Guggenheim Raises Lowe’s Companies (NYSE:LOW) Price Target to $300.00

Lowe’s Companies (NYSE:LOW) had its target price hoisted by equities researchers at Guggenheim from $280.00 to $300.00 in a report released on Thursday,MarketScreener reports. The firm currently has a “buy” rating on the home improvement retailer’s stock. Guggenheim’s price target would suggest a potential upside of 13.42% from the company’s current price.

A number of other analysts have also recently commented on the company. Bank of America lowered their price target on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Jefferies Financial Group reissued a “buy” rating and issued a $305.00 price target on shares of Lowe’s Companies in a research note on Wednesday. Citigroup increased their target price on shares of Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. Gordon Haskett decreased their price objective on Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday. Finally, Royal Bank Of Canada increased their price objective on Lowe’s Companies from $252.00 to $257.00 and gave the company a “sector perform” rating in a report on Monday, February 23rd. Twenty-one investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $291.64.

Lowe’s Companies Stock Up 0.0%

Lowe’s Companies stock opened at $264.51 on Thursday. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $293.06. The stock has a market cap of $148.38 billion, a P/E ratio of 22.32, a P/E/G ratio of 4.27 and a beta of 0.97. The company’s fifty day simple moving average is $266.89 and its 200-day simple moving average is $254.48.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. The company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company’s quarterly revenue was up 10.9% on a year-over-year basis. During the same quarter last year, the company earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities research analysts expect that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction dated 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 transaction, the chief executive officer directly owned 231,043 shares in the company, valued at $60,341,500.31. This trade represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.27% of the stock is currently owned by corporate insiders.

Institutional Trading of Lowe’s Companies

Institutional investors and hedge funds have recently modified their holdings of the business. Swiss RE Ltd. bought a new stake in Lowe’s Companies in the 4th quarter valued at about $25,000. Howard Hughes Medical Institute purchased a new stake in shares of Lowe’s Companies in the 2nd quarter valued at about $27,000. Wilkerson Advisory Group LLC purchased a new stake in Lowe’s Companies in the fourth quarter valued at approximately $27,000. Activest Wealth Management lifted its holdings in shares of 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 acquiring an additional 51 shares during the last quarter. Finally, OLD Second National Bank of Aurora boosted its holdings in shares of Lowe’s Companies by 52.5% in the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 42 shares in the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

More Lowe’s Companies News

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.