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

Kohl’s (NYSE:KSS) had its target price reduced by research analysts at Jefferies Financial Group from $22.00 to $15.00 in a research note issued on Wednesday,Benzinga reports. The firm currently has a “hold” rating on the stock. Jefferies Financial Group’s target price would indicate a potential upside of 10.33% from the stock’s previous close.

Other equities research analysts have also recently issued research reports about the company. Robert W. Baird decreased their target price on Kohl’s from $24.00 to $20.00 and set a “neutral” rating for the company in a research note on Wednesday. Citigroup cut their price objective on shares of Kohl’s from $23.00 to $20.00 and set a “neutral” rating on the stock in a report on Thursday, February 19th. Wall Street Zen cut shares of Kohl’s from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. BTIG Research reaffirmed a “neutral” rating on shares of Kohl’s in a research report on Tuesday. Finally, UBS Group reissued a “sell” rating on shares of Kohl’s in a research report on Wednesday. One research analyst has rated the stock with a Buy rating, nine have issued a Hold rating and six have issued a Sell rating to the company’s stock. According to MarketBeat.com, Kohl’s has an average rating of “Reduce” and an average target price of $14.17.

Kohl’s Stock Down 6.7%

NYSE:KSS traded down $0.98 during trading hours on Wednesday, hitting $13.60. The company’s stock had a trading volume of 4,452,984 shares, compared to its average volume of 4,226,610. Kohl’s has a 52-week low of $6.04 and a 52-week high of $25.22. The company has a current ratio of 1.30, a quick ratio of 0.12 and a debt-to-equity ratio of 0.99. The stock has a market capitalization of $1.53 billion, a P/E ratio of 7.93 and a beta of 1.42. The stock has a fifty day moving average of $18.32 and a 200-day moving average of $18.12.

Kohl’s (NYSE:KSS) last announced its quarterly 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 during the quarter, compared to the consensus estimate of $5.08 billion. During the same period in the previous year, the business earned $0.95 EPS. Kohl’s’s revenue for the quarter was down 3.9% on a year-over-year basis. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. On average, equities analysts forecast that Kohl’s will post 1.3 earnings per share for the current year.

Institutional Trading of Kohl’s

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in shares of Kohl’s by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 12,181,767 shares of the company’s stock valued at $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% during the fourth quarter. Dimensional Fund Advisors LP now owns 5,597,801 shares of the company’s stock worth $114,250,000 after purchasing an additional 620,070 shares during the period. American Century Companies Inc. grew its position in 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 last quarter. Geode Capital Management LLC grew its position in Kohl’s by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 2,703,024 shares of the company’s stock valued at $55,177,000 after buying an additional 47,037 shares during the last quarter. Finally, Fuller & Thaler Asset Management Inc. acquired a new position in Kohl’s in the 4th quarter valued at $49,796,000. 98.04% of the stock is owned by hedge funds and other institutional investors.

Kohl’s News Summary

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

• Positive Sentiment: Q4 earnings beat on the bottom line — Kohl’s reported $1.07 EPS (vs. ~ $0.86 consensus) and showed margin improvement, which helped the company post profit growth despite softer top-line trends. Kohl’s Q4 Earnings Beat Estimates, Comparable Sales Dip 2.8% Y/Y
• Positive Sentiment: Management is pushing proprietary brands and a value focus to rebuild share and margins — a strategic move investors may view as supportive of long‑term profitability if execution holds. Kohl’s outlines 2026 EPS range of $1–$1.60 while expanding proprietary brands and value focus
• Neutral Sentiment: Mixed analyst reactions — several firms trimmed price targets but left ratings like Hold/Market Perform, leaving some upside in modeled targets even as sentiment cools. This creates short-term volatility rather than a unanimous sell signal. These Analysts Cut Their Forecasts On Kohl’s Following Q4 Earnings
• Negative Sentiment: FY2026 guidance disappointed — Kohl’s guided EPS to $1.00–$1.60 and forecast annual sales below Street estimates, a clear drag on upside and the primary reason investors are stepping back. Kohl’s forecasts annual sales below estimates
• Negative Sentiment: Multiple downgrades and price-target cuts — Goldman Sachs, JPMorgan and others trimmed targets and/or ratings (Sell/Underweight), signaling reduced confidence from institutional analysts and adding downward pressure. Kohl’s Corporation Faces Fresh Downgrades From Goldman Sachs and JP Morgan
• Negative Sentiment: Consumer caution is real — Kohl’s CFO warned core shoppers are being “choiceful,” and traffic/transaction counts are down, which risks continued revenue pressure even if margins improve. 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.