Kohl's (NYSE:KSS) Releases FY 2026 Earnings Guidance

Key Points

• Kohl’s issued FY 2026 guidance for EPS of $1.80–$2.40 and revenue of $15.3–$15.5 billion, both above consensus estimates of $1.48 EPS and $15.0 billion in revenue.
• The company’s latest quarterly results exceeded expectations, with EPS of $1.28 versus the $0.58 consensus and revenue of $3.52 billion versus estimates of $3.32 billion.
• Kohl’s declared a quarterly dividend of $0.125 per share, equivalent to $0.50 annually and a 2.8% yield. Analyst sentiment remains cautious, with a consensus “Reduce” rating and a $15.46 price target.

Kohl's (NYSE:KSS - Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.800-2.400 for the period, compared to the consensus EPS estimate of 1.480. The company issued revenue guidance of $15.3 billion-$15.5 billion, compared to the consensus revenue estimate of $15.0 billion.

Kohl's Stock Down 3.5%

Shares of NYSE:KSS opened at $17.66 on Wednesday. The firm has a 50 day simple moving average of $18.20 and a 200 day simple moving average of $16.02. Kohl's has a 52 week low of $11.38 and a 52 week high of $25.22. 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 company has a market cap of $2.00 billion, a PE ratio of 7.48 and a beta of 1.40.

Kohl's (NYSE:KSS - Get Free Report) last announced 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%.Kohl's has set its FY 2026 guidance at 1.800-2.400 EPS. As a group, research analysts expect that Kohl's will post 1.38 earnings per share for the current year.

Kohl's Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be given a $0.125 dividend. The ex-dividend date is Wednesday, September 9th. This represents a $0.50 dividend on an annualized basis and a yield of 2.8%. Kohl's's dividend payout ratio is presently 21.19%.

Analyst Upgrades and Downgrades

KSS has been the subject of several recent research reports. Citigroup upgraded Kohl's from a "neutral" rating to a "buy" rating and increased their price objective for the stock from $14.00 to $22.00 in a report on Monday, June 1st. UBS Group upped their price objective 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 target on Kohl's from $15.00 to $14.00 and set an "underperform" rating for the company in a research report on Friday, May 29th. Zacks Research downgraded Kohl's from a "strong-buy" rating to a "hold" rating in a research note on Monday, June 15th. Finally, Wall Street Zen downgraded Kohl's from a "buy" rating to a "hold" rating in a research note on Sunday, June 7th. One equities research analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Reduce" and a consensus price target of $15.46.

Insider Buying and Selling

In other Kohl's news, EVP Jennifer J. Kent sold 22,942 shares of Kohl'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 transaction of $458,840.00. Following the sale, the executive vice president directly owned 234,452 shares of the company's stock, valued at approximately $4,689,040. The trade was a 8.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.55% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Kohl's

Large investors have recently modified their holdings of the stock. C M Bidwell & Associates Ltd. bought a new stake in Kohl's in the fourth quarter valued at approximately $79,000. Evergreen Capital Management LLC acquired a new position in shares of Kohl's in the 2nd quarter valued at approximately $92,000. Voleon Capital Management LP bought a new stake in Kohl's during the 2nd quarter worth approximately $120,000. IHT Wealth Management LLC bought a new position in Kohl's in the second quarter valued at approximately $101,000. Finally, Envestnet Asset Management Inc. acquired a new position in shares of Kohl's in the second quarter valued at approximately $120,000. 98.04% of the stock is currently owned by institutional investors and hedge funds.

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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