Zacks Research Has Pessimistic Outlook of Kohl’s Q4 Earnings

Kohl’s Co. (NYSE:KSS) – Analysts at Zacks Research lowered their Q4 2026 earnings per share (EPS) estimates for shares of Kohl’s in a note issued to investors on Tuesday, April 1st. Zacks Research analyst R. Department now anticipates that the company will earn $0.64 per share for the quarter, down from their previous estimate of $0.65. 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 $0.74 EPS.

Several other brokerages have also issued reports on KSS. JPMorgan Chase & Co. dropped their price objective on Kohl’s from $11.00 to $9.00 and set an “underweight” rating on the stock in a report on Tuesday, March 11th. Morgan Stanley decreased their price target on Kohl’s from $10.00 to $8.00 and set an “underweight” rating on the stock in a research note on Wednesday, March 12th. Robert W. Baird cut their price target on shares of Kohl’s from $18.00 to $11.00 and set a “neutral” rating for the company in a report on Wednesday, March 12th. Telsey Advisory Group reaffirmed a “market perform” rating and issued a $10.00 target price on shares of Kohl’s in a report on Tuesday. Finally, Jefferies Financial Group decreased their price target on Kohl’s from $15.00 to $12.00 and set a “hold” rating on the stock in a research note on Tuesday, February 4th. Six investment analysts have rated the stock with a sell rating and nine have issued a hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $11.87.

Kohl’s Stock Up 4.1 %

Shares of NYSE KSS opened at $8.60 on Wednesday. Kohl’s has a 12-month low of $7.96 and a 12-month high of $28.25. The stock has a market cap of $957.39 million, a P/E ratio of 3.87 and a beta of 1.92. The company has a current ratio of 1.05, a quick ratio of 0.12 and a debt-to-equity ratio of 0.97. The business’s fifty day simple moving average is $11.02 and its 200-day simple moving average is $14.77.

Kohl’s (NYSE:KSS) last issued its earnings results on Tuesday, March 11th. The company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.72 by $0.23. Kohl’s had a return on equity of 6.44% and a net margin of 1.47%. The company had revenue of $5.18 billion during the quarter, compared to analysts’ expectations of $5.25 billion. During the same period in the prior year, the business earned $1.67 EPS. The firm’s quarterly revenue was down 9.4% on a year-over-year basis.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in KSS. Vident Advisory LLC raised its holdings in shares of Kohl’s by 9.3% during the fourth quarter. Vident Advisory LLC now owns 11,421 shares of the company’s stock valued at $160,000 after buying an additional 967 shares during the last quarter. Grantham Mayo Van Otterloo & Co. LLC grew its position in Kohl’s by 1.7% in the 4th quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 59,124 shares of the company’s stock valued at $830,000 after buying an additional 972 shares in the last quarter. Russell Investments Group Ltd. increased its stake in Kohl’s by 7.6% during the 4th quarter. Russell Investments Group Ltd. now owns 17,526 shares of the company’s stock valued at $246,000 after buying an additional 1,232 shares during the period. Platinum Investment Management Ltd. lifted its stake in shares of Kohl’s by 30.7% in the 4th quarter. Platinum Investment Management Ltd. now owns 6,108 shares of the company’s stock worth $86,000 after acquiring an additional 1,436 shares during the period. Finally, Illinois Municipal Retirement Fund boosted its holdings in shares of Kohl’s by 2.6% in the fourth quarter. Illinois Municipal Retirement Fund now owns 59,987 shares of the company’s stock valued at $842,000 after acquiring an additional 1,522 shares in the last quarter. Institutional investors and hedge funds own 98.04% of the company’s stock.

Insider Activity at Kohl’s

In other Kohl’s news, EVP Feeney Siobhan Mc sold 3,827 shares of the business’s stock in a transaction on Friday, January 3rd. The shares were sold at an average price of $14.05, for a total transaction of $53,769.35. Following the completion of the sale, the executive vice president now 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.86% of the stock is currently owned by company insiders.

Kohl’s Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 2nd. Investors of record on Friday, March 21st were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 5.81%. The ex-dividend date was Friday, March 21st. Kohl’s’s dividend payout ratio (DPR) is 51.02%.

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.