StreetInsider.com News Articles

Kohl's (KSS) PT Lowered to $15 at BofA Securities

Thu, 12 Mar 2026 09:11:01 -0400

BofA Securities analyst Lorraine Hutchinson lowered the price target on Kohl's (NYSE: KSS) to $15.00 (from $18.00) while maintaining a Underperform rating.

The analyst commented, "The 4Q comp deceleration sets up a tougher trend for F26 and we think real inflection could require investment; we reiterate Underperform. 4Q comps of -2.8% missed expectations but EPS of $1.07 beat, driven primarily by interest expense and credit revenue, which offset lower sales. We are lowering our F26/F27E EPS to $1.26/$1.06 (from $1.27/$1.50) and our PO to $15 (from $18), still based on 4x EV/EBITDA."

Kohl's (KSS) PT Lowered to $15 at BofA Securities

Thu, 12 Mar 2026 09:11:01 -0400

BofA Securities analyst Lorraine Hutchinson lowered the price target on Kohl's (NYSE: KSS) to $15.00 (from $18.00) while maintaining a Underperform rating.

Kohl's (KSS) PT Raised to $8 at UBS, Sell Rating Maintained as Sales Decline

Wed, 11 Mar 2026 09:32:34 -0400

(Updated - March 11, 2026 9:32 AM EDT)

UBS analyst Jay Sole raised the price target on Kohl's (NYSE: KSS) to $8.00 (from $7.00) while maintaining a Sell rating.

The analyst commented, "We believe the market is underestimating the impact on Kohl's earnings from share loss to other retail channels, such as the Off-Price channel. Kohl's 4Q report strengthened our conviction in this view. Kohl's comp sales declined for the 16th consecutive quarter. Importantly, comp sales decelerated 110 bps q/q. Plus, share loss to other retail channels continues. Our FY26 and FY27 EPSe are 9% and 10% below consensus, respectively. We expect

Kohl's (KSS) PT Raised to $8 at UBS, Sell Rating Maintained as Sales Decline

Wed, 11 Mar 2026 09:32:34 -0400

(Updated - March 11, 2026 9:32 AM EDT)

UBS analyst Jay Sole raised the price target on Kohl's (NYSE: KSS) to $8.00 (from $7.00) while maintaining a Sell rating.

Kohl's (KSS) PT Lowered to $17 at TD Cowen

Wed, 11 Mar 2026 09:24:04 -0400

TD Cowen analyst Oliver Chen lowered the price target on Kohl's (NYSE: KSS) to $17.00 (from $23.00) while maintaining a Hold rating.

Kohl's (KSS) PT Lowered to $15 at Jefferies following Q4 earnings

Wed, 11 Mar 2026 08:07:06 -0400

Jefferies analyst Blake Anderson lowered the price target on Kohl's (NYSE: KSS) to $15.00 (from $22.00) while maintaining a Hold rating.

The analyst commented, "We were encouraged by EBIT growth in Q4 despite soft comps and the co's ability to mitigate tariffs. The FY comp guide reflects potential inflection in Q4 and EPS guide appears achievable, although we expect market hesitancy until further execution, esp. given value consumer exposure. Given flat baskets, co. is focused on improving comps through traffic w/ assortment and instore experience key initiatives. Persistent promos and investments could limit upside. "

Kohl's (KSS) PT Lowered to $15 at Jefferies following Q4 earnings

Wed, 11 Mar 2026 08:07:06 -0400

Jefferies analyst Blake Anderson lowered the price target on Kohl's (NYSE: KSS) to $15.00 (from $22.00) while maintaining a Hold rating.

Kohl's (KSS) PT Lowered to $13 at Goldman Sachs

Wed, 11 Mar 2026 06:22:49 -0400

Goldman Sachs analyst Brooke Roach lowered the price target on Kohl's (NYSE: KSS) to $13.00 (from $15.00) while maintaining a Sell rating.

Kohl's (KSS) PT Lowered to $20 at Baird

Wed, 11 Mar 2026 06:20:15 -0400

Baird analyst Mark Altschwager lowered the price target on Kohl's (NYSE: KSS) to $20.00 (from $24.00) while maintaining a Neutral rating.

BTIG on Kohl's (KSS): 'We expect the gross margin to be down slightl'

Tue, 10 Mar 2026 13:06:35 -0400

BTIG analyst Robert Drbul reiterated a Neutral rating on Kohl's (NYSE: KSS).

The analyst comments "Updating Estimates... We are maintaining our FY26 EPS estimate of $1.50. We believe KSS will see sequential improvement in comps and can end the year comping positive, with our FY comp number roughly flat y/y. We expect the gross margin to be down slightly and are modeling around 30bps of SG&A leverage, leading to an operating margin of 3.3%. We are also establishing FY27 estimates, where we expect 1% top-line growth, 10bps of GM expansion, and an operating margin of 3.4%. Our adjusted EPS estimate is

Evercore ISI Reiterates In Line Rating on Kohl's (KSS) following earnings

Tue, 10 Mar 2026 08:53:16 -0400

Evercore ISI analyst Michael Binetti reiterated an In Line rating and $21.00 price target on Kohl's (NYSE: KSS)

The analyst commented, "Part of KSS strategy was to bring value back (expanding the coupon to more products/brands through the fall, and adding back entry point prices through private brands), but the company seems to have lost ground in 4Q noting a need to better align promos to increasing consumer value needs. Another key strategy was restoring trip assurance (i.e. sufficient inventory depth in key items vs several years of SKU proliferation)—which seems to need work, with KSS citing a need to improve

Jefferies Reiterates Hold Rating on Kohl's (KSS) following Q4 earnings

Tue, 10 Mar 2026 08:42:23 -0400

Jefferies analyst Blake Anderson reiterated a Hold rating and $22.00 price target on Kohl's (NYSE: KSS)

The analyst commented, "For Q4, comps were -2.8%, below -1.5% est., although EPS of $1.07 beat $0.86 cons. FY26 guide, comps of -2% to flat were below -0.6% cons. at the midpoint, while EPS of $1.00-$1.60 also missed $1.37 cons. at MP. FY26 comp guide implies an improved performance vs. run-rate, which could be esp. challenging given the macro environment. The OM% and EPS guide ranges are wide, leading to higher uncertainty, although co. has executed well on margins. Call at 9AM... What We're Listening

Kohl’s falls as weak sales outlook overshadows earnings beat

Tue, 10 Mar 2026 07:19:51 -0400

Investing.com -- Kohl's Corporation (NYSE:KSS) shares have declined premarket on Tuesday after it reported fourth-quarter results that beat earnings expectations but missed on revenue, while issuing fiscal 2026 guidance that fell short of analyst projections.The stock has dropped around 10%.

The retailer posted fourth-quarter adjusted earnings per share of $1.07, beating the analyst consensus of $0.85 by $0.22. However, revenue of $5.0 billion came in slightly below the $5.02 billion estimate and declined 3.9% YoY. Comparable sales decreased 2.8% for the quarter.

For fiscal 2026, Kohl's expects adjusted EPS in the range of $1.00 to $1.60, with a midpoint of $1.30 that falls

Kohl’s falls as weak sales outlook overshadows earnings beat

Tue, 10 Mar 2026 07:19:51 -0400

For fiscal 2026, Kohl's expects adjusted EPS in the range of $1.00 to $1.60, with a midpoint of $1.30 that falls

Department store Kohl's points to promising start to 2026 as CEO attempts reset

Tue, 10 Mar 2026 07:04:59 -0400

March 10 (Reuters) - Kohl's on Tuesday signaled ‌improvement in its apparel category in the first quarter, even as the U.S. department-store operator warned of another year of declining sales overall.

Its shares rebounded and climbed as much as 14.5% ‌in volatile trading, as investors seized the upbeat commentary from executives on the ⁠earnings call.

Kohl's has struggled as muted

Department store Kohl's points to promising start to 2026 as CEO attempts reset

Tue, 10 Mar 2026 07:04:59 -0400

Its shares rebounded and climbed as much as 14.5% ‌in volatile trading, as investors seized the upbeat commentary from executives on the ⁠earnings call.

Kohl's has struggled as muted

Kohl's (KSS) Tops Q4 EPS by 22c, Offers Guidance

Tue, 10 Mar 2026 07:03:33 -0400

Kohl's (NYSE: KSS) reported Q4 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $5 billion versus the consensus estimate of $5.02 billion.

GUIDANCE:

Kohl's sees FY2026 EPS of $1.00-$1.60, versus the consensus of $1.38.

Net sales and Comparable sales: A decrease of (2%) to flat
Adjusted operating margin: In the range of 2.8% to 3.4% (b)
Adjusted diluted EPS: In the range of $1.00 to $1.60 (b)
Capital Expenditures: Approximately $350 to $400 million
Dividend: On February 25, 2026, Kohl’s Board of Directors declared a quarterly cash dividend on the Company’s common stock of $0.125 per share.

Kohl's (KSS) Tops Q4 EPS by 22c, Offers Guidance

Tue, 10 Mar 2026 07:03:33 -0400

Kohl's (NYSE: KSS) reported Q4 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $5 billion versus the consensus estimate of $5.02 billion.

GUIDANCE:

Kohl's sees FY2026 EPS of $1.00-$1.60, versus the consensus of $1.38.

Net sales and Comparable sales: A decrease of (2%) to flat
Adjusted operating margin: In the range of 2.8% to 3.4% (b)
Adjusted diluted EPS: In the range of $1.00 to $1.60 (b)
Capital Expenditures: Approximately $350 to $400 million
Dividend: On February 25, 2026, Kohl’s Board of Directors declared a quarterly cash dividend on the Company’s common stock of $0.125 per share.

Form 8-K KOHLS Corp For: Mar 10

Tue, 10 Mar 2026 07:01:00 -0400

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Form 8-K KOHLS Corp For: Mar 10

Tue, 10 Mar 2026 07:01:00 -0400

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Kohl's Reports Fourth Quarter and Full Year Fiscal 2025 Financial Results

Tue, 10 Mar 2026 07:00:00 -0400

MENOMONEE FALLS, Wis.--(BUSINESS WIRE)-- Kohl’s Corporation [NYSE:KSS] (“Kohl’s” or the “Company”) today reported results for the quarter and year ended January 31, 2026.

Fourth quarter net sales decreased 3.9% and comparable sales decreased 2.8%; fiscal year 2025 net sales decreased 4.0% and comparable sales decreased 3.1%.
Fourth quarter diluted earnings per share (“EPS”) of $1.07
Fiscal year 2025 diluted EPS of $2.38 and adjusted diluted EPS of $1.62 (a)
Introduces fiscal year 2026 financial outlook

Michael J. Bender, Kohl’s Chief Executive Officer, said, “We are ending 2025 in a stronger position than we started, with important work still ahead of us.

Kohl's Reports Fourth Quarter and Full Year Fiscal 2025 Financial Results

Tue, 10 Mar 2026 07:00:00 -0400

MENOMONEE FALLS, Wis.--(BUSINESS WIRE)-- Kohl’s Corporation [NYSE:KSS] (“Kohl’s” or the “Company”) today reported results for the quarter and year ended January 31, 2026.

Fourth quarter net sales decreased 3.9% and comparable sales decreased 2.8%; fiscal year 2025 net sales decreased 4.0% and comparable sales decreased 3.1%.
Fourth quarter diluted earnings per share (“EPS”) of $1.07
Fiscal year 2025 diluted EPS of $2.38 and adjusted diluted EPS of $1.62 (a)
Introduces fiscal year 2026 financial outlook

Michael J. Bender, Kohl’s Chief Executive Officer, said, “We are ending 2025 in a stronger position than we started, with important work still ahead of us.

Kohl's Reports Fourth Quarter and Full Year Fiscal 2025 Financial Results

Tue, 10 Mar 2026 07:00:00 -0400

MENOMONEE FALLS, Wis.--(BUSINESS WIRE)-- Kohl’s Corporation [NYSE:KSS] (“Kohl’s” or the “Company”) today reported results for the quarter and year ended January 31, 2026.

Fourth quarter net sales decreased 3.9% and comparable sales decreased 2.8%; fiscal year 2025 net sales decreased 4.0% and comparable sales decreased 3.1%.
Fourth quarter diluted earnings per share (“EPS”) of $1.07
Fiscal year 2025 diluted EPS of $2.38 and adjusted diluted EPS of $1.62 (a)
Introduces fiscal year 2026 financial outlook

Michael J. Bender, Kohl’s Chief Executive Officer, said, “We are ending 2025 in a stronger position than we started, with important work still ahead of us.

Kohl's Reports Fourth Quarter and Full Year Fiscal 2025 Financial Results

Tue, 10 Mar 2026 07:00:00 -0400

MENOMONEE FALLS, Wis.--(BUSINESS WIRE)-- Kohl’s Corporation [NYSE:KSS] (“Kohl’s” or the “Company”) today reported results for the quarter and year ended January 31, 2026.

Fourth quarter net sales decreased 3.9% and comparable sales decreased 2.8%; fiscal year 2025 net sales decreased 4.0% and comparable sales decreased 3.1%.
Fourth quarter diluted earnings per share (“EPS”) of $1.07
Fiscal year 2025 diluted EPS of $2.38 and adjusted diluted EPS of $1.62 (a)
Introduces fiscal year 2026 financial outlook

Michael J. Bender, Kohl’s Chief Executive Officer, said, “We are ending 2025 in a stronger position than we started, with important work still ahead of us.

Form 3 KOHLS Corp For: Feb 27 Filed by: Steinmetz Mari

Mon, 09 Mar 2026 16:20:00 -0400

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