These Analysts Cut Their Forecasts On Kohl's Following Q4 Earnings

Kohls Corp (NYSE:KSS) on Tuesday reported better-than-expected fourth-quarter financial results and issued FY2026 sales guidance above estimates. Kohl's reported quarterly earnings of $1.07 per share which beat the analyst consensus estimate of 85 cents per share. The company reported quarterly sales of $5.173 billion which beat the analyst consensus estimate of $5.032 billion. "We were able to manage the business with discipline, deliver improved earnings, and generate meaningful cash flow, all of which helped us strengthen our balance sheet," said CEO Michael J. Bender. For fiscal 2026, the company expects net sales and comparable sales to range from a decline of 2% to flat year over year. It projects an adjusted operating margin of 2.8% to 3.4% and capital expenditures of about $350 million to $400 million. Kohl's forecasts fiscal 2026 adjusted earnings per share of $1.00 to $1.60, compared with the analyst estimate of $1.39. The company expects fiscal 2026 sales of $15.216 billion to $15.527 billion, versus the $14.845 billion consensus estimate. Kohls shares fell 4.1% to trade at $13.98 on Wednesday. These analysts made changes to their price targets on Kohls following earnings announcement. Baird analyst Mark Altschwager maintained Kohl’s with a Neutral and lowered the price target from $24 to $20. Telsey Advisory Group analyst Dana Telsey maintained the stock with a Market Perform and lowered the price target from $23 to $17. TD Cowen analyst Oliver Chen maintained Kohl’s with a Hold and lowered the price target from $23 to $17. Considering buying KSS stock? Here’s what analysts think: Photo via Shutterstock