Kohl’s (NYSE:KSS) Releases Quarterly Earnings Results, Beats Estimates By $0.70 EPS

Kohl’s (NYSE:KSS) issued its quarterly earnings data on Wednesday. The company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $0.58 by $0.70, FiscalAI reports. The company had revenue of $3.52 billion for the quarter, compared to analyst estimates of $3.32 billion. Kohl’s had a net margin of 1.76% and a return on equity of 4.67%. Kohl’s updated its FY 2026 guidance to 1.800-2.400 EPS.

Kohl’s Price Performance

Shares of NYSE KSS opened at $17.66 on Wednesday. The stock has a market capitalization of $2.00 billion, a PE ratio of 7.48 and a beta of 1.40. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.48 and a quick ratio of 0.31. The business has a fifty day moving average price of $18.20 and a two-hundred day moving average price of $16.02. Kohl’s has a fifty-two week low of $11.38 and a fifty-two week high of $25.22.

Kohl’s Announces Dividend

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

More Kohl’s News

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

• Positive Sentiment: Kohl’s reported quarterly EPS of $1.28, well above the analyst consensus of $0.58. Revenue was $3.52 billion, also higher than the consensus figure cited in the company’s earnings release. Kohl’s earnings press release
• Positive Sentiment: The retailer raised its fiscal 2026 guidance to EPS of $1.80-$2.40, versus the $1.48 analyst consensus, and revenue of $15.3-$15.5 billion, above the approximately $15.0 billion expectation. CEO Michael Bender said the company is making ongoing progress on its turnaround initiatives. Kohl’s outlook and same-store sales trends
• Neutral Sentiment: Kohl’s appointed Arianne Parisi as chief customer officer, reporting to CEO Michael Bender. The leadership addition may support efforts to improve customer engagement, but its financial impact remains uncertain. Kohl’s appoints Arianne Parisi
• Negative Sentiment: The company missed Wall Street’s quarterly sales estimate in some reported measures, with comparable sales declining as cautious consumers reduced spending on discretionary merchandise. The results suggest Kohl’s turnaround is progressing, but demand remains fragile. Reuters report on Kohl’s quarterly sales
• Negative Sentiment: Adjusted non-GAAP EPS of $0.56 reportedly fell slightly short of expectations, while revenue of about $3.3 billion missed estimates by roughly $100 million. The sales shortfall appears to be outweighing the earnings beat and higher guidance for investors. Kohl’s adjusted earnings and revenue report

Insider Activity

In other 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 transaction of $458,840.00. Following the sale, the executive vice president directly owned 234,452 shares of the company’s stock, valued at approximately $4,689,040. This represents a 8.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.55% of the company’s stock.

Institutional Investors Weigh In On Kohl’s

A number of large investors have recently bought and sold shares of KSS. Fuller & Thaler Asset Management Inc. bought a new position in Kohl’s in the 4th quarter valued at about $49,796,000. Wells Fargo & Company MN raised its position in shares of Kohl’s by 118.0% in the 4th quarter. Wells Fargo & Company MN now owns 211,640 shares of the company’s stock valued at $4,320,000 after buying an additional 1,388,707 shares in the last quarter. Renaissance Technologies LLC bought a new stake in shares of Kohl’s during the 4th quarter worth approximately $26,343,000. Hancock Whitney Corp bought a new stake in shares of Kohl’s during the 3rd quarter worth approximately $17,125,000. Finally, M&G PLC acquired a new stake in shares of Kohl’s during the 4th quarter worth approximately $16,225,000. 98.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on KSS shares. Wall Street Zen lowered shares of Kohl’s from a “buy” rating to a “hold” rating in a research note on Sunday, June 7th. Zacks Research downgraded shares of Kohl’s from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 15th. Bank of America decreased their target price on Kohl’s from $15.00 to $14.00 and set an “underperform” rating on the stock in a research report on Friday, May 29th. JPMorgan Chase & Co. increased their target price on Kohl’s from $15.00 to $17.00 and gave the stock an “underweight” rating in a research note on Tuesday, August 18th. Finally, Gordon Haskett cut Kohl’s from a “buy” rating to a “hold” rating and set a $14.00 price target for the company. in a report on Friday, May 15th. One analyst has rated the stock with a Buy rating, nine have issued a Hold rating and six have given a Sell rating to the company’s stock. According to MarketBeat, Kohl’s presently has an average rating of “Reduce” and a consensus price target of $15.46.

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.