Gordon Haskett Lowers Lowe’s Companies (NYSE:LOW) Price Target to $300.00

Lowe’s Companies (NYSE:LOW) had its price objective lowered by equities researchers at Gordon Haskett from $325.00 to $300.00 in a note issued to investors on Thursday,MarketScreener reports. The firm currently has a “buy” rating on the home improvement retailer’s stock. Gordon Haskett’s target price would suggest a potential upside of 13.42% from the company’s current price.

Several other equities research analysts have also weighed in on LOW. Truist Financial lowered their target price on shares of Lowe’s Companies from $295.00 to $293.00 and set a “buy” rating on the stock in a report on Thursday. Argus cut their price objective on shares of Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating on the stock in a report on Tuesday, December 2nd. TD Cowen raised their price target on Lowe’s Companies from $250.00 to $295.00 and gave the stock a “hold” rating in a research report on Tuesday, January 20th. The Goldman Sachs Group increased their target price 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. Finally, Evercore raised their price target on Lowe’s Companies from $250.00 to $280.00 in a research report on Tuesday, January 27th. Twenty-one analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average target price of $291.64.

Lowe’s Companies Trading Up 0.0%

NYSE LOW opened at $264.51 on Thursday. Lowe’s Companies has a 1-year low of $206.38 and a 1-year high of $293.06. The company has a market capitalization of $148.38 billion, a price-to-earnings ratio of 22.32, a PEG ratio of 4.27 and a beta of 0.97. The stock’s 50 day moving average is $266.89 and its two-hundred day moving average is $254.48.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping the consensus estimate of $1.94 by $0.04. The business had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.Lowe’s Companies’s revenue was up 10.9% on a year-over-year basis. During the same quarter last year, the company earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, analysts predict that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insider Transactions at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction on 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 approximately $60,341,500.31. This represents a 7.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.27% of the stock is owned by company insiders.

Institutional Investors Weigh In On Lowe’s Companies

A number of institutional investors have recently added to or reduced their stakes in LOW. Swiss RE Ltd. bought a new stake in Lowe’s Companies during the fourth quarter valued at $25,000. Howard Hughes Medical Institute bought a new stake in shares of Lowe’s Companies during the 2nd quarter valued at about $27,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies during the fourth quarter worth approximately $27,000. Activest Wealth Management grew its stake in 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. Finally, OLD Second National Bank of Aurora increased its holdings in Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 42 shares in the last quarter. 74.06% of the stock is owned by institutional investors.

Lowe’s Companies News Summary

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.