Zacks Research Has Bullish Forecast for Kohl’s Q2 Earnings

Kohl’s Corporation (NYSE:KSS) – Investment analysts at Zacks Research lifted their Q2 2028 earnings per share estimates for Kohl’s in a research report issued to clients and investors on Monday, March 30th. Zacks Research analyst Team now forecasts that the company will post earnings of $0.44 per share for the quarter, up from their previous forecast of $0.36. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Kohl’s’ current full-year earnings is $1.30 per share.

Several other analysts have also issued reports on KSS. Telsey Advisory Group reissued a “market perform” rating and issued a $17.00 price target on shares of Kohl’s in a research report on Tuesday, March 17th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Kohl’s in a report on Thursday, January 22nd. TD Cowen lowered their target price on shares of Kohl’s from $23.00 to $17.00 and set a “hold” rating on the stock in a report on Wednesday, March 11th. Jefferies Financial Group dropped their target price on Kohl’s from $22.00 to $15.00 and set a “hold” rating on the stock in a research report on Wednesday, March 11th. Finally, UBS Group lifted their price target on Kohl’s from $7.00 to $8.00 and gave the company a “sell” rating in a research report on Wednesday, March 11th. One analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $14.83.

Kohl’s Price Performance

NYSE KSS opened at $12.91 on Tuesday. The company has a quick ratio of 0.37, a current ratio of 1.46 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 1.46. Kohl’s has a 52 week low of $6.04 and a 52 week high of $25.22. The firm’s 50-day simple moving average is $16.01 and its two-hundred day simple moving average is $17.79.

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

Kohl’s Announces Dividend

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

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. ProShare Advisors LLC raised its position in shares of Kohl’s by 3.1% in the fourth quarter. ProShare Advisors LLC now owns 21,237 shares of the company’s stock worth $433,000 after buying an additional 631 shares in the last quarter. State of Alaska Department of Revenue grew its position in Kohl’s by 1.1% during the fourth quarter. State of Alaska Department of Revenue now owns 57,016 shares of the company’s stock worth $1,163,000 after buying an additional 639 shares in the last quarter. Arizona State Retirement System grew its position in Kohl’s by 2.0% during the third quarter. Arizona State Retirement System now owns 33,154 shares of the company’s stock worth $510,000 after buying an additional 666 shares in the last quarter. Guggenheim Capital LLC increased its stake in Kohl’s by 1.0% in the 4th quarter. Guggenheim Capital LLC now owns 78,098 shares of the company’s stock worth $1,594,000 after acquiring an additional 774 shares during the last quarter. Finally, GAMMA Investing LLC increased its stake in Kohl’s by 1.6% in the 4th quarter. GAMMA Investing LLC now owns 50,271 shares of the company’s stock worth $1,026,000 after acquiring an additional 785 shares during the last quarter. Institutional investors own 98.04% of the company’s stock.

Key Headlines 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 forecasts (notable moves: FY2027 to $1.08 from $0.64; FY2028 to $1.26 from $0.88; FY2029 to $2.24) and bumped several quarter estimates (e.g., Q4 2027 to $0.85 from $0.68; Q2 2027 to $0.43 from $0.26). These upward revisions suggest improving analyst expectations for earnings recovery, which can support the stock. MarketBeat
• Positive Sentiment: Unusual options activity: investors bought ~22,305 call contracts (≈48% above typical call volume). Heavy call buying signals short‑term bullish positioning by options traders and can add momentum to the share price.
• Neutral Sentiment: Despite the estimate upgrades, Zacks kept a “Hold” rating on KSS. The firm’s revisions improve the earnings trajectory but did not translate into a buy recommendation — a reminder that valuation, execution risk, and mall‑based retail headwinds still matter for the stock. MarketBeat

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.