Lowe’s Companies, Inc. (NYSE:LOW) Receives Average Rating of “Moderate Buy” from Analysts

Lowe’s Companies, Inc. (NYSE:LOW) has been given an average rating of “Moderate Buy” by the thirty-six analysts that are presently covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, eleven have issued a hold recommendation and twenty-three have assigned a buy recommendation to the company. The average 1 year target price among analysts that have issued a report on the stock in the last year is $258.5333.

LOW has been the subject of a number of recent analyst reports. Evercore decreased their target price on Lowe’s Companies from $250.00 to $230.00 in a report on Thursday, May 21st. Bank of America cut their price objective on shares of Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating on the stock in a report on Thursday, May 21st. Royal Bank Of Canada reissued a “sector perform” rating and set a $231.00 price objective on shares of Lowe’s Companies in a research report on Thursday. Telsey Advisory Group lowered their price objective on Lowe’s Companies from $280.00 to $260.00 and set an “outperform” rating on the stock in a research report on Thursday. Finally, The Goldman Sachs Group decreased their target price on shares of Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating for the company in a research note on Thursday, May 21st.

Lowe’s Companies News Summary

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

Insider Transactions at Lowe’s Companies

In related news, EVP Margrethe R. Vagell sold 2,500 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total value of $559,575.00. Following the transaction, the executive vice president owned 20,220 shares of the company’s stock, valued at $4,525,842.60. This represents a 11.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies stock in a transaction 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 owned 39,785 shares in the company, valued at $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,980 shares of company stock worth $5,796,937 in the last three months. Insiders own 0.29% of the company’s stock.

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 shares of Lowe’s Companies in the 4th quarter valued at $1,993,697,000. Price T Rowe Associates Inc. MD raised its holdings in Lowe’s Companies by 45.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock worth $1,580,941,000 after purchasing an additional 2,039,343 shares in the last quarter. J. Stern & Co. LLP lifted its position in Lowe’s Companies by 7,814.9% in the fourth 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. purchased a new position in Lowe’s Companies during the 4th quarter worth approximately $308,683,000. Finally, Vanguard Group Inc. grew its stake in 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 worth $13,560,617,000 after buying an additional 924,625 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

Lowe’s Companies stock opened at $216.53 on Monday. Lowe’s Companies has a fifty-two week low of $199.40 and a fifty-two week high of $293.06. The stock has a market cap of $121.41 billion, a P/E ratio of 18.30, a PEG ratio of 2.80 and a beta of 0.86. The firm’s fifty day moving average price is $216.05 and its 200-day moving average price is $232.99.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 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 analysts’ expectations of $26.13 billion. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The firm’s revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the business earned $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Sell-side analysts predict that Lowe’s Companies will post 12.35 earnings per share for the current year.

Lowe’s Companies Increases Dividend

The company 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. 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%. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. Lowe’s Companies’s dividend payout ratio is currently 42.27%.

About Lowe’s Companies

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.