Lowe’s Companies’ (LOW) Overweight Rating Reiterated at KeyCorp

Lowe’s Companies (NYSE:LOW)‘s stock had its “overweight” rating reaffirmed by investment analysts at KeyCorp in a report released on Thursday,Benzinga reports. They presently have a $275.00 price objective on the home improvement retailer’s stock. KeyCorp’s target price would indicate a potential upside of 24.58% from the company’s current price.

A number of other analysts have also recently commented on LOW. Telsey Advisory Group reduced their target price on shares of Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a report on Thursday, May 21st. Bank of America dropped their price target on shares of Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating on the stock in a research note on Thursday, May 21st. Citigroup reissued a “buy” rating on shares of Lowe’s Companies in a research report on Thursday. Wolfe Research set a $254.00 price objective on Lowe’s Companies in a research note on Thursday, May 21st. Finally, Robert W. Baird decreased their target price on Lowe’s Companies from $320.00 to $270.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and a consensus target price of $260.63.

Lowe’s Companies Stock Performance

Shares of NYSE:LOW opened at $220.74 on Thursday. The stock’s 50-day simple moving average is $216.21 and its two-hundred day simple moving average is $233.46. The stock has a market capitalization of $123.77 billion, a price-to-earnings ratio of 18.66, a PEG ratio of 2.76 and a beta of 0.86. Lowe’s Companies has a 52-week low of $199.40 and a 52-week high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, beating the consensus estimate of $4.22 by $0.18. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm had revenue of $25.96 billion during the quarter, compared to analyst estimates of $26.13 billion. During the same quarter in the prior year, the firm earned $4.33 EPS. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, equities analysts forecast that Lowe’s Companies will post 12.43 earnings per share for the current fiscal year.

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $223.83, for a total value of $559,575.00. Following the sale, the executive vice president owned 20,220 shares in the company, valued at $4,525,842.60. The trade was a 11.00% decrease in their position. 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 the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the transaction, the executive vice president directly owned 39,785 shares of the company’s stock, valued at $8,828,291.50. This trade represents a 26.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Lowe’s Companies

A number of hedge funds have recently made changes to their positions in the company. Swiss RE Ltd. bought a new position in shares of Lowe’s Companies during the 4th quarter valued at approximately $25,000. Wilkerson Advisory Group LLC bought a new stake in Lowe’s Companies in the fourth quarter worth $27,000. Sankala Group LLC bought a new stake in Lowe’s Companies in the fourth quarter worth $33,000. Triumph Capital Management bought a new stake in Lowe’s Companies in the third quarter worth $34,000. Finally, Ares Financial Consulting LLC purchased a new stake in Lowe’s Companies during the fourth quarter valued at $36,000. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Lowe’s Companies

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

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.