Lowe’s Companies’ (LOW) Neutral Rating Reiterated at DA Davidson

DA Davidson restated their neutral rating on shares of Lowe’s Companies (NYSE:LOW) in a report published on Wednesday morning,Benzinga reports. The brokerage currently has a $245.00 price target on the home improvement retailer’s stock.

Several other equities research analysts have also recently issued reports on the stock. The Goldman Sachs Group decreased their target price on shares of Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. Piper Sandler cut their price target on shares of Lowe’s Companies from $276.00 to $274.00 and set an “overweight” rating on the stock in a research note on Thursday, August 13th. Evercore decreased their price target on shares of Lowe’s Companies from $250.00 to $230.00 in a report on Thursday, May 21st. Benchmark initiated coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They set a “hold” rating for the company. Finally, Raymond James Financial lowered Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 12th. Twenty-three analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $258.53.

Lowe’s Companies Trading Down 0.4%

NYSE LOW opened at $216.53 on Wednesday. The business’s 50-day moving average price is $216.05 and its 200 day moving average price is $232.99. Lowe’s Companies has a twelve month low of $199.40 and a twelve month high of $293.06. The company has a market capitalization of $121.41 billion, a PE ratio of 18.30, a price-to-earnings-growth ratio of 2.80 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. The firm had revenue of $25.96 billion for the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The firm’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period last year, the company earned $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities analysts predict that Lowe’s Companies will post 12.35 EPS for the current year.

Lowe’s Companies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd were issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Wednesday, July 22nd. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. Lowe’s Companies’s dividend payout ratio (DPR) is presently 42.27%.

Insider Buying and Selling

In other news, EVP Juliette Williams Pryor sold 9,330 shares of the stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total value of $2,097,477.30. Following the completion of the sale, the executive vice president owned 16,142 shares in the company, valued at approximately $3,628,883.02. This trade represents a 36.63% 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. Also, EVP Janice Dupre sold 14,150 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the sale, the executive vice president owned 39,785 shares in the company, valued at approximately $8,828,291.50. The trade was a 26.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 25,980 shares of company stock valued at $5,796,937. Company insiders own 0.29% of the company’s stock.

Institutional Trading of Lowe’s Companies

Hedge funds have recently made changes to their positions in the company. Natixis Advisors LLC increased its stake in shares of Lowe’s Companies by 3.5% in the fourth quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock worth $152,161,000 after buying an additional 21,119 shares during the last quarter. Bridges Investment Management Inc. raised its holdings in Lowe’s Companies by 6.1% in the fourth quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock valued at $107,664,000 after acquiring an additional 25,609 shares in the last quarter. Kathmere Capital Management LLC boosted its stake in Lowe’s Companies by 133.9% during the 1st quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock valued at $2,222,000 after acquiring an additional 5,383 shares during the last quarter. Glenview Trust Co boosted its stake in Lowe’s Companies by 9.0% during the 4th quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after acquiring an additional 17,225 shares during the last quarter. Finally, LPL Financial LLC grew its holdings in Lowe’s Companies by 2.3% during the 4th quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock worth $239,552,000 after acquiring an additional 22,175 shares in the last quarter. Hedge funds and other institutional investors 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 reported quarterly revenue growth of 8.3% year over year and highlighted continued support from professional-customer demand, digital sales and disciplined promotions. Analysts also noted progress on the company’s longer-term strategy. Lowe’s Fiscal Q2 Results Highlight Progress on Long-Term Strategy
• Positive Sentiment: The company plans to invest approximately $10.5 million in a new store near Joint Base San Antonio-Randolph, expanding its store footprint and reaching a new local market. Lowe’s Plans New Store Near Joint Base San Antonio-Randolph
• Neutral Sentiment: Lowe’s received an $80 million tariff refund, but management intends to use the funds for business purposes rather than broad price cuts. This may support profitability or investment, though it offers little immediate benefit to consumers. Lowe’s Gets $80 Million Tariff Refund
• Neutral Sentiment: Several analysts maintained Buy, Outperform or Overweight ratings, with targets generally remaining above the current share price. However, targets were lowered by UBS, Mizuho, Telsey, Truist and others as expectations were recalibrated. Analysts Revise Lowe’s Forecasts After Q2 Earnings
• Negative Sentiment: Soft DIY demand, weak housing activity and Lowe’s comparatively weaker DIY mix remain key concerns. The cautious outlook implies that a broader home-improvement recovery may take longer than investors hoped. Lowe’s Q2 Earnings Call Flags DIY Pressure
• Negative Sentiment: Unusually heavy put-option activity indicates that some traders are positioning for additional weakness or greater volatility. Traders Buy Large Volume of Lowe’s Put Options

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.