Kohl’s (NYSE:KSS) Sees Large Volume Increase Following Better-Than-Expected Earnings

Shares of Kohl’s Corporation (NYSE:KSS) saw an uptick in trading volume on Tuesday following a better than expected earnings announcement. 9,938,855 shares were traded during trading, an increase of 150% from the previous session’s volume of 3,979,290 shares.The stock last traded at $16.0030 and had previously closed at $14.80.

The company reported $1.07 EPS for the quarter, topping the consensus estimate of $0.86 by $0.21. Kohl’s had a net margin of 1.23% and a return on equity of 4.30%. During the same quarter last year, the company posted $0.95 EPS. Kohl’s’s revenue for the quarter 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.

Kohl’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 18th will be given a dividend of $0.125 per share. The ex-dividend date is Wednesday, March 18th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 3.2%. Kohl’s’s dividend payout ratio (DPR) is 29.07%.

Kohl’s News Roundup

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

• Positive Sentiment: Q4 earnings beat — Kohl’s reported $1.07 EPS, topping consensus and showing improved profit versus a year ago; this supports the view that cost actions / margin work are helping near-term profitability. Kohl’s (KSS) Surpasses Q4 Earnings Estimates
• Positive Sentiment: Bullish commentary from some market voices highlights a potential turnaround if management execution continues, which could support upside if comps stabilize. Jim Cramer on Kohl’s Corporation
• Neutral Sentiment: Analyst previews and coverage note elevated short interest and volatile upside/downside potential — watch print reaction and any management commentary on traffic and inventory. Kohl’s Q4 Preview: Get Ready For Make‑Or‑Break Earnings
• Negative Sentiment: Full-year guidance came in light — FY2026 EPS guidance of $1.00–$1.60 is below the consensus (~$1.82), and revenue guidance was soft enough to disappoint investors, a primary driver of the selloff. Kohl’s forecasts annual sales below estimates
• Negative Sentiment: Comparable sales and overall revenue trends disappointed — Q4 revenue declined ~3.9% YoY and comps missed expectations, which offsets the EPS beat and raises durability concerns for margin recovery. Kohl’s falls as weak sales outlook overshadows earnings beat
• Negative Sentiment: Major outlets report that sales missed despite turnaround efforts, reinforcing the narrative that top-line recovery is uncertain and pressuring the stock. Kohl’s Sales Slip Despite Turnaround Efforts

Analyst Ratings Changes

KSS has been the topic of a number of recent research reports. UBS Group boosted their target price on Kohl’s from $4.50 to $7.00 and gave the company a “sell” rating in a report on Wednesday, November 26th. Robert W. Baird set a $24.00 price objective on shares of Kohl’s in a report on Wednesday, December 17th. TD Cowen restated a “hold” rating on shares of Kohl’s in a research report on Wednesday, November 26th. Citigroup dropped their target price on shares of Kohl’s from $23.00 to $20.00 and set a “neutral” rating for the company in a report on Thursday, February 19th. Finally, Telsey Advisory Group reissued a “market perform” rating and set a $23.00 price target on shares of Kohl’s in a research note on Wednesday, March 4th. One investment analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have given a Sell rating to the company. According to MarketBeat, Kohl’s currently has an average rating of “Reduce” and a consensus price target of $15.27.

Insiders Place Their Bets

In other Kohl’s news, CFO Jill Timm sold 10,000 shares of Kohl’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $24.00, for a total transaction of $240,000.00. Following the completion of the transaction, the chief financial officer owned 325,561 shares in the company, valued at approximately $7,813,464. The trade was a 2.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Harbor Capital Advisors Inc. acquired a new stake in Kohl’s during the 3rd quarter valued at $28,000. IFP Advisors Inc lifted its position in shares of Kohl’s by 3,777.6% in the third quarter. IFP Advisors Inc now owns 1,900 shares of the company’s stock valued at $31,000 after acquiring an additional 1,851 shares in the last quarter. Caldwell Trust Co acquired a new stake in shares of Kohl’s during the third quarter valued at $33,000. Farther Finance Advisors LLC increased its position in Kohl’s by 233.9% during the 4th 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 in the last quarter. Finally, Future Financial Wealth Managment LLC raised its stake in Kohl’s by 400.0% in the 3rd quarter. Future Financial Wealth Managment LLC now owns 2,500 shares of the company’s stock valued at $38,000 after purchasing an additional 2,000 shares during the last quarter. 98.04% of the stock is currently owned by institutional investors and hedge funds.

Kohl’s Stock Performance

The company has a market capitalization of $1.78 billion, a PE ratio of 9.27 and a beta of 1.42. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.12 and a current ratio of 1.30. The stock’s fifty day simple moving average is $18.43 and its 200-day simple moving average is $18.12.

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.