Lowe’s Companies’ (LOW) “Market Perform” Rating Reaffirmed at Telsey Advisory Group

Telsey Advisory Group reiterated their market perform rating on shares of Lowe’s Companies (NYSE:LOW) in a report published on Tuesday morning, Benzinga reports. Telsey Advisory Group currently has a $230.00 target price on the home improvement retailer’s stock. Telsey Advisory Group also issued estimates for Lowe’s Companies’ Q2 2025 earnings at $4.10 EPS, Q3 2025 earnings at $2.80 EPS, Q4 2025 earnings at $1.83 EPS, FY2025 earnings at $11.83 EPS, Q1 2026 earnings at $3.31 EPS, Q2 2026 earnings at $4.40 EPS, Q3 2026 earnings at $3.18 EPS, Q4 2026 earnings at $2.09 EPS and FY2026 earnings at $13.00 EPS.

Several other equities analysts have also issued reports on the company. Evercore ISI cut their target price on Lowe’s Companies from $250.00 to $225.00 and set an in-line rating on the stock in a research note on Tuesday, July 2nd. StockNews.com raised Lowe’s Companies from a hold rating to a buy rating in a report on Friday, August 2nd. JPMorgan Chase & Co. raised their price target on Lowe’s Companies from $268.00 to $272.00 and gave the stock an overweight rating in a report on Monday, August 5th. Wedbush reissued a neutral rating and issued a $250.00 price target on shares of Lowe’s Companies in a report on Wednesday, May 22nd. Finally, Truist Financial lowered their price target on Lowe’s Companies from $271.00 to $265.00 and set a buy rating for the company in a report on Wednesday, May 22nd. Twelve analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company. According to MarketBeat, the stock currently has an average rating of Moderate Buy and a consensus target price of $254.04.

Lowe’s Companies Price Performance

LOW opened at $250.07 on Tuesday. The business’s 50-day moving average is $231.99 and its two-hundred day moving average is $232.54. Lowe’s Companies has a 1 year low of $181.85 and a 1 year high of $262.49. The firm has a market capitalization of $142.50 billion, a PE ratio of 20.09, a price-to-earnings-growth ratio of 1.85 and a beta of 1.07.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Tuesday, August 20th. The home improvement retailer reported $4.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.96 by $0.14. Lowe’s Companies had a negative return on equity of 48.52% and a net margin of 8.46%. The company had revenue of $23.59 billion for the quarter, compared to analyst estimates of $23.93 billion. During the same quarter in the previous year, the firm earned $4.56 earnings per share. The firm’s quarterly revenue was down 5.5% compared to the same quarter last year. As a group, sell-side analysts expect that Lowe’s Companies will post 12.23 EPS for the current year.

Lowe’s Companies Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 7th. Stockholders of record on Wednesday, July 24th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.24%. The ex-dividend date was Wednesday, July 24th. Lowe’s Companies’s payout ratio is 36.95%.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in LOW. Drive Wealth Management LLC raised its stake in Lowe’s Companies by 2.2% in the 2nd quarter. Drive Wealth Management LLC now owns 1,894 shares of the home improvement retailer’s stock valued at $418,000 after purchasing an additional 41 shares during the last quarter. Crown Wealth Group LLC grew its holdings in Lowe’s Companies by 4.4% in the 2nd quarter. Crown Wealth Group LLC now owns 1,051 shares of the home improvement retailer’s stock valued at $232,000 after buying an additional 44 shares in the last quarter. Pure Financial Advisors LLC grew its holdings in Lowe’s Companies by 2.5% in the 2nd quarter. Pure Financial Advisors LLC now owns 1,813 shares of the home improvement retailer’s stock valued at $400,000 after buying an additional 45 shares in the last quarter. BLB&B Advisors LLC grew its holdings in Lowe’s Companies by 2.2% in the 2nd quarter. BLB&B Advisors LLC now owns 2,062 shares of the home improvement retailer’s stock valued at $454,000 after buying an additional 45 shares in the last quarter. Finally, Pathway Financial Advisers LLC grew its holdings in Lowe’s Companies by 3.5% in the 2nd quarter. Pathway Financial Advisers LLC now owns 1,331 shares of the home improvement retailer’s stock valued at $292,000 after buying an additional 45 shares in the last quarter. 74.06% of the stock is owned by institutional investors and hedge funds.

Lowe’s Companies Company Profile

Lowe's Companies, Inc, together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical.