Truist Financial Has Lowered Expectations for Lowe’s Companies (NYSE:LOW) Stock Price

Lowe’s Companies (NYSE:LOW) had its price target reduced by investment analysts at Truist Financial from $295.00 to $293.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the home improvement retailer’s stock. Truist Financial’s price objective suggests a potential upside of 11.24% from the stock’s previous close.

Other equities research analysts have also recently issued research reports about the company. UBS Group decreased their target price on Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Robert W. Baird upped their price objective on shares of Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a report on Tuesday, February 17th. Stifel Nicolaus lifted their target price on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a report on Monday, December 1st. Mizuho lowered their price target on Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. Finally, Barclays upgraded Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 price objective on the stock in a research note on Wednesday, January 7th. Twenty analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.63.

Lowe’s Companies Trading Down 5.5%

LOW opened at $263.41 on Thursday. The stock has a market cap of $147.76 billion, a price-to-earnings ratio of 21.84, a PEG ratio of 4.34 and a beta of 0.97. The stock has a fifty day moving average price of $266.08 and a 200 day moving average price of $254.23. Lowe’s Companies has a 1 year low of $206.38 and a 1 year high of $293.06.

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 company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, sell-side analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Marvin R. Ellison sold 18,000 shares of the 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 directly owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.27% of the company’s stock.

Hedge Funds Weigh In On Lowe’s Companies

Hedge funds have recently added to or reduced their stakes in the company. Providence Wealth Advisors LLC grew its position in shares of Lowe’s Companies by 0.5% during the 4th quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock worth $1,959,000 after buying an additional 36 shares during the period. Rather & Kittrell Inc. increased its position 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 buying an additional 38 shares in the last quarter. First Command Advisory Services Inc. increased 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 buying an additional 38 shares in the last quarter. Walkner Condon Financial Advisors LLC raised its stake in Lowe’s Companies by 4.3% during the 4th quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock worth $228,000 after buying an additional 39 shares during the period. Finally, Smithbridge Asset Management Inc. DE lifted its holdings in Lowe’s Companies by 1.1% during the fourth quarter. Smithbridge Asset Management Inc. DE now owns 3,723 shares of the home improvement retailer’s stock worth $898,000 after acquiring an additional 39 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Telsey Advisory Group raised its price target on LOW to $295 and kept an “outperform” rating, signaling analyst conviction on medium‑term upside (about a double‑digit lift from recent levels).
• Positive Sentiment: Lowe’s topped consensus for the quarter—adjusted EPS $1.98 and revenue $20.58B—driven by Pro/customer and holiday strength, showing execution in a tough housing environment. LOWE’S REPORTS FOURTH QUARTER 2025 SALES AND EARNINGS RESULTS
• Positive Sentiment: Management highlighted growth in Pro, online and Home Services and is investing in digital tools to expand B2B sales—an encouraging structural shift that can stabilize revenues if DIY weakness persists. Lowe’s Deploys Digital Tools to Power Growing B2B Sales
• Neutral Sentiment: FY‑2026 guidance is mixed: EPS range of 12.25–12.75 (near Street) but revenue guidance of $92–94B is above consensus—this creates ambiguity (top‑line ambition versus conservative tone on comps/margins).
• Negative Sentiment: Management warned the housing market remains pressured and that many homeowners are delaying big remodels, which directly threatens Lowe’s big‑ticket sales and was a primary driver of the pullback. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Shares dropped after the print as investors punished the cautious outlook despite the beat; the market reaction reflects concern about near‑term demand and margin pressure. Lowe’s shares dip after home-improvement retailer warns of ‘ongoing uncertainty’ in category
• Negative Sentiment: Risk sentiment picked up: unusual put buying activity was reported and the company announced ~600 corporate/support role reductions—both items can weigh on near‑term investor confidence and headline risk. Lowe’s CEO publicly addresses 600 layoffs for first time

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.