Lowe’s Companies, Inc. (NYSE:LOW) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Lowe’s Companies, Inc. (NYSE:LOW) have received a consensus rating of “Moderate Buy” from the thirty-five brokerages that are covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, twelve have issued a hold recommendation and twenty-two have issued a buy recommendation on the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $287.9655.

LOW has been the topic of several recent analyst reports. JPMorgan Chase & Co. increased their target price on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, February 9th. KGI Securities initiated coverage on Lowe’s Companies in a research report on Tuesday, March 10th. They set a “neutral” rating and a $255.00 price objective for the company. Citigroup upgraded Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price objective on the stock in a report on Tuesday. Telsey Advisory Group raised their target price on Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $305.00 price target on shares of Lowe’s Companies in a report on Wednesday, February 25th.

Lowe’s Companies News Summary

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

• Positive Sentiment: Citigroup upgraded Lowe’s to Buy ahead of earnings, saying the home improvement chain is better positioned than peers to outperform despite macro uncertainty and a sluggish housing market. Citi upgrades Lowe’s to Buy but retail sector faces uncertain consumer outlook
• Positive Sentiment: Recent previews from Zacks suggest Lowe’s has a solid setup for a potential earnings beat, with expectations for revenue and profit growth heading into next week’s release. Lowe’s (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Truist kept a Buy rating on Lowe’s even while trimming its price target to $280 from $293, implying meaningful upside from current levels. Truist cuts price target on Lowe’s to $280 from $293, keeps Buy rating
• Neutral Sentiment: Lowe’s announced it will host its first-quarter 2026 earnings conference call on May 20, keeping investors focused on upcoming results and guidance. Lowe’s Companies, Inc. to Host First Quarter 2026 Earnings Conference Call on May 20
• Neutral Sentiment: Several articles highlighted Lowe’s long-term stock performance and dividend appeal, but these are mostly retrospective and not likely to move the stock much today. Here’s How Much You Would Have Made Owning Lowe’s Companies Stock In The Last 15 Years
• Negative Sentiment: Broader housing-market weakness remains a headwind for Lowe’s, with commentary noting that housing-related stocks are under pressure as the real estate cycle stays soft. Housing Stocks Are in Depression Mode. Whirlpool Down 81%, Lennar Crashed 54% While the S&P 500 Soars.
• Negative Sentiment: BofA reportedly reinstated Lowe’s at Neutral, reinforcing a more cautious Wall Street stance even as some firms remain constructive. Analyst Reinstates Lowe’s (LOW) at ‘Neutral’ Rating

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the stock. Providence Wealth Advisors LLC grew its holdings in shares of Lowe’s Companies by 0.5% during the fourth quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock worth $1,959,000 after purchasing an additional 36 shares during the last quarter. Rather & Kittrell Inc. lifted its holdings in shares of Lowe’s Companies by 0.4% in the 4th quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock valued at $2,503,000 after purchasing an additional 38 shares during the last quarter. First Command Advisory Services Inc. boosted its position in shares of Lowe’s Companies by 1.3% in the 4th quarter. First Command Advisory Services Inc. now owns 2,947 shares of the home improvement retailer’s stock valued at $711,000 after purchasing an additional 38 shares during the period. Walkner Condon Financial Advisors LLC boosted its position in shares of Lowe’s Companies by 4.3% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock valued at $228,000 after purchasing an additional 39 shares during the period. Finally, Smithbridge Asset Management Inc. DE grew its stake in Lowe’s Companies by 1.1% during the 4th quarter. Smithbridge Asset Management Inc. DE now owns 3,723 shares of the home improvement retailer’s stock worth $898,000 after buying an additional 39 shares during the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

Lowe’s Companies Stock Down 1.8%

Shares of NYSE:LOW opened at $220.44 on Friday. Lowe’s Companies has a fifty-two week low of $210.33 and a fifty-two week high of $293.06. The firm’s 50 day moving average price is $239.53 and its 200 day moving average price is $249.17. The stock has a market cap of $123.46 billion, a price-to-earnings ratio of 18.60, a price-to-earnings-growth ratio of 4.30 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last posted its quarterly 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. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The company had revenue of $20.59 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter in the previous year, the business posted $1.93 EPS. The firm’s revenue 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, equities analysts anticipate that Lowe’s Companies will post 12.61 EPS for the current year.

Lowe’s Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Wednesday, April 22nd. Lowe’s Companies’s payout ratio is currently 40.51%.

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.