Lowe’s Companies (NYSE:LOW) Given New $280.00 Price Target at TD Cowen

Lowe’s Companies (NYSE:LOW) had its price objective lowered by investment analysts at TD Cowen from $295.00 to $280.00 in a report released on Thursday,Benzinga reports. The firm presently has a “hold” rating on the home improvement retailer’s stock. TD Cowen’s target price suggests a potential upside of 5.76% from the company’s current price.

Other research analysts have also recently issued research reports about the company. Oppenheimer cut their price target on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating on the stock in a research note on Friday, December 5th. The Goldman Sachs Group upped their price objective on Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday. Citigroup raised their price objective on Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Rothschild & Co Redburn raised their price target on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Piper Sandler reiterated an “overweight” rating and set a $300.00 price target (up from $294.00) on shares of Lowe’s Companies in a research report on Thursday. Twenty-one research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $290.89.

Lowe’s Companies Trading Up 0.7%

NYSE:LOW traded up $1.73 on Thursday, hitting $264.75. 1,414,033 shares of the stock were exchanged, compared to its average volume of 2,895,064. Lowe’s Companies has a fifty-two week low of $206.38 and a fifty-two week high of $293.06. The stock has a market cap of $148.51 billion, a PE ratio of 21.93, a PEG ratio of 4.34 and a beta of 0.97. The stock has a fifty day moving average of $266.08 and a 200-day moving average of $254.23.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The business had revenue of $20.58 billion for the quarter, compared to analyst estimates of $20.34 billion. During the same quarter in the previous year, the business posted $1.93 EPS. The business’s quarterly revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, analysts predict that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the transaction, the chief executive officer owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. Norges Bank acquired a new position in Lowe’s Companies in the fourth quarter valued at about $1,993,697,000. Wellington Management Group LLP raised its holdings in Lowe’s Companies by 102.0% during the third quarter. Wellington Management Group LLP now owns 4,204,311 shares of the home improvement retailer’s stock worth $1,056,585,000 after acquiring an additional 2,122,622 shares in the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of Lowe’s Companies by 45.2% in 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 buying an additional 2,039,343 shares in the last quarter. J. Stern & Co. LLP lifted its stake in Lowe’s Companies by 7,814.9% in the 4th quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock valued at $359,417,000 after purchasing an additional 1,471,539 shares during the last quarter. Finally, Victory Capital Management Inc. raised its stake in Lowe’s Companies by 207.2% in the third quarter. Victory Capital Management Inc. now owns 2,058,086 shares of the home improvement retailer’s stock valued at $517,218,000 after buying an additional 1,388,133 shares during the period. 74.06% of the stock is currently owned by institutional investors.

Lowe’s Companies News Summary

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

• Positive Sentiment: Q4 results beat Street estimates — adjusted EPS $1.98 and revenue $20.58B (up 10.9% YoY), driven by Pro, online and home-services strength. This bolsters confidence that Lowe’s is executing despite housing headwinds. Lowe’s Q4 Earnings Show Resilience Despite Housing Slump
• Positive Sentiment: Broad analyst support: multiple firms raised or reaffirmed price targets (Goldman Sachs & Guggenheim to $300; Wells Fargo to $290; Rothschild/Redburn to $290; Telsey to $295; Piper Sandler overweight at $300), signaling continued buy-side conviction. Goldman Sachs adjusts Lowe’s price target to $300 Guggenheim adjusts Lowe’s price target to $300
• Neutral Sentiment: Lowe’s announced a strategic partnership with Affirm to offer flexible payments (0% APR eligible), which could boost conversion on higher-ticket items but will take time to show material revenue/credit impacts. Is Affirm (AFRM) Using Lowe’s Partnership To Deepen Moat
• Negative Sentiment: Management issued cautious FY2026 guidance (EPS guidance centered near consensus but conservative sales commentary) and warned the housing market remains pressured — that guidance drove an earlier sell-off and remains a near-term risk to sentiment. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Cost actions and workforce changes: Lowe’s is cutting ~600 corporate/support roles as it reshapes operations — a sign of margin discipline but also an acknowledgment of near-term revenue pressure. Lowe’s CEO publicly addresses 600 layoffs
• Negative Sentiment: Trading signals of caution: unusual put-option activity and third‑party commentary (including a Forbes piece suggesting a sell) highlight that some traders view the stock as vulnerable to the uncertain macro outlook. Sell Lowe’s Stock At $260?

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.