KOHL’S CORP
boothcheck covers KOHL’S CORP (KSS) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• Kohl's is a mid-tier department store in a long decline trying to stabilize, with comparable sales still falling but at the slowest pace in over four years and proprietary-brand and digital sales finally growing [Source: Kohl's Q1 2026 results, May 2026]. • The whole stock is a value-versus-trap question: at roughly 6 times through-the-cycle operating income the price sits below every standard valuation method, so the market is either handing out a bargain or correctly pricing a business that
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355 institutional managers reported holding KSS in 13F filings for the quarter ended 2026-03-31. 46 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 30.1M shares were sold short as of the 2026-06-15 count, about 27% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
KSS has cut its share count 26.3% over the past five years, spending $1.97B on repurchases. It pays a dividend, and has for 15 years running; the current rate is $0.50 a share annually. Cash returned over the past three years: $457.00M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at KSS over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
KSS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-02 | +2.1% | +43.5% |
| 2023-09-01 | -0.3% | -7.3% |
| 2023-12-01 | -6.8% | +8.9% |
| 2024-03-22 | -7.0% | +0.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
KSS's latest 8-K filings: 2026-07-29 (items 5.02, 7.01, 9.01); 2026-07-01 (items 1.01, 9.01); 2026-06-15 (items 5.02, 9.01); 2026-05-28 (items 2.02, 7.01, 8.01, 9.01); 2026-05-21 (items 5.02, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.