Telsey Advisory Group Lowers Earnings Estimates for Kohl’s

Kohl’s Corporation (NYSE:KSS) – Telsey Advisory Group decreased their Q3 2026 earnings per share estimates for Kohl’s in a report released on Thursday, August 28th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of ($0.16) per share for the quarter, down from their prior estimate of ($0.11). Telsey Advisory Group has a “Market Perform” rating and a $16.00 price objective on the stock. The consensus estimate for Kohl’s’ current full-year earnings is $1.30 per share. Telsey Advisory Group also issued estimates for Kohl’s’ FY2026 earnings at $0.67 EPS, Q1 2027 earnings at ($0.11) EPS, Q2 2027 earnings at $0.63 EPS, Q3 2027 earnings at ($0.15) EPS and FY2027 earnings at $0.79 EPS.

Kohl’s (NYSE:KSS) last issued its quarterly earnings results on Wednesday, August 27th. The company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.23. The firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.37 billion. Kohl’s had a return on equity of 4.62% and a net margin of 1.31%.The company’s revenue was down 5.0% on a year-over-year basis. During the same period last year, the company earned $0.59 earnings per share. Kohl’s has set its FY 2025 guidance at 0.500-0.800 EPS.

Several other research analysts also recently issued reports on KSS. Robert W. Baird upped their target price on shares of Kohl’s from $9.00 to $15.00 and gave the stock a “neutral” rating in a research note on Thursday. The Goldman Sachs Group boosted their price objective on shares of Kohl’s from $7.00 to $11.00 and gave the stock a “sell” rating in a report on Thursday. UBS Group upped their price objective on Kohl’s from $4.00 to $4.50 and gave the company a “sell” rating in a research report on Thursday. Evercore ISI lifted their target price on Kohl’s from $8.00 to $13.00 and gave the stock an “in-line” rating in a report on Thursday. Finally, Cowen restated a “hold” rating on shares of Kohl’s in a research note on Thursday. One equities research analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat, Kohl’s currently has a consensus rating of “Reduce” and an average price target of $12.46.

Kohl’s Stock Performance

Shares of KSS stock opened at $15.11 on Monday. The company has a market capitalization of $1.69 billion, a price-to-earnings ratio of 8.17 and a beta of 1.74. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.19 and a current ratio of 1.36. Kohl’s has a one year low of $6.04 and a one year high of $21.39. The company’s 50-day moving average is $11.35 and its 200 day moving average is $9.51.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. National Bank of Canada FI purchased a new stake in shares of Kohl’s during the 1st quarter valued at about $25,000. Smartleaf Asset Management LLC grew its position in shares of Kohl’s by 161.8% during the 1st quarter. Smartleaf Asset Management LLC now owns 3,053 shares of the company’s stock valued at $26,000 after acquiring an additional 1,887 shares during the period. CWM LLC increased its stake in shares of Kohl’s by 49.7% in the 1st quarter. CWM LLC now owns 4,177 shares of the company’s stock worth $34,000 after purchasing an additional 1,386 shares in the last quarter. State of Wyoming bought a new position in Kohl’s in the 4th quarter worth $35,000. Finally, Cheviot Value Management LLC purchased a new position in Kohl’s during the first quarter valued at $36,000. 98.04% of the stock is owned by hedge funds and other institutional investors.

Kohl’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 24th. Investors of record on Wednesday, September 10th will be given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date is Wednesday, September 10th. Kohl’s’s dividend payout ratio is 27.03%.

Kohl’s Company Profile

Kohl’s Corporation operates as an omnichannel retailer in the United States. It offers branded apparel, footwear, accessories, beauty, and home products through its stores and website. The company provides its products primarily under the brand names of Croft & Barrow, Jumping Beans, SO, Sonoma Goods for Life, and Tek Gear, as well as Food Network, LC Lauren Conrad, Nine West, and Simply Vera Vera Wang.