Telsey Advisory Group Reduces Earnings Estimates for Kohl’s

Kohl’s Co. (NYSE:KSS) – Stock analysts at Telsey Advisory Group lowered their Q1 2026 earnings per share (EPS) estimates for shares of Kohl’s in a research note issued to investors on Wednesday, March 12th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of ($0.69) for the quarter, down from their prior estimate of ($0.19). Telsey Advisory Group has a “Market Perform” rating and a $13.00 price objective 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’ Q2 2026 earnings at $0.27 EPS, Q3 2026 earnings at ($0.03) EPS, Q4 2026 earnings at $0.91 EPS and FY2026 earnings at $0.45 EPS.

Kohl’s (NYSE:KSS) last announced its quarterly earnings data on Tuesday, March 11th. The company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.72 by $0.23. The firm had revenue of $5.18 billion for the quarter, compared to analyst estimates of $5.25 billion. Kohl’s had a return on equity of 6.44% and a net margin of 1.47%. The business’s quarterly revenue was down 9.4% compared to the same quarter last year. During the same period last year, the company earned $1.67 EPS.

A number of other research analysts also recently weighed in on the company. The Goldman Sachs Group cut their price target on Kohl’s from $13.00 to $11.25 and set a “sell” rating on the stock in a research note on Tuesday, March 4th. Baird R W downgraded Kohl’s from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 27th. UBS Group cut their price target on Kohl’s from $10.00 to $5.00 and set a “sell” rating on the stock in a research note on Wednesday. Gordon Haskett downgraded Kohl’s from a “hold” rating to a “reduce” rating and set a $11.00 price target on the stock. in a research note on Tuesday, November 26th. Finally, Citigroup cut their price target on Kohl’s from $18.00 to $14.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 27th. Six equities research analysts have rated the stock with a sell rating and nine have given a hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $12.56.

Kohl’s Stock Performance

KSS stock opened at $8.02 on Friday. The business’s fifty day moving average is $12.23 and its 200-day moving average is $15.81. The company has a quick ratio of 0.12, a current ratio of 1.05 and a debt-to-equity ratio of 0.97. The company has a market cap of $892.33 million, a P/E ratio of 3.61 and a beta of 1.92. Kohl’s has a twelve month low of $7.96 and a twelve month high of $29.60.

Kohl’s Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 2nd. Stockholders of record on Friday, March 21st will be issued a $0.125 dividend. The ex-dividend date is Friday, March 21st. This represents a $0.50 dividend on an annualized basis and a dividend yield of 6.24%. Kohl’s’s dividend payout ratio (DPR) is 90.09%.

Insider Activity

In other news, EVP Feeney Siobhan Mc sold 3,827 shares of the business’s stock in a transaction dated Friday, January 3rd. The stock was sold at an average price of $14.05, for a total value of $53,769.35. Following the sale, the executive vice president now directly owns 133,091 shares in the company, valued at $1,869,928.55. The trade was a 2.80 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Corporate insiders own 0.86% of the company’s stock.

Institutional Trading of Kohl’s

Institutional investors have recently modified their holdings of the company. SBI Securities Co. Ltd. bought a new stake in shares of Kohl’s in the fourth quarter valued at about $26,000. Brown Brothers Harriman & Co. raised its holdings in Kohl’s by 183.8% during the third quarter. Brown Brothers Harriman & Co. now owns 1,416 shares of the company’s stock worth $30,000 after acquiring an additional 917 shares in the last quarter. Bogart Wealth LLC bought a new stake in Kohl’s during the fourth quarter worth about $35,000. State of Wyoming bought a new stake in Kohl’s during the fourth quarter worth about $35,000. Finally, Farther Finance Advisors LLC raised its holdings in Kohl’s by 117.5% during the third quarter. Farther Finance Advisors LLC now owns 1,914 shares of the company’s stock worth $40,000 after acquiring an additional 1,034 shares in the last quarter. 98.04% of the stock is currently owned by institutional investors.

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.