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

Lowe’s Companies (NYSE:LOW)‘s stock had its “neutral” rating reiterated by analysts at DA Davidson in a report issued on Thursday, MarketBeat.com reports. They presently have a $275.00 price objective on the home improvement retailer’s stock. DA Davidson’s price objective points to a potential upside of 4.84% from the company’s previous close.

A number of other equities research analysts have also recently commented on LOW. Stifel Nicolaus lifted their price target on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a report on Monday, December 1st. TD Cowen raised their price objective on shares of Lowe’s Companies from $250.00 to $295.00 and gave the stock a “hold” rating in a report on Tuesday, January 20th. The Goldman Sachs Group lifted their price target on Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday. Guggenheim increased their price target on shares of Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday. Finally, UBS Group cut their price objective on shares of Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Twenty-one research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $291.79.

Lowe’s Companies Trading Down 0.3%

Shares of LOW traded down $0.71 on Thursday, reaching $262.31. 914,167 shares of the company’s stock traded hands, compared to its average volume of 2,880,817. The stock’s 50 day simple moving average is $266.08 and its two-hundred day simple moving average is $254.23. The stock has a market cap of $147.14 billion, a PE ratio of 21.76, a PEG ratio of 4.34 and a beta of 0.97. Lowe’s Companies has a 52-week low of $206.38 and a 52-week high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. The firm had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.The business’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insider Buying and Selling at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Brighton Jones LLC increased its stake in Lowe’s Companies by 119.7% in the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after purchasing an additional 17,413 shares during the period. Revolve Wealth Partners LLC raised its holdings in Lowe’s Companies by 31.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after purchasing an additional 259 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Lowe’s Companies by 22.3% during the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after purchasing an additional 280 shares in the last quarter. United Bank raised its position in shares of Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after purchasing an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Lowe’s Companies by 13.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after buying an additional 275 shares in the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Lowe’s Companies

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.