Lowe’s Companies (NYSE:LOW – Get Free Report) had its price objective lowered by analysts at Mizuho from $280.00 to $250.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has an “outperform” rating on the home improvement retailer’s stock. Mizuho’s target price suggests a potential upside of 13.26% from the stock’s current price.
A number of other research firms have also issued reports on LOW. UBS Group reduced their target price on shares of Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Jefferies Financial Group cut their price objective on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Raymond James Financial downgraded shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 12th. William Blair started coverage on shares of Lowe’s Companies in a research report on Tuesday, May 12th. They set an “overweight” rating on the stock. Finally, Wolfe Research set a $254.00 target price on shares of Lowe’s Companies in a research note on Thursday, May 21st. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $260.63.
Read Our Latest Research Report on Lowe’s Companies
Lowe’s Companies Stock Performance
Lowe’s Companies (NYSE:LOW – Get Free Report) last issued its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.22 by $0.18. The business had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business earned $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. On average, analysts forecast that Lowe’s Companies will post 12.43 EPS for the current fiscal year.
Insider Buying and Selling
In related news, EVP Janice Dupre sold 14,150 shares of the business’s 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 sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the transaction, the executive vice president directly owned 16,142 shares of the company’s stock, valued at $3,628,883.02. This trade represents a 36.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 25,980 shares of company stock valued at $5,796,937. Insiders own 0.29% of the company’s stock.
Institutional Inflows and Outflows
Several large investors have recently made changes to their positions in LOW. Vanguard Group Inc. grew its position in Lowe’s Companies by 1.7% during the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after acquiring an additional 924,625 shares during the period. BlackRock Inc. raised its holdings in shares of Lowe’s Companies by 1.8% in the 2nd quarter. BlackRock Inc. now owns 40,545,728 shares of the home improvement retailer’s stock worth $8,939,928,000 after purchasing an additional 714,092 shares during the period. State Street Corp raised its holdings in shares of Lowe’s Companies by 0.5% in the 3rd quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock worth $6,291,867,000 after purchasing an additional 124,501 shares during the period. Geode Capital Management LLC lifted its stake in shares of Lowe’s Companies by 7.1% in the 4th quarter. Geode Capital Management LLC now owns 13,326,581 shares of the home improvement retailer’s stock valued at $3,201,329,000 after purchasing an additional 887,579 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Lowe’s Companies in the 4th quarter valued at about $1,993,697,000. 74.06% of the stock is owned by hedge funds and other institutional investors.
Key Lowe’s Companies News
Here are the key news stories impacting Lowe’s Companies this week:
- Positive Sentiment: Lowe’s reported adjusted EPS of $4.40, above the $4.22 analyst consensus, while revenue increased 8.3% year over year to $25.96 billion. Gross-margin performance and disciplined execution also supported the bullish reaction. Lowe’s Second-Quarter Results
- Positive Sentiment: Management highlighted strength in professional customers, online sales and home services, while investors saw the company’s “Total Home” strategy and potential housing recovery as longer-term catalysts. Smaller home projects may also benefit from homeowners staying in place longer. Home Improvement Industry Recovery
- Neutral Sentiment: DA Davidson reaffirmed a Neutral rating but set a $245 price target, implying potential upside from recent levels. Other commentary described Lowe’s as a stock to watch while investors wait for clearer evidence of a housing and discretionary-spending recovery. DA Davidson Rating
- Negative Sentiment: Comparable sales rose only 0.2%, below the roughly 0.8% expected, and revenue missed estimates. Persistent pressure on discretionary DIY spending—especially larger renovation projects—remains the primary concern. Lowe’s Muted Outlook
- Negative Sentiment: Lowe’s lowered fiscal 2026 guidance to the bottom of its prior range: approximately $92 billion in revenue and $12.25 adjusted EPS, below consensus estimates of about $93.3 billion and $12.88, respectively. The earnings beat was helped partly by tariff refunds, raising concerns about its underlying durability. Lowe’s Earnings Beat and Lower Outlook
- Negative Sentiment: Analysts noted that Lowe’s is losing ground to Home Depot, whose stronger comparable-sales performance suggests a share and product-mix disadvantage rather than a broad industry recovery. Elevated mortgage rates continue to discourage expensive renovations. Lowe’s and Home Depot Comparison
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.
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