Lowe’s Companies (NYSE:LOW) Given New $294.00 Price Target at Mizuho

Lowe’s Companies (NYSE:LOW) had its price objective increased by Mizuho from $272.00 to $294.00 in a research report report published on Friday,Benzinga reports. The brokerage currently has an outperform rating on the home improvement retailer’s stock.

Several other research firms also recently commented on LOW. Bank of America decreased their price objective on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Oppenheimer reduced their price target on shares of Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a research report on Friday, December 5th. DA Davidson restated a “neutral” rating and set a $275.00 price target on shares of Lowe’s Companies in a research note on Thursday. Gordon Haskett dropped their price objective on shares of Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Stifel Nicolaus raised their price target on shares of Lowe’s Companies from $230.00 to $250.00 and gave the company a “hold” rating in a research report on Monday, December 1st. Twenty-one analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average target price of $291.64.

Lowe’s Companies Stock Up 0.0%

LOW traded up $0.12 during midday trading on Friday, hitting $264.51. The company had a trading volume of 3,251,677 shares, compared to its average volume of 2,784,435. The stock’s 50 day moving average price is $266.89 and its 200 day moving average price is $254.48. Lowe’s Companies has a 52 week low of $206.38 and a 52 week high of $293.06. The company has a market capitalization of $148.38 billion, a price-to-earnings ratio of 22.32, a PEG ratio of 4.27 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same period last year, the business posted $1.93 EPS. The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Research analysts predict that Lowe’s Companies will post 11.9 EPS for the current year.

Insider Activity

In related news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $261.17, for a total value of $4,701,060.00. Following the sale, the chief executive officer owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.27% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Anchor Investment Management LLC raised its stake in shares of Lowe’s Companies by 2.8% during the 4th quarter. Anchor Investment Management LLC now owns 47,717 shares of the home improvement retailer’s stock valued at $11,508,000 after purchasing an additional 1,318 shares during the period. Tempo Wealth LLC purchased a new position in Lowe’s Companies during the 4th quarter valued at about $2,885,000. Mariner Investment Group LLC purchased a new position in Lowe’s Companies during the 4th quarter valued at about $24,357,000. MidFirst Bank bought a new stake in shares of Lowe’s Companies during the fourth quarter valued at about $689,000. Finally, DGS Capital Management LLC lifted its holdings in shares of Lowe’s Companies by 12.1% in the fourth quarter. DGS Capital Management LLC now owns 1,175 shares of the home improvement retailer’s stock worth $283,000 after buying an additional 127 shares in the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Key Lowe’s Companies News

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.