Kohl’s Corporation (NYSE:KSS) Receives Average Rating of “Reduce” from Brokerages

Shares of Kohl’s Corporation (NYSE:KSS) have earned a consensus recommendation of “Reduce” from the sixteen analysts that are currently covering the firm, Marketbeat.com reports. Six investment analysts have rated the stock with a sell recommendation, nine have assigned a hold recommendation and one has assigned a buy recommendation to the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $15.4615.

KSS has been the subject of several recent research reports. UBS Group increased their target price on shares of Kohl’s from $8.00 to $9.00 and gave the company a “sell” rating in a research note on Friday, May 29th. Bank of America decreased their price target on shares of Kohl’s from $15.00 to $14.00 and set an “underperform” rating on the stock in a research report on Friday, May 29th. Zacks Research cut Kohl’s from a “strong-buy” rating to a “hold” rating in a report on Monday, June 15th. Weiss Ratings upgraded Kohl’s from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, August 12th. Finally, Wall Street Zen downgraded Kohl’s from a “buy” rating to a “hold” rating in a research report on Sunday, June 7th.

Insider Activity at Kohl’s

In related news, EVP Jennifer J. Kent sold 22,942 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $20.00, for a total value of $458,840.00. Following the completion of the transaction, the executive vice president owned 234,452 shares in the company, valued at $4,689,040. This trade represents a 8.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.55% of the stock is currently owned by corporate insiders.

Institutional Trading of Kohl’s

Institutional investors and hedge funds have recently bought and sold shares of the stock. IFP Advisors Inc boosted its holdings in shares of Kohl’s by 3,777.6% in the third quarter. IFP Advisors Inc now owns 1,900 shares of the company’s stock worth $31,000 after buying an additional 1,851 shares during the period. Farther Finance Advisors LLC raised its holdings in shares of Kohl’s by 233.9% during the fourth quarter. Farther Finance Advisors LLC now owns 1,666 shares of the company’s stock valued at $34,000 after acquiring an additional 1,167 shares during the period. iSAM Funds UK Ltd acquired a new stake in shares of Kohl’s during the third quarter valued at approximately $39,000. Plato Investment Management Ltd purchased a new stake in shares of Kohl’s in the 4th quarter valued at approximately $42,000. Finally, Hantz Financial Services Inc. lifted its position in shares of Kohl’s by 164.7% in the 4th quarter. Hantz Financial Services Inc. now owns 2,102 shares of the company’s stock valued at $43,000 after acquiring an additional 1,308 shares in 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: Kohl’s reported adjusted EPS of $1.28, well above estimates near $0.55–$0.58 and more than double the year-ago result. Revenue of approximately $3.52 billion also exceeded consensus forecasts. Kohl’s Q2 Earnings Beat Estimates
• Positive Sentiment: The company raised fiscal 2026 guidance to EPS of $1.80–$2.40, versus prior consensus expectations around $1.48, and forecast revenue of $15.3–$15.5 billion. Kohl’s raises profit forecast
• Positive Sentiment: Gross-margin expansion, expense controls, tightly managed inventory and progress in proprietary brands indicate that Kohl’s turnaround initiatives are improving profitability and cash generation.
• Positive Sentiment: Management highlighted improving comparable-sales trends and may use roughly $150 million in tariff refunds to support shareholder returns, including buybacks. Kohl’s Q2 Review: Tariff Refunds Fuel Buybacks
• Neutral Sentiment: Kohl’s appointed Arianne Parisi as chief customer officer, a move intended to strengthen customer strategy but unlikely to materially affect near-term results. Kohl’s Names Arianne Parisi Chief Customer Officer
• Negative Sentiment: Net and comparable sales fell 0.9% year over year, extending Kohl’s revenue decline to an 18th consecutive quarter. Cautious consumers continue prioritizing essentials over discretionary department-store purchases. Kohl’s Sales Dip As Consumers Prioritize Essentials
• Negative Sentiment: Investors viewed the earnings quality skeptically because tariff refunds accounted for a substantial portion of the beat; excluding that benefit, EPS and gross margins were broadly flat.
• Negative Sentiment: Management warned that heavier fall promotions could push margins negative, while elevated leverage and Kohl’s large store base remain significant turnaround risks. Kohl’s Warns Fall Margins Will Turn Negative

Kohl’s Price Performance

NYSE:KSS opened at $17.88 on Friday. The company has a quick ratio of 0.31, a current ratio of 1.48 and a debt-to-equity ratio of 0.93. The business’s 50-day moving average price is $18.22 and its 200 day moving average price is $16.02. Kohl’s has a 52-week low of $11.38 and a 52-week high of $25.22. The firm has a market cap of $2.03 billion, a P/E ratio of 7.58 and a beta of 1.40.

Kohl’s (NYSE:KSS) last issued its quarterly earnings results on Wednesday, August 26th. The company reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $0.58 by $0.70. Kohl’s had a net margin of 1.76% and a return on equity of 4.67%. The company had revenue of $3.52 billion during the quarter, compared to the consensus estimate of $3.32 billion. During the same period in the prior year, the company earned $0.56 EPS. Kohl’s’s revenue was down .9% on a year-over-year basis. Kohl’s has set its FY 2026 guidance at 1.800-2.400 EPS. As a group, sell-side analysts predict that Kohl’s will post 1.38 earnings per share for the current fiscal year.

Kohl’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Stockholders of record on Wednesday, September 9th will be given a dividend of $0.125 per share. The ex-dividend date of this dividend is Wednesday, September 9th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 2.8%. Kohl’s’s payout ratio is 21.19%.

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.