Kohl's Corporation (KSS)

In the past six months, Kohl's stock has experienced several notable events. On November 25, 2025, Kohl's announced earnings per share of $0.10 for the fiscal quarter ending October 31, 2025, beating the average analyst estimate. As of April 9, 2026, the stock price was $13.70 per share, representing a significant increase from April 10, 2025. On March 10, 2026, Kohl's reported fourth-quarter fiscal 2025 results, with earnings per share of $1.07, surpassing the analyst estimate. Despite the earnings beat, the top line declined year-over-year and missed consensus estimates. Following this earnings report, shares lost about 2% in the subsequent month. On February 25, 2026, Kohl's declared a quarterly cash dividend of 12.50 cents per share.

Kohl's business is subject to seasonal influences, with sales and income typically higher during the back-to-school and holiday seasons. The company's retail supply chains are designed to be flexible to adjust to these seasonal demand changes and product assortment updates throughout the year. Retail companies develop seasonal product strategies that align with changing consumer purchasing patterns. Kohl's merchandising programs combine fashion products, home goods, and lifestyle merchandise to cater to households seeking accessible retail options within a department store format, adapting to seasonal trends.

Kohl's Corporation is an American omnichannel retailer operating department stores across the United States, focusing on moderately priced private-label and national brand apparel, footwear, accessories, beauty products, and home-related items. Key product categories include women's apparel, activewear, and footwear from brands like Converse, Nike, and Adidas. The company emphasizes its proprietary brands and exclusive brands. Kohl's is headquartered in Menomonee Falls, Wisconsin, and was founded in 1962.

Kohl's operates over 1,100 stores in 49 states across the U.S., with many located in strip centers. The company has a significant digital sales operation through its website and app, integrating in-store and online shopping experiences. To support its omnichannel business, Kohl's has nine distribution centers and four e-commerce fulfillment centers nationwide.

In the past year, Kohl's has focused on strengthening its brand and customer experience. The company is recognized for its commitment to communities, having given over $900 million to support family health and wellness nationwide. Kohl's emphasizes its purpose to take care of families' realest moments and operates with values centered on being Customer First, Accountable, Resourceful, and Empathetic. Internal sentiment suggested that the past holiday season was perceived as busier or the same as prior years. Kohl's has also been noted for having a loyal customer base and has been making efforts to reposition and expand its home offerings.

Kohl's Corporation has significant institutional ownership, with 392 institutional owners and shareholders holding a total of 119,523,908 shares as of April 8, 2026. Institutional investors collectively own approximately 94.85% to 98.77% of the company's shares. Major institutional owners include BlackRock, Inc., The Vanguard Group Inc, Dimensional Fund Advisors Lp, American Century Companies Inc, State Street Corp, Goldman Sachs Group Inc, Morgan Stanley, UBS Group AG, Allianz Asset Management GmbH, and Charles Schwab Investment Management Inc. BlackRock, Inc. holds the largest stake, while The Vanguard Group, Inc. owns over 11.9 million shares. Individual and insider ownership accounts for a smaller portion.