Kohl's (KSS)

• Market cap: $2.02B
• 1 day: 4.47%
• 5 days: 13.2%
• 1 month: 32.04%
• 3 months: 116.47%
• 6 months: 116.21%
• Year to date: 28.37%
• 1 year: -5.06%
• 5 years: -23.03%
• 10 years: -63.4%
• Sector: Consumer Discretionary
• Industry: Department Stores

About: Kohl's operates about 1,150 department stores in 49 states that sell moderately priced private-label and national brand clothing, shoes, accessories, cosmetics, and home furnishings. Most of these stores are in strip centers. Kohl's also has a large digital sales operation. Women's apparel is Kohl's largest category, having generated 25% of its 2024 sales. The retailer, headquartered in Menomonee Falls, Wisconsin, opened its first department store in 1962.

Employees: 87,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

3% more capital invested

Capital invested by funds: $965M [Q1] → $992M (+$26.8M) [Q2]

1% more funds holding

Funds holding: 333 [Q1] → 336 (+3) [Q2]

1.49% less ownership

Funds ownership: 105.92% [Q1] → 104.43% (-1.49%) [Q2]

18% less call options, than puts

Call options by funds: $69.8M | Put options by funds: $85.5M

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $4.5
• Avg. target: $11.5
• High target: $16

9 analyst ratings

• positive: 0 0%
• neutral: 4 44%
• negative: 5 56%

Morgan Stanley Kimberly Greenberger	$9	Underweight Maintained	18 Sep 2025
Citigroup Paul Lejuez	$16	Neutral Maintained	28 Aug 2025
JP Morgan Matthew Boss	$11	Underweight Maintained	28 Aug 2025
Goldman Sachs Brooke Roach	$11	Sell Maintained	28 Aug 2025
Baird Mark Altschwager	$15	Neutral Maintained	28 Aug 2025