The Goldman Sachs Group Boosts Lowe’s Companies (NYSE:LOW) Price Target to $300.00

Posted by Caroline Horne on Feb 26th, 2026

Lowe's Companies logo Lowe’s Companies (NYSE:LOW – Get Free Report) had its price objective lifted by The Goldman Sachs Group from $283.00 to $300.00 in a report released on Thursday,MarketScreener reports. The firm presently has a “buy” rating on the home improvement retailer’s stock. The Goldman Sachs Group’s target price indicates a potential upside of 13.96% from the company’s current price.

A number of other equities research analysts have also recently commented on LOW. Rothschild & Co Redburn increased their target price on Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a report on Thursday. Barclays upgraded shares of Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 price target on the stock in a report on Wednesday, January 7th. Bank of America dropped their price target on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Telsey Advisory Group lifted their price objective on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Wolfe Research dropped 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 research report on Wednesday, February 4th. Twenty-one investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $290.32.

Check Out Our Latest Report on Lowe’s Companies

Lowe’s Companies Price Performance

Shares of NYSE LOW traded up $0.23 during trading on Thursday, hitting $263.25. 222,033 shares of the company were exchanged, compared to its average volume of 2,861,188. Lowe’s Companies has a 1 year low of $206.38 and a 1 year high of $293.06. The firm’s fifty day moving average price is $266.08 and its 200 day moving average price is $254.23. The company has a market cap of $147.67 billion, a price-to-earnings ratio of 21.85, a PEG ratio of 4.34 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW – Get Free Report) last released 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 firm had revenue of $20.58 billion for 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%. The firm’s revenue was up 10.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, research analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insider Activity

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer owned 231,043 shares in the company, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.27% of the company’s stock.

Institutional Investors Weigh In On Lowe’s Companies

Hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in shares of Lowe’s Companies by 1.7% during the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock worth $13,560,617,000 after buying an additional 924,625 shares in the last quarter. State Street Corp lifted its holdings in Lowe’s Companies by 0.5% in the third quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock worth $6,291,867,000 after acquiring an additional 124,501 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Lowe’s Companies by 7.1% during the fourth quarter. Geode Capital Management LLC now owns 13,326,581 shares of the home improvement retailer’s stock valued at $3,201,329,000 after purchasing an additional 887,579 shares during the last quarter. Norges Bank bought a new stake in Lowe’s Companies in the fourth quarter valued at $1,993,697,000. Finally, Northern Trust Corp boosted its stake in Lowe’s Companies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock valued at $1,716,467,000 after purchasing an additional 103,827 shares during the period. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Lowe’s Companies News Roundup

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

Positive Sentiment: Beat on Q4 results — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58bn, topping estimates and showing comps growth driven by pro and holiday demand. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results
Positive Sentiment: Pro, online and home‑services momentum plus new partnerships (including Affirm) should help diversify and stabilize revenue as DIY wanes. Is Affirm (AFRM) Using Lowe’s Partnership To Deepen Moat Or Merely Chase Volume?
Positive Sentiment: Analyst support: Telsey Advisory raised its price target to $295 and keeps an outperform view, signaling some buy‑side conviction after the print. Benzinga: Telsey raises price target
Neutral Sentiment: Management highlights AI tools (CEO says an AI assistant is easing operational headaches) — productivity upside but early stage for scale impact. Lowe’s CEO says its AI assistant is fixing some major headaches
Negative Sentiment: Cautious FY2026 guidance — management warned homeowners are deferring big remodels, and issued conservative sales/profit outlook that disappointed investors and pressured the stock. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
Negative Sentiment: Restructuring and layoffs — Lowe’s announced ~600 corporate/support role cuts and is reshaping organization; cost saves but creates short‑term disruption and investor concern. Lowe’s CEO publicly addresses 600 layoffs for first time, then turns to AI, profits
Negative Sentiment: Broader market reaction — housing‑related stocks slipped after downbeat comments from Lowe’s and Home Depot, amplifying selling pressure despite the beating results. US housing-related stocks drop after downbeat comments from Lowe’s, Home Depot

Lowe’s Companies Company Profile

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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.