FY2026 EPS Forecast for Lowe’s Companies Reduced by Analyst

Lowe’s Companies, Inc. (NYSE:LOW) – Research analysts at Zacks Research lowered their FY2026 earnings per share estimates for shares of Lowe’s Companies in a research note issued to investors on Wednesday, December 3rd. Zacks Research analyst Team now anticipates that the home improvement retailer will post earnings per share of $12.25 for the year, down from their previous estimate of $12.30. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.90 per share. Zacks Research also issued estimates for Lowe’s Companies’ Q4 2026 earnings at $1.94 EPS, Q1 2027 earnings at $3.15 EPS, Q2 2027 earnings at $4.63 EPS, Q4 2027 earnings at $2.05 EPS, FY2027 earnings at $13.10 EPS, Q2 2028 earnings at $4.96 EPS and FY2028 earnings at $14.08 EPS.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, November 19th. The home improvement retailer reported $3.06 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.09. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.The firm had revenue of $20.81 billion for the quarter, compared to analysts’ expectations of $20.88 billion. During the same quarter last year, the business earned $2.89 EPS. The company’s quarterly 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.

A number of other research analysts have also issued reports on the stock. JPMorgan Chase & Co. increased their target price on shares of Lowe’s Companies from $275.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Oppenheimer cut their price target on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a research note on Friday. Robert W. Baird lowered their price objective on Lowe’s Companies from $295.00 to $290.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. Wells Fargo & Company dropped their price objective on Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating for the company in a report on Tuesday, November 11th. Finally, Guggenheim reiterated a “buy” rating and set a $300.00 target price on shares of Lowe’s Companies in a research report on Thursday, August 21st. Sixteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $274.88.

Lowe’s Companies Stock Performance

NYSE:LOW opened at $245.06 on Monday. Lowe’s Companies has a 52 week low of $206.38 and a 52 week high of $280.64. The firm’s 50-day simple moving average is $238.92 and its 200 day simple moving average is $238.63. The firm has a market cap of $137.46 billion, a price-to-earnings ratio of 20.32, a P/E/G ratio of 4.12 and a beta of 0.96.

Lowe’s Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 4th. Stockholders 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 annualized dividend and a dividend yield of 2.0%. Lowe’s Companies’s dividend payout ratio (DPR) is presently 39.80%.

Insider Activity at Lowe’s Companies

In related news, EVP Joseph Michael Mcfarland sold 43,810 shares of the company’s stock in a transaction on Thursday, September 11th. The stock was sold at an average price of $272.60, for a total transaction of $11,942,606.00. Following the completion of the sale, the executive vice president directly owned 66,566 shares in the company, valued at $18,145,891.60. This represents a 39.69% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. SeaBridge Investment Advisors LLC boosted its stake in shares of 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 purchasing an additional 465 shares during the last quarter. QRG Capital Management Inc. boosted its position in Lowe’s Companies by 2.6% during 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 acquiring an additional 3,947 shares during the last quarter. Advent Capital Management DE boosted its position in 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 valued at $4,198,000 after acquiring an additional 3,000 shares during the last quarter. Strathmore Capital Advisors Inc. acquired a new stake in Lowe’s Companies during the 2nd quarter worth about $2,717,000. Finally, First Pacific Financial raised its position in shares of Lowe’s Companies by 147.3% in the 2nd quarter. First Pacific Financial now owns 2,752 shares of the home improvement retailer’s stock worth $611,000 after acquiring an additional 1,639 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

About Lowe’s Companies

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.