Lowe’s Companies (NYSE:LOW) Sets New 1-Year Low – What’s Next?

Shares of Lowe’s Companies, Inc. (NYSE:LOW) reached a new 52-week low on Wednesday . The company traded as low as $208.00 and last traded at $213.5460, with a volume of 1195068 shares. The stock had previously closed at $218.37.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Lowe’s beat Q1 estimates, reporting EPS of $3.03 versus $2.97 expected and revenue of about $23.08 billion versus $22.98 billion expected, helped by strong spring execution, pro-business momentum, and online sales growth. Lowe’s Companies, Inc. Q1 2026 Earnings Call Summary
• Positive Sentiment: The company launched an AI-driven “Material Lists” tool for Pro customers, which could improve efficiency and support future contractor sales. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
• Neutral Sentiment: Several Wall Street firms trimmed price targets after the results but mostly kept buy/overweight-type ratings, suggesting analysts still see upside but are dialing back expectations for near-term growth. Lowe’s Analysts Slash Their Forecasts Following Q1 Results
• Negative Sentiment: Management’s full-year guidance and commentary pointed to a weak housing backdrop, soft DIY demand, and gross margin pressure, which is weighing on sentiment despite the earnings beat. Lowe’s sticks to forecasts amid muted US housing market, flags cost pressures
• Negative Sentiment: Analyst notes from BofA and RBC highlighted constrained earnings growth and risks to 2026 numbers if housing, consumer spending, and cost inflation remain weak. Lowe’s Faces ‘Constrained’ Earnings Growth Amid Weak DIY Demand, BofA Says

Analysts Set New Price Targets

A number of research analysts have issued reports on LOW shares. HSBC cut their target price on shares of Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating on the stock in a research report on Thursday. William Blair began coverage on shares of Lowe’s Companies in a report on Tuesday, May 12th. They issued an “overweight” rating on the stock. Morgan Stanley reduced their price objective on shares of Lowe’s Companies from $292.00 to $277.00 and set an “overweight” rating on the stock in a research note on Thursday. Robert W. Baird lowered their target price on shares of Lowe’s Companies from $320.00 to $270.00 and set an “outperform” rating for the company in a report on Thursday. Finally, DA Davidson reissued a “neutral” rating and issued a $275.00 price target on shares of Lowe’s Companies in a research note on Wednesday. Twenty-three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average target price of $264.57.

Lowe’s Companies Price Performance

The company’s 50 day simple moving average is $235.39 and its 200 day simple moving average is $248.26. The stock has a market cap of $121.79 billion, a P/E ratio of 18.38, a P/E/G ratio of 4.25 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.97 by $0.06. The company had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm’s revenue was up 10.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, equities research analysts predict that Lowe’s Companies, Inc. will post 12.58 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were given a dividend of $1.20 per share. The ex-dividend date of this dividend was Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.2%. Lowe’s Companies’s dividend payout ratio (DPR) is currently 40.57%.

Institutional Trading of Lowe’s Companies

A number of large investors have recently bought and sold shares of LOW. Swiss RE Ltd. bought a new stake in shares of Lowe’s Companies during the fourth quarter worth $25,000. Wilkerson Advisory Group LLC bought a new position in Lowe’s Companies during the 4th quarter worth about $27,000. Activest Wealth Management increased its holdings in Lowe’s Companies by 78.5% during the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 51 shares in the last quarter. OLD Second National Bank of Aurora lifted its holdings in shares of Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 42 shares in the last quarter. Finally, United Financial Planning Group LLC bought a new stake in shares of Lowe’s Companies in the third quarter valued at about $31,000. 74.06% of the stock is owned by institutional investors.

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.