LOW FY2026 EPS Forecast Lowered by Telsey Advisory Group

Lowe’s Companies, Inc. (NYSE:LOW) – Equities research analysts at Telsey Advisory Group lowered their FY2026 earnings estimates for shares of Lowe’s Companies in a report issued on Wednesday, November 19th. Telsey Advisory Group analyst J. Feldman now anticipates that the home improvement retailer will post earnings per share of $12.25 for the year, down from their prior estimate of $12.45. Telsey Advisory Group currently has a “Outperform” rating and a $285.00 price target on the stock. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.90 per share. Telsey Advisory Group also issued estimates for Lowe’s Companies’ Q4 2026 earnings at $1.91 EPS, Q1 2027 earnings at $3.14 EPS, Q2 2027 earnings at $4.61 EPS, Q3 2027 earnings at $3.26 EPS, Q4 2027 earnings at $2.09 EPS and FY2027 earnings at $13.10 EPS.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, November 19th. The home improvement retailer reported $3.06 EPS for the quarter, topping analysts’ consensus estimates of $2.97 by $0.09. Lowe’s Companies had a negative return on equity of 52.02% and a net margin of 8.20%.The company had revenue of $20.81 billion for the quarter, compared to analysts’ expectations of $20.88 billion. During the same period in the prior year, the firm earned $2.89 earnings per share. The firm’s revenue was up 3.2% compared to the same quarter last year. Lowe’s Companies has set its FY 2025 guidance at 12.250-12.250 EPS.

Several other research firms also recently weighed in on LOW. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Lowe’s Companies in a research report on Wednesday, October 8th. Evercore ISI reissued a “positive” rating on shares of Lowe’s Companies in a research note on Thursday. Wall Street Zen raised shares of Lowe’s Companies from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. KeyCorp increased their target price on shares of Lowe’s Companies from $266.00 to $300.00 and gave the stock an “overweight” rating in a report on Thursday, August 21st. Finally, Wells Fargo & Company decreased their price target on shares of Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating for the company in a research report on Tuesday, November 11th. Sixteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $276.41.

Lowe’s Companies Trading Down 0.1%

LOW stock opened at $228.16 on Friday. The business’s fifty day moving average price is $244.06 and its 200 day moving average price is $237.33. Lowe’s Companies has a 12-month low of $206.38 and a 12-month high of $280.64. The company has a market capitalization of $127.96 billion, a PE ratio of 18.75, a P/E/G ratio of 2.21 and a beta of 0.87.

Lowe’s Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 4th. Shareholders of record on Wednesday, January 21st will be paid a $1.20 dividend. The ex-dividend date is Wednesday, January 21st. This represents a $4.80 dividend on an annualized basis and a yield of 2.1%. Lowe’s Companies’s dividend payout ratio (DPR) is currently 39.80%.

Insiders Place Their Bets

In other news, EVP Brandon J. Sink sold 8,192 shares of the company’s stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $268.58, for a total transaction of $2,200,207.36. Following the completion of the transaction, the executive vice president directly owned 21,603 shares of the company’s stock, valued at approximately $5,802,133.74. This represents a 27.49% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Juliette Williams Pryor sold 929 shares of the stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $257.20, for a total value of $238,938.80. Following the completion of the transaction, the executive vice president owned 30,099 shares in the company, valued at approximately $7,741,462.80. The trade was a 2.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 52,931 shares of company stock valued at $14,381,752 in the last ninety days. Insiders own 0.27% of the company’s stock.

Institutional Trading of Lowe’s Companies

Several institutional investors have recently modified their holdings of the stock. SeaBridge Investment Advisors LLC increased its position in Lowe’s Companies by 3.7% in the 2nd quarter. SeaBridge Investment Advisors LLC now owns 12,888 shares of the home improvement retailer’s stock valued at $2,859,000 after acquiring an additional 465 shares during the period. QRG Capital Management Inc. increased its holdings in shares of Lowe’s Companies by 2.6% in the second quarter. QRG Capital Management Inc. now owns 154,692 shares of the home improvement retailer’s stock valued at $34,322,000 after purchasing an additional 3,947 shares during the period. Advent Capital Management DE raised its stake in shares of Lowe’s Companies by 20.0% during the first quarter. Advent Capital Management DE now owns 18,000 shares of the home improvement retailer’s stock worth $4,198,000 after purchasing an additional 3,000 shares during the last quarter. Strathmore Capital Advisors Inc. acquired a new stake in shares of Lowe’s Companies during the second quarter worth $2,717,000. Finally, First Pacific Financial lifted its holdings in shares of Lowe’s Companies by 147.3% during the second quarter. First Pacific Financial now owns 2,752 shares of the home improvement retailer’s stock worth $611,000 after purchasing an additional 1,639 shares during the period. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Company Profile

Lowe’s Companies, Inc, together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical.