Kohl's (KSS)
Sells value-priced apparel, beauty, footwear, and home goods through mostly off-mall stores and Kohls.com.
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Sells moderately priced apparel, footwear, beauty, accessories, and home goods through a mostly off-mall U.S. store network and Kohls.com. National labels sit alongside higher-margin proprietary brands, while Sephora shop-in-shops anchor beauty across nearly the entire fleet.
Sells moderately priced apparel, footwear, beauty, accessories, and home goods through a mostly off-mall U.S. store network and Kohls.com. The assortment pairs national labels with exclusive and proprietary brands, which generally carry lower prices and higher gross margins than national brands.
Uses stores alongside dedicated fulfillment centers to support pickup and digital delivery, while Sephora shop-in-shops provide the exclusive beauty offer across nearly the entire fleet. Kohl's owns the inventory and splits the arrangement's operating profit with Sephora.
Operations span 49 states and remain exposed to seasonal back-to-school and holiday demand, broad retail competition, and merchandise sourcing from domestic and foreign suppliers. Revenue is reported as one segment combining stores and digital retail.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $23 | Target: $18 |
| Aug 27, 2026 | Robert W. Baird | Target | Target: $24 | Target: $20 |
| Jul 6, 2026 | Morgan Stanley | Target | Target: $9 | Target: $15 |
| Jun 1, 2026 | Citigroup | Upgrade | ||
| May 29, 2026 | UBS | Target | Target: $8 | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $821.0M · Total debt $6.42B · Total assets $13.41B · Shareholders' equity $4.17B
- Revenue
- $3.52B
- Operating income
- $261.0M
- Net income
- $151.0M
HistoryDividendAnnual yield
| Institutions | 107.93% | 122.40M shares | |
|---|---|---|---|
| 399 holders · as of Jun 30, 2026 | |||
| Insiders | 4.58% | 5.20M shares | |
| 22 holders · as of Sep 16, 2026 | |||
| Strategic holders | 4.89% | 5.54M shares | |
| 1 holder · as of Feb 8, 2024 | |||
| Adds to | 117.40% | ||
113.40M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 117.40%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 18.47% | 20.94M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.45% | 7.31M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 5.49% | 6.23M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.92% | 5.58M | as of Jun 30, 2026 |
GIC Private LimitedStrategic | 4.89% | 5.54M | filed Feb 8, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Jennifer J. Kent | officer: Sr. EVP, CLO & Corp. Sec. | −22,942 | $20.00 |
| Aug 3, 2026 | Christie Raymond | officer: Sr. EVP, Chief Marketing Off. | −15,000 | $20.00 |
| Jul 16, 2026 | Mari Steinmetz | officer: Sr. EVP, Chief People Officer | −53 | $17.17 |
| Apr 15, 2026 | Mari Steinmetz | officer: Sr. EVP, Chief People Officer | −351 | $13.51 |
| Apr 6, 2026 | Mari Steinmetz | officer: Sr. EVP, Chief People Officer | −112 | $12.98 |
- Target
Mass-merchant overlap in apparel, home, beauty, and fulfillment
- Macy's
Traditional department-store peer across apparel, beauty, and home
- Walmart
Scale value retailer spanning stores, ecommerce, apparel, and home
- TJX Companies
Dominant off-price rival in apparel and home fashions
- Amazon
Online marketplace pressure across apparel, home, and beauty
- Ross Stores
Off-price apparel and home chain targeting value shoppers
- Burlington Stores
Off-price chain overlapping apparel, baby, beauty, footwear, and home
- Dillard's
Regional department-store rival in fashion, cosmetics, shoes, and home
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kohl's | $17.96 | +3.04% | $1.98B | 7.5 | 12.0 | 0.1 | −6.4% |
| Target | $159.49 | +1.13% | $71.63B | 16.4 | 17.2 | 0.7 | +5.3% |
| Macy's | $22.58 | +1.76% | $5.84B | 8.2 | 10.5 | 0.3 | −2.7% |
| Walmart | $109.05 | +1.50% | $855.02B | 38.8 | 36.4 | 1.2 | +5.9% |
| TJX Companies | $130.33 | −0.48% | $144.66B | 24.2 | 24.1 | 2.3 | +5.4% |
| Amazon | $254.96 | −1.35% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Ross Stores | $231.13 | −0.05% | $74.18B | 28.0 | 27.2 | 3.0 | +13.3% |
| Burlington Stores | $252.20 | +0.16% | $15.85B | 22.6 | 20.9 | 1.3 | +10.9% |
| Dillard's | $649.04 | +1.55% | $9.98B | 14.6 | 18.8 | 1.5 | −0.4% |
| Median | 21.7 | 22.5 | 1.4 | +5.7% |