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 (EPS) guidance of 1.800-2.400 for the period, compared to the consensus earnings per share 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 Price Performance

Shares of NYSE KSS opened at $17.66 on Wednesday. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.48 and a quick ratio of 0.31. The business has a 50-day moving average of $18.20 and a 200-day moving average of $16.02. The stock has a market capitalization of $2.00 billion, a price-to-earnings ratio of 7.48 and a beta of 1.40. Kohl’s has a fifty-two week low of $11.38 and a fifty-two week high of $25.22.

Kohl’s (NYSE:KSS) last posted its quarterly earnings results on Wednesday, August 26th. The company reported $1.28 earnings per share for the quarter, topping the consensus estimate of $0.58 by $0.70. The firm had revenue of $3.52 billion for the quarter, compared to analyst estimates 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. As a group, sell-side analysts predict that Kohl’s will post 1.38 earnings per share for the current fiscal year.

Kohl’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be paid a $0.125 dividend. The ex-dividend date is Wednesday, September 9th. This represents a $0.50 annualized dividend and a yield of 2.8%. Kohl’s’s dividend payout ratio is currently 21.19%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on KSS shares. Gordon Haskett cut Kohl’s from a “buy” rating to a “hold” rating and set a $14.00 price target on the stock. in a research note on Friday, May 15th. UBS Group lifted their price objective on Kohl’s from $8.00 to $9.00 and gave the company a “sell” rating in a report on Friday, May 29th. Weiss Ratings raised shares of Kohl’s from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, August 12th. Citigroup upgraded Kohl’s from a “neutral” rating to a “buy” rating and lifted their target price for the company from $14.00 to $22.00 in a research report on Monday, June 1st. 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 report on Friday, May 29th. One research analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Reduce” and an average price target of $15.46.

Insider Buying and Selling

In other news, EVP Jennifer J. Kent sold 22,942 shares of Kohl’s stock in a transaction dated 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 directly owned 234,452 shares of the company’s stock, valued at approximately $4,689,040. This trade represents a 8.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through 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 Investors Weigh In On Kohl’s

Several hedge funds have recently added to or reduced their stakes in KSS. Fuller & Thaler Asset Management Inc. bought a new position in shares of Kohl’s during the fourth quarter valued at $49,796,000. Wells Fargo & Company MN grew its stake in shares of Kohl’s by 118.0% in the fourth quarter. Wells Fargo & Company MN now owns 211,640 shares of the company’s stock worth $4,320,000 after purchasing an additional 1,388,707 shares during the last quarter. Renaissance Technologies LLC bought a new stake in shares of Kohl’s in the fourth quarter worth $26,343,000. Hancock Whitney Corp acquired a new stake in Kohl’s in the third quarter valued at $17,125,000. Finally, M&G PLC acquired a new stake in Kohl’s in the fourth quarter valued at $16,225,000. 98.04% of the stock is currently owned by institutional investors and hedge funds.

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.