Rothschild & Co Redburn Boosts Lowe’s Companies (NYSE:LOW) Price Target to $290.00

Lowe’s Companies (NYSE:LOW) had its target price raised by equities researchers at Rothschild & Co Redburn from $280.00 to $290.00 in a report issued on Thursday,MarketScreener reports. The brokerage presently has a “buy” rating on the home improvement retailer’s stock. Rothschild & Co Redburn’s price objective suggests a potential upside of 9.64% from the company’s previous close.

Other research analysts have also recently issued reports about the company. Barclays upgraded Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 target price on the stock in a report on Wednesday, January 7th. JPMorgan Chase & Co. lifted their price target on Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Telsey Advisory Group upped their price target on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a research note on Thursday. Citigroup lifted their target price on Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Finally, Stifel Nicolaus boosted their price target on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a research note on Monday, December 1st. Twenty-one analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $291.64.

Lowe’s Companies Trading Up 0.0%

NYSE:LOW opened at $264.51 on Thursday. The firm has a market cap of $148.38 billion, a P/E ratio of 22.32, a price-to-earnings-growth ratio of 4.27 and a beta of 0.97. The stock has a 50 day moving average of $266.89 and a two-hundred day moving average of $254.48. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data 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. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.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 company earned $1.93 EPS. The firm’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. On average, research analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insider Buying and Selling at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction on Friday, January 9th. The shares were sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the sale, the chief executive officer directly 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 the SEC website. Insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in LOW. Providence Wealth Advisors LLC increased its stake in Lowe’s Companies by 0.5% in the fourth quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock valued at $1,959,000 after purchasing an additional 36 shares during the last quarter. Rather & Kittrell Inc. grew its stake in Lowe’s Companies by 0.4% during the 4th quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock worth $2,503,000 after buying an additional 38 shares during the last quarter. First Command Advisory Services Inc. increased its position in Lowe’s Companies by 1.3% during the fourth quarter. First Command Advisory Services Inc. now owns 2,947 shares of the home improvement retailer’s stock worth $711,000 after buying an additional 38 shares during the period. Walkner Condon Financial Advisors LLC lifted its stake in Lowe’s Companies by 4.3% in the fourth quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock valued at $228,000 after buying an additional 39 shares during the last quarter. Finally, Smithbridge Asset Management Inc. DE boosted its holdings in shares of Lowe’s Companies by 1.1% in the fourth quarter. Smithbridge Asset Management Inc. DE now owns 3,723 shares of the home improvement retailer’s stock valued at $898,000 after acquiring an additional 39 shares during the period. Hedge funds and other institutional investors 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 expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.