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

Lowe’s Companies (NYSE:LOW) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 12.250-12.250 for the period, compared to the consensus estimate of 12.880. The company issued revenue guidance of $92.0 billion-$92.0 billion, compared to the consensus revenue estimate of $93.3 billion.

Analyst Ratings Changes

A number of research analysts recently weighed in on LOW shares. Bank of America reduced their price objective on Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating for the company in a research report on Thursday, May 21st. DA Davidson reissued a “neutral” rating and issued a $245.00 target price on shares of Lowe’s Companies in a report on Wednesday. Craig Hallum raised shares of Lowe’s Companies to a “buy” rating in a report on Tuesday, May 12th. William Blair began coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They issued an “overweight” rating for the company. Finally, KeyCorp dropped their price objective on shares of Lowe’s Companies from $300.00 to $275.00 and set an “overweight” rating for the company in a research note on Thursday, May 21st. Twenty-three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $261.63.

Lowe’s Companies Trading Up 2.4%

Shares of NYSE:LOW opened at $220.74 on Thursday. The company’s 50 day moving average is $216.21 and its 200 day moving average is $233.46. Lowe’s Companies has a twelve month low of $199.40 and a twelve month high of $293.06. The company has a market cap of $123.77 billion, a PE ratio of 18.66, a price-to-earnings-growth ratio of 2.76 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, beating the consensus estimate of $4.22 by $0.18. The firm had revenue of $25.96 billion during the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The business’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the firm earned $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities research analysts predict that Lowe’s Companies will post 12.43 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd were issued a $1.25 dividend. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Wednesday, July 22nd. Lowe’s Companies’s payout ratio is currently 42.27%.

Insider Buying and Selling

In other Lowe’s Companies news, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total value of $2,097,477.30. Following the completion of the transaction, the executive vice president owned 16,142 shares in the company, valued at $3,628,883.02. The trade was a 36.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Janice Dupre sold 14,150 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the sale, the executive vice president owned 39,785 shares in the company, valued at $8,828,291.50. The trade was a 26.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 25,980 shares of company stock worth $5,796,937. Company insiders own 0.29% of the company’s stock.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s reported adjusted EPS of $4.40, above the $4.22 analyst consensus, while revenue increased 8.3% year over year to $25.96 billion. Gross-margin performance and disciplined execution also supported the bullish reaction. Lowe’s Second-Quarter Results
• Positive Sentiment: Management highlighted strength in professional customers, online sales and home services, while investors saw the company’s “Total Home” strategy and potential housing recovery as longer-term catalysts. Smaller home projects may also benefit from homeowners staying in place longer. Home Improvement Industry Recovery
• Neutral Sentiment: DA Davidson reaffirmed a Neutral rating but set a $245 price target, implying potential upside from recent levels. Other commentary described Lowe’s as a stock to watch while investors wait for clearer evidence of a housing and discretionary-spending recovery. DA Davidson Rating
• Negative Sentiment: Comparable sales rose only 0.2%, below the roughly 0.8% expected, and revenue missed estimates. Persistent pressure on discretionary DIY spending—especially larger renovation projects—remains the primary concern. Lowe’s Muted Outlook
• Negative Sentiment: Lowe’s lowered fiscal 2026 guidance to the bottom of its prior range: approximately $92 billion in revenue and $12.25 adjusted EPS, below consensus estimates of about $93.3 billion and $12.88, respectively. The earnings beat was helped partly by tariff refunds, raising concerns about its underlying durability. Lowe’s Earnings Beat and Lower Outlook
• Negative Sentiment: Analysts noted that Lowe’s is losing ground to Home Depot, whose stronger comparable-sales performance suggests a share and product-mix disadvantage rather than a broad industry recovery. Elevated mortgage rates continue to discourage expensive renovations. Lowe’s and Home Depot Comparison

Hedge Funds Weigh In On Lowe’s Companies

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Sumitomo Life Insurance Co. increased its holdings in shares of Lowe’s Companies by 0.6% in the 4th quarter. Sumitomo Life Insurance Co. now owns 6,140 shares of the home improvement retailer’s stock valued at $1,481,000 after purchasing an additional 39 shares in the last quarter. Ausdal Financial Partners Inc. increased its stake in Lowe’s Companies by 1.2% in the fourth quarter. Ausdal Financial Partners Inc. now owns 3,430 shares of the home improvement retailer’s stock valued at $827,000 after purchasing an additional 40 shares during the last quarter. Foresight Global Investors Inc. boosted its position in shares of Lowe’s Companies by 3.9% in the fourth quarter. Foresight Global Investors Inc. now owns 1,192 shares of the home improvement retailer’s stock worth $287,000 after acquiring an additional 45 shares during the last quarter. Invenio Wealth Partners LLC boosted its holdings in shares of Lowe’s Companies by 3.7% in the 3rd quarter. Invenio Wealth Partners LLC now owns 1,277 shares of the home improvement retailer’s stock valued at $321,000 after purchasing an additional 46 shares during the last quarter. Finally, Paces Ferry Wealth Advisors LLC grew its position in Lowe’s Companies by 3.2% during the third quarter. Paces Ferry Wealth Advisors LLC now owns 1,554 shares of the home improvement retailer’s stock valued at $390,000 after acquiring an additional 48 shares during the period. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

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.