Lowe’s Companies (NYSE:LOW) Issues FY 2026 Earnings Guidance

Lowe’s Companies (NYSE:LOW) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 12.250-12.250 for the period, compared to the consensus earnings per share estimate of 12.880. The company issued revenue guidance of $92.0 billion-$92.0 billion, compared to the consensus revenue estimate of $93.3 billion.

Analyst Ratings Changes

A number of research analysts have recently weighed in on LOW shares. Wells Fargo & Company dropped their target price on Lowe’s Companies from $255.00 to $245.00 and set an “overweight” rating on the stock in a report on Tuesday, August 11th. TD Cowen reissued a “hold” rating and issued a $235.00 price target on shares of Lowe’s Companies in a research report on Thursday. BNP Paribas Exane dropped their price objective on Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a research note on Thursday, May 21st. Jefferies Financial Group cut their price objective on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Finally, KeyCorp reiterated an “overweight” rating and issued a $275.00 target price on shares of Lowe’s Companies in a report on Thursday. 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 company. According to MarketBeat, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and a consensus price target of $259.37.

Lowe’s Companies Stock Performance

Shares of NYSE:LOW opened at $217.72 on Friday. The company has a market capitalization of $122.08 billion, a P/E ratio of 18.40, a price-to-earnings-growth ratio of 2.85 and a beta of 0.86. The company’s 50-day moving average is $216.13 and its 200 day moving average is $233.11. Lowe’s Companies has a fifty-two week low of $199.40 and a fifty-two week high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. The business had revenue of $25.96 billion during the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the company posted $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, research analysts predict that Lowe’s Companies will post 12.26 earnings per share for the current year.

Lowe’s Companies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd were issued a $1.25 dividend. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend was Wednesday, July 22nd. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.3%. Lowe’s Companies’s payout ratio is presently 42.27%.

Insider Activity at Lowe’s Companies

In other news, EVP Juliette Williams Pryor sold 9,330 shares of the company’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the transaction, the executive vice president owned 16,142 shares of the company’s stock, valued at $3,628,883.02. This represents a 36.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Janice Dupre sold 14,150 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the transaction, the executive vice president directly owned 39,785 shares in the company, valued at $8,828,291.50. This represents a 26.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 25,980 shares of company stock worth $5,796,937. Insiders own 0.29% of the company’s stock.

Key Lowe’s Companies News

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

• Positive Sentiment: Lowe’s reported fiscal Q2 EPS of $4.40, above the $4.22 analyst consensus, while revenue increased 8.3% year over year to approximately $25.96 billion. Digital sales and Pro-customer growth provided additional support. Lowe’s Q2 Earnings Beat Estimates
• Positive Sentiment: Several analysts remain constructive despite reducing price targets after earnings. UBS, KeyCorp, Truist and Mizuho maintained buy or overweight-equivalent ratings, with targets ranging from $250 to $275. Telsey also retained an outperform rating with a $260 target. Analysts Revise Lowe’s Forecasts
• Positive Sentiment: The company plans a $10.5 million store near Joint Base San Antonio-Randolph, expanding its footprint into Converse, Texas. Lowe’s Plans Store Near Joint Base San Antonio-Randolph
• Neutral Sentiment: Lowe’s received an approximately $80 million tariff refund, but management indicated the benefit will not be used for price cuts, limiting its direct effect on consumer demand. Lowe’s Receives Tariff Refund
• Neutral Sentiment: DA Davidson reaffirmed a Neutral rating with a $245 price target, while TD Cowen and RBC maintained Hold or Sector Perform ratings. The mixed analyst stance suggests valuation support but limited conviction. DA Davidson Reaffirms Neutral Rating
• Negative Sentiment: Lowe’s narrowed fiscal 2026 guidance to the low end, including roughly $92 billion in sales, as consumers delay costly renovations. Comparable sales rose only 0.2%, below expectations, and management cited weak DIY demand and housing headwinds. Lowe’s Narrows Fiscal 2026 Guidance
• Negative Sentiment: Investors also noted Lowe’s weaker performance relative to Home Depot, which has shown stronger comparable-sales momentum, potentially indicating share or product-mix pressure. Lowe’s Widens Gap With Home Depot
• Negative Sentiment: Unusually heavy put-option activity signals increased bearish hedging or speculation. Traders purchased 13,724 puts, 62% above average volume. Traders Buy Lowe’s Put Options

Hedge Funds Weigh In On Lowe’s Companies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after acquiring an additional 17,413 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Lowe’s Companies by 31.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after purchasing an additional 259 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of Lowe’s Companies by 22.3% in the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after purchasing an additional 280 shares in the last quarter. United Bank raised its stake in shares of Lowe’s Companies by 1.3% during the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after purchasing an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake in shares of Lowe’s Companies by 13.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after purchasing an additional 275 shares during the period. Institutional investors own 74.06% of the company’s stock.

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.