FY2026 EPS Estimates for LOW Decreased by Analyst

Lowe’s Companies, Inc. (NYSE:LOW) – Analysts at Telsey Advisory Group dropped their FY2026 earnings per share (EPS) estimates for shares of Lowe’s Companies in a research note issued to investors on Wednesday, November 19th. Telsey Advisory Group analyst J. Feldman now expects that the home improvement retailer will earn $12.25 per share for the year, down from their previous forecast of $12.45. Telsey Advisory Group has a “Outperform” rating and a $285.00 price objective on the stock. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.90 per share. Telsey Advisory Group also issued estimates for Lowe’s Companies’ Q4 2026 earnings at $1.91 EPS, Q1 2027 earnings at $3.14 EPS, Q2 2027 earnings at $4.61 EPS, Q3 2027 earnings at $3.26 EPS, Q4 2027 earnings at $2.09 EPS and FY2027 earnings at $13.10 EPS.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, November 19th. The home improvement retailer reported $3.06 EPS for the quarter, topping the consensus estimate of $2.97 by $0.09. The firm had revenue of $20.81 billion for the quarter, compared to the consensus estimate of $20.88 billion. Lowe’s Companies had a net margin of 8.20% and a negative return on equity of 52.02%. The company’s quarterly revenue was up 3.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.89 earnings per share. Lowe’s Companies has set its FY 2025 guidance at 12.250-12.250 EPS.

LOW has been the subject of a number of other reports. UBS Group cut their target price on shares of Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating for the company in a report on Thursday. Mizuho decreased their target price on shares of Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research report on Thursday. Guggenheim reissued a “buy” rating and set a $300.00 price objective on shares of Lowe’s Companies in a research note on Thursday, August 21st. Citigroup decreased their price objective on Lowe’s Companies from $253.00 to $242.00 and set a “neutral” rating on the stock in a research report on Thursday, July 31st. Finally, KeyCorp lifted their target price on Lowe’s Companies from $266.00 to $300.00 and gave the stock an “overweight” rating in a report on Thursday, August 21st. Sixteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $276.41.

Lowe’s Companies Trading Down 0.1%

NYSE:LOW opened at $228.16 on Friday. The company has a market capitalization of $127.96 billion, a P/E ratio of 18.75, a P/E/G ratio of 2.21 and a beta of 0.87. The business’s 50-day moving average is $244.06 and its 200 day moving average is $237.33. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $280.64.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of LOW. Brighton Jones LLC grew its position in shares of Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after acquiring an additional 17,413 shares during the period. Revolve Wealth Partners LLC boosted its position in Lowe’s Companies by 31.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after purchasing an additional 259 shares in the last quarter. Y Intercept Hong Kong Ltd grew its holdings in Lowe’s Companies by 116.9% in the first quarter. Y Intercept Hong Kong Ltd now owns 3,099 shares of the home improvement retailer’s stock valued at $723,000 after purchasing an additional 1,670 shares during the period. Roundview Capital LLC lifted its position in shares of Lowe’s Companies by 1.1% during the 1st quarter. Roundview Capital LLC now owns 10,421 shares of the home improvement retailer’s stock valued at $2,430,000 after buying an additional 109 shares in the last quarter. Finally, AE Wealth Management LLC grew its stake in Lowe’s Companies by 10.2% in the 1st quarter. AE Wealth Management LLC now owns 15,364 shares of the home improvement retailer’s stock valued at $3,583,000 after acquiring an additional 1,417 shares during the period. 74.06% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Joseph Michael Mcfarland sold 43,810 shares of Lowe’s Companies stock in a transaction dated Thursday, September 11th. The shares were sold at an average price of $272.60, for a total transaction of $11,942,606.00. Following the completion of the sale, the executive vice president owned 66,566 shares in the company, valued at $18,145,891.60. This trade represents a 39.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Juliette Williams Pryor sold 929 shares of the business’s stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $257.20, for a total value of $238,938.80. Following the completion of the sale, the executive vice president owned 30,099 shares of the company’s stock, valued at $7,741,462.80. The trade was a 2.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 52,931 shares of company stock valued at $14,381,752 in the last 90 days. Company insiders own 0.27% of the company’s stock.

Lowe’s Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, February 4th. Stockholders of record on Wednesday, January 21st will be issued a $1.20 dividend. The ex-dividend date is Wednesday, January 21st. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.1%. Lowe’s Companies’s dividend payout ratio is presently 39.80%.

Lowe’s Companies Company Profile

Lowe’s Companies, Inc, together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical.