Research Analysts Offer Predictions for Kohl’s Q1 Earnings

Kohl’s Corporation (NYSE:KSS) – Research analysts at Zacks Research upped their Q1 2027 EPS estimates for shares of Kohl’s in a note issued to investors on Monday, March 30th. Zacks Research analyst Team now anticipates that the company will post earnings of ($0.18) per share for the quarter, up from their prior forecast of ($0.20). Zacks Research has a “Hold” rating on the stock. The consensus estimate for Kohl’s’ current full-year earnings is $1.30 per share. Zacks Research also issued estimates for Kohl’s’ Q2 2027 earnings at $0.43 EPS, Q3 2027 earnings at ($0.02) EPS, Q4 2027 earnings at $0.85 EPS, FY2027 earnings at $1.08 EPS, Q1 2028 earnings at ($0.22) EPS, Q3 2028 earnings at $0.04 EPS, Q4 2028 earnings at $1.00 EPS, FY2028 earnings at $1.26 EPS and FY2029 earnings at $2.24 EPS.

A number of other equities research analysts also recently weighed in on KSS. Jefferies Financial Group reduced their target price on Kohl’s from $22.00 to $15.00 and set a “hold” rating on the stock in a report on Wednesday, March 11th. Bank of America decreased their target price on Kohl’s from $18.00 to $15.00 and set an “underperform” rating on the stock in a research report on Thursday, March 12th. BTIG Research reissued a “neutral” rating on shares of Kohl’s in a research note on Tuesday, March 10th. The Goldman Sachs Group dropped their target price on shares of Kohl’s from $15.00 to $13.00 and set a “sell” rating for the company in a report on Wednesday, March 11th. Finally, Robert W. Baird reduced their price target on shares of Kohl’s from $24.00 to $20.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 11th. One investment analyst has rated the stock with a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Reduce” and an average target price of $14.83.

Kohl’s Stock Performance

Shares of Kohl’s stock opened at $12.91 on Wednesday. The company has a current ratio of 1.46, a quick ratio of 0.37 and a debt-to-equity ratio of 0.94. The company has a market cap of $1.45 billion, a PE ratio of 5.47 and a beta of 1.42. The company has a 50 day moving average of $16.11 and a 200-day moving average of $17.82. Kohl’s has a 1-year low of $6.04 and a 1-year high of $25.22.

Kohl’s (NYSE:KSS) last announced its quarterly earnings data on Tuesday, March 10th. The company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.21. The firm had revenue of $5.17 billion during the quarter, compared to analysts’ expectations of $5.08 billion. Kohl’s had a return on equity of 4.72% and a net margin of 1.75%.The company’s quarterly revenue was down 3.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.95 EPS. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS.

Kohl’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 18th will be given a $0.125 dividend. The ex-dividend date is Wednesday, March 18th. This represents a $0.50 annualized dividend and a yield of 3.9%. Kohl’s’s dividend payout ratio (DPR) is currently 21.19%.

Institutional Trading of Kohl’s

Hedge funds and other institutional investors have recently made changes to their positions in the company. Harbor Capital Advisors Inc. acquired a new stake in Kohl’s during the 3rd quarter worth approximately $28,000. IFP Advisors Inc increased its position in Kohl’s by 3,777.6% in the 3rd quarter. IFP Advisors Inc now owns 1,900 shares of the company’s stock valued at $31,000 after acquiring an additional 1,851 shares during the period. Caldwell Trust Co bought a new position in shares of Kohl’s during the third quarter valued at $33,000. Farther Finance Advisors LLC raised its stake in shares of Kohl’s by 233.9% during the fourth quarter. Farther Finance Advisors LLC now owns 1,666 shares of the company’s stock valued at $34,000 after acquiring an additional 1,167 shares during the last quarter. Finally, Future Financial Wealth Managment LLC grew its stake in shares of Kohl’s by 400.0% in the third quarter. Future Financial Wealth Managment LLC now owns 2,500 shares of the company’s stock worth $38,000 after purchasing an additional 2,000 shares during the last quarter. 98.04% of the stock is currently owned by institutional investors.

Key Stories Impacting Kohl’s

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

• Positive Sentiment: Zacks Research raised multiple near‑ and medium‑term EPS estimates (Q1–Q4 2027, Q1–Q4 2028 and FY2027–FY2029), most notably lifting FY2027 to $1.08 (from $0.64), FY2028 to $1.26 (from $0.88) and FY2029 to $2.24 — suggesting Zacks models see improving profitability ahead. Zacks still carries a “Hold” rating, but the upward revisions can support a higher valuation multiple if results follow.
• Positive Sentiment: Unusual options activity: investors bought roughly 22,305 call options on March 31, about a 48% jump vs. typical volume — a short‑term bullish signal that can amplify buying pressure in the stock.
• Neutral Sentiment: Zacks raised several quarterly EPS forecasts individually (examples: Q4 2027 to $0.85 from $0.68; Q4 2028 to $1.00; Q2 2027 to $0.43). These are model changes rather than published company guidance; they reduce downside risk in estimates but are contingent on actual sales/margin recovery.
• Neutral Sentiment: Kohl’s is pursuing omnichannel and inventory/digital upgrades to try to reverse ongoing sales pressure — this is a potential multi‑quarter positive if execution drives traffic and margins but requires time to show results. Can Kohl’s Omnichannel Investments Reverse the Sales Decline?
• Negative Sentiment: Despite revisions, Zacks maintains a “Hold” rating and consensus full‑year EPS is still modest (~$1.30). Kohl’s recent revenue has been pressured (year‑over‑year declines), and liquidity/leverage metrics remain watchpoints for investors, so upside depends on sustained top‑line stabilization and margin expansion.

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.