Transaction details
Mari Steinmetz, who serves as Senior Executive Vice President and Chief People Officer at KOHLS Corp (NASDAQ: KSS), sold 112 shares of common stock on April 6, 2026. The shares were disposed of at $12.98 apiece, producing a total consideration of $1,453. The sale was carried out automatically under a pre-arranged Rule 10b5-1 trading plan that Steinmetz adopted on November 26, 2025.
Following the transaction, Steinmetz’s direct holdings in the company total 244,338 shares. That position includes 220,294 unvested restricted stock units.
Share performance and valuation signals
At the time of the report, Kohl’s common stock traded at $13.03. That price represents a cumulative gain of 103% over the trailing 12 months, while the shares have fallen 34% year-to-date.
According to InvestingPro analysis cited in the company summary, Kohl’s appears undervalued at current levels and carries a financial health score characterized as "GOOD."
Quarterly results and analyst reactions
Kohl’s reported fourth-quarter 2025 earnings per share of $1.07, above the consensus estimate of $0.85 - a 25.88% positive surprise. Revenue for the quarter totaled $5 billion, narrowly missing expectations of $5.02 billion.
Analysts adjusted their outlooks following the earnings release. BofA Securities cut its price target to $15 from $18, citing concerns over a deceleration in comparable sales. Jefferies lowered its target to $15 from $22 while noting that the company posted EBIT growth despite softer sales. UBS moved its price target up to $8 from $7 but retained a Sell rating, pointing to a weak sales outlook and a 16-quarter streak of declining comparable sales. BTIG kept a Neutral rating and projected a slight decline in gross margin for fiscal 2026, while anticipating sequential improvement in comparable sales.
Context and implications
The insider sale was executed under an established trading plan and involved a modest dollar amount relative to the officer’s overall holdings. The company’s latest quarter combined an earnings beat with a revenue miss, and the subsequent analyst actions reflect differing interpretations of the sales trends and margin outlook.
Key takeaways
- Steinmetz sold 112 shares at $12.98 on April 6, 2026, under a Rule 10b5-1 plan; total proceeds were $1,453.
- Kohl’s reported Q4 2025 EPS of $1.07 versus $0.85 expected, with revenue of $5.0 billion versus $5.02 billion forecast.
- Analyst responses varied, with price-target cuts and one firm raising its target while maintaining a Sell, reflecting mixed views on sales momentum and margins.