

Kohl’s (NYSE:KSS) last announced its quarterly earnings data on Thursday, May 28th. The company reported ($0.13) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.18) by $0.05. The company had revenue of $3.17 billion for the quarter, compared to analyst estimates of $2.99 billion. Kohl’s had a return on equity of 4.72% and a net margin of 1.75%.The firm’s revenue for the quarter was down 1.7% on a year-over-year basis. During the same quarter last year, the firm posted ($0.13) EPS. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. As a group, sell-side analysts predict that Kohl’s will post 1.31 earnings per share for the current fiscal year.

Kohl’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th will be issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 3.2%. The ex-dividend date is Wednesday, June 10th. Kohl’s’s payout ratio is currently 21.19%.

Wall Street Analyst Weigh In

Several research firms have recently commented on KSS. TD Cowen reduced their price target on Kohl’s from $23.00 to $17.00 and set a “hold” rating on the stock in a report on Wednesday, March 11th. Bank of America reduced 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. Robert W. Baird reduced their price target on Kohl’s from $24.00 to $20.00 and set a “neutral” rating on the stock in a report on Wednesday, March 11th. Jefferies Financial Group reduced their price target on Kohl’s from $22.00 to $15.00 and set a “hold” rating on the stock in a report on Wednesday, March 11th. Finally, Wall Street Zen lowered Kohl’s from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Reduce” and an average target price of $14.77.

Kohl’s News Summary

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

• Positive Sentiment: Kohl’s Q1 results topped expectations on both revenue and earnings, with a smaller-than-expected loss and stronger sales trends than analysts had forecast. Article Title
• Positive Sentiment: The company reported its best comparable-sales performance in four years, a key sign that the turnaround and merchandising changes may be working. Article Title
• Positive Sentiment: Kohl’s reaffirmed annual targets and raised FY 2026 revenue guidance to above consensus, reinforcing confidence that cost controls and product-category expansion are helping stabilize the business. Article Title
• Neutral Sentiment: Despite the upbeat quarter, revenue still declined year over year, and FY 2026 EPS guidance was below the current consensus estimate, which may temper some of the enthusiasm. Article Title

Institutional Trading of Kohl’s

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Dimensional Fund Advisors LP raised its holdings in Kohl’s by 12.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 5,597,801 shares of the company’s stock valued at $114,250,000 after buying an additional 620,070 shares during the period. Geode Capital Management LLC raised its holdings in Kohl’s by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 2,703,024 shares of the company’s stock valued at $55,177,000 after buying an additional 47,037 shares during the period. Fuller & Thaler Asset Management Inc. purchased a new stake in Kohl’s in the 4th quarter valued at about $49,796,000. First Trust Advisors LP raised its holdings in Kohl’s by 11.5% in the 2nd quarter. First Trust Advisors LP now owns 2,380,359 shares of the company’s stock valued at $20,185,000 after buying an additional 244,761 shares during the period. Finally, Voloridge Investment Management LLC raised its holdings in Kohl’s by 0.3% in the 4th quarter. Voloridge Investment Management LLC now owns 1,602,607 shares of the company’s stock valued at $32,709,000 after buying an additional 4,757 shares during the period. 98.04% of the stock is currently owned by hedge funds and other institutional investors.

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.