Telsey Advisory Group Predicts Weaker Earnings for Kohl’s

Kohl’s Co. (NYSE:KSS) – Stock analysts at Telsey Advisory Group dropped their FY2025 EPS estimates for Kohl’s in a research note issued on Wednesday, November 27th. Telsey Advisory Group analyst D. Telsey now forecasts that the company will post earnings of $1.35 per share for the year, down from their prior estimate of $1.90. Telsey Advisory Group currently has a “Market Perform” rating and a $17.00 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’ Q4 2025 earnings at $0.80 EPS, Q1 2026 earnings at ($0.15) EPS, Q2 2026 earnings at $0.60 EPS, Q3 2026 earnings at $0.21 EPS, Q4 2026 earnings at $0.90 EPS and FY2026 earnings at $1.56 EPS.

A number of other research analysts also recently issued reports on the company. Guggenheim downgraded Kohl’s from a “buy” rating to a “neutral” rating in a research note on Monday. Morgan Stanley reduced their price target on shares of Kohl’s from $17.00 to $15.00 and set an “underweight” rating for the company in a research report on Monday, November 25th. Gordon Haskett lowered Kohl’s from a “hold” rating to a “reduce” rating and set a $11.00 price objective for the company. in a report on Tuesday, November 26th. Evercore ISI dropped their target price on Kohl’s from $22.00 to $20.00 and set an “in-line” rating on the stock in a report on Thursday, August 29th. Finally, JPMorgan Chase & Co. downgraded Kohl’s from a “neutral” rating to an “underweight” rating and set a $19.00 price target for the company. in a report on Thursday, August 29th. Three equities research analysts have rated the stock with a sell rating and eight have given a hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $17.22.

Kohl’s Stock Down 1.2 %

Kohl’s stock opened at $15.25 on Monday. The firm has a market cap of $1.70 billion, a price-to-earnings ratio of 6.87, a PEG ratio of 1.48 and a beta of 1.88. The company has a debt-to-equity ratio of 0.97, a quick ratio of 0.12 and a current ratio of 1.05. Kohl’s has a 52-week low of $14.22 and a 52-week high of $29.60. The firm has a 50 day moving average price of $18.47 and a two-hundred day moving average price of $20.39.

Kohl’s (NYSE:KSS) last issued its quarterly earnings results on Tuesday, November 26th. The company reported $0.20 EPS for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.08). The business had revenue of $3.71 billion for the quarter, compared to analyst estimates of $3.64 billion. Kohl’s had a return on equity of 6.44% and a net margin of 1.47%. Kohl’s’s revenue for the quarter was down 8.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.53 EPS.

Institutional Trading of Kohl’s

A number of hedge funds have recently made changes to their positions in the stock. Pacer Advisors Inc. raised its position in Kohl’s by 149.3% in the 3rd quarter. Pacer Advisors Inc. now owns 16,572,086 shares of the company’s stock worth $349,671,000 after purchasing an additional 9,925,878 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in shares of Kohl’s during the third quarter valued at approximately $735,000. Victory Capital Management Inc. raised its holdings in shares of Kohl’s by 226.4% during the third quarter. Victory Capital Management Inc. now owns 137,531 shares of the company’s stock valued at $2,902,000 after acquiring an additional 95,398 shares in the last quarter. Hexagon Capital Partners LLC lifted its stake in Kohl’s by 49.9% in the second quarter. Hexagon Capital Partners LLC now owns 3,848 shares of the company’s stock worth $88,000 after acquiring an additional 1,281 shares during the period. Finally, Texas Capital Bank Wealth Management Services Inc boosted its holdings in Kohl’s by 100.0% in the second quarter. Texas Capital Bank Wealth Management Services Inc now owns 80,000 shares of the company’s stock valued at $1,839,000 after acquiring an additional 40,000 shares in the last quarter. 98.04% of the stock is owned by institutional investors.

Insider Activity at Kohl’s

In other Kohl’s news, EVP Feeney Siobhan Mc sold 16,367 shares of the business’s stock in a transaction that occurred on Thursday, October 3rd. The shares were sold at an average price of $19.27, for a total value of $315,392.09. Following the completion of the transaction, the executive vice president now owns 136,799 shares of the company’s stock, valued at $2,636,116.73. The trade was a 10.69 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.86% of the stock is currently owned by corporate insiders.

Kohl’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 24th. Shareholders of record on Wednesday, December 11th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Wednesday, December 11th. This represents a $2.00 dividend on an annualized basis and a yield of 13.11%. Kohl’s’s payout ratio is 90.09%.

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.