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

Key Points

• Kohl’s raised its FY 2026 guidance, projecting EPS of 1.00 to 1.60 versus the consensus estimate of 1.48, and revenue of $15.2 billion to $15.5 billion versus expectations of $15.0 billion.
• The company’s latest quarter showed signs of improvement, with earnings and revenue both beating analyst forecasts; Kohl’s reported a smaller-than-expected loss and stronger sales, including its best comparable-sales performance in four years.
• Despite the upbeat update, Wall Street remains cautious: several firms cut price targets or ratings, and the stock’s consensus analyst view is currently “Reduce.”

Kohl's (NYSE:KSS - Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.000-1.600 for the period, compared to the consensus estimate of 1.480. The company issued revenue guidance of $15.2 billion-$15.5 billion, compared to the consensus revenue estimate of $15.0 billion.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Jefferies Financial Group dropped their price target on Kohl's from $22.00 to $15.00 and set a "hold" rating for the company in a report on Wednesday, March 11th. Citigroup dropped their target price on shares of Kohl's from $23.00 to $20.00 and set a "neutral" rating for the company in a research note on Thursday, February 19th. Gordon Haskett downgraded shares of Kohl's from a "buy" rating to a "hold" rating and set a $14.00 target price for the company. in a research note on Friday, May 15th. UBS Group boosted their target price on shares of Kohl's from $7.00 to $8.00 and gave the stock a "sell" rating in a research note on Wednesday, March 11th. Finally, JPMorgan Chase & Co. dropped their target price on shares of Kohl's from $22.00 to $15.00 and set an "underweight" rating for the company in a research note on Tuesday, March 10th. One analyst has rated the stock with a Strong Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Reduce" and an average price target of $14.77.

Kohl's Trading Up 21.0%

Shares of NYSE:KSS traded up $2.71 during trading on Thursday, hitting $15.64. 16,803,597 shares of the company's stock were exchanged, compared to its average volume of 4,672,900. Kohl's has a 1-year low of $7.82 and a 1-year high of $25.22. The firm has a 50-day moving average price of $13.36 and a two-hundred day moving average price of $17.10. The company has a current ratio of 1.46, a quick ratio of 0.37 and a debt-to-equity ratio of 0.94. The firm has a market cap of $1.76 billion, a P/E ratio of 6.63 and a beta of 1.46.

Kohl's (NYSE:KSS - Get Free Report) last issued its quarterly earnings results on Thursday, May 28th. The company reported ($0.13) EPS for the quarter, topping the consensus estimate of ($0.18) by $0.05. Kohl's had a net margin of 1.75% and a return on equity of 4.72%. The company had revenue of $3.17 billion during the quarter, compared to analysts' expectations of $2.99 billion. During the same quarter in the previous year, the company earned ($0.13) EPS. Kohl's's revenue was down 1.7% on a year-over-year basis. Kohl's has set its FY 2026 guidance at 1.000-1.600 EPS. Equities analysts predict that Kohl's will post 1.31 earnings per share for the current year.

Kohl's Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th will be given a dividend of $0.125 per share. The ex-dividend date is Wednesday, June 10th. This represents a $0.50 annualized dividend and a dividend yield of 3.2%. Kohl's's payout ratio is currently 21.19%.

Kohl's News Roundup

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

• Positive Sentiment: Kohl’s Q1 results topped expectations on both revenue and earnings, with a smaller-than-expected loss and stronger sales trends than analysts had forecast. Article Title
• Positive Sentiment: The company reported its best comparable-sales performance in four years, a key sign that the turnaround and merchandising changes may be working. Article Title
• Positive Sentiment: Kohl’s reaffirmed annual targets and raised FY 2026 revenue guidance to above consensus, reinforcing confidence that cost controls and product-category expansion are helping stabilize the business. Article Title
• Neutral Sentiment: Despite the upbeat quarter, revenue still declined year over year, and FY 2026 EPS guidance was below the current consensus estimate, which may temper some of the enthusiasm. Article Title

Institutional Investors Weigh In On Kohl's

Institutional investors have recently modified their holdings of the business. Dimensional Fund Advisors LP grew its holdings in Kohl's by 12.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 5,597,801 shares of the company's stock valued at $114,250,000 after purchasing an additional 620,070 shares during the period. Geode Capital Management LLC raised its holdings in Kohl's by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 2,703,024 shares of the company's stock worth $55,177,000 after purchasing an additional 47,037 shares during the period. Fuller & Thaler Asset Management Inc. acquired a new stake in Kohl's in the fourth quarter worth $49,796,000. First Trust Advisors LP raised its holdings in Kohl's by 11.5% in the second quarter. First Trust Advisors LP now owns 2,380,359 shares of the company's stock worth $20,185,000 after purchasing an additional 244,761 shares during the period. Finally, Voloridge Investment Management LLC raised its holdings in Kohl's by 0.3% in the fourth quarter. Voloridge Investment Management LLC now owns 1,602,607 shares of the company's stock worth $32,709,000 after purchasing an additional 4,757 shares during the period. Institutional investors and hedge funds own 98.04% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.