Telsey Advisory Group Forecasts Lower Earnings for Kohl’s

Kohl’s Co. (NYSE:KSS) – Telsey Advisory Group decreased their FY2025 earnings estimates for Kohl’s in a research note issued to investors on Wednesday, November 27th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will earn $1.35 per share for the year, down from their previous forecast of $1.90. Telsey Advisory Group has a “Market Perform” rating and a $17.00 price target on the stock. The consensus estimate for Kohl’s’ current full-year earnings is $1.28 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.

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

Other equities analysts have also issued reports about the stock. JPMorgan Chase & Co. lowered shares of Kohl’s from a “neutral” rating to an “underweight” rating and set a $19.00 price objective on the stock. in a report on Thursday, August 29th. Gordon Haskett lowered shares of Kohl’s from a “hold” rating to a “reduce” rating and set a $11.00 target price on the stock. in a report on Tuesday, November 26th. Robert W. Baird lowered shares of Kohl’s from an “outperform” rating to a “neutral” rating and cut their target price for the stock from $25.00 to $18.00 in a report on Wednesday, November 27th. Baird R W lowered shares of Kohl’s from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 27th. Finally, TD Cowen cut their target price on shares of Kohl’s from $20.00 to $16.00 and set a “hold” rating on the stock in a report on Wednesday, November 27th. Three investment analysts have rated the stock with a sell rating and eight have assigned a hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $17.22.

Kohl’s Trading Up 3.1 %

Shares of NYSE KSS opened at $15.44 on Monday. The company’s 50 day simple moving average is $18.56 and its 200 day simple moving average is $20.46. Kohl’s has a fifty-two week low of $14.22 and a fifty-two week high of $29.60. The firm has a market capitalization of $1.72 billion, a P/E ratio of 6.95, a P/E/G ratio of 1.39 and a beta of 1.94. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.05 and a quick ratio of 0.16.

Kohl’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 24th. Investors 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 dividend yield of 12.96%. Kohl’s’s payout ratio is 90.09%.

Insider Buying and Selling

In related news, EVP Feeney Siobhan Mc sold 16,367 shares of the firm’s stock in a transaction 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 approximately $2,636,116.73. This trade represents a 10.69 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.86% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Pacer Advisors Inc. grew its position in Kohl’s by 149.3% in the third quarter. Pacer Advisors Inc. now owns 16,572,086 shares of the company’s stock valued at $349,671,000 after purchasing an additional 9,925,878 shares in the last quarter. FMR LLC grew its position in Kohl’s by 10.8% in the third quarter. FMR LLC now owns 7,576,274 shares of the company’s stock valued at $159,859,000 after purchasing an additional 740,398 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of Kohl’s by 0.8% in the 2nd quarter. Dimensional Fund Advisors LP now owns 6,434,081 shares of the company’s stock valued at $147,923,000 after acquiring an additional 52,126 shares during the period. American Century Companies Inc. grew its position in shares of Kohl’s by 26.3% in the 2nd quarter. American Century Companies Inc. now owns 3,093,773 shares of the company’s stock valued at $71,126,000 after acquiring an additional 643,913 shares during the period. Finally, AQR Capital Management LLC grew its position in shares of Kohl’s by 348.0% in the 2nd quarter. AQR Capital Management LLC now owns 2,180,952 shares of the company’s stock valued at $50,118,000 after acquiring an additional 1,694,162 shares during the period. Institutional investors own 98.04% of the company’s stock.

About Kohl’s

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.