Rothschild & Co Redburn Forecasts Strong Price Appreciation for Lowe’s Companies (NYSE:LOW) Stock

Lowe’s Companies (NYSE:LOW) had its price objective lifted by investment analysts at Rothschild & Co Redburn from $280.00 to $290.00 in a report issued on Thursday,MarketScreener reports. The brokerage presently has a “buy” rating on the home improvement retailer’s stock. Rothschild & Co Redburn’s price objective would indicate a potential upside of 10.16% from the stock’s current price.

Several other brokerages have also recently commented on LOW. Robert W. Baird increased their price target on Lowe’s Companies from $290.00 to $320.00 and gave the company an “outperform” rating in a research report on Tuesday, February 17th. Sanford C. Bernstein boosted their target price on shares of Lowe’s Companies from $284.00 to $313.00 and gave the company an “outperform” rating in a research report on Wednesday, February 18th. The Goldman Sachs Group boosted their price target on Lowe’s Companies from $280.00 to $283.00 and gave the company a “buy” rating in a research note on Friday, February 13th. JPMorgan Chase & Co. increased their target price on Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Finally, Stifel Nicolaus boosted their price target on Lowe’s Companies from $230.00 to $250.00 and gave the company a “hold” rating in a research note on Monday, December 1st. Twenty-one investment 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $290.32.

Lowe’s Companies Price Performance

Shares of Lowe’s Companies stock traded up $0.23 on Thursday, hitting $263.25. 222,033 shares of the company’s stock traded hands, compared to its average volume of 2,861,188. The stock has a market capitalization of $147.67 billion, a PE ratio of 21.85, a price-to-earnings-growth ratio of 4.34 and a beta of 0.97. The firm’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 one year low of $206.38 and a one year high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The firm had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter in the previous year, the company earned $1.93 earnings per share. The business’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, analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Insider Buying and Selling at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $261.17, for a total value 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. This represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.27% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Lowe’s Companies

Institutional investors and hedge funds have recently made changes to their positions in the stock. Swiss RE Ltd. acquired a new position in Lowe’s Companies during the 4th quarter worth approximately $25,000. Wilkerson Advisory Group LLC bought a new stake in shares of Lowe’s Companies during the fourth 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 worth $29,000 after purchasing an additional 51 shares during the period. Howard Hughes Medical Institute acquired a new position in shares of Lowe’s Companies during the second quarter worth approximately $27,000. Finally, United Financial Planning Group LLC bought a new position in shares of Lowe’s Companies in the 3rd quarter worth $31,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Key Lowe’s Companies News

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

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.