Brokers Set Expectations for Kohl's' Q3 Earnings (NYSE:KSS)

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) - Equities researchers at Zacks Research upped their Q3 2026 earnings per share estimates for shares of Kohl's in a research note issued to investors 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 previous 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.

Several other equities research analysts have also recently commented on KSS. The Goldman Sachs Group boosted their target price on Kohl's from $7.00 to $11.00 and gave the company a "sell" rating in a research note on Thursday, August 28th. JPMorgan Chase & Co. upped their price objective on Kohl's from $10.00 to $11.00 and gave the stock an "underweight" rating in a research note on Thursday, August 28th. Telsey Advisory Group upped 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. Morgan Stanley upped their price objective on Kohl's from $5.00 to $9.00 and gave the stock an "underweight" rating in a research note on Thursday. Finally, Robert W. Baird upped their price objective on Kohl's from $9.00 to $15.00 and gave the stock a "neutral" rating in a research note on Thursday, August 28th. One analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Reduce" and an average target price of $12.54.

Kohl's Trading Up 1.0%

NYSE KSS opened at $17.42 on Friday. The stock has a market capitalization of $1.95 billion, a price-to-earnings ratio of 9.42 and a beta of 1.74. The stock's 50 day moving average price is $13.44 and its two-hundred day moving average price is $9.97. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.19 and a current ratio of 1.36. Kohl's has a 52 week low of $6.04 and a 52 week high of $21.39.

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

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in KSS. Cetera Investment Advisers increased its holdings in shares of Kohl's by 7.9% during the 4th quarter. Cetera Investment Advisers now owns 25,453 shares of the company's stock worth $357,000 after acquiring an additional 1,859 shares during the last quarter. Man Group plc acquired a new position in shares of Kohl's during the 4th quarter worth approximately $409,000. Rafferty Asset Management LLC increased its holdings in shares of Kohl's by 29.2% during the 4th quarter. Rafferty Asset Management LLC now owns 28,100 shares of the company's stock worth $395,000 after acquiring an additional 6,353 shares during the last quarter. State of Wyoming acquired a new position in shares of Kohl's during the 4th quarter worth approximately $35,000. Finally, Vident Advisory LLC increased its holdings in shares of Kohl's by 9.3% during the 4th quarter. Vident Advisory LLC now owns 11,421 shares of the company's stock worth $160,000 after acquiring an additional 967 shares during the last quarter. 98.04% of the stock is owned by institutional investors and hedge funds.

Kohl's Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 24th. Investors of record on Wednesday, September 10th will be issued a dividend of $0.125 per share. The ex-dividend date of this dividend is Wednesday, September 10th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 2.9%. Kohl's's payout ratio is presently 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.

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