Kohl’s Corporation (KSS) is up 8.0% today. Here is some analysis on what might have caused this price movement.
Analysis: Kohl’s shares appear to be moving higher after the company posted a notable quarterly earnings beat and highlighted stronger operating cash flow and balance-sheet progress. While sales were still down year over year, investors may be focusing on profitability, inventory discipline, and the initial fiscal 2026 outlook.
Details:
Sources:
Kohl's Investor Relations, Associated Press, Zacks
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$KSS Insider Trading Activity
$KSS insiders have traded $KSS stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $KSS stock by insiders over the last 6 months:
- JILL TIMM (Chief Financial Officer) has made 0 purchases and 2 sales selling 35,000 shares for an estimated $808,750.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$KSS Hedge Fund Activity
We have seen 188 institutional investors add shares of $KSS stock to their portfolio, and 197 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FULLER & THALER ASSET MANAGEMENT, INC. added 2,439,777 shares (+inf%) to their portfolio in Q4 2025, for an estimated $49,795,848
- WOODLINE PARTNERS LP added 2,097,101 shares (+inf%) to their portfolio in Q4 2025, for an estimated $42,801,831
- MORGAN STANLEY removed 1,720,384 shares (-31.6%) from their portfolio in Q4 2025, for an estimated $35,113,037
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,504,086 shares (-77.8%) from their portfolio in Q4 2025, for an estimated $30,698,395
- JPMORGAN CHASE & CO removed 1,461,265 shares (-72.7%) from their portfolio in Q4 2025, for an estimated $29,824,418
- RENAISSANCE TECHNOLOGIES LLC added 1,290,700 shares (+inf%) to their portfolio in Q4 2025, for an estimated $26,343,187
- BLACKROCK, INC. added 1,234,311 shares (+6.6%) to their portfolio in Q4 2025, for an estimated $25,192,287
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$KSS Analyst Ratings
Wall Street analysts have issued reports on $KSS in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 11/26/2025
- Morgan Stanley issued a "Underweight" rating on 09/18/2025
To track analyst ratings and price targets for $KSS, check out Quiver Quantitative's $KSS forecast page.
$KSS Price Targets
Multiple analysts have issued price targets for $KSS recently. We have seen 9 analysts offer price targets for $KSS in the last 6 months, with a median target of $21.0.
Here are some recent targets:
- Dana Telsey from Telsey Advisory Group set a target price of $23.0 on 03/04/2026
- Paul Lejuez from Citigroup set a target price of $20.0 on 02/19/2026
- Blake Anderson from Jefferies set a target price of $22.0 on 01/14/2026
- Michael Binetti from Evercore ISI Group set a target price of $21.0 on 11/26/2025
- Jay Sole from UBS set a target price of $7.0 on 11/26/2025
- Mark Altschwager from Baird set a target price of $22.0 on 11/26/2025
- Brooke Roach from Goldman Sachs set a target price of $15.0 on 11/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
