Lowe’s Companies, Inc. (NYSE:LOW) Receives $289.41 Consensus Target Price from Brokerages

Lowe’s Companies, Inc. (NYSE:LOW) has received a consensus recommendation of “Moderate Buy” from the twenty-nine research firms that are covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell rating, eight have assigned a hold rating and twenty have assigned a buy rating to the company. The average 1 year price target among analysts that have covered the stock in the last year is $290.3333.

A number of brokerages have issued reports on LOW. JPMorgan Chase & Co. lifted their price objective on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Argus cut their price target on shares of Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating for the company in a report on Tuesday, December 2nd. Evercore upped their price objective on shares of Lowe’s Companies from $250.00 to $280.00 in a research note on Tuesday, January 27th. Stifel Nicolaus raised their price objective on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a report on Monday, December 1st. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Lowe’s Companies in a report on Monday, December 29th.

Lowe’s Companies Stock Down 5.5%

NYSE:LOW opened at $263.41 on Monday. The firm has a market capitalization of $147.76 billion, a PE ratio of 21.84, a price-to-earnings-growth ratio of 4.34 and a beta of 0.97. Lowe’s Companies has a 12-month low of $206.38 and a 12-month high of $293.06. The firm has a 50-day moving average price of $266.08 and a 200 day moving average price of $254.23.

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

Insider Buying and Selling

In other news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the sale, the chief executive officer 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.27% of the company’s stock.

Institutional Investors Weigh In On Lowe’s Companies

A number of hedge funds have recently added to or reduced their stakes in LOW. Swiss RE Ltd. acquired a new position in shares of Lowe’s Companies during the fourth quarter worth approximately $25,000. Howard Hughes Medical Institute acquired a new position in Lowe’s Companies during the 2nd quarter worth $27,000. Wilkerson Advisory Group LLC acquired a new position in Lowe’s Companies during the 4th quarter worth $27,000. Solstein Capital LLC boosted its position in Lowe’s Companies by 627.8% in the 2nd quarter. Solstein Capital LLC now owns 131 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 113 shares during the last quarter. Finally, Activest Wealth Management increased its stake in shares of Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 51 shares during the period. Institutional investors own 74.06% 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 beat on core metrics — Adjusted EPS of $1.98 topped Street estimates and revenue rose to $20.58B (+10.9% y/y), with comparable-store sales up ~1.3%, driven by strength in Pro customers and weather-related demand. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results
• Positive Sentiment: Pro, digital and B2B momentum — Management highlighted growth in Pro, online and Home Services and is deploying digital tools to grow B2B sales, which should stabilize revenue if DIY demand weakens. Lowe’s Deploys Digital Tools to Power Growing B2B Sales
• Neutral Sentiment: FY26 guidance is mixed — Lowe’s issued EPS guidance (~$12.25–$12.75) roughly in line with consensus but warned of continued uncertainty in the home-improvement category; revenue guidance figures released by the company have been interpreted variably by analysts. (See company release for full ranges.) Press Release & Guidance
• Negative Sentiment: Management warned homeowners are deferring big-ticket remodels — executives flagged a pressured housing market and that customers are delaying costly renovations, prompting a cautious FY26 outlook; that forward-looking caution is the main driver of the stock pullback. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Near-term profit pressure and restructuring noise — Q4 included one-time charges that reduced reported EPS vs. adjusted EPS, Lowe’s announced ~600 corporate job cuts and a corporate reorg to shift resources to stores/AI, and short-term margin dilution is expected from recent Pro-related acquisitions; elevated put option activity indicates heightened bearish positioning. Lowe’s Resets Corporate Structure And Payments As Valuation Risks Mount CEO Addresses Layoffs & AI

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.