Bank of America Lowers Kohl's (NYSE:KSS) Price Target to $15.00

Key Points

• Bank of America cut Kohl’s price target from $18 to $15 and kept an "underperform" rating, with the new target implying roughly a 12.7% upside from the prior close.
• Kohl’s beat Q4 EPS ($1.07 vs. $0.86) and showed margin improvement, but revenue declined about 3.9% and management set FY2026 EPS guidance of $1.00–$1.60, leaving a mixed outlook.
• Street sentiment is weak — the average analyst rating is "Reduce" with an average target of $14.83, several brokers trimmed targets after the print, and the stock trades near $13.32 (market cap ≈ $1.49B, P/E ~5.6).

Kohl's (NYSE:KSS - Get Free Report) had its price objective lowered by stock analysts at Bank of America from $18.00 to $15.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an "underperform" rating on the stock. Bank of America's price target suggests a potential upside of 12.65% from the company's previous close.

Other equities research analysts have also recently issued research reports about the stock. Zacks Research cut shares of Kohl's from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, February 25th. Gordon Haskett upgraded Kohl's from an "accumulate" rating to a "buy" rating in a research note on Tuesday, November 25th. Telsey Advisory Group cut their price target on Kohl's from $23.00 to $17.00 and set a "market perform" rating for the company in a report on Tuesday. UBS Group raised their price objective on Kohl's from $7.00 to $8.00 and gave the stock a "sell" rating in a research report on Wednesday. Finally, Evercore lifted their price objective on Kohl's from $13.00 to $21.00 and gave the stock an "in-line" rating in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Reduce" and an average target price of $14.83.

Kohl's Stock Performance

NYSE:KSS traded down $0.48 during trading hours on Thursday, hitting $13.32. 2,764,275 shares of the company traded hands, compared to its average volume of 4,262,069. The stock has a market capitalization of $1.49 billion, a price-to-earnings ratio of 5.64 and a beta of 1.42. Kohl's has a twelve month low of $6.04 and a twelve month high of $25.22. The firm has a 50-day moving average of $18.18 and a 200 day moving average of $18.09. The company has a current ratio of 1.46, a quick ratio of 0.12 and a debt-to-equity ratio of 0.94.

Kohl's (NYSE:KSS - Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share for the quarter, beating analysts' consensus estimates of $0.86 by $0.21. The firm had revenue of $5.17 billion during the quarter, compared to the consensus estimate of $5.08 billion. Kohl's had a net margin of 1.75% and a return on equity of 4.72%. The business's revenue was down 3.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.95 EPS. Kohl's has set its FY 2026 guidance at 1.000-1.600 EPS. On average, analysts forecast that Kohl's will post 1.3 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Corient Private Wealth LLC grew its stake in shares of Kohl's by 93.7% in the 4th quarter. Corient Private Wealth LLC now owns 22,767 shares of the company's stock valued at $465,000 after purchasing an additional 11,011 shares during the period. Hsbc Holdings PLC lifted its position in shares of Kohl's by 1,497.7% during the 4th quarter. Hsbc Holdings PLC now owns 1,141,932 shares of the company's stock worth $23,406,000 after buying an additional 1,070,457 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in shares of Kohl's during the 4th quarter worth approximately $55,000. Mercer Global Advisors Inc. ADV acquired a new stake in Kohl's in the 4th quarter valued at $411,000. Finally, Fuller & Thaler Asset Management Inc. acquired a new stake in Kohl's in the 4th quarter valued at $49,796,000. Institutional investors own 98.04% of the company's stock.

Key Stories Impacting Kohl's

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

• Positive Sentiment: Kohl’s beat Q4 EPS estimates ($1.07 vs. $0.86) and reported margin improvement, which underpins near-term profitability hopes. Q4 Earnings Beat
• Neutral Sentiment: Management set FY2026 EPS guidance (roughly $1.00–$1.60), giving a wide range that signals potential upside but also uncertainty around demand. 2026 Guidance & Strategy
• Neutral Sentiment: Kohl’s elevated Mari Steinmetz to a top people role — a leadership move that supports HR continuity but is unlikely to move the stock materially on its own. Mari Steinmetz Promotion
• Neutral Sentiment: Unusually high trading volume after the earnings beat indicates elevated investor interest and repositioning, which can amplify price moves in either direction. Volume Spike
• Neutral Sentiment: Kohl’s highlighted expansion of proprietary brands and e-commerce focus as part of its turnaround plan — strategic positives, but execution and consumer demand will determine impact. Retail Strategy & Index Note
• Negative Sentiment: Sales trends disappointed: revenue fell and comparable-store sales declined (c. 2.8–3.9% in Q4), and management warned core shoppers are being more “choiceful,” which pressures top-line recovery. Sales Miss
• Negative Sentiment: Several brokerages trimmed price targets and ratings after the print (Goldman, JPMorgan, Jefferies, TD Cowen, Telsey and others), increasing downward pressure on the stock. Links: Goldman/JPMorgan coverage Broker Downgrades; Jefferies/other PT cuts Analyst PT Moves
• Negative Sentiment: Sell-side commentary and research notes (Evercore, Seeking Alpha pieces) characterize the post-earnings rally as a short-lived “relief” move and recommend caution/booking gains. Sell Signals

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.

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