Kohl’s (NYSE:KSS) Price Target Lowered to $15.00 at Jefferies Financial Group

Kohl’s (NYSE:KSS) had its price target decreased by Jefferies Financial Group from $22.00 to $15.00 in a research note released on Wednesday morning,Benzinga reports. Jefferies Financial Group currently has a hold rating on the stock.

A number of other analysts have also recently issued reports on KSS. Evercore boosted their price objective on Kohl’s from $13.00 to $21.00 and gave the company an “in-line” rating in a research report on Tuesday, November 25th. Gordon Haskett raised Kohl’s from an “accumulate” rating to a “buy” rating in a research report on Tuesday, November 25th. The Goldman Sachs Group decreased their price target on shares of Kohl’s from $15.00 to $13.00 and set a “sell” rating on the stock in a research note on Wednesday. Telsey Advisory Group lowered their price target on shares of Kohl’s from $23.00 to $17.00 and set a “market perform” rating on the stock in a report on Tuesday. Finally, Citigroup dropped their price objective on shares of Kohl’s from $23.00 to $20.00 and set a “neutral” rating for the company in a research note on Thursday, February 19th. One investment analyst has rated the stock with a Buy rating, nine have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, Kohl’s currently has an average rating of “Reduce” and an average target price of $14.82.

Kohl’s Stock Down 5.3%

Shares of KSS opened at $13.81 on Wednesday. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.12 and a current ratio of 1.46. The company has a 50-day simple moving average of $18.18 and a 200-day simple moving average of $18.09. Kohl’s has a 52 week low of $6.04 and a 52 week high of $25.22. The firm has a market capitalization of $1.55 billion, a P/E ratio of 5.85 and a beta of 1.42.

Kohl’s (NYSE:KSS) last released its earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.86 by $0.21. Kohl’s had a return on equity of 4.72% and a net margin of 1.75%.The business had revenue of $5.17 billion for the quarter, compared to the consensus estimate of $5.08 billion. During the same period last year, the business earned $0.95 earnings per share. The firm’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. On average, equities research analysts expect that Kohl’s will post 1.3 earnings per share for the current year.

Kohl’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 18th will be given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 3.6%. The ex-dividend date is Wednesday, March 18th. Kohl’s’s dividend payout ratio (DPR) is 29.07%.

Institutional Trading of Kohl’s

A number of large investors have recently bought and sold shares of KSS. Harbor Capital Advisors Inc. acquired a new position in Kohl’s during the third quarter worth $28,000. IFP Advisors Inc lifted its holdings in shares of Kohl’s by 3,777.6% during 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 during the period. Caldwell Trust Co acquired a new stake in shares of Kohl’s in the 3rd quarter valued at $33,000. Farther Finance Advisors LLC grew its holdings in shares of Kohl’s by 233.9% in 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 during the last quarter. Finally, Future Financial Wealth Managment LLC grew its holdings in shares of Kohl’s by 400.0% in the 3rd quarter. Future Financial Wealth Managment LLC now owns 2,500 shares of the company’s stock worth $38,000 after purchasing an additional 2,000 shares during the last quarter. 98.04% of the stock is currently owned by institutional investors.

Key Headlines Impacting Kohl’s

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

• Positive Sentiment: Q4 earnings beat and margin improvement: Kohl’s reported $1.07 EPS vs. ~$0.86 consensus and showed margin gains, which underpinned a short-term post‑earnings bounce. Kohl’s Q4 Earnings Beat Estimates, Comparable Sales Dip 2.8% Y/Y
• Positive Sentiment: Index visibility: Coverage noting Kohl’s reshaped position in the Russell 1000 may raise passive/institutional visibility, a modest long‑term positive for liquidity and investor interest. Kohl’s (NYSE:KSS) Expands Retail Reach In Russell 1000 Index Sector
• Neutral Sentiment: Strategy and guidance range: Management outlined a FY2026 EPS range of $1.00–$1.60 and emphasized expanding proprietary brands and e‑commerce focus — a strategic plan that could improve margins but depends on reversing sales trends. Kohl’s outlines 2026 EPS range of $1–$1.60 while expanding proprietary brands and value focus
• Negative Sentiment: Guidance and sales weakness: Kohl’s issued FY revenue/earnings guidance below Wall Street views and forecast annual sales under estimates, highlighting persistent pressure from budget‑conscious shoppers and lower high‑margin category spending. Kohl’s forecasts annual sales below estimates
• Negative Sentiment: Analyst downgrades and price‑target cuts: Multiple firms (Goldman, Jefferies, JP Morgan, TD Cowen, Baird, Telsey and others) trimmed targets or ratings after the print, amplifying selling pressure and reducing near‑term upside expectations. These Analysts Cut Their Forecasts On Kohl’s Following Q4 Earnings
• Negative Sentiment: Consumer caution and comp declines: Management and the CFO warned core shoppers are being “choiceful”; comparable‑store sales fell (~2.8%/~2.8–4% ranges reported), reinforcing worries about traffic and market share loss during key seasons. Kohl’s CFO Warns Core Shoppers Are Being ‘Choiceful’

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.