Kohl's (NYSE:KSS) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

Key Points

• Telsey Advisory Group raised Kohl’s price target to $18 from $17 while maintaining a “market perform” rating, implying only 0.67% upside from the prior close. Analysts remain broadly cautious, with a consensus “Reduce” rating and average target of $15.54.
• Kohl’s reported quarterly EPS of $1.28, beating the $0.58 consensus, and revenue of $3.52 billion, above estimates. The company issued fiscal 2026 EPS guidance of $1.80–$2.40, although revenue declined 0.9% year over year.
• The earnings beat was tempered by concerns that tariff refunds materially supported profits, while Kohl’s faces an 18th consecutive quarter of revenue declines, potential promotional pressure on margins and ongoing leverage concerns.

Kohl's (NYSE:KSS - Get Free Report) had its target price increased by investment analysts at Telsey Advisory Group from $17.00 to $18.00 in a research note issued on Thursday. The firm currently has a "market perform" rating on the stock. Telsey Advisory Group's price objective would suggest a potential upside of 0.67% from the company's previous close.

Several other equities research analysts also recently issued reports on the company. Wall Street Zen downgraded Kohl's from a "buy" rating to a "hold" rating in a report on Sunday, June 7th. JPMorgan Chase & Co. increased their target price on shares of Kohl's from $15.00 to $17.00 and gave the company an "underweight" rating in a report on Tuesday, August 18th. UBS Group boosted their price target on shares of Kohl's from $8.00 to $9.00 and gave the stock a "sell" rating in a report on Friday, May 29th. Bank of America reduced their price objective on shares of Kohl's from $15.00 to $14.00 and set an "underperform" rating for the company in a research report on Friday, May 29th. Finally, Citigroup raised shares of Kohl's from a "neutral" rating to a "buy" rating and lifted their target price for the stock from $14.00 to $22.00 in a research report on Monday, June 1st. One investment analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Reduce" and a consensus price target of $15.54.

Kohl's Price Performance

Shares of NYSE KSS opened at $17.88 on Thursday. Kohl's has a fifty-two week low of $11.38 and a fifty-two week high of $25.22. The stock has a market cap of $2.03 billion, a price-to-earnings ratio of 7.58 and a beta of 1.40. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.31 and a current ratio of 1.48. The firm's 50-day simple moving average is $18.22 and its 200 day simple moving average is $16.02.

Kohl's (NYSE:KSS - Get Free Report) last issued its quarterly earnings data on Wednesday, August 26th. The company reported $1.28 EPS for the quarter, topping analysts' consensus estimates of $0.58 by $0.70. The firm had revenue of $3.52 billion during the quarter, compared to analyst estimates of $3.32 billion. Kohl's had a return on equity of 4.67% and a net margin of 1.76%.The company's revenue for the quarter was down .9% on a year-over-year basis. During the same period in the previous year, the company posted $0.56 EPS. Kohl's has set its FY 2026 guidance at 1.800-2.400 EPS. As a group, research analysts anticipate that Kohl's will post 1.38 earnings per share for the current fiscal year.

Insider Activity at Kohl's

In related news, EVP Jennifer J. Kent sold 22,942 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $20.00, for a total value of $458,840.00. Following the transaction, the executive vice president owned 234,452 shares in the company, valued at approximately $4,689,040. This represents a 8.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.55% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in KSS. Vanguard Group Inc. raised its position 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 worth $248,630,000 after buying an additional 273,500 shares in the last quarter. Bessemer Group Inc. increased its stake in Kohl's by 56.4% in the 1st quarter. Bessemer Group Inc. now owns 209,841 shares of the company's stock worth $2,706,000 after acquiring an additional 75,700 shares during the last quarter. Empowered Funds LLC raised its holdings in shares of Kohl's by 23.5% in the 1st quarter. Empowered Funds LLC now owns 666,072 shares of the company's stock valued at $8,592,000 after acquiring an additional 126,550 shares in the last quarter. Entropy Technologies LP purchased a new position in shares of Kohl's during the first quarter worth about $808,000. Finally, LGT Fund Management Co Ltd. bought a new position in shares of Kohl's in the first quarter worth approximately $3,051,000. Hedge funds and other institutional investors own 98.04% of the company's stock.

Key Headlines Impacting Kohl's

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

• Positive Sentiment: Second-quarter adjusted EPS was $1.28, well above analyst estimates of roughly $0.55-$0.58 and up from $0.56 a year earlier. Revenue of approximately $3.52 billion also exceeded consensus expectations. Gross-margin expansion, expense controls and tightly managed inventory supported the quarter. Kohl's Q2 Earnings Beat Estimates
• Positive Sentiment: Kohl’s raised fiscal 2026 guidance to $1.80-$2.40 in EPS and $15.3-$15.5 billion in revenue, above prior Wall Street expectations. The company cited about $150 million in tariff refunds, cost reductions and margin gains as key drivers. Kohl's raises profit forecast after tariff refunds
• Positive Sentiment: Management said sales trends improved during the quarter and continues emphasizing proprietary brands, operational efficiency and its turnaround initiatives. Some investors view the low valuation—approximately 7.6 times earnings—as providing potential upside if sales stabilize. Kohl's: The Best Deal In The Retail Sector
• Neutral Sentiment: Kohl’s appointed Arianne Parisi as chief customer officer, a move intended to strengthen customer engagement and merchandising execution. Kohl's Names Arianne Parisi Chief Customer Officer
• Negative Sentiment: Net and comparable sales declined 0.9%, extending Kohl’s revenue declines to an 18th consecutive quarter. Cautious consumers are prioritizing essentials over discretionary department-store purchases, raising doubts about the pace of the turnaround. Kohl's Sales Dip As Consumers Prioritize Essentials
• Negative Sentiment: Investors viewed the earnings beat as less durable because tariff refunds contributed materially to profit; excluding that benefit, EPS and gross margins were reportedly roughly flat. Management also warned that heavier fall promotions could pressure margins, while leverage and a large store footprint remain concerns. Kohl's Q2 Review: Tariff Refunds Fuel Buybacks

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.

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