Q3 EPS Estimates for Kohl's Reduced by Telsey Advisory Group

Key Points

• Telsey Advisory Group has lowered its Q3 2026 earnings estimate for Kohl's to ($0.16) per share, down from a previous estimate of ($0.11).
• Kohl's reported a surprise quarterly earnings of $0.56 per share, surpassing estimates, but experienced a 5.0% decline in year-over-year revenue.
• The company announced a quarterly dividend of $0.125 per share, which reflects a yield of 3.3% and a dividend payout ratio of 27.03%.

Kohl's Corporation (NYSE:KSS - Free Report) - Stock analysts at Telsey Advisory Group decreased their Q3 2026 earnings per share estimates for shares of Kohl's in a research note issued to investors on Thursday, August 28th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of ($0.16) for the quarter, down from their prior forecast of ($0.11). Telsey Advisory Group currently has a "Market Perform" rating and a $16.00 target price on the stock. The consensus estimate for Kohl's' current full-year earnings is $1.30 per share. Telsey Advisory Group also issued estimates for Kohl's' FY2026 earnings at $0.67 EPS, Q1 2027 earnings at ($0.11) EPS, Q2 2027 earnings at $0.63 EPS, Q3 2027 earnings at ($0.15) EPS and FY2027 earnings at $0.79 EPS.

Kohl's (NYSE:KSS - Get Free Report) last released its quarterly earnings data on Wednesday, August 27th. The company reported $0.56 EPS for the quarter, topping analysts' consensus estimates of $0.33 by $0.23. The company had revenue of $3.35 billion for the quarter, compared to the consensus estimate 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 period last year, the business posted $0.59 EPS. Kohl's has set its FY 2025 guidance at 0.500-0.800 EPS.

Other equities research analysts have also issued research reports about the company. Citigroup increased their target price on Kohl's from $8.00 to $16.00 and gave the company a "neutral" rating in a research note on Thursday, August 28th. Evercore ISI boosted their price objective on Kohl's from $8.00 to $13.00 and gave the company an "in-line" rating in a report on Thursday, August 28th. Robert W. Baird upped their price target on Kohl's from $9.00 to $15.00 and gave the company a "neutral" rating in a research report on Thursday, August 28th. Barclays raised their price target on Kohl's from $5.00 to $8.00 and gave the stock an "underweight" rating in a report on Thursday, August 28th. Finally, Wall Street Zen raised Kohl's from a "sell" rating to a "hold" rating in a report on Monday. One investment 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 data from MarketBeat.com, the stock presently has a consensus rating of "Reduce" and a consensus target price of $12.46.

Kohl's Trading Up 7.0%

Shares of Kohl's stock traded up $1.05 during trading hours on Monday, reaching $16.11. The stock had a trading volume of 7,227,358 shares, compared to its average volume of 8,808,973. The company has a current ratio of 1.36, a quick ratio of 0.14 and a debt-to-equity ratio of 1.00. Kohl's has a 1 year low of $6.04 and a 1 year high of $21.39. The firm has a market capitalization of $1.81 billion, a price-to-earnings ratio of 8.71 and a beta of 1.74. The firm has a 50 day simple moving average of $11.65 and a two-hundred day simple moving average of $9.58.

Hedge Funds Weigh In On Kohl's

Hedge funds have recently modified their holdings of the stock. Hussman Strategic Advisors Inc. grew its holdings in shares of Kohl's by 40.0% in the 1st quarter. Hussman Strategic Advisors Inc. now owns 147,000 shares of the company's stock worth $1,202,000 after acquiring an additional 42,000 shares during the last quarter. New Republic Capital LLC acquired a new stake in shares of Kohl's in the first quarter worth $243,000. Jefferies Financial Group Inc. acquired a new stake in shares of Kohl's in the first quarter worth $409,000. Banco Bilbao Vizcaya Argentaria S.A. boosted its position in shares of Kohl's by 37.0% in the first quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 197,974 shares of the company's stock worth $1,649,000 after buying an additional 53,518 shares during the period. Finally, XTX Topco Ltd boosted its position in shares of Kohl's by 313.1% in the first quarter. XTX Topco Ltd now owns 142,270 shares of the company's stock worth $1,164,000 after buying an additional 107,831 shares during the period. 98.04% of the stock is currently owned by institutional investors and hedge funds.

Kohl's Dividend Announcement

The business 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 $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Wednesday, September 10th. 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.