Lowe’s Companies (NYSE:LOW) Updates FY 2026 Earnings Guidance

Lowe’s Companies (NYSE:LOW) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 12.250-12.750 for the period, compared to the consensus EPS estimate of 12.880. The company issued revenue guidance of $92.0 billion-$94.0 billion, compared to the consensus revenue estimate of $93.3 billion.

Wall Street Analyst Weigh In

A number of research firms recently commented on LOW. Telsey Advisory Group increased their price target on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. Argus lifted their price target on shares of Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. DA Davidson reiterated a “neutral” rating and set a $275.00 price target on shares of Lowe’s Companies in a research note on Thursday, February 26th. TD Cowen started coverage on Lowe’s Companies in a report on Tuesday, May 12th. They set a “neutral” rating for the company. Finally, William Blair began coverage on Lowe’s Companies in a report on Tuesday, May 12th. They set an “overweight” rating for the company. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average price target of $283.76.

Lowe’s Companies Price Performance

NYSE:LOW opened at $218.44 on Wednesday. The stock has a market capitalization of $122.34 billion, a PE ratio of 18.43, a price-to-earnings-growth ratio of 4.18 and a beta of 0.91. The business’s 50-day simple moving average is $236.65 and its 200-day simple moving average is $248.53. Lowe’s Companies has a fifty-two week low of $210.33 and a fifty-two week high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $20.59 billion for the quarter, compared to analyst estimates of $20.34 billion. During the same quarter in the previous year, the firm posted $1.93 earnings per share. The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, research analysts expect that Lowe’s Companies will post 12.6 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were issued a dividend of $1.20 per share. The ex-dividend date of this dividend was Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.2%. Lowe’s Companies’s payout ratio is presently 40.51%.

More Lowe’s Companies News

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Lowe’s beat Wall Street estimates for first-quarter earnings and revenue, helped by strong spring execution, online sales growth, appliances, home services, and pro customer strength. Lowe’s beats Wall Street expectations against ‘challenging’ housing backdrop
• Positive Sentiment: Comparable sales rose 0.6% and the company affirmed its FY2026 outlook, signaling that management still sees stable demand despite a tough housing backdrop. LOWE’S REPORTS FIRST QUARTER 2026 SALES AND EARNINGS RESULTS
• Neutral Sentiment: Growth in Lowe’s online channel helped offset weakness from a stagnant housing market, showing the business is still gaining share in some areas but facing a muted DIY environment. Lowe’s Sales Boosted by Online Growth
• Neutral Sentiment: Management reiterated annual forecasts but flagged a “challenging” U.S. housing market, which kept sentiment cautious going into and after the print. Lowe’s maintains annual forecasts amid challenging housing demand
• Negative Sentiment: Updated FY2026 guidance came in below consensus on both EPS and revenue, disappointing investors who were looking for a stronger outlook. LOWE’S REPORTS FIRST QUARTER 2026 SALES AND EARNINGS RESULTS
• Negative Sentiment: Analyst price-target cuts and commentary about a frozen housing market added pressure, reinforcing concerns that demand for big-ticket home-improvement projects may stay soft. Lowe’s Posts Earnings Beat. The Stock Is Falling.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Sumitomo Life Insurance Co. lifted its position in shares of Lowe’s Companies by 0.6% during the 4th quarter. Sumitomo Life Insurance Co. now owns 6,140 shares of the home improvement retailer’s stock worth $1,481,000 after buying an additional 39 shares during the last quarter. Ausdal Financial Partners Inc. lifted its stake in shares of Lowe’s Companies by 1.2% in the fourth quarter. Ausdal Financial Partners Inc. now owns 3,430 shares of the home improvement retailer’s stock worth $827,000 after acquiring an additional 40 shares during the period. Foresight Global Investors Inc. lifted its stake in shares of Lowe’s Companies by 3.9% in the fourth quarter. Foresight Global Investors Inc. now owns 1,192 shares of the home improvement retailer’s stock worth $287,000 after acquiring an additional 45 shares during the period. Invenio Wealth Partners LLC increased its holdings in Lowe’s Companies by 3.7% in the third quarter. Invenio Wealth Partners LLC now owns 1,277 shares of the home improvement retailer’s stock worth $321,000 after purchasing an additional 46 shares in the last quarter. Finally, Paces Ferry Wealth Advisors LLC increased its holdings in Lowe’s Companies by 3.2% in the third quarter. Paces Ferry Wealth Advisors LLC now owns 1,554 shares of the home improvement retailer’s stock worth $390,000 after purchasing an additional 48 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

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.