Lowe’s Companies, Inc. (NYSE:LOW) Given Consensus Rating of “Moderate Buy” by Brokerages

Lowe’s Companies, Inc. (NYSE:LOW) has been given a consensus recommendation of “Moderate Buy” by the thirty-six brokerages that are currently covering the stock, MarketBeat reports. Two research analysts have rated the stock with a sell rating, eleven have assigned a hold rating and twenty-three have assigned a buy rating to the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $258.5333.

LOW has been the topic of several recent analyst reports. KeyCorp reaffirmed an “overweight” rating and set a $275.00 target price on shares of Lowe’s Companies in a research note on Thursday. TD Cowen reissued a “hold” rating and issued a $235.00 price target on shares of Lowe’s Companies in a research note on Thursday. Morgan Stanley reissued an “overweight” rating on shares of Lowe’s Companies in a research note on Thursday. Wells Fargo & Company lowered their price target on Lowe’s Companies from $255.00 to $245.00 and set an “overweight” rating on the stock in a report on Tuesday, August 11th. Finally, Stifel Nicolaus cut their price objective on shares of Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating on the stock in a research note on Monday, May 18th.

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

Insiders Place Their Bets

In other news, EVP Janice Dupre sold 14,150 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the completion of the transaction, the executive vice president directly owned 39,785 shares in the company, valued at $8,828,291.50. This trade represents a 26.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Margrethe R. Vagell sold 2,500 shares of the stock in a transaction that occurred 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 owned 20,220 shares of the company’s stock, valued at $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 25,980 shares of company stock worth $5,796,937. 0.29% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Lowe’s Companies

A number of institutional investors have recently added to or reduced their stakes in LOW. Norges Bank acquired a new position in Lowe’s Companies during the fourth quarter worth about $1,993,697,000. Price T Rowe Associates Inc. MD lifted its holdings in Lowe’s Companies by 45.2% in the 4th 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 acquiring an additional 2,039,343 shares during the last quarter. J. Stern & Co. LLP lifted its holdings 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 acquiring an additional 1,471,539 shares during the last quarter. Eurizon Capital SGR S.p.A. bought a new position in shares of Lowe’s Companies during the 4th quarter valued at about $308,683,000. Finally, Vanguard Group Inc. boosted its position in shares of Lowe’s Companies by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after purchasing an additional 924,625 shares in the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Lowe’s Companies Trading Up 0.2%

Shares of NYSE:LOW opened at $216.53 on Monday. The firm’s 50 day moving average is $216.05 and its two-hundred day moving average is $232.74. The firm has a market capitalization of $121.41 billion, a P/E ratio of 18.30, a PEG ratio of 2.87 and a beta of 0.86. Lowe’s Companies has a 52 week low of $199.40 and a 52 week high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.22 by $0.18. The business had revenue of $25.96 billion during the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The business’s revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the firm posted $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Analysts predict that Lowe’s Companies will post 12.29 EPS for the current year.

Lowe’s Companies Increases Dividend

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

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.