Lowe’s Companies (NYSE:LOW) Releases FY 2026 Earnings Guidance

Lowe’s Companies (NYSE:LOW) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 12.250-12.75 for the period, compared to the consensus EPS estimate of 12.260. The company issued revenue guidance of $92.0 billion-$94.0 billion, compared to the consensus revenue estimate of $86.1 billion.

Lowe’s Companies Stock Down 4.4%

LOW traded down $12.33 on Wednesday, hitting $266.26. The company’s stock had a trading volume of 1,649,357 shares, compared to its average volume of 2,825,045. The firm has a market cap of $149.36 billion, a P/E ratio of 21.99, a price-to-earnings-growth ratio of 4.28 and a beta of 0.97. The company’s 50 day simple moving average is $265.77 and its 200-day simple moving average is $254.17. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping the consensus estimate of $1.94 by $0.04. The firm had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The company’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same period last year, the company posted $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Equities analysts predict that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have commented on LOW. Robert W. Baird upped their target price on shares of Lowe’s Companies from $290.00 to $320.00 and gave the company an “outperform” rating in a report on Tuesday, February 17th. TD Cowen upped their price objective on Lowe’s Companies from $250.00 to $295.00 and gave the stock a “hold” rating in a research note on Tuesday, January 20th. Jefferies Financial Group raised their target price on Lowe’s Companies from $280.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, December 19th. JPMorgan Chase & Co. boosted their price target on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Finally, HSBC decreased their price objective on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a research note on Friday, November 21st. Twenty analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $289.59.

Insider Buying and Selling

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares in the company, valued at approximately $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.27% of the company’s stock.

Trending Headlines about Lowe’s Companies

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Q4 adjusted EPS and sales beat consensus (Adj. EPS $1.98 vs $1.95; revenue $20.58B vs $20.34B) and comparable‑sales growth. These results support the company’s operating momentum, especially in its Pro builder business. Press Release
• Positive Sentiment: Management provided FY‑2026 revenue guidance of about $92B–$94B (well above some street estimates), which, if realized, would signal stronger top‑line recovery and help justify valuation. PR Newswire
• Neutral Sentiment: FY‑2026 EPS guidance of $12.25–$12.75 is essentially in line with street expectations, leaving upside dependent on execution rather than guidance surprises. Press Release
• Neutral Sentiment: Lowe’s announced a corporate restructuring (about 600 roles cut) and strategic shifts toward stores, Pro customers and digital/AI tools; these moves may boost long‑term margins but create short‑term costs. Yahoo Finance
• Negative Sentiment: Management warned of “ongoing uncertainty” in the home‑improvement category and said some customers are deferring big‑ticket remodels — commentary that dampened investor confidence. MarketWatch
• Negative Sentiment: GAAP profit was lower (diluted EPS $1.78) due to one‑time charges; the company shows a deeply negative ROE figure reflecting those items and buyback/leverage effects, which raises near‑term financial metric concerns. PR Newswire
• Negative Sentiment: Some outlets and early market reaction flagged the outlook as cautious vs. prior expectations, and premarket trading showed downside pressure amid the mixed print. Reuters

Institutional Trading of Lowe’s Companies

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Price T Rowe Associates Inc. MD boosted its holdings in Lowe’s Companies by 45.2% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock valued at $1,580,941,000 after purchasing an additional 2,039,343 shares during the period. Viking Global Investors LP purchased a new stake in Lowe’s Companies during the 4th quarter worth about $219,948,000. Worldquant Millennium Advisors LLC raised its position in Lowe’s Companies by 243.2% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 1,116,945 shares of the home improvement retailer’s stock valued at $247,817,000 after purchasing an additional 791,526 shares in the last quarter. Amundi boosted its stake in shares of Lowe’s Companies by 32.4% in the 4th quarter. Amundi now owns 1,876,570 shares of the home improvement retailer’s stock valued at $452,554,000 after buying an additional 459,650 shares during the period. Finally, AQR Capital Management LLC boosted its stake in shares of Lowe’s Companies by 191.8% in the 3rd quarter. AQR Capital Management LLC now owns 656,222 shares of the home improvement retailer’s stock valued at $164,915,000 after buying an additional 431,304 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

About Lowe’s Companies

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.