Kohl’s (NYSE:KSS) Updates FY 2026 Earnings Guidance

Kohl’s (NYSE:KSS) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.000-1.600 for the period, compared to the consensus estimate of 1.480. The company issued revenue guidance of $15.2 billion-$15.5 billion, compared to the consensus revenue estimate of $15.0 billion.

Kohl’s Price Performance

NYSE KSS opened at $15.64 on Friday. The company has a market cap of $1.76 billion, a PE ratio of 6.63 and a beta of 1.46. Kohl’s has a 52-week low of $7.82 and a 52-week high of $25.22. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.37 and a current ratio of 1.46. The firm’s 50 day moving average price is $13.42 and its 200-day moving average price is $17.09.

Kohl’s (NYSE:KSS) last announced its earnings results on Thursday, May 28th. The company reported ($0.13) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.18) by $0.05. Kohl’s had a return on equity of 4.72% and a net margin of 1.75%.The business had revenue of $3.17 billion for the quarter, compared to analysts’ expectations of $2.99 billion. During the same quarter last year, the firm earned ($0.13) EPS. The business’s revenue for the quarter was down 1.7% on a year-over-year basis. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. Sell-side analysts forecast that Kohl’s will post 1.31 EPS for the current fiscal year.

Kohl’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Shareholders of record on Wednesday, June 10th will be given a $0.125 dividend. The ex-dividend date is Wednesday, June 10th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 3.2%. Kohl’s’s dividend payout ratio is 21.19%.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on KSS shares. The Goldman Sachs Group dropped their target price on Kohl’s from $15.00 to $13.00 and set a “sell” rating on the stock in a research report on Wednesday, March 11th. Telsey Advisory Group reiterated a “market perform” rating and set a $17.00 price target on shares of Kohl’s in a research report on Tuesday, March 17th. TD Cowen cut their price objective on Kohl’s from $23.00 to $17.00 and set a “hold” rating for the company in a research report on Wednesday, March 11th. JPMorgan Chase & Co. decreased their target price on Kohl’s from $22.00 to $15.00 and set an “underweight” rating on the stock in a research report on Tuesday, March 10th. Finally, Bank of America reaffirmed an “underperform” rating on shares of Kohl’s in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Hold rating and six have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Reduce” and an average price target of $14.77.

Key Headlines Impacting Kohl’s

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

• Positive Sentiment: Kohl’s beat first-quarter expectations on both earnings and revenue, reporting a smaller-than-expected loss of $0.13 per share versus estimates for a larger loss, with revenue of $3.17 billion topping forecasts. Kohl’s stock jumps as slumping retailer says sales trends are improving
• Positive Sentiment: The company said comparable sales posted their strongest growth in four years, and management pointed to improving traffic and sales trends, which investors are interpreting as evidence the business is stabilizing. Department store chain Kohl’s reaffirms annual targets
• Positive Sentiment: Kohl’s reiterated its annual targets and highlighted cost-cutting and category expansion progress, while several analysts upgraded the stock or argued the shares still look undervalued after the rally. Kohl’s: Proprietary Brands And Value Are Driving This Company Forward (Rating Upgrade)
• Neutral Sentiment: Despite the better-than-expected quarter, revenue still declined year over year and FY2026 profit guidance came in below some estimates, which may temper enthusiasm if sales momentum does not continue. Earnings Snapshot: Kohl’s beats Q1 estimates, but FY26 profit guidance falls short

Hedge Funds Weigh In On Kohl’s

Several hedge funds have recently made changes to their positions in the company. IFP Advisors Inc increased its position in Kohl’s by 3,777.6% in the 3rd quarter. IFP Advisors Inc now owns 1,900 shares of the company’s stock valued at $31,000 after acquiring an additional 1,851 shares during the period. Los Angeles Capital Management LLC acquired a new stake in shares of Kohl’s during the fourth quarter worth $45,000. Kemnay Advisory Services Inc. acquired a new position in Kohl’s in the 4th quarter valued at $46,000. Caitong International Asset Management Co. Ltd purchased a new position in Kohl’s during the fourth quarter worth about $51,000. Finally, iSAM Funds UK Ltd acquired a new position in Kohl’s during the third quarter worth $39,000. Hedge funds and other institutional investors own 98.04% of the company’s stock.

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.