Lowe’s Companies (NYSE:LOW) Price Target Cut to $254.00 by Analysts at Truist Financial

Lowe’s Companies (NYSE:LOW) had its price objective cut by stock analysts at Truist Financial from $255.00 to $254.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the home improvement retailer’s stock. Truist Financial’s price target would suggest a potential upside of 16.63% from the company’s previous close.

A number of other research analysts have also recently commented on the company. UBS Group dropped their price target on Lowe’s Companies from $285.00 to $275.00 and set a “buy” rating on the stock in a research report on Thursday. BTIG Research lowered shares of Lowe’s Companies to a “reduce” rating in a report on Tuesday, May 12th. DA Davidson reissued a “neutral” rating and issued a $245.00 target price on shares of Lowe’s Companies in a report on Wednesday. Piper Sandler reduced their price target on Lowe’s Companies from $276.00 to $274.00 and set an “overweight” rating for the company in a research report on Thursday, August 13th. Finally, Craig Hallum raised Lowe’s Companies to a “buy” rating in a report on Tuesday, May 12th. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $260.27.

Lowe’s Companies Stock Down 1.0%

Lowe’s Companies stock traded down $2.22 during trading hours on Thursday, reaching $217.78. 2,226,487 shares of the company’s stock were exchanged, compared to its average volume of 2,878,746. The firm has a market capitalization of $122.11 billion, a PE ratio of 18.41, a PEG ratio of 2.76 and a beta of 0.86. Lowe’s Companies has a twelve month low of $199.40 and a twelve month high of $293.06. The firm’s 50 day simple moving average is $216.21 and its 200 day simple moving average is $233.46.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.22 by $0.18. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The company had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. During the same quarter in the previous year, the company earned $4.33 EPS. Lowe’s Companies’s quarterly revenue was up 8.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Analysts anticipate that Lowe’s Companies will post 12.43 EPS for the current year.

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the completion of the transaction, the executive vice president directly owned 20,220 shares in the company, valued at $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Janice Dupre sold 14,150 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the completion of the sale, the executive vice president directly owned 39,785 shares in the company, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 25,980 shares of company stock worth $5,796,937 over the last three months. Insiders own 0.29% of the company’s stock.

Hedge Funds Weigh In On Lowe’s Companies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Swiss RE Ltd. acquired a new position in Lowe’s Companies during the fourth quarter valued at approximately $25,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies in the 4th quarter valued at approximately $27,000. Sankala Group LLC acquired a new position in Lowe’s Companies during the fourth quarter worth about $33,000. Triumph Capital Management acquired a new position in Lowe’s Companies in the 3rd quarter worth approximately $34,000. Finally, Ares Financial Consulting LLC bought a new stake in shares of Lowe’s Companies in the 4th quarter valued at approximately $36,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s beat second-quarter adjusted earnings expectations, reporting adjusted EPS of $4.40 versus the $4.22 consensus. Revenue rose 8.3% year over year to $25.96 billion, while comparable sales increased 0.2%. Lowe’s second-quarter results
• Positive Sentiment: Digital sales, professional-customer activity and disciplined promotions provided support, suggesting Lowe’s is gaining traction in growth areas despite a difficult consumer and housing environment. Lowe’s earnings call takeaways
• Positive Sentiment: Lowe’s received an approximately $80 million tariff refund, which helped quarterly profitability. The benefit will not be used to fund broad price cuts, preserving its potential earnings impact. Lowe’s tariff refund
• Neutral Sentiment: Analysts generally maintained favorable or neutral ratings, but several reduced price targets: UBS lowered its target to $275 while retaining Buy, Mizuho cut its target to $250 with Outperform, and KeyCorp maintained Overweight at $275. TD Cowen and RBC reiterated Hold and Sector Perform ratings with $235 and $231 targets, respectively.
• Negative Sentiment: Sales missed expectations and comparable sales trailed forecasts, while management cited persistent pressure in discretionary DIY spending and elevated mortgage rates. Analysts also noted that Lowe’s continues to underperform Home Depot, raising concerns about market-share and product-mix disadvantages. Lowe’s comparison with Home Depot
• Negative Sentiment: Lowe’s narrowed fiscal 2026 guidance to approximately $92 billion in revenue and $12.25 adjusted EPS, below Wall Street expectations of roughly $93.3 billion and $12.88 EPS. The lower outlook indicates that housing and renovation weakness is expected to persist through the second half. Lowe’s reduced outlook

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.