Zacks Research Has Optimistic View of Kohl’s FY2026 Earnings

Kohl’s Corporation (NYSE:KSS) – Equities research analysts at Zacks Research raised their FY2026 earnings per share estimates for shares of Kohl’s in a research note issued to investors on Tuesday, December 16th. Zacks Research analyst Team now expects that the company will post earnings per share of $1.25 for the year, up from their prior estimate of $0.50. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Kohl’s’ current full-year earnings is $1.30 per share. Zacks Research also issued estimates for Kohl’s’ Q4 2026 earnings at $0.72 EPS, Q1 2027 earnings at ($0.20) EPS, Q3 2027 earnings at ($0.11) EPS, Q4 2027 earnings at $0.68 EPS, FY2027 earnings at $0.64 EPS, Q1 2028 earnings at ($0.24) EPS, Q3 2028 earnings at $0.00 EPS and FY2028 earnings at $0.88 EPS.

Kohl’s (NYSE:KSS) last posted its quarterly earnings data on Tuesday, November 25th. The company reported $0.10 EPS for the quarter, beating analysts’ consensus estimates of ($0.19) by $0.29. Kohl’s had a net margin of 1.23% and a return on equity of 4.30%. The company had revenue of $3.58 billion during the quarter, compared to the consensus estimate of $3.37 billion. During the same quarter in the prior year, the company posted $0.20 EPS. The company’s quarterly revenue was down 3.6% compared to the same quarter last year. Kohl’s has set its FY 2025 guidance at 1.250-1.450 EPS.

A number of other research firms also recently commented on KSS. Barclays upped their price objective on Kohl’s from $5.00 to $8.00 and gave the stock an “underweight” rating in a report on Thursday, August 28th. Jefferies Financial Group upped their price target on Kohl’s from $20.00 to $24.00 and gave the stock a “hold” rating in a research note on Friday, December 12th. JPMorgan Chase & Co. lifted their price objective on Kohl’s from $10.00 to $11.00 and gave the company an “underweight” rating in a research note on Thursday, August 28th. Cowen reiterated a “hold” rating on shares of Kohl’s in a report on Wednesday, November 26th. Finally, Evercore ISI raised their price target on shares of Kohl’s from $13.00 to $21.00 and gave the company an “in-line” rating in a report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, eight have issued a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, Kohl’s currently has an average rating of “Reduce” and an average target price of $15.73.

Kohl’s Stock Performance

Shares of KSS stock opened at $23.16 on Friday. The firm has a market capitalization of $2.60 billion, a price-to-earnings ratio of 13.47 and a beta of 1.45. The company has a 50 day moving average price of $18.98 and a 200 day moving average price of $14.74. Kohl’s has a one year low of $6.04 and a one year high of $25.22. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.12 and a current ratio of 1.30.

Hedge Funds Weigh In On Kohl’s

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC grew its stake in shares of Kohl’s by 161.8% during the first 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 in the last quarter. Harbor Capital Advisors Inc. acquired a new stake in Kohl’s during the 3rd quarter valued at approximately $28,000. IFP Advisors Inc grew its stake in Kohl’s by 3,777.6% during the 3rd quarter. IFP Advisors Inc now owns 1,900 shares of the company’s stock valued at $31,000 after purchasing an additional 1,851 shares in the last quarter. Caldwell Trust Co purchased a new stake in Kohl’s during the 3rd quarter worth approximately $33,000. Finally, Twin Tree Management LP acquired a new position in shares of Kohl’s in the 1st quarter valued at approximately $37,000. 98.04% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CFO Jill Timm sold 10,000 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $24.00, for a total transaction of $240,000.00. Following the transaction, the chief financial officer directly owned 325,561 shares of the company’s stock, valued at approximately $7,813,464. The trade was a 2.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.00% of the stock is owned by corporate insiders.

Kohl’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 24th. Shareholders of record on Wednesday, December 10th will be given a $0.125 dividend. The ex-dividend date of this dividend is Wednesday, December 10th. This represents a $0.50 annualized dividend and a yield of 2.2%. Kohl’s’s dividend payout ratio (DPR) is 29.07%.

More Kohl’s News

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

• Positive Sentiment: Zacks/MarketBeat: Multiple outsized estimate upgrades — Zacks Research (as reported on MarketBeat) raised Q4 2026, FY2026, FY2027 and FY2028 EPS forecasts and repeatedly boosted near‑term quarterly estimates, and carries a “Strong‑Buy” rating. Those upgrades materially lift forward earnings expectations and investor sentiment. MarketBeat KSS report summarizing Zacks updates
• Positive Sentiment: Technical breakout: Zacks notes KSS recently broke above its 20‑day moving average — a short‑term bullish technical signal that can attract momentum traders and short‑term buyers. Kohl’s (KSS) Recently Broke Out Above the 20-Day Moving Average
• Positive Sentiment: Momentum/bargain narrative: Zacks highlighted KSS on a “fast‑paced momentum at a bargain” screen — reinforcing the trade case that the stock combines recent upside with still-reasonable valuation metrics, which can draw value/momentum buyers. Kohl’s (KSS) Shows Fast-paced Momentum But Is Still a Bargain Stock
• Negative Sentiment: UBS maintains a Sell rating — a prominent sell-side call that can keep some institutional money on the sidelines and cap upside while the market digests the positive analyst revisions. UBS Keeps Their Sell Rating on Kohl’s (KSS)

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.