Zacks Research Issues Negative Outlook for Kohl's Earnings

Key Points

• Zacks Research has revised its Q4 2026 earnings estimate for Kohl's down from $0.32 to $0.29 per share, while the consensus estimate for the current full-year earnings is $1.30 per share.
• Kohl's has experienced a 5% decline in revenue year-over-year for its last reported quarter, posting $0.56 EPS which was above the consensus estimate of $0.33 EPS.
• Several research firms have changed their ratings on Kohl's, with one analyst giving it a Buy rating, while others have assigned Sell or Hold ratings, resulting in a consensus rating of "Reduce."

Kohl's Corporation (NYSE:KSS - Free Report) - Equities research analysts at Zacks Research cut their Q4 2026 EPS estimates for Kohl's in a note issued to investors on Wednesday, September 17th. Zacks Research analyst Team now expects that the company will post earnings of $0.29 per share for the quarter, down from their prior estimate of $0.32. The consensus estimate for Kohl's' current full-year earnings is $1.30 per share. Zacks Research also issued estimates for Kohl's' Q4 2027 earnings at $0.45 EPS and FY2028 earnings at $0.32 EPS.

KSS has been the topic of a number of other reports. UBS Group boosted their target price on shares of Kohl's from $4.00 to $4.50 and gave the stock a "sell" rating in a research report on Thursday, August 28th. Cowen reaffirmed a "hold" rating on shares of Kohl's in a report on Thursday, August 28th. Gordon Haskett raised shares of Kohl's from a "hold" rating to an "accumulate" rating in a report on Wednesday, August 27th. Robert W. Baird upped their price target on shares of Kohl's from $9.00 to $15.00 and gave the company a "neutral" rating in a report on Thursday, August 28th. Finally, The Goldman Sachs Group upped their price target on shares of Kohl's from $7.00 to $11.00 and gave the company a "sell" rating in a report on Thursday, August 28th. One analyst has rated the stock with a Buy rating, nine have given a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Reduce" and a consensus price target of $12.75.

Kohl's Stock Down 1.8%

Shares of NYSE KSS traded down $0.31 during trading on Thursday, reaching $16.96. 2,606,670 shares of the stock were exchanged, compared to its average volume of 10,985,041. The business's 50-day moving average price is $13.59 and its 200 day moving average price is $10.00. Kohl's has a twelve month low of $6.04 and a twelve month high of $21.39. The company has a quick ratio of 0.19, a current ratio of 1.36 and a debt-to-equity ratio of 1.00. The company has a market capitalization of $1.90 billion, a price-to-earnings ratio of 9.18 and a beta of 1.74.

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

Hedge Funds Weigh In On Kohl's

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. State of Wyoming bought a new position in Kohl's during the fourth quarter valued at approximately $35,000. National Bank of Canada FI bought a new position in Kohl's during the first quarter valued at approximately $25,000. Smartleaf Asset Management LLC raised its position in Kohl's by 161.8% during the first quarter. Smartleaf Asset Management LLC now owns 3,053 shares of the company's stock valued at $26,000 after acquiring an additional 1,887 shares in the last quarter. CWM LLC raised its position in Kohl's by 49.7% during the first quarter. CWM LLC now owns 4,177 shares of the company's stock valued at $34,000 after acquiring an additional 1,386 shares in the last quarter. Finally, Cheviot Value Management LLC bought a new position in Kohl's during the first quarter valued at approximately $36,000. 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 given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Wednesday, September 10th. Kohl's's dividend payout ratio (DPR) is presently 27.03%.

Kohl's Company Profile

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.