Lowe’s Companies (NYSE:LOW) Price Target Raised to $295.00 at Telsey Advisory Group

Lowe’s Companies (NYSE:LOW) had its price target lifted by equities researchers at Telsey Advisory Group from $285.00 to $295.00 in a report issued on Thursday. The brokerage presently has an “outperform” rating on the home improvement retailer’s stock. Telsey Advisory Group’s target price would indicate a potential upside of 11.99% from the company’s previous close.

LOW has been the subject of a number of other reports. Evercore upped their price objective on Lowe’s Companies from $250.00 to $280.00 in a research note on Tuesday, January 27th. Wolfe Research reduced their target price on shares of Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Bank of America lowered their price target on shares of Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. Stifel Nicolaus boosted their price objective on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a research note on Monday, December 1st. Finally, Gordon Haskett lifted their price target on shares of Lowe’s Companies from $310.00 to $325.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Twenty investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $290.70.

Lowe’s Companies Stock Performance

Shares of LOW opened at $263.41 on Thursday. The company has a 50 day moving average price of $266.08 and a 200-day moving average price of $254.23. Lowe’s Companies has a fifty-two week low of $206.38 and a fifty-two week high of $293.06. The stock has a market capitalization of $147.76 billion, a PE ratio of 21.84, a PEG ratio of 4.34 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. The company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. Lowe’s Companies’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.93 earnings per share. 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 year.

Insider Activity at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was 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 in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is owned by company insiders.

Institutional Trading of Lowe’s Companies

Several institutional investors and hedge funds have recently bought and sold shares of LOW. Maj Invest Holding A S raised its holdings in Lowe’s Companies by 15.7% in the 3rd quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer’s stock worth $201,801,000 after purchasing an additional 108,813 shares during the period. Bridges Investment Management Inc. raised its stake in shares of Lowe’s Companies by 13.4% during the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock worth $105,759,000 after buying an additional 49,858 shares during the period. Facet Wealth Inc. purchased a new position in shares of Lowe’s Companies during the 3rd quarter valued at approximately $558,000. Prudential Financial Inc. grew its stake in Lowe’s Companies by 0.7% in the 2nd quarter. Prudential Financial Inc. now owns 826,356 shares of the home improvement retailer’s stock valued at $183,344,000 after acquiring an additional 5,820 shares during the period. Finally, Jennison Associates LLC grew its stake in Lowe’s Companies by 22.0% in the 2nd quarter. Jennison Associates LLC now owns 497,628 shares of the home improvement retailer’s stock valued at $110,409,000 after acquiring an additional 89,839 shares during the period. 74.06% of the stock is currently 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: 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

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.