Telsey keeps Hold rating and USD 18.00 target for Kohl's stock

Published on 10/01/2026 at 10:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Net income reached USD 151 million in fiscal second quarter 2026. Kohl's stock costs EUR 16.61 on October 1, 2026 versus EUR 16.29, plus 1.96 percent.

KSS, US5002551043, Illustration mit AI erstellt.

Kohl's stock (ISIN US5002551043) was trading at EUR 16.61 at Lang & Schwarz on October 1, 2026, at 10:00 a.m. CEST, plus 1.96 percent versus the prior close of EUR 16.29. On September 29, 2026, Dana Telsey of Telsey Advisory maintained a Hold rating and a USD 18.00 price target, as Markets Insider reported.

Analyst caution meets earnings strength

The rating sits against a mixed operating picture. In the second quarter of fiscal 2026, Kohl's delivered USD 151.0 million of net income and USD 1.28 of diluted earnings per share, compared with USD 153.0 million and USD 1.35 in the prior-year quarter, according to Last10K.

The earnings figure nevertheless exceeded the USD 0.55 consensus estimate cited by Zacks. Total revenue was USD 3,515 million, narrowly below the USD 3,516 million consensus, while adjusted earnings per share rose 128.60 percent from USD 0.56 in the prior-year quarter.

Margin improvement faces sales pressure

Kohl's gross margin reached 43.00 percent in the second quarter of fiscal 2026, an increase of 305 basis points from the prior-year quarter. Operating income was USD 261.0 million, down from USD 279.0 million, leaving operating margin at 7.40 percent compared with 7.85 percent in the prior-year quarter.

The retailer also raised its fiscal 2026 outlook. Zacks reported an adjusted earnings range of USD 1.80 to USD 2.40 per share, up from USD 1.00 to USD 1.60, while the net sales and comparable-sales outlook moved to flat to down 1.50 percent from a previous decline of up to 2.00 percent.

Kohl's stock gains 1.96 percent

At 10:00 a.m. CEST on October 1, 2026, Kohl's stock was trading at EUR 16.61 at Lang & Schwarz, up 1.96 percent versus the Lang & Schwarz prior close of EUR 16.29 on September 30, 2026. The company had a market capitalization of USD 2.1 billion as of September 30, 2026, while the primary-exchange 52-week range was USD 11.38 to USD 25.22.