Kohl’s (NYSE:KSS – Free Report) had its target price cut by JPMorgan Chase & Co. from $22.00 to $15.00 in a report published on Tuesday morning,Benzinga reports. They currently have an underweight rating on the stock.
A number of other analysts have also recently weighed in on the company. Telsey Advisory Group reissued a “market perform” rating and issued a $23.00 price objective on shares of Kohl’s in a research report on Tuesday. TD Cowen reissued a “hold” rating on shares of Kohl’s in a research report on Wednesday, November 26th. Jefferies Financial Group began coverage on Kohl’s in a research note on Wednesday, January 14th. They issued a “hold” rating and a $22.00 target price for the company. UBS Group lifted their price target on Kohl’s from $4.50 to $7.00 and gave the stock a “sell” rating in a research report on Wednesday, November 26th. Finally, Gordon Haskett raised Kohl’s from an “accumulate” rating to a “buy” rating in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Reduce” and a consensus target price of $15.64.
Read Our Latest Analysis on KSS
Kohl’s Trading Down 1.3%
Kohl’s (NYSE:KSS – Get Free Report) last posted its earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.86 by $0.21. The company had revenue of $5.17 billion for the quarter, compared to analyst estimates of $5.08 billion. Kohl’s had a return on equity of 4.30% and a net margin of 1.23%.The firm’s quarterly revenue was down 3.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.95 earnings per share. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. Equities research analysts expect that Kohl’s will post 1.3 EPS for the current fiscal year.
Kohl’s Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 18th will be paid a $0.125 dividend. The ex-dividend date is Wednesday, March 18th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 3.4%. Kohl’s’s dividend payout ratio is presently 29.07%.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in Kohl’s by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 12,181,767 shares of the company’s stock worth $248,630,000 after purchasing an additional 273,500 shares during the period. Dimensional Fund Advisors LP lifted its holdings in shares of Kohl’s by 12.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 5,597,801 shares of the company’s stock valued at $114,250,000 after buying an additional 620,070 shares during the period. American Century Companies Inc. lifted its holdings in shares of Kohl’s by 7.5% in the 3rd quarter. American Century Companies Inc. now owns 5,042,333 shares of the company’s stock valued at $77,501,000 after buying an additional 351,691 shares during the period. Geode Capital Management LLC boosted its stake in shares of Kohl’s by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 2,703,024 shares of the company’s stock worth $55,177,000 after buying an additional 47,037 shares during the last quarter. Finally, Fuller & Thaler Asset Management Inc. acquired a new stake in Kohl’s during the fourth quarter worth about $49,796,000. 98.04% of the stock is currently owned by institutional investors and hedge funds.
More Kohl’s News
Here are the key news stories impacting Kohl’s this week:
- Positive Sentiment: Q4 profit beat expectations — Kohl’s reported $1.07 EPS, ahead of consensus, and reported margin improvement that helped lift reported net income. Kohl’s (KSS) Surpasses Q4 Earnings Estimates
- Positive Sentiment: Management tone: CEO remains upbeat about turnaround progress and margin opportunities despite near-term softness — a signal that the company sees operational levers to improve profitability. Kohl’s Turnaround Stalls in Fourth Quarter, But CEO Remains Upbeat on Progress
- Neutral Sentiment: Index/market action: stock movement and visibility may be affected by Russell 1000 reshuffle attention, which can amplify volume and volatility independent of fundamentals. Kohl’s Retail (NYSE:KSS) Moves Reshape Market Attention Within The Russell 1000 Today
- Negative Sentiment: Weak guidance — Kohl’s issued FY guidance (EPS $1.00–$1.60 vs. consensus ~$1.82) and signaled annual sales below Street estimates, which undercuts valuation assumptions and is a primary driver of the down move. Kohl’s forecasts annual sales below estimates
- Negative Sentiment: Top-line pressure — comparable sales fell and revenue was down ~3.9% y/y; analysts flagged the sales miss and the outlook as reasons for sharp share swings. Kohl’s Slides 8.5% After Sales Miss and FY27 Profit Outlook Trails Estimates
- Negative Sentiment: Analyst actions: JPMorgan cut its price target to $15 and moved to underweight, signaling lower near-term expectations and adding selling pressure. JPMorgan cuts KSS price target to $15
- Negative Sentiment: Street skepticism: Evercore and other firms call the post‑earnings pop a “relief rally,” advising using strength to sell given structural challenges — this increases downside risk if comps and traffic don’t stabilize. Kohl’s Stock: Why Its Post-Earnings Pop Is An Opportunity To ‘sell’
- Negative Sentiment: Customer mix pressure: Management and the CFO warned core, budget-conscious shoppers remain “choiceful”; Kohl’s is pivoting to e‑commerce but faces margin pressure if higher‑margin categories underperform. Kohl’s CFO Warns Core Shoppers Are Being ‘Choiceful’
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.
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