Kohl’s (NYSE:KSS) Price Target Cut to $15.00 by Analysts at Bank of America

Kohl’s (NYSE:KSS) had its target price reduced by Bank of America from $18.00 to $15.00 in a report published on Thursday,Benzinga reports. They currently have an underperform rating on the stock.

KSS has been the topic of several other reports. Telsey Advisory Group dropped their price objective on Kohl’s from $23.00 to $17.00 and set a “market perform” rating on the stock in a report on Tuesday. Zacks Research cut Kohl’s from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, February 25th. Gordon Haskett raised shares of Kohl’s from an “accumulate” rating to a “buy” rating in a research report on Tuesday, November 25th. Weiss Ratings restated a “hold (c-)” rating on shares of Kohl’s in a research note on Thursday, January 22nd. Finally, UBS Group upped their price target on shares of Kohl’s from $7.00 to $8.00 and gave the company a “sell” rating in a report on Wednesday. One analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Kohl’s has a consensus rating of “Reduce” and an average price target of $14.83.

Kohl’s Stock Performance

NYSE:KSS opened at $13.24 on Thursday. The firm has a 50-day moving average of $18.04 and a two-hundred day moving average of $18.06. The company has a debt-to-equity ratio of 0.94, a current ratio of 1.46 and a quick ratio of 0.12. The stock has a market cap of $1.48 billion, a P/E ratio of 5.61 and a beta of 1.42. Kohl’s has a 1-year low of $6.04 and a 1-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 4.72% and a net margin of 1.75%.The business 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 company earned $0.95 earnings per share. The company’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. On average, research analysts expect that Kohl’s will post 1.3 earnings per share for the current fiscal year.

Kohl’s Dividend Announcement

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 $0.125 dividend. The ex-dividend date is Wednesday, March 18th. This represents a $0.50 annualized dividend and a dividend yield of 3.8%. Kohl’s’s dividend payout ratio (DPR) is presently 29.07%.

Institutional Investors Weigh In On Kohl’s

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in Kohl’s by 2.3% in the fourth 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 raised 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. raised its holdings in shares of Kohl’s by 7.5% during the third quarter. American Century Companies Inc. now owns 5,042,333 shares of the company’s stock worth $77,501,000 after purchasing an additional 351,691 shares during the period. Geode Capital Management LLC lifted its position in shares of Kohl’s by 1.8% in the 4th 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 position in shares of Kohl’s in the 4th quarter valued at about $49,796,000. 98.04% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Kohl’s

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

• Positive Sentiment: Kohl’s reported a quarterly earnings beat (EPS $1.07 vs. $0.86 estimate) with margin improvement, which supports near-term profitability expectations. Zacks: Q4 Earnings Beat
• Positive Sentiment: Management is leaning into value and proprietary brands (more lower-priced items and fewer styles) to win back shoppers — a strategic shift that could lift gross margins and differentiate the assortment if execution succeeds. Investopedia: Strategy
• Neutral Sentiment: Kohl’s filed its 2025 results and set a 2026 outlook (EPS guidance range $1.00–$1.60) — the wide range signals uncertainty about consumer trends and makes modeling harder for investors. Globe & Mail: 2025 Results & 2026 Outlook
• Neutral Sentiment: Kohl’s elevated Mari Steinmetz to a top people role — a corporate governance/HR change that is unlikely to move the stock materially in the near term. Globe & Mail: Leadership Move
• Neutral Sentiment: Trading and investor interest spiked after the earnings release (unusually-high volume), indicating greater scrutiny and potential for larger intraday moves. AmericanBankingNews: Volume Spike
• Neutral Sentiment: Kohl’s visibility in index/sector coverage expanded (Russell 1000 sector note), which can modestly affect passive flows but is not a major catalyst. Kalkine Media: Russell 1000 Note
• Negative Sentiment: Several major firms cut price targets and downgraded views after the quarter (Goldman Sachs, Jefferies, TD Cowen, Bank of America and others), pressuring sentiment and reducing upside expectations. 247WallSt: Analyst Downgrades
• Negative Sentiment: Bank of America specifically cut its target to $15 and moved to underperform, joining other cuts that signal diminished near-term confidence. TickerReport/Benzinga: BofA Cut
• Negative Sentiment: Put-option buying spiked (about 21,793 puts), suggesting some traders are positioning for further downside or hedging exposure. (Internal trading alert)
• Negative Sentiment: Despite the EPS beat, revenue and comparable sales were down (Q4 comps down ~2.8%; revenues down ~4%), reinforcing concerns about traffic and market share loss during the critical holiday period. AOL: Q4 Sales Miss

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.