Lowe’s Companies’ (LOW) Hold Rating Reiterated at TD Cowen

TD Cowen restated their hold rating on shares of Lowe’s Companies (NYSE:LOW) in a research note published on Thursday morning,Benzinga reports. They currently have a $235.00 price objective on the home improvement retailer’s stock.

A number of other research analysts have also weighed in on LOW. UBS Group cut their price objective on Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $231.00 target price on shares of Lowe’s Companies in a report on Thursday. BNP Paribas Exane dropped their target price on Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a research report on Thursday, May 21st. Morgan Stanley reiterated an “overweight” rating on shares of Lowe’s Companies in a report on Thursday. Finally, Benchmark assumed coverage on shares of Lowe’s Companies in a research report on Tuesday, May 12th. They set a “hold” rating for the company. Twenty-three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Lowe’s Companies has an average rating of “Moderate Buy” and an average target price of $258.53.

Lowe’s Companies Price Performance

Shares of LOW opened at $216.53 on Thursday. The company’s fifty day moving average price is $216.05 and its 200-day moving average price is $232.99. Lowe’s Companies has a 1-year low of $199.40 and a 1-year high of $293.06. The firm has a market capitalization of $121.41 billion, a PE ratio of 18.30, a price-to-earnings-growth ratio of 2.78 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last issued its 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. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The company had revenue of $25.96 billion during the quarter, compared to analyst estimates of $26.13 billion. During the same quarter last year, the business posted $4.33 EPS. The firm’s quarterly revenue was up 8.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, research analysts anticipate that Lowe’s Companies will post 12.29 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

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

Insider Activity at Lowe’s Companies

In other Lowe’s Companies news, EVP Margrethe R. Vagell sold 2,500 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $223.83, for a total transaction of $559,575.00. Following the completion of the transaction, the executive vice president directly owned 20,220 shares in the company, valued at approximately $4,525,842.60. This represents a 11.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Janice Dupre sold 14,150 shares of the stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the transaction, the executive vice president directly 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. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is owned by company insiders.

Institutional Trading of Lowe’s Companies

A number of institutional investors and hedge funds have recently modified their holdings of LOW. Nilsine Partners LLC raised its position in shares of Lowe’s Companies by 2.2% during the 2nd quarter. Nilsine Partners LLC now owns 20,481 shares of the home improvement retailer’s stock worth $4,516,000 after purchasing an additional 434 shares during the last quarter. Saudi Central Bank boosted its holdings in Lowe’s Companies by 89.4% in the 2nd quarter. Saudi Central Bank now owns 39,205 shares of the home improvement retailer’s stock worth $8,644,000 after buying an additional 18,500 shares during the last quarter. Advisory Solutions Group LLC acquired a new stake in Lowe’s Companies in the 2nd quarter worth about $209,000. Compass Financial Management LLC acquired a new stake in Lowe’s Companies in the 2nd quarter worth about $127,000. Finally, NBH Bank purchased a new stake in Lowe’s Companies during the 2nd quarter worth approximately $206,000. 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.