Telsey Advisory Group Cuts Lowe’s Companies (NYSE:LOW) Price Target to $280.00

Posted by Francis Steltz on May 21st, 2026

Lowe's Companies logo Lowe’s Companies (NYSE:LOW – Get Free Report) had its price objective dropped by analysts at Telsey Advisory Group from $295.00 to $280.00 in a report issued on Thursday. The firm currently has an “outperform” rating on the home improvement retailer’s stock. Telsey Advisory Group’s target price would indicate a potential upside of 26.55% from the company’s previous close.

A number of other research firms also recently weighed in on LOW. Guggenheim lifted their price target on Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. DA Davidson reissued a “neutral” rating and issued a $275.00 target price on shares of Lowe’s Companies in a report on Wednesday. JPMorgan Chase & Co. boosted their target price on shares of Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Gordon Haskett lowered their price target on shares of Lowe’s Companies from $300.00 to $280.00 in a research note on Friday, May 8th. Finally, Citigroup upgraded shares of Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price target for the company in a report on Tuesday, May 12th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $283.07.

Check Out Our Latest Stock Analysis on Lowe’s Companies

Lowe’s Companies Stock Up 1.3%

NYSE LOW opened at $221.25 on Thursday. The stock has a market capitalization of $123.92 billion, a P/E ratio of 18.67, a P/E/G ratio of 4.19 and a beta of 0.91. Lowe’s Companies has a 52-week low of $208.00 and a 52-week high of $293.06. The firm has a 50-day moving average price of $236.07 and a 200 day moving average price of $248.40.

Lowe’s Companies (NYSE:LOW – Get Free Report) last announced its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company had revenue of $23.08 billion for the quarter, compared to analyst estimates of $22.98 billion. During the same quarter in the previous year, the company earned $2.92 EPS. The firm’s revenue for the quarter was up 10.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, equities research analysts expect that Lowe’s Companies will post 12.58 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. Maj Invest Holding A S lifted its holdings in Lowe’s Companies by 15.7% in the third quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer’s stock worth $201,801,000 after purchasing an additional 108,813 shares during the period. Bridges Investment Management Inc. increased its stake in Lowe’s Companies by 13.4% during the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock valued at $105,759,000 after buying an additional 49,858 shares during the period. Facet Wealth Inc. acquired a new position in Lowe’s Companies during the 3rd quarter valued at about $558,000. Jefferies Financial Group Inc. raised its position in shares of Lowe’s Companies by 134.3% during the 3rd quarter. Jefferies Financial Group Inc. now owns 56,252 shares of the home improvement retailer’s stock worth $14,137,000 after buying an additional 32,240 shares in the last quarter. Finally, National Pension Service raised its position in shares of Lowe’s Companies by 2.7% during the 3rd quarter. National Pension Service now owns 1,286,782 shares of the home improvement retailer’s stock worth $323,381,000 after buying an additional 33,686 shares in the last quarter. 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 delivered a Q1 earnings and revenue beat, with adjusted EPS of $3.03 and sales of $23.08 billion, while comparable sales rose 0.6%. LOWE’S REPORTS FIRST QUARTER 2026 SALES AND EARNINGS RESULTS
Positive Sentiment: Growth in pro sales, online sales, appliances and home services suggests the company is executing well in better-performing channels. Lowe’s beats Wall Street expectations against ‘challenging’ housing backdrop
Positive Sentiment: Analysts highlighted Lowe’s pro momentum and spring execution as evidence that the business is holding up better than feared. Lowe’s Q1 Earnings Beat on Pro Momentum & Strong Spring Execution
Neutral Sentiment: Management maintained its FY2026 outlook, but the guidance range was below consensus, tempering enthusiasm after the beat. Lowe’s maintains annual forecasts amid challenging housing demand
Negative Sentiment: CEO comments about the “most difficult housing market” since the financial crisis reinforced concerns that demand could stay soft. Lowe’s CEO says this is the ‘most difficult housing market’ since the financial crisis

Lowe’s Companies Company Profile

(Get Free Report)

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.