Zacks Research Issues Pessimistic Estimate for LOW Earnings

Lowe’s Companies, Inc. (NYSE:LOW) – Investment analysts at Zacks Research reduced their Q1 2027 EPS estimates for shares of Lowe’s Companies in a research report issued to clients and investors on Wednesday, March 11th. Zacks Research analyst Team now anticipates that the home improvement retailer will post earnings of $2.96 per share for the quarter, down from their prior forecast of $3.15. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.90 per share. Zacks Research also issued estimates for Lowe’s Companies’ Q2 2027 earnings at $4.45 EPS, Q3 2027 earnings at $3.11 EPS, Q4 2027 earnings at $2.10 EPS, FY2027 earnings at $12.62 EPS, Q1 2028 earnings at $3.22 EPS, Q2 2028 earnings at $4.78 EPS, Q3 2028 earnings at $3.43 EPS, Q4 2028 earnings at $2.44 EPS, FY2028 earnings at $13.87 EPS and FY2029 earnings at $14.78 EPS.

Several other research analysts have also issued reports on LOW. Royal Bank Of Canada upped their target price on Lowe’s Companies from $252.00 to $257.00 and gave the company a “sector perform” rating in a research report on Monday, February 23rd. Mizuho boosted their price target on Lowe’s Companies from $272.00 to $294.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. The Goldman Sachs Group upped their target price on Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. KGI Securities initiated coverage on shares of Lowe’s Companies in a research note on Tuesday. They set a “neutral” rating and a $255.00 price objective for the company. Finally, Rothschild & Co Redburn boosted their price target on Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Twenty-one analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $289.76.

Lowe’s Companies Trading Down 1.7%

Shares of LOW stock opened at $246.96 on Thursday. Lowe’s Companies has a 12-month low of $206.38 and a 12-month high of $293.06. The business’s fifty day simple moving average is $268.61 and its 200-day simple moving average is $254.42. The company has a market cap of $138.53 billion, a PE ratio of 20.84, a PEG ratio of 5.45 and a beta of 0.98.

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, beating analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The company had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter in the prior year, the company posted $1.93 earnings per share. Lowe’s Companies’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.

Institutional Trading of Lowe’s Companies

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Swiss RE Ltd. purchased a new position in Lowe’s Companies in the 4th quarter valued at about $25,000. Howard Hughes Medical Institute purchased a new stake in Lowe’s Companies during the 2nd quarter worth approximately $27,000. Wilkerson Advisory Group LLC acquired a new position in shares of Lowe’s Companies during the fourth quarter valued at approximately $27,000. Activest Wealth Management lifted its position in shares of Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 51 shares in the last quarter. Finally, OLD Second National Bank of Aurora lifted its position in shares of Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 42 shares in the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insider Activity

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 completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.27% of the stock is owned by company insiders.

Lowe’s Companies News Summary

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

• Positive Sentiment: Zacks raised its Q4 2028 EPS estimate to $2.44 from $2.22, signalling improved expectations for one future quarter. This is a small constructive datapoint for longer‑range earnings potential. Zacks raises Q4 2028 estimate
• Positive Sentiment: Zacks also nudged up its Q4 2027 estimate to $2.10 from $2.05 — another modest upside to late‑year quarterly expectations. Zacks raises Q4 2027 estimate
• Positive Sentiment: Lowe’s joined the Bazaarvoice Visual Syndication Network, which can boost on‑site visual content and potentially improve online conversion/marketing effectiveness — a tactical e‑commerce win. Lowe’s joins Bazaarvoice VSN
• Neutral Sentiment: KGI Securities initiated coverage on LOW with a Neutral rating and a $255 price target (roughly single‑digit upside to current levels). That typically keeps institutional demand steady but doesn’t add a clear catalyst. KGI initiates coverage
• Neutral Sentiment: Recent analyst commentary is re‑weighing Q4 strength vs. more cautious FY margin assumptions — a nuance piece that suggests the investment case is being fine‑tuned rather than overturned. Watch guidance and margin commentary in upcoming reports. Analysis: Q4 results and guidance
• Negative Sentiment: Across many notes Zacks trimmed near‑term estimates: Q1 2027 cut to $2.96 (from $3.15), Q2 2027 to $4.45 (from $4.63), Q3 2027 to $3.11 (from $3.27) and several Q1–Q3 2028 quarters reduced as well. Zacks cut FY2027 to $12.62 (from $13.10) and lowered FY2028 to $13.87 (from $14.08). These downward revisions to near‑term EPS and full‑year outlooks are the main reason sellers are pressuring the stock. Zacks cuts near‑term and FY estimates

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.