Lowe’s Companies’ (LOW) Neutral Rating Reaffirmed at DA Davidson

DA Davidson restated their neutral rating on shares of Lowe’s Companies (NYSE:LOW) in a research report sent to investors on Thursday, Marketbeat Ratings reports. The firm currently has a $275.00 price target on the home improvement retailer’s stock.

A number of other equities research analysts have also recently commented on LOW. The Goldman Sachs Group increased their target price on shares of Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday. Telsey Advisory Group increased their price objective on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a report on Thursday. Argus dropped their target price on Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating on the stock in a research note on Tuesday, December 2nd. Oppenheimer reduced their target price on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating on the stock in a research report on Friday, December 5th. Finally, JPMorgan Chase & Co. raised their price target on Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Twenty-one research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $290.86.

Lowe’s Companies Trading Up 0.6%

LOW opened at $264.69 on Thursday. The firm has a market cap of $148.48 billion, a price-to-earnings ratio of 22.34, a PEG ratio of 4.24 and a beta of 0.97. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $293.06. The stock has a fifty day moving average price of $266.42 and a 200-day moving average price of $254.31.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (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 analyst estimates of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities research analysts forecast that Lowe’s Companies will post 11.9 EPS for the current year.

Insider Activity at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction that occurred 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 sale, the chief executive officer 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is owned by company insiders.

Hedge Funds Weigh In On Lowe’s Companies

A number of institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of Lowe’s Companies by 1.7% in the fourth 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 period. State Street Corp boosted its holdings in Lowe’s Companies by 0.5% in the third quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock valued at $6,291,867,000 after purchasing an additional 124,501 shares during the last quarter. Geode Capital Management LLC grew its position in Lowe’s Companies by 7.1% during the 4th quarter. Geode Capital Management LLC now owns 13,326,581 shares of the home improvement retailer’s stock worth $3,201,329,000 after purchasing an additional 887,579 shares during the period. Norges Bank purchased a new position in shares of Lowe’s Companies during the 4th quarter valued at about $1,993,697,000. Finally, Northern Trust Corp raised its stake in shares of Lowe’s Companies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock valued at $1,716,467,000 after buying an additional 103,827 shares during the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Q4 beat — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58B (+10.9% YoY), driven by Pro, online and Home Services strength; the quarter exceeded Street estimates and shows resilience despite a weak housing market. Lowe’s Q4 Earnings Show Resilience
• Positive Sentiment: Falling mortgage rates could lift future demand — the 30‑year mortgage dipping below 6% is a catalyst for spring home sales and higher renovation activity, a medium-term tailwind for Lowe’s ticket sizes and traffic. Mortgage Rates Fall Below 6%
• Positive Sentiment: Analyst support — several firms raised price targets (Goldman, Guggenheim, Wells Fargo, Rothschild/Telsey) and maintained buy/outperform ratings, signalling investor conviction that Lowe’s execution and Pro pivot justify upside. Analyst Price Target Changes
• Neutral Sentiment: Productivity & AI initiatives — management targets $1B of productivity gains in FY2026 and highlights AI tools easing operational issues; these actions could expand margins over time but require execution. Lowe’s Aims for $1B in Productivity
• Neutral Sentiment: Corporate reset / layoffs — Lowe’s is cutting ~600 corporate roles and reshaping the organization to focus on stores, Pro and digital; cost discipline is positive long term but is a short-term headwind and PR risk. Corporate Restructure Coverage
• Negative Sentiment: Soft FY2026 guidance — management issued conservative full‑year sales/profit outlook (flat-to-higher comps commentary) and flagged continued housing weakness, which triggered the initial post‑earnings selloff and remains the primary near‑term risk. Reuters: Lowe’s Guidance & Reaction
• Negative Sentiment: Short-term bearish signals — elevated put option activity and commentary from some strategists advising caution (multi-factor sell calls) suggest increased hedging and speculative downside pressure in the near term.

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.