Lowe’s Companies (NYSE:LOW) Price Target Lowered to $303.00 at Sanford C. Bernstein

Lowe’s Companies (NYSE:LOW) had its price target cut by Sanford C. Bernstein from $313.00 to $303.00 in a research note released on Thursday,Benzinga reports. They currently have an outperform rating on the home improvement retailer’s stock.

Other equities research analysts have also recently issued reports about the company. Rothschild & Co Redburn boosted their price objective on Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday. Jefferies Financial Group reiterated a “buy” rating and issued a $305.00 target price on shares of Lowe’s Companies in a research note on Wednesday. HSBC dropped their price target on shares of Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a research note on Friday, November 21st. Telsey Advisory Group raised their price objective on shares of Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, The Goldman Sachs Group boosted their target price on shares of Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a report on Thursday. Twenty-one investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $290.86.

Lowe’s Companies Stock Performance

Shares of LOW stock opened at $264.69 on Thursday. The firm has a market cap of $148.48 billion, a price-to-earnings ratio of 22.34, a P/E/G ratio of 4.24 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. The firm’s 50-day simple moving average is $266.42 and its two-hundred day simple moving average is $254.31.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The firm had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same period in the prior year, the firm earned $1.93 EPS. The company’s revenue was up 10.9% compared to the same quarter last year. 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 Activity at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $261.17, for a total value of $4,701,060.00. Following the transaction, the chief executive officer owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.27% of the stock is owned by company insiders.

Hedge Funds Weigh In On Lowe’s Companies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Swiss RE Ltd. purchased a new position in shares of Lowe’s Companies during the fourth quarter worth about $25,000. Wilkerson Advisory Group LLC bought a new stake in Lowe’s Companies during the fourth quarter valued at approximately $27,000. Activest Wealth Management grew its stake in Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 51 shares in the last quarter. Howard Hughes Medical Institute purchased a new position in Lowe’s Companies in the 2nd quarter worth approximately $27,000. Finally, United Financial Planning Group LLC bought a new position in shares of Lowe’s Companies in the 3rd quarter worth $31,000. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Q4 beat — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58B (+10.9% YoY), driven by Pro, online and Home Services strength; the quarter exceeded Street estimates and shows resilience despite a weak housing market. Lowe’s Q4 Earnings Show Resilience
• Positive Sentiment: Falling mortgage rates could lift future demand — the 30‑year mortgage dipping below 6% is a catalyst for spring home sales and higher renovation activity, a medium-term tailwind for Lowe’s ticket sizes and traffic. Mortgage Rates Fall Below 6%
• Positive Sentiment: Analyst support — several firms raised price targets (Goldman, Guggenheim, Wells Fargo, Rothschild/Telsey) and maintained buy/outperform ratings, signalling investor conviction that Lowe’s execution and Pro pivot justify upside. Analyst Price Target Changes
• Neutral Sentiment: Productivity & AI initiatives — management targets $1B of productivity gains in FY2026 and highlights AI tools easing operational issues; these actions could expand margins over time but require execution. Lowe’s Aims for $1B in Productivity
• Neutral Sentiment: Corporate reset / layoffs — Lowe’s is cutting ~600 corporate roles and reshaping the organization to focus on stores, Pro and digital; cost discipline is positive long term but is a short-term headwind and PR risk. Corporate Restructure Coverage
• Negative Sentiment: Soft FY2026 guidance — management issued conservative full‑year sales/profit outlook (flat-to-higher comps commentary) and flagged continued housing weakness, which triggered the initial post‑earnings selloff and remains the primary near‑term risk. Reuters: Lowe’s Guidance & Reaction
• Negative Sentiment: Short-term bearish signals — elevated put option activity and commentary from some strategists advising caution (multi-factor sell calls) suggest increased hedging and speculative downside pressure in the near term.

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.