Guggenheim Issues Positive Forecast for Lowe’s Companies (NYSE:LOW) Stock Price

Lowe’s Companies (NYSE:LOW) had its price objective lifted by equities researchers at Guggenheim from $280.00 to $300.00 in a report issued on Thursday,MarketScreener reports. The brokerage currently has a “buy” rating on the home improvement retailer’s stock. Guggenheim’s price objective would suggest a potential upside of 13.96% from the stock’s previous close.

A number of other brokerages have also weighed in on LOW. Wells Fargo & Company decreased their price objective on shares of Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating for the company in a report on Tuesday, November 11th. Wolfe Research reduced their target price on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Gordon Haskett lowered their price target on Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday. Evercore lifted their price objective on Lowe’s Companies from $250.00 to $280.00 in a report on Tuesday, January 27th. Finally, HSBC decreased their target price on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating for the company in a research report on Friday, November 21st. Twenty-one research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $290.32.

Lowe’s Companies Trading Up 0.1%

NYSE:LOW traded up $0.23 during trading hours on Thursday, reaching $263.25. 222,033 shares of the company traded hands, compared to its average volume of 2,861,188. The business’s 50-day moving average price is $266.08 and its two-hundred day moving average price is $254.23. Lowe’s Companies has a 1 year low of $206.38 and a 1 year high of $293.06. The stock has a market capitalization of $147.67 billion, a P/E ratio of 21.85, a P/E/G ratio of 4.34 and a beta of 0.97.

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, beating the consensus estimate of $1.94 by $0.04. The company had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. Lowe’s Companies’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, equities analysts anticipate that Lowe’s Companies will post 11.9 EPS for the current year.

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the sale, the chief executive officer directly owned 231,043 shares in the company, valued at $60,341,500.31. The trade was a 7.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.27% of the company’s stock.

Hedge Funds Weigh In On Lowe’s Companies

Institutional investors and hedge funds have recently made changes to their positions in the business. Swiss RE Ltd. purchased a new stake in shares of Lowe’s Companies during the fourth quarter worth about $25,000. Howard Hughes Medical Institute purchased a new position in Lowe’s Companies in the 2nd quarter worth approximately $27,000. Wilkerson Advisory Group LLC purchased a new stake in Lowe’s Companies during the 4th quarter valued at approximately $27,000. Activest Wealth Management raised its position in shares of Lowe’s Companies by 78.5% during the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 51 shares during the last quarter. Finally, OLD Second National Bank of Aurora raised its position in shares of Lowe’s Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 42 shares during 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: Beat on Q4 results — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58bn, topping estimates and showing comps growth driven by pro and holiday demand. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results
• Positive Sentiment: Pro, online and home‑services momentum plus new partnerships (including Affirm) should help diversify and stabilize revenue as DIY wanes. Is Affirm (AFRM) Using Lowe’s Partnership To Deepen Moat Or Merely Chase Volume?
• Positive Sentiment: Analyst support: Telsey Advisory raised its price target to $295 and keeps an outperform view, signaling some buy‑side conviction after the print. Benzinga: Telsey raises price target
• Neutral Sentiment: Management highlights AI tools (CEO says an AI assistant is easing operational headaches) — productivity upside but early stage for scale impact. Lowe’s CEO says its AI assistant is fixing some major headaches
• Negative Sentiment: Cautious FY2026 guidance — management warned homeowners are deferring big remodels, and issued conservative sales/profit outlook that disappointed investors and pressured the stock. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Restructuring and layoffs — Lowe’s announced ~600 corporate/support role cuts and is reshaping organization; cost saves but creates short‑term disruption and investor concern. Lowe’s CEO publicly addresses 600 layoffs for first time, then turns to AI, profits
• Negative Sentiment: Broader market reaction — housing‑related stocks slipped after downbeat comments from Lowe’s and Home Depot, amplifying selling pressure despite the beating results. US housing-related stocks drop after downbeat comments from Lowe’s, Home Depot

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.