Kohl's Corporation (KSS) Stock Price & Analysis
Kohl's Corporation (KSS) closed at USD 24.78 on Thursday, October 22, 2026, up 11.82% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 22.16; the Oct 22, 2026 session ranged USD 22.6–25.1 on volume of 8,970,148 shares. Market capitalization is $2.81B, with a 52-week range of USD 11.38–25.22 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 07:54 UTC.
Also available as compact Markdown for AI agents: nexqual.com/KSS.md
Key facts (KSS)
- Last four reported quarters (through Aug 1, 2026): revenue $15.4B, net income $270M (1.7% margin), free cash flow $1.03B (SEC filings).
- Valuation: P/E 10.4x (avg 9.6x at the last 3 fiscal year-ends), EV/EBITDA 2.6x, net debt $504M.
- Analysts: Hold (mean 3.38 on a 1–5 scale) (13 analysts), mean target USD 19.21 (range 9–41.5).
- Total return with dividends: 1Y +57.6% vs S&P 500 +14.9%; 5Y -31.1% vs S&P 500 +80.3%.
- Next earnings: 2026-11-24, EPS estimate USD -0, revenue estimate $3.44B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (KSS)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $19.4B | $18.1B | $17.5B | $16.2B | $15.5B | $15.4B |
| Gross profit | $8.00B | $6.64B | $6.98B | $6.56B | $6.30B | — |
| Operating income | $1.68B | $246M | $717M | $433M | $624M | $592M |
| Net income | $938M | -$19.0M | $317M | $109M | $272M | $270M |
| EPS (diluted) | $6.32 | -$0.15 | $2.85 | $0.98 | $2.38 | — |
| Free cash flow | $1.67B | -$544M | $591M | $182M | $1.01B | $1.03B |
| Gross margin | 41.1% | 36.7% | 39.9% | 40.4% | 40.6% | — |
| Operating margin | 8.6% | 1.4% | 4.1% | 2.7% | 4.0% | 3.8% |
| Net margin | 4.8% | -0.1% | 1.8% | 0.7% | 1.8% | 1.7% |
| Revenue growth | +21.8% | -6.9% | -3.4% | -7.2% | -4.3% | — |
| Cash + short-term investments | $1.59B | $153M | $183M | $134M | $674M | — |
| Total debt | $1.91B | $1.91B | $1.64B | $1.53B | $1.44B | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 1, 2026) (KSS)
P/E 10.4x · P/S 0.2x · EV/EBITDA 2.6x · EV/Sales 0.2x · P/FCF 2.7x · P/B 0.7x · FCF yield 36.80% · Earnings yield 9.61% · Dividend yield (paid, TTM) 1.99% · Net debt $504M · EV $3.31B
P/E at fiscal year-ends: Jan 2026 7.3x, Feb 2025 11.7x, Feb 2024 9.8x.
Analysts (KSS)
Consensus Hold (mean 3.38 on a 1–5 scale), 13 analysts; mean target USD 19.21 (low 9, high 41.5).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Gordon Haskett | Upgrade | Hold → Buy | $27 |
| 2026-09-18 | BTIG | Reiterated | Neutral | |
| 2026-08-27 | Baird | Target raised | Neutral | $19 → $20 |
| 2026-08-18 | JP Morgan | Target raised | Underweight | $15 → $17 |
Total return (dividends reinvested) (KSS)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +57.6% | -31.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +57.8% | -7.2% |
| Volatility (annualized) | 69.4% | 65.0% |
| Max drawdown | -51.8% (Dec 2025→May 2026) | -86.7% (Mar 2022→Apr 2025) |
KSS revenue by product line (quarter ended Aug 1, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product | $3.32B | 94.4% | -0.9% |
| Product & Service Other | $197.0M | 5.6% | -1.0% |
| Gift Card | $23.0M | 0.7% | -17.9% |
| Total revenue | $3.52B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
KSS suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Amazon (AMZN) | “Effective April 18, 2019, in connection with our entry into a commercial agreement with Amazon.com Services, Inc. ("Amazon"), we issued warrants to an affiliate of Amazon, to purchase up to 1,747,441 shares of our common stock at an exercise price of $69.68, subject to customary anti-dilution provisions.” |
Quoted from the company's 10-K filed Mar 19, 2026.
KSS company outlook (results filed Aug 26, 2026)
- “Forward-looking statements include the information under "2026 Financial and Capital Allocation Outlook." Such statements are subject to certain risks and uncertainties, which could cause the Company's actual results to differ materially from those anticipated”
Quoted word-for-word from the SEC 8-K results press release.
KSS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $-0.00 | $0.05 | -102.0% | $3.44B | 13 |
| Next quarter (ends Jan 2027) | $0.95 | $0.93 | +2.1% | $5.03B | 13 |
| Current fiscal year (ends Jan 2027) | $2.14 | $1.42 | +50.4% | $14.93B | 13 |
| Next fiscal year (ends Jan 2028) | $1.56 | $1.48 | +5.5% | $14.94B | 13 |
KSS options: expected move
Options price a move of about ±19.0% (±$4.74) by Nov 27, 2026, which includes earnings on Nov 24, 2026; the earnings reaction alone is priced at about ±9.8%. Over the last 8 reports the stock moved ±16.6% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 23, 2026 | 1 | 83.6% | ±3.7% |
| Oct 30, 2026 | 8 | 71.2% | ±8.4% |
| Nov 6, 2026 | 15 | 68.1% | ±11.0% |
| Nov 13, 2026 | 22 | 64.7% | ±12.6% |
| Nov 20, 2026 | 29 | 66.6% | ±14.9% |
| Nov 27, 2026 | 36 | 76.3% | ±19.0% |
| Dec 4, 2026 | 43 | 73.5% | ±19.9% |
| Dec 18, 2026 | 57 | 71.7% | ±22.5% |
30-day implied volatility 68.3% vs 52.9% realized over the last 30 trading days. Put/call ratio (volume) 1.59. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 07:54 UTC)
| Price | USD 24.78 |
|---|---|
| Change | ▲ 11.82% (up) |
| Previous Close | USD 22.16 |
| Open | USD 22.74 |
| Day Range | USD 22.6 – 25.1 |
| 52-Week Range | USD 11.38 – 25.22 |
| Volume | 8,970,148 shares |
| Market Cap | $2.81B |
| Exchange | NYQ |
Technical Analysis (KSS)
Nexqual's technical model rates KSS "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 07:54 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 76.09 (overbought) |
| vs SMA50 | Above (USD 18.9) |
| MACD | 1.26 (positive) |
Analyst Ratings (KSS)
Wall Street analysts rate KSS "Hold" based on 13 analysts, with a mean price target of USD 19.21 (range USD 9–41.5), per Nexqual as of October 23, 2026 at 07:54 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 13 |
| Mean Target | USD 19.21 |
| High Target | USD 41.5 |
| Low Target | USD 9 |
| Buy / Hold / Sell | 2 / 6 / 5 |
Earnings (KSS)
| Next Earnings Date | 2026-11-24 |
|---|---|
| EPS Estimate | USD -0 |
| Revenue Estimate | $3.44B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 1.28 vs est 0.57 ▲ beat |
| 2026-04-30 | USD -0.13 vs est -0.19 ▲ beat |
| 2026-01-31 | USD 1.07 vs est 0.84 ▲ beat |
| 2025-10-31 | USD 0.1 vs est -0.16 ▲ beat |
Source: Nexqual, October 23, 2026 at 07:54 UTC.
Financials & Fundamentals (KSS)
| Total Revenue | $15.43B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -0.90% |
| Gross Margin | +40.52% |
| Operating Margin | +4.58% |
| Profit Margin | +1.75% |
| ROE | +6.67% |
| Debt / Equity | 1.54 |
| Current Ratio | 1.49 |
| Total Cash | $821.00M |
| Total Debt | $6.42B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $1.03B (6.7% of revenue) |
Source: Nexqual, October 23, 2026 at 07:54 UTC.
Financial Health Score (KSS)
Nexqual rates Kohl's Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 07:54 UTC.
| Growth | Weak — Revenue -4% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 41%, operating 5% (last 12 months) |
| Balance Sheet | Weak — $821M cash and investments vs $1.32B debt (Aug 2026, SEC) |
| Cash Flow | Solid — FCF $1.03B (last 4 quarters to Aug 2026, SEC), 7% margin |
| Efficiency | Mixed — ROE 7%, ROA 2.3% |
Ownership (KSS)
| Insider Ownership | +4.20% |
|---|---|
| Institutional Ownership | +109.08% |
| Shares Outstanding | 113.38M |
| Float | 111.61M |
| Short % of Float | +32.39% |
Source: Nexqual, October 23, 2026 at 07:54 UTC.
Leadership (KSS)
Kohl's Corporation is led by Michael J. Bender, CEO & Director, per Nexqual as of October 23, 2026 at 07:54 UTC.
| CEO & Director | Michael J. Bender |
|---|---|
| Chief Financial Officer | Jill Timm |
| Chief Operating Officer | Elliott D. Rodgers |
| Chief Technology Officer | Steven Dee |
| Director of Investor Relations | Trevor Novotny |
Major Backers & Investors (KSS)
Notable institutional backers of Kohl's Corporation include American Century Companies Inc, Goldman Sachs, Morgan Stanley, according to Nexqual as of October 23, 2026 at 07:54 UTC.
Active Investors
| Investor | Stake |
|---|---|
| American Century Companies Inc | 5.49% |
| Goldman Sachs | 4.28% |
| Morgan Stanley | 3.08% |
| Fidelity | 1.07% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 18.47% |
| Vanguard Group | 10.67% |
| Dimensional Fund Advisors | 4.92% |
| State Street | 4.48% |
| Allianz Asset Management GmbH | 3.93% |
| Geode Capital | 2.64% |
Source: Nexqual, October 23, 2026 at 07:54 UTC.
From Kohl's Corporation's Latest SEC 10-K Filing (filed 2026-03-19)
Key Strengths & Strategy (as disclosed to the SEC)
- Our proprietary portfolio includes well-known established brands such as Apt. 9, Croft & Barrow, FLX, Jumping Beans, SO, Sonoma Goods for Life, and Tek Gear, and exclusive brands that are developed and marketed through agreements with nationally-recognized brands such as LC Lauren Conrad, Nine West, and Simply Vera Vera Wang.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to income and other taxes in the United States and various local jurisdictions, and changes in tax laws or the interpretation of existing laws could increase our tax liabilities and impact our financial results.
- Evolving regulations related to ESG, climate change, and sustainability could increase our costs and impose operational restrictions.
- Regulatory and legal matters could adversely affect our business operations and change financial performance.
- Our efforts to protect the privacy and security of sensitive or confidential customer, associate, or company information could be unsuccessful, which could severely damage our reputation, expose us to risks of litigation and liability, disrupt our operations, and harm our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PLBL | Polibeli Group Ltd | USD 5.35 | ▼ 0.37% |
| M | Macy's Inc | USD 24.17 | ▲ 3.16% |
| YUM | Yum! Brands, Inc. | USD 154.45 | ▲ 2.12% |
| HMC | Honda Motor Company, Ltd. | USD 34.58 | ▲ 1.8% |
| F | Ford Motor Company | USD 11.94 | ▲ 0.34% |
| SE | Sea Limited | USD 75.69 | ▼ 2.89% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 07:54 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt