Lowe’s Companies (NYSE:LOW) Given New $315.00 Price Target at UBS Group

Lowe’s Companies (NYSE:LOW) had its target price reduced by research analysts at UBS Group from $316.00 to $315.00 in a research report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the home improvement retailer’s stock. UBS Group’s price target would suggest a potential upside of 19.19% from the company’s previous close.

A number of other research analysts also recently weighed in on LOW. Telsey Advisory Group upped their price objective on shares of Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research report on Thursday. Piper Sandler restated an “overweight” rating and issued a $300.00 price target (up from $294.00) on shares of Lowe’s Companies in a research note on Thursday. Guggenheim increased their price target on Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday. Truist Financial dropped their price objective on Lowe’s Companies from $295.00 to $293.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $305.00 target price on shares of Lowe’s Companies in a research note on Wednesday. Twenty-one equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $290.86.

Lowe’s Companies Stock Up 0.5%

Shares of Lowe’s Companies stock traded up $1.26 on Thursday, reaching $264.28. 1,570,501 shares of the stock were exchanged, compared to its average volume of 2,899,120. The business has a 50 day moving average price of $266.08 and a two-hundred day moving average price of $254.23. The firm has a market capitalization of $148.25 billion, a price-to-earnings ratio of 21.92, a PEG ratio of 4.34 and a beta of 0.97. Lowe’s Companies has a twelve month low of $206.38 and a twelve month high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 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 prior year, the company earned $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Research analysts forecast that Lowe’s Companies will post 11.9 EPS for the current year.

Insider Buying and Selling

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction on 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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.27% of the company’s stock.

Institutional Trading of Lowe’s Companies

Institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after buying an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Lowe’s Companies by 31.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after purchasing an additional 259 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Lowe’s Companies by 22.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after purchasing an additional 280 shares during the period. United Bank raised its position in Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after purchasing an additional 155 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Lowe’s Companies by 13.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after buying an additional 275 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

Key Stories Impacting Lowe’s Companies

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?

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.