Kohl’s (NYSE:KSS) Price Target Cut to $20.00 by Analysts at Robert W. Baird

Kohl’s (NYSE:KSS) had its target price cut by Robert W. Baird from $24.00 to $20.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Robert W. Baird’s price objective points to a potential upside of 36.90% from the company’s current price.

Other equities analysts have also recently issued reports about the stock. TD Cowen reiterated a “hold” rating on shares of Kohl’s in a research report on Wednesday, November 26th. BTIG Research restated a “neutral” rating on shares of Kohl’s in a research note on Tuesday. Jefferies Financial Group began coverage on shares of Kohl’s in a research note on Wednesday, January 14th. They issued a “hold” rating and a $22.00 target price for the company. Zacks Research cut shares of Kohl’s from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, February 25th. Finally, Gordon Haskett raised Kohl’s from an “accumulate” rating to a “buy” rating in a report on Tuesday, November 25th. One analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $15.27.

Kohl’s Price Performance

Shares of NYSE:KSS opened at $14.61 on Wednesday. The company has a market capitalization of $1.64 billion, a PE ratio of 8.49 and a beta of 1.42. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.12 and a current ratio of 1.30. The stock has a fifty day moving average of $18.32 and a 200-day moving average of $18.12. Kohl’s has a one year low of $6.04 and a one year high of $25.22.

Kohl’s (NYSE:KSS) last announced 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. Kohl’s had a return on equity of 4.30% and a net margin of 1.23%.The company had revenue of $5.17 billion for the quarter, compared to analyst estimates of $5.08 billion. During the same period in the previous year, the firm earned $0.95 earnings per share. Kohl’s’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. As a group, equities analysts anticipate that Kohl’s will post 1.3 EPS for the current fiscal year.

Hedge Funds Weigh In On Kohl’s

Several institutional investors have recently bought and sold shares of KSS. Corient Private Wealth LLC boosted its stake in Kohl’s by 93.7% in the fourth quarter. Corient Private Wealth LLC now owns 22,767 shares of the company’s stock worth $465,000 after purchasing an additional 11,011 shares in the last quarter. Hsbc Holdings PLC increased its stake in shares of Kohl’s by 1,497.7% in the 4th quarter. Hsbc Holdings PLC now owns 1,141,932 shares of the company’s stock valued at $23,406,000 after buying an additional 1,070,457 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of Kohl’s during the fourth quarter worth $55,000. Mercer Global Advisors Inc. ADV acquired a new position in shares of Kohl’s during the fourth quarter valued at $411,000. Finally, Fuller & Thaler Asset Management Inc. acquired a new position in Kohl’s during the 4th quarter valued at about $49,796,000. Institutional investors own 98.04% of the company’s stock.

Key Stories Impacting Kohl’s

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

• Positive Sentiment: Q4 earnings beat and profit improvement — Kohl’s reported $1.07 EPS (vs. ~$0.86 consensus) and posted net income of about $125M, with revenue modestly above estimates. The beat on the bottom line supports near-term earnings credibility. Q4 earnings press release and call
• Positive Sentiment: Strategic pivot toward proprietary brands, value positioning and e‑commerce — management reiterated plans to expand owned brands and lean into value/e‑commerce to drive margins and traffic, which could support longer-term recovery if execution holds. Strategy and 2026 outlook
• Neutral Sentiment: Some analysts remain constructive — Telsey Advisory reaffirmed a market-perform rating with a $23 price target, showing there’s still divergent analyst sentiment and upside scenarios priced by some firms. Telsey rating and target
• Negative Sentiment: FY‑2026 guidance below Street — Kohl’s issued EPS guidance of $1.00–$1.60 (vs. ~$1.82 consensus) and signaled annual sales below estimates, which reduces near-term earnings visibility and is a clear downside catalyst. Guidance and sales forecast
• Negative Sentiment: Weak top-line trends — Comparable sales fell and holiday-quarter sales disappointed (revenue was down ~3.9% YoY), underscoring continued traffic and mix pressure at the core customer base. Sales miss coverage
• Negative Sentiment: Analyst downgrades and price‑target cuts — JPMorgan trimmed its price target to $15 and moved to underweight; other firms (Evercore) called the post‑earnings pop a “relief rally” and recommended selling, adding downward pressure. Analyst reactions and downgrade coverage
• Negative Sentiment: Management commentary: cautious shoppers — CFO warned that core customers are being “choiceful,” signaling conservative consumer spending that could prolong sales weakness at Kohl’s. CFO comments

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.