Telsey Advisory Group Issues Pessimistic Forecast for Lowe’s Companies (NYSE:LOW) Stock Price

Lowe’s Companies (NYSE:LOW) had its price target decreased by investment analysts at Telsey Advisory Group from $280.00 to $260.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has an “outperform” rating on the home improvement retailer’s stock. Telsey Advisory Group’s target price indicates a potential upside of 20.04% from the stock’s previous close.

A number of other research firms have also issued reports on LOW. William Blair assumed coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They issued an “overweight” rating for the company. JPMorgan Chase & Co. lowered their price target on shares of Lowe’s Companies from $279.00 to $252.00 and set an “overweight” rating on the stock in a research report on Friday, July 31st. Royal Bank Of Canada restated a “sector perform” rating and set a $231.00 price target on shares of Lowe’s Companies in a report on Thursday. Benchmark began coverage on shares of Lowe’s Companies in a report on Tuesday, May 12th. They issued a “hold” rating on the stock. Finally, BTIG Research lowered Lowe’s Companies to a “reduce” rating in a research report on Tuesday, May 12th. Twenty-three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average price target of $259.37.

Lowe’s Companies Trading Down 1.5%

LOW stock traded down $3.40 during midday trading on Thursday, reaching $216.60. The stock had a trading volume of 4,103,674 shares, compared to its average volume of 2,883,859. Lowe’s Companies has a 52-week low of $199.40 and a 52-week high of $293.06. The company’s fifty day simple moving average is $216.21 and its 200 day simple moving average is $233.46. The company has a market cap of $121.45 billion, a price-to-earnings ratio of 18.31, a price-to-earnings-growth ratio of 2.76 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, topping 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 for the quarter, compared to the consensus estimate of $26.13 billion. During the same period last year, the firm posted $4.33 earnings per share. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. 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 12.43 EPS for the current year.

Insider Activity at Lowe’s Companies

In other Lowe’s Companies news, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the completion of the transaction, the executive vice president owned 20,220 shares of the company’s stock, valued at approximately $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the completion of the transaction, the executive vice president directly owned 16,142 shares of the company’s stock, valued at approximately $3,628,883.02. This represents a 36.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 25,980 shares of company stock worth $5,796,937 over the last 90 days. Company insiders own 0.29% of the company’s stock.

Institutional Investors Weigh In On Lowe’s Companies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Lowe’s Companies in the fourth quarter valued at approximately $1,993,697,000. Price T Rowe Associates Inc. MD lifted its holdings in shares of Lowe’s Companies by 45.2% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock valued at $1,580,941,000 after buying an additional 2,039,343 shares during the period. J. Stern & Co. LLP grew its stake in shares of Lowe’s Companies by 7,814.9% in the 4th quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock worth $359,417,000 after purchasing an additional 1,471,539 shares during the last quarter. Eurizon Capital SGR S.p.A. acquired a new position in Lowe’s Companies in the fourth quarter worth approximately $308,683,000. Finally, Vanguard Group Inc. grew its holdings in shares of Lowe’s Companies by 1.7% in 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 acquiring an additional 924,625 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s beat second-quarter adjusted earnings expectations, reporting adjusted EPS of $4.40 versus the $4.22 consensus. Revenue rose 8.3% year over year to $25.96 billion, while comparable sales increased 0.2%. Lowe’s second-quarter results
• Positive Sentiment: Digital sales, professional-customer activity and disciplined promotions provided support, suggesting Lowe’s is gaining traction in growth areas despite a difficult consumer and housing environment. Lowe’s earnings call takeaways
• Positive Sentiment: Lowe’s received an approximately $80 million tariff refund, which helped quarterly profitability. The benefit will not be used to fund broad price cuts, preserving its potential earnings impact. Lowe’s tariff refund
• Neutral Sentiment: Analysts generally maintained favorable or neutral ratings, but several reduced price targets: UBS lowered its target to $275 while retaining Buy, Mizuho cut its target to $250 with Outperform, and KeyCorp maintained Overweight at $275. TD Cowen and RBC reiterated Hold and Sector Perform ratings with $235 and $231 targets, respectively.
• Negative Sentiment: Sales missed expectations and comparable sales trailed forecasts, while management cited persistent pressure in discretionary DIY spending and elevated mortgage rates. Analysts also noted that Lowe’s continues to underperform Home Depot, raising concerns about market-share and product-mix disadvantages. Lowe’s comparison with Home Depot
• Negative Sentiment: Lowe’s narrowed fiscal 2026 guidance to approximately $92 billion in revenue and $12.25 adjusted EPS, below Wall Street expectations of roughly $93.3 billion and $12.88 EPS. The lower outlook indicates that housing and renovation weakness is expected to persist through the second half. Lowe’s reduced outlook

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.