Zacks Research Has Optimistic Outlook of Kohl's Q3 Earnings

Key Points

• Zacks Research has raised its Q3 2026 earnings per share estimate for Kohl's from ($0.27) to ($0.22), reflecting a more optimistic outlook for the company.
• Multiple analysts have increased their price targets for Kohl's, with Goldman Sachs raising it from $7.00 to $11.00 while maintaining a "sell" rating, indicating mixed perceptions among financial experts.
• Kohl's has announced a quarterly dividend of $0.125 per share, signaling an annualized yield of 2.9%, which indicates the company's commitment to returning value to shareholders.

Kohl's Corporation (NYSE:KSS - Free Report) - Zacks Research raised their Q3 2026 earnings per share estimates for Kohl's in a report released on Wednesday, September 17th. Zacks Research analyst Team now expects that the company will post earnings of ($0.22) per share for the quarter, up from their prior estimate of ($0.27). The consensus estimate for Kohl's' current full-year earnings is $1.30 per share. Zacks Research also issued estimates for Kohl's' FY2026 earnings at $0.50 EPS, Q1 2027 earnings at ($0.31) EPS, Q2 2027 earnings at $0.26 EPS, Q3 2027 earnings at ($0.22) EPS, FY2027 earnings at $0.18 EPS, Q1 2028 earnings at ($0.29) EPS and Q2 2028 earnings at $0.35 EPS.

Kohl's (NYSE:KSS - Get Free Report) last posted its earnings results on Wednesday, August 27th. The company reported $0.56 EPS for the quarter, topping analysts' consensus estimates of $0.33 by $0.23. The business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.37 billion. Kohl's had a return on equity of 4.62% and a net margin of 1.31%.The company's quarterly revenue was down 5.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.59 EPS. Kohl's has set its FY 2025 guidance at 0.500-0.800 EPS.

Several other equities analysts also recently weighed in on the company. Citigroup lifted their target price on Kohl's from $16.00 to $19.00 and gave the company a "neutral" rating in a research report on Friday. Morgan Stanley boosted their target price on Kohl's from $5.00 to $9.00 and gave the stock an "underweight" rating in a research report on Thursday, September 18th. Cowen reissued a "hold" rating on shares of Kohl's in a research note on Thursday, August 28th. Wall Street Zen raised Kohl's from a "sell" rating to a "hold" rating in a research note on Monday, September 1st. Finally, Telsey Advisory Group boosted their price objective on Kohl's from $9.00 to $16.00 and gave the stock a "market perform" rating in a research note on Wednesday, August 27th. One investment analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Kohl's currently has a consensus rating of "Reduce" and a consensus target price of $12.75.

Kohl's Stock Performance

Shares of KSS traded up $0.70 during trading hours on Friday, hitting $17.59. The stock had a trading volume of 2,135,030 shares, compared to its average volume of 10,949,990. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.36 and a quick ratio of 0.19. Kohl's has a 12 month low of $6.04 and a 12 month high of $21.39. The firm has a market capitalization of $1.97 billion, a PE ratio of 9.53 and a beta of 1.74. The stock has a fifty day moving average price of $13.73 and a 200 day moving average price of $10.03.

Institutional Trading of Kohl's

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Viawealth LLC raised its holdings in shares of Kohl's by 7.2% in the second quarter. Viawealth LLC now owns 12,998 shares of the company's stock valued at $110,000 after buying an additional 873 shares during the last quarter. Vident Advisory LLC grew its holdings in Kohl's by 9.3% in the fourth quarter. Vident Advisory LLC now owns 11,421 shares of the company's stock valued at $160,000 after purchasing an additional 967 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in Kohl's by 5.4% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 21,667 shares of the company's stock valued at $201,000 after purchasing an additional 1,106 shares during the last quarter. Allworth Financial LP grew its position in shares of Kohl's by 11.7% in the second quarter. Allworth Financial LP now owns 10,698 shares of the company's stock valued at $91,000 after purchasing an additional 1,117 shares during the last quarter. Finally, CWM LLC boosted its position in Kohl's by 49.7% during the first quarter. CWM LLC now owns 4,177 shares of the company's stock worth $34,000 after acquiring an additional 1,386 shares during the last quarter. Hedge funds and other institutional investors own 98.04% of the company's stock.

Kohl's Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 24th. Investors of record on Wednesday, September 10th will be issued a $0.125 dividend. The ex-dividend date is Wednesday, September 10th. This represents a $0.50 dividend on an annualized basis and a yield of 2.8%. Kohl's's dividend payout ratio is currently 27.03%.

About Kohl's

Kohl's Corporation operates as an omnichannel retailer in the United States. It offers branded apparel, footwear, accessories, beauty, and home products through its stores and website. The company provides its products primarily under the brand names of Croft & Barrow, Jumping Beans, SO, Sonoma Goods for Life, and Tek Gear, as well as Food Network, LC Lauren Conrad, Nine West, and Simply Vera Vera Wang.