UBS Group Cuts Lowe’s Companies (NYSE:LOW) Price Target to $275.00

Lowe’s Companies (NYSE:LOW) had its target price decreased by UBS Group from $285.00 to $275.00 in a report published on Thursday,Benzinga reports. UBS Group currently has a buy rating on the home improvement retailer’s stock.

Several other equities analysts have also commented on LOW. Truist Financial dropped their price target on shares of Lowe’s Companies from $280.00 to $255.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Mizuho decreased their price target on shares of Lowe’s Companies from $280.00 to $250.00 and set an “outperform” rating on the stock in a report on Thursday. Benchmark assumed coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They set a “hold” rating for the company. Telsey Advisory Group dropped their price objective on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a report on Thursday, May 21st. Finally, The Goldman Sachs Group cut their target price on Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $258.53.

Lowe’s Companies Price Performance

LOW opened at $216.53 on Thursday. The stock has a market capitalization of $121.41 billion, a price-to-earnings ratio of 18.30, a price-to-earnings-growth ratio of 2.78 and a beta of 0.86. The business has a 50-day moving average of $216.05 and a two-hundred day moving average of $232.99. Lowe’s Companies has a 12 month low of $199.40 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, topping the consensus estimate of $4.22 by $0.18. The business had revenue of $25.96 billion for the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The company’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the firm posted $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities research analysts anticipate that Lowe’s Companies will post 12.29 earnings per share for the current year.

Lowe’s Companies Increases Dividend

The firm 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. The ex-dividend date was Wednesday, July 22nd. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a yield of 2.3%. Lowe’s Companies’s payout ratio is 42.27%.

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Janice Dupre sold 14,150 shares of the 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 completion of the sale, the executive vice president owned 39,785 shares of the company’s stock, valued at $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Juliette Williams Pryor sold 9,330 shares of the 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 completion of the sale, the executive vice president directly owned 16,142 shares of the company’s stock, valued at $3,628,883.02. The trade was a 36.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 25,980 shares of company stock valued at $5,796,937 over the last ninety days. Corporate insiders own 0.29% of the company’s stock.

Institutional Trading of Lowe’s Companies

Institutional investors have recently added to or reduced their stakes in the business. Swiss RE Ltd. acquired a new stake in Lowe’s Companies in the 4th quarter valued at $25,000. Wilkerson Advisory Group LLC acquired a new position in shares of Lowe’s Companies during the fourth quarter worth about $27,000. Sankala Group LLC acquired a new position in shares of Lowe’s Companies during the fourth quarter worth about $33,000. Markowski Investments purchased a new stake in shares of Lowe’s Companies in the second quarter worth about $33,000. Finally, Triumph Capital Management purchased a new stake in shares of Lowe’s Companies in the third quarter worth about $34,000. 74.06% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Lowe’s reported quarterly revenue growth of 8.3% year over year and highlighted continued support from professional-customer demand, digital sales and disciplined promotions. Analysts also noted progress on the company’s longer-term strategy. Lowe’s Fiscal Q2 Results Highlight Progress on Long-Term Strategy
• Positive Sentiment: The company plans to invest approximately $10.5 million in a new store near Joint Base San Antonio-Randolph, expanding its store footprint and reaching a new local market. Lowe’s Plans New Store Near Joint Base San Antonio-Randolph
• Neutral Sentiment: Lowe’s received an $80 million tariff refund, but management intends to use the funds for business purposes rather than broad price cuts. This may support profitability or investment, though it offers little immediate benefit to consumers. Lowe’s Gets $80 Million Tariff Refund
• Neutral Sentiment: Several analysts maintained Buy, Outperform or Overweight ratings, with targets generally remaining above the current share price. However, targets were lowered by UBS, Mizuho, Telsey, Truist and others as expectations were recalibrated. Analysts Revise Lowe’s Forecasts After Q2 Earnings
• Negative Sentiment: Soft DIY demand, weak housing activity and Lowe’s comparatively weaker DIY mix remain key concerns. The cautious outlook implies that a broader home-improvement recovery may take longer than investors hoped. Lowe’s Q2 Earnings Call Flags DIY Pressure
• Negative Sentiment: Unusually heavy put-option activity indicates that some traders are positioning for additional weakness or greater volatility. Traders Buy Large Volume of Lowe’s Put Options

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.