Kohl’s (NYSE: KSS) reported second-quarter fiscal 2026 total revenue of $3.515 billion and net income of $151 million, or $1.28 per diluted share, for the 13 weeks ended August 1, 2026. Net sales declined 0.9% year over year to $3.318 billion, while comparable sales also fell 0.9%.
Gross margin rose 305 basis points to 43.0%. The company raised its full-year 2026 outlook, restarted share repurchases, and said it received approximately $150 million in tariff refunds during the quarter.
- Operating income was $261 million, compared with $279 million a year earlier.
- Basic earnings per share were $1.34, while diluted earnings per share were $1.28.
- Six-month net income was $137 million, or $1.18 per diluted share.
- Full-year outlook calls for net sales and comparable sales ranging from a 1.5% decline to flat.
- Kohl’s expects adjusted diluted EPS of $1.80 to $2.40 for full-year 2026.
- The company plans up to $100 million in share repurchases during 2026 under its existing $3 billion authorization.
$KSS Insider Trading Activity
$KSS insiders have traded $KSS stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $KSS stock by insiders over the last 6 months:
- JENNIFER J. KENT (Sr. EVP, CLO & Corp. Sec.) sold 22,942 shares for an estimated $458,840
- CHRISTIE RAYMOND (Sr. EVP, Chief Marketing Off.) sold 15,000 shares for an estimated $300,000
- MARI STEINMETZ (Sr. EVP, Chief People Officer) has made 0 purchases and 8 sales selling 5,116 shares for an estimated $65,951.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$KSS Hedge Fund Activity
We have seen 168 institutional investors add shares of $KSS stock to their portfolio, and 222 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,441,317 shares (+inf%) to their portfolio in Q2 2026, for an estimated $43,260,137
- FULLER & THALER ASSET MANAGEMENT, INC. removed 2,439,777 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $31,473,123
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,858,981 shares (-89.5%) from their portfolio in Q2 2026, for an estimated $32,941,143
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,826,352 shares (-73.7%) from their portfolio in Q2 2026, for an estimated $32,362,957
- POINT72 ASSET MANAGEMENT, L.P. removed 1,765,243 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $31,280,105
- CITADEL ADVISORS LLC added 1,763,594 shares (+461.2%) to their portfolio in Q2 2026, for an estimated $31,250,885
- BLACKROCK, INC. added 1,711,778 shares (+8.9%) to their portfolio in Q2 2026, for an estimated $30,332,706
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
