Kohl’s (NYSE:KSS) Price Target Cut to $17.00 by Analysts at TD Cowen

Kohl’s (NYSE:KSS) had its target price cut by TD Cowen from $23.00 to $17.00 in a report published on Wednesday,Benzinga reports. They currently have a hold rating on the stock.

Several other equities research analysts have also issued reports on KSS. Robert W. Baird dropped their price objective on shares of Kohl’s from $24.00 to $20.00 and set a “neutral” rating for the company in a research report on Wednesday. Zacks Research lowered shares of Kohl’s from a “strong-buy” rating to a “hold” rating in a report on Wednesday, February 25th. UBS Group upped their price target on shares of Kohl’s from $4.50 to $7.00 and gave the stock a “sell” rating in a research report on Wednesday, November 26th. The Goldman Sachs Group raised their price objective on Kohl’s from $11.00 to $15.00 and gave the company a “sell” rating in a research report on Wednesday, November 26th. Finally, Jefferies Financial Group began coverage on Kohl’s in a research report on Wednesday, January 14th. They issued a “hold” rating and a $22.00 price objective on the stock. One analyst has rated the stock with a Buy rating, nine have issued a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $14.82.

Kohl’s Stock Performance

Kohl’s stock opened at $13.81 on Wednesday. The company has a debt-to-equity ratio of 0.94, a current ratio of 1.46 and a quick ratio of 0.12. Kohl’s has a 12 month low of $6.04 and a 12 month high of $25.22. The company has a market cap of $1.55 billion, a price-to-earnings ratio of 5.85 and a beta of 1.42. The stock’s 50-day moving average is $18.18 and its 200-day moving average is $18.09.

Kohl’s (NYSE:KSS) last posted its earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.86 by $0.21. The firm had revenue of $5.17 billion during the quarter, compared to the consensus estimate of $5.08 billion. Kohl’s had a net margin of 1.75% and a return on equity of 4.72%. The company’s revenue was down 3.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.95 EPS. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. Equities analysts anticipate that Kohl’s will post 1.3 earnings per share for the current year.

Kohl’s Announces Dividend

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

Hedge Funds Weigh In On Kohl’s

Institutional investors have recently added to or reduced their stakes in the company. Baird Financial Group Inc. purchased a new stake in shares of Kohl’s during the first quarter worth about $96,000. Caxton Associates LLP purchased a new position in Kohl’s in the first quarter valued at about $166,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Kohl’s by 14.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 489,708 shares of the company’s stock valued at $4,006,000 after purchasing an additional 60,769 shares in the last quarter. Envestnet Asset Management Inc. purchased a new stake in Kohl’s during the 2nd quarter worth approximately $120,000. Finally, Bank of Montreal Can increased its holdings in Kohl’s by 14.3% during the 2nd quarter. Bank of Montreal Can now owns 25,110 shares of the company’s stock worth $213,000 after purchasing an additional 3,136 shares during the last quarter. Institutional investors and hedge funds own 98.04% of the company’s stock.

Kohl’s News Summary

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’

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.