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

Lowe’s Companies (NYSE:LOW) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 12.250-12.75 for the period, compared to the consensus estimate of 12.260. The company issued revenue guidance of $92.0 billion-$94.0 billion, compared to the consensus revenue estimate of $86.1 billion.

Lowe’s Companies Price Performance

Shares of LOW stock opened at $278.60 on Wednesday. The company has a market cap of $156.28 billion, a price-to-earnings ratio of 23.10, a PEG ratio of 4.28 and a beta of 0.97. Lowe’s Companies has a 1 year low of $206.38 and a 1 year high of $293.06. The firm has a fifty day moving average price of $265.77 and a 200-day moving average price of $254.17.

Wall Street Analyst Weigh In

A number of brokerages have commented on LOW. Gordon Haskett upped their price target on Lowe’s Companies from $310.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Oppenheimer cut their price objective on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a research note on Friday, December 5th. Barclays upgraded shares of Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 target price on the stock in a research note on Wednesday, January 7th. HSBC lowered their price target on shares of Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a report on Friday, November 21st. Finally, Truist Financial set a $295.00 price objective on shares of Lowe’s Companies in a research note on Friday, January 16th. Twenty equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average target price of $289.59.

Insider Transactions at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $261.17, for a total transaction 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 trade represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.27% of the stock is currently owned by company insiders.

Lowe’s Companies News Summary

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

• Positive Sentiment: Top-line beat and pro-business strength — Lowe’s reported Q4 sales growth of more than 10% and comparable sales up ~1.3%, driven by continued growth in its professional (Pro) builder business, which helped offset weakness among DIY consumers. CNBC: Lowe’s earnings
• Positive Sentiment: Pro segment momentum highlighted — Coverage notes the Pro channel growth as a durable revenue driver that supports resilience despite a soft housing/remodel market. WSJ: Sales rise on Pro builder growth
• Positive Sentiment: Restructuring and payments partnership aimed at improving execution — Lowe’s announced cuts (~600 corporate/support roles) to reallocate resources to stores/Pro and unveiled a national partnership with Affirm to expand flexible payments — moves that may reduce operating costs and boost conversion over time. Yahoo Finance: Resets corporate structure
• Neutral Sentiment: Analyst reaction mixed — RBC raised Lowe’s price target modestly while keeping a sector-perform rating, reflecting cautious upside given macro/valuation dynamics. Benzinga/The Fly: RBC price target raise
• Negative Sentiment: One-time charges dent GAAP profit — Lowe’s reported lower Q4 net earnings and GAAP EPS ($1.78) was down versus last year largely due to one-time charges; adjusted EPS was higher but the charges prompted investor concern about near-term profitability. RTTNews: Q4 profit down
• Negative Sentiment: Cautious FY26 outlook and downward pressure on consensus — Management gave a FY26 outlook calling for sales growth but only flat-to-higher comps and flagged continued category uncertainty; Reuters notes full-year sales and profit guidance came in below some Wall Street estimates, which weighed on sentiment. Reuters: Forecast downbeat
• Negative Sentiment: Early-session volatility — Despite the operational positives, the combination of one-time charges and cautious guidance triggered an early share drop in pre-market trading, explaining intraday volatility. MarketWatch: Shares dip

Institutional Trading of Lowe’s Companies

Several hedge funds have recently bought and sold shares of LOW. Sumitomo Life Insurance Co. boosted its holdings in shares of Lowe’s Companies by 0.6% during the 4th quarter. Sumitomo Life Insurance Co. now owns 6,140 shares of the home improvement retailer’s stock valued at $1,481,000 after purchasing an additional 39 shares during the last quarter. Ausdal Financial Partners Inc. lifted its position in shares of Lowe’s Companies by 1.2% in the fourth quarter. Ausdal Financial Partners Inc. now owns 3,430 shares of the home improvement retailer’s stock worth $827,000 after buying an additional 40 shares in the last quarter. Foresight Global Investors Inc. lifted its position in shares of Lowe’s Companies by 3.9% in the fourth quarter. Foresight Global Investors Inc. now owns 1,192 shares of the home improvement retailer’s stock worth $287,000 after buying an additional 45 shares in the last quarter. Invenio Wealth Partners LLC boosted its stake in Lowe’s Companies by 3.7% during the third quarter. Invenio Wealth Partners LLC now owns 1,277 shares of the home improvement retailer’s stock valued at $321,000 after buying an additional 46 shares during the last quarter. Finally, Paces Ferry Wealth Advisors LLC grew its holdings in Lowe’s Companies by 3.2% during the 3rd quarter. Paces Ferry Wealth Advisors LLC now owns 1,554 shares of the home improvement retailer’s stock valued at $390,000 after buying an additional 48 shares in the last quarter. Hedge funds and other 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.