Kohl’s (NYSE:KSS) Earns “Market Perform” Rating from Telsey Advisory Group

Kohl’s (NYSE:KSS)‘s stock had its “market perform” rating restated by stock analysts at Telsey Advisory Group in a research note issued to investors on Tuesday,Benzinga reports. They currently have a $23.00 target price on the stock. Telsey Advisory Group’s price target suggests a potential upside of 44.07% from the company’s current price.

Several other research firms have also recently issued reports on KSS. UBS Group raised their price objective on shares of Kohl’s from $4.50 to $7.00 and gave the stock a “sell” rating in a research report on Wednesday, November 26th. Evercore increased their price target on Kohl’s from $13.00 to $21.00 and gave the company an “in-line” rating in a research report on Tuesday, November 25th. Robert W. Baird set a $24.00 price objective on shares of Kohl’s in a research report on Wednesday, December 17th. Gordon Haskett upgraded shares of Kohl’s from an “accumulate” rating to a “buy” rating in a report on Tuesday, November 25th. Finally, The Goldman Sachs Group boosted their price objective on shares of Kohl’s from $11.00 to $15.00 and gave the stock a “sell” rating in a research report on Wednesday, November 26th. One analyst has rated the stock with a Buy rating, nine have issued a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Reduce” and an average price target of $15.27.

Kohl’s Price Performance

KSS traded up $1.16 during midday trading on Tuesday, hitting $15.96. 10,961,044 shares of the company traded hands, compared to its average volume of 4,010,998. The business has a 50 day simple moving average of $18.43 and a two-hundred day simple moving average of $18.12. Kohl’s has a 52-week low of $6.04 and a 52-week high of $25.22. The company has a market capitalization of $1.79 billion, a price-to-earnings ratio of 9.21 and a beta of 1.42. The company has a current ratio of 1.30, a quick ratio of 0.12 and a debt-to-equity ratio of 0.99.

Kohl’s (NYSE:KSS) last issued its quarterly earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.86 by $0.21. Kohl’s had a return on equity of 4.30% and a net margin of 1.23%.The firm had revenue of $5.17 billion for the quarter, compared to analyst estimates of $5.08 billion. During the same period in the previous year, the company posted $0.95 earnings per share. The business’s revenue was down 3.9% on a year-over-year basis. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. On average, equities analysts forecast that Kohl’s will post 1.3 earnings per share for the current fiscal year.

Insider Transactions at Kohl’s

In other Kohl’s news, CFO Jill Timm sold 10,000 shares of the business’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $24.00, for a total transaction of $240,000.00. Following the completion of the transaction, the chief financial officer owned 325,561 shares in the company, valued at approximately $7,813,464. The trade was a 2.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Kohl’s

Several hedge funds have recently made changes to their positions in KSS. Corient Private Wealth LLC grew its holdings in shares of Kohl’s by 93.7% in the 4th quarter. Corient Private Wealth LLC now owns 22,767 shares of the company’s stock worth $465,000 after acquiring an additional 11,011 shares during the last quarter. Hsbc Holdings PLC raised its holdings in shares of Kohl’s by 1,497.7% during the fourth quarter. Hsbc Holdings PLC now owns 1,141,932 shares of the company’s stock worth $23,406,000 after acquiring an additional 1,070,457 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Kohl’s in the 4th quarter valued at $55,000. Mercer Global Advisors Inc. ADV bought a new position in shares of Kohl’s in the 4th quarter valued at approximately $411,000. Finally, Fuller & Thaler Asset Management Inc. acquired a new stake in shares of Kohl’s in the fourth quarter worth $49,796,000. Institutional investors and hedge funds own 98.04% of the company’s stock.

Kohl’s News Summary

Here are the key news stories impacting Kohl’s this week:

• Positive Sentiment: Q4 earnings beat — Kohl’s reported $1.07 EPS, topping consensus and showing improved profit versus a year ago; this supports the view that cost actions / margin work are helping near-term profitability. Kohl’s (KSS) Surpasses Q4 Earnings Estimates
• Positive Sentiment: Bullish commentary from some market voices highlights a potential turnaround if management execution continues, which could support upside if comps stabilize. Jim Cramer on Kohl’s Corporation
• Neutral Sentiment: Analyst previews and coverage note elevated short interest and volatile upside/downside potential — watch print reaction and any management commentary on traffic and inventory. Kohl’s Q4 Preview: Get Ready For Make‑Or‑Break Earnings
• Negative Sentiment: Full-year guidance came in light — FY2026 EPS guidance of $1.00–$1.60 is below the consensus (~$1.82), and revenue guidance was soft enough to disappoint investors, a primary driver of the selloff. Kohl’s forecasts annual sales below estimates
• Negative Sentiment: Comparable sales and overall revenue trends disappointed — Q4 revenue declined ~3.9% YoY and comps missed expectations, which offsets the EPS beat and raises durability concerns for margin recovery. Kohl’s falls as weak sales outlook overshadows earnings beat
• Negative Sentiment: Major outlets report that sales missed despite turnaround efforts, reinforcing the narrative that top-line recovery is uncertain and pressuring the stock. Kohl’s Sales Slip Despite Turnaround Efforts

About Kohl’s

Kohl’s Corporation, founded in 1962 by Maxwell Kohl and headquartered in Menomonee Falls, Wisconsin, is a leading American department store retailer. The company operates approximately 1,100 stores across 49 states, offering a combination of value-oriented pricing, private-label brands and national labels. Since its initial public offering in 1992, Kohl’s has focused on broadening its product assortment and enhancing the in-store and online shopping experience.

The retailer’s merchandise portfolio spans apparel, footwear, accessories, and beauty products for women, men and children, as well as home goods, kitchenware and seasonal décor.