Lowe’s Companies’ (LOW) “Outperform” Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group reissued their outperform rating on shares of Lowe’s Companies (NYSE:LOW) in a research report report published on Wednesday morning,Benzinga reports. The firm currently has a $285.00 target price on the home improvement retailer’s stock.

A number of other equities analysts also recently weighed in on LOW. Truist Financial set a $295.00 price target on shares of Lowe’s Companies in a research note on Friday, January 16th. Gordon Haskett increased their target price on Lowe’s Companies from $310.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. HSBC reduced their target price on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a report on Friday, November 21st. The Goldman Sachs Group upped their price target on Lowe’s Companies from $280.00 to $283.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, Mizuho reduced their price objective on Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. Twenty 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. According to MarketBeat, Lowe’s Companies has an average rating of “Moderate Buy” and an average price target of $289.41.

Lowe’s Companies Trading Up 0.8%

Shares of NYSE:LOW opened at $280.31 on Wednesday. The firm has a market cap of $157.24 billion, a price-to-earnings ratio of 23.24, a PEG ratio of 4.34 and a beta of 0.97. The stock’s 50-day moving average price is $264.63 and its two-hundred day moving average price is $253.44. Lowe’s Companies has a 12-month low of $206.38 and a 12-month high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, November 26th. 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 net margin of 8.05% and a negative return on equity of 55.86%. The business had revenue of $20.81 billion for the quarter, compared to analyst estimates of $20.88 billion. During the same period in the prior year, the firm posted $2.89 EPS. The company’s revenue was up 3.2% on a year-over-year basis. As a group, research analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Insider Buying and Selling at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of the 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 completion of the sale, the chief executive officer owned 231,043 shares in the company, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.27% of the stock is owned by insiders.

Institutional Trading of Lowe’s Companies

Several large investors have recently bought and sold shares of LOW. Norges Bank acquired a new stake in Lowe’s Companies during the 4th quarter valued at $1,993,697,000. Wellington Management Group LLP boosted its position in Lowe’s Companies by 102.0% in the 3rd quarter. Wellington Management Group LLP now owns 4,204,311 shares of the home improvement retailer’s stock valued at $1,056,585,000 after buying an additional 2,122,622 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of Lowe’s Companies by 45.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock valued at $1,580,941,000 after acquiring an additional 2,039,343 shares in the last quarter. J. Stern & Co. LLP grew its stake in shares of Lowe’s Companies by 7,814.9% during the fourth quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock valued at $359,417,000 after acquiring an additional 1,471,539 shares in the last quarter. Finally, Victory Capital Management Inc. increased its position in shares of Lowe’s Companies by 207.2% during the third quarter. Victory Capital Management Inc. now owns 2,058,086 shares of the home improvement retailer’s stock worth $517,218,000 after acquiring an additional 1,388,133 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Lowe’s announced a partnership with Affirm to offer buy‑now‑pay‑later options (including 0% APR plans) on its website and app — this can raise average order value, improve conversion on larger projects and expose Lowe’s to Affirm’s shopper base. How Lowe’s New Affirm Buy‑Now‑Pay‑Later Partnership Will Impact Lowe’s Companies (LOW) Investors
• Positive Sentiment: An analyst/price-target update lifted Lowe’s target to $320, signaling continued analyst conviction and providing upside psychology for investors. Lowe’s Companies (NYSE:LOW) Price Target Raised to $320.00
• Neutral Sentiment: Lowe’s scheduled its Q4 & fiscal 2025 earnings call for Feb. 25 (webcast + supplemental materials) — a near-term catalyst where guidance and same-store sales detail will matter most. Lowe’s Companies, Inc. to Host Fourth Quarter & Fiscal 2025 Earnings Conference Call on Feb. 25
• Neutral Sentiment: Wall Street previews and estimate summaries are circulating ahead of the report — useful for gauging where beats/misses could occur, but they don’t indicate a clear consensus beat probability. Ahead of Lowe’s (LOW) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Consumer-facing content (e.g., Lowe’s flooring services review and a community “bucket list” renovation program) supports brand engagement but is unlikely to move the stock materially on its own. Lowe’s flooring review: How it works, what it costs and whether you need a professional Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
• Negative Sentiment: Lowe’s is cutting roughly 600 corporate/support roles — a sign management is trimming costs, but the layoffs also highlight demand/efficiency pressures that can weigh on sentiment. Lowe’s begins layoffs in North Carolina, plans 600 job cuts
• Negative Sentiment: Pre‑earnings analysis suggests Lowe’s may lack the setup for an easy earnings beat — expectations are mixed and competition (notably Home Depot) and softer consumer spending on big-ticket projects are recurring themes. These factors increase the risk of a negative reaction if results or guidance disappoint. Lowe’s (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Home Depot vs. Lowe’s: Which Home Improvement Stock Has More Upside?

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.