Lowe’s Companies (NYSE:LOW) Earns “Neutral” Rating from DA Davidson

Lowe’s Companies (NYSE:LOW)‘s stock had its “neutral” rating reaffirmed by equities researchers at DA Davidson in a research report issued on Thursday, MarketBeat Ratings reports. They currently have a $275.00 price target on the home improvement retailer’s stock. DA Davidson’s target price would suggest a potential upside of 4.84% from the company’s previous close.

Other analysts also recently issued reports about the company. Morgan Stanley boosted their price target on Lowe’s Companies from $270.00 to $296.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. JPMorgan Chase & Co. boosted their price target on Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Gordon Haskett lowered their price target on shares of Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday. Stifel Nicolaus lifted their price target on Lowe’s Companies from $230.00 to $250.00 and gave the company a “hold” rating in a research note on Monday, December 1st. Finally, TD Cowen upped their price objective on Lowe’s Companies from $250.00 to $295.00 and gave the company a “hold” rating in a research note on Tuesday, January 20th. Twenty-one research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $291.79.

Lowe’s Companies Trading Down 0.3%

Shares of Lowe’s Companies stock traded down $0.71 during trading on Thursday, hitting $262.31. 914,167 shares of the stock were exchanged, compared to its average volume of 2,880,817. The company has a fifty day moving average price of $266.08 and a 200-day moving average price of $254.23. The stock has a market capitalization of $147.14 billion, a price-to-earnings ratio of 21.76, a price-to-earnings-growth ratio of 4.34 and a beta of 0.97. Lowe’s Companies has a 1-year low of $206.38 and a 1-year high of $293.06.

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, topping the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.The company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same period in the previous year, the company 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. Equities research analysts forecast that Lowe’s Companies will post 11.9 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction 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 transaction, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Swiss RE Ltd. acquired a new stake in shares of Lowe’s Companies during the 4th quarter worth approximately $25,000. Howard Hughes Medical Institute acquired a new stake in Lowe’s Companies in the second quarter worth $27,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies in the fourth quarter worth $27,000. Activest Wealth Management increased its position in 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 in the last quarter. Finally, OLD Second National Bank of Aurora raised its position in shares of Lowe’s Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 42 shares during the period. 74.06% of the stock is owned by institutional investors and hedge funds.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Multiple major brokers lifted price targets (Goldman Sachs and Guggenheim to $300, implying ~14% upside), signaling continued analyst confidence despite near‑term headwinds. Goldman/Guggenheim PT raises
• Positive Sentiment: Additional firms (Wells Fargo, Rothschild/Redburn, Telsey) raised targets or reiterated buy/outperform views (PTs moved into the high $280s–$295 range), supporting a constructive medium‑term thesis for Lowe’s. Analyst target coverage
• Neutral Sentiment: Q4 fundamentals beat: adjusted EPS $1.98 vs. ~$1.94 consensus and revenue $20.58B vs. ~$20.34B; comps +1.3% with Pro, online and Home Services strength — evidence Lowe’s operations are resilient. Q4 beat coverage
• Neutral Sentiment: Corporate reset and digital initiatives: Lowe’s announced ~600 corporate job cuts, expanded AI tools and a partnership with Affirm for financing — moves that could improve long‑term margins and B2B/Pro growth, but may take time to show up in results. Restructuring & partnerships
• Negative Sentiment: Cautious FY26 commentary: management flagged a soft housing/remodel backdrop and issued conservative forward comments (EPS guide 12.25–12.75; sales outlook mix seen as uncertain), which prompted the market to focus on near‑term demand risk and pressured the stock. Guidance & housing risk
• Negative Sentiment: Market reaction and sentiment pieces: media and analysts flagged weak guidance and recommended trimming positions (examples include sell calls and critical commentaries), amplifying selling pressure. Sell recommendation
• Negative Sentiment: Unusual options activity: heavy put buying was reported after the print, indicating some traders are hedging or betting on further downside in the near term. Options and market flow

Lowe’s Companies Company Profile

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.