Lowe’s Companies (NYSE:LOW) Price Target Raised to $257.00

Lowe’s Companies (NYSE:LOW) had its price objective upped by Royal Bank Of Canada from $252.00 to $257.00 in a report released on Monday, MarketBeat Ratings reports. Royal Bank Of Canada currently has a sector perform rating on the home improvement retailer’s stock.

LOW has been the topic of a number of other research reports. Mizuho decreased their target price on shares of 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. Telsey Advisory Group restated an “outperform” rating and set a $285.00 price objective on shares of Lowe’s Companies in a research report on Wednesday, February 18th. Sanford C. Bernstein upped their target price on Lowe’s Companies from $284.00 to $313.00 and gave the stock an “outperform” rating in a report on Wednesday, February 18th. Morgan Stanley lifted their price target on Lowe’s Companies from $270.00 to $296.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Finally, TD Cowen boosted their price target on Lowe’s Companies from $250.00 to $295.00 and gave the stock a “hold” rating in a report on Tuesday, January 20th. Twenty analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $290.33.

Lowe’s Companies Trading Down 5.5%

Shares of NYSE LOW opened at $263.41 on Monday. The company has a market cap of $147.76 billion, a price-to-earnings ratio of 21.84, a PEG ratio of 4.34 and a beta of 0.97. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $293.06. The stock has a 50-day moving average price of $266.08 and a two-hundred day moving average price of $254.23.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.94 by $0.04. The company had revenue of $20.58 billion for the quarter, compared to analyst estimates 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 period in the previous year, the firm posted $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, sell-side analysts predict that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.27% of the stock is owned by insiders.

Institutional Investors Weigh In On Lowe’s Companies

A number of institutional investors have recently modified their holdings of LOW. Maj Invest Holding A S lifted its stake in shares of Lowe’s Companies by 15.7% in the third quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer’s stock valued at $201,801,000 after buying an additional 108,813 shares in the last quarter. Bridges Investment Management Inc. raised its holdings in shares of Lowe’s Companies by 13.4% in the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock worth $105,759,000 after acquiring an additional 49,858 shares during the last quarter. Facet Wealth Inc. acquired a new stake in shares of Lowe’s Companies in the 3rd quarter worth about $558,000. Prudential Financial Inc. lifted its position in Lowe’s Companies by 0.7% in the 2nd quarter. Prudential Financial Inc. now owns 826,356 shares of the home improvement retailer’s stock valued at $183,344,000 after acquiring an additional 5,820 shares in the last quarter. Finally, Jennison Associates LLC boosted its stake in Lowe’s Companies by 22.0% during the 2nd quarter. Jennison Associates LLC now owns 497,628 shares of the home improvement retailer’s stock valued at $110,409,000 after purchasing an additional 89,839 shares during the last quarter. 74.06% of the stock is owned by institutional investors.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Q4 beat on core metrics — Adjusted EPS of $1.98 topped Street estimates and revenue rose to $20.58B (+10.9% y/y), with comparable-store sales up ~1.3%, driven by strength in Pro customers and weather-related demand. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results
• Positive Sentiment: Pro, digital and B2B momentum — Management highlighted growth in Pro, online and Home Services and is deploying digital tools to grow B2B sales, which should stabilize revenue if DIY demand weakens. Lowe’s Deploys Digital Tools to Power Growing B2B Sales
• Neutral Sentiment: FY26 guidance is mixed — Lowe’s issued EPS guidance (~$12.25–$12.75) roughly in line with consensus but warned of continued uncertainty in the home-improvement category; revenue guidance figures released by the company have been interpreted variably by analysts. (See company release for full ranges.) Press Release & Guidance
• Negative Sentiment: Management warned homeowners are deferring big-ticket remodels — executives flagged a pressured housing market and that customers are delaying costly renovations, prompting a cautious FY26 outlook; that forward-looking caution is the main driver of the stock pullback. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Near-term profit pressure and restructuring noise — Q4 included one-time charges that reduced reported EPS vs. adjusted EPS, Lowe’s announced ~600 corporate job cuts and a corporate reorg to shift resources to stores/AI, and short-term margin dilution is expected from recent Pro-related acquisitions; elevated put option activity indicates heightened bearish positioning. Lowe’s Resets Corporate Structure And Payments As Valuation Risks Mount CEO Addresses Layoffs & AI

About Lowe’s Companies

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.