Lowe’s Companies, Inc. (NYSE:LOW) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Lowe’s Companies, Inc. (NYSE:LOW) have earned a consensus recommendation of “Moderate Buy” from the twenty-nine research firms that are presently covering the company, Marketbeat reports. One analyst has rated the stock with a sell rating, eight have given a hold rating and twenty have issued a buy rating on the company. The average twelve-month target price among analysts that have covered the stock in the last year is $289.4074.

A number of research firms have commented on LOW. Stifel Nicolaus lifted their target price on Lowe’s Companies from $230.00 to $250.00 and gave the company a “hold” rating in a research report on Monday, December 1st. The Goldman Sachs Group increased their price target on Lowe’s Companies from $280.00 to $283.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Bank of America reduced their price objective on shares of Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. Jefferies Financial Group upped their target price on shares of Lowe’s Companies from $280.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Finally, Robert W. Baird increased their target price on shares of Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 17th.

Insider Buying and Selling at Lowe’s Companies

In related 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 completion of the transaction, the chief executive officer owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in LOW. Vanguard Group Inc. lifted its stake in Lowe’s Companies by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock worth $13,560,617,000 after acquiring an additional 924,625 shares in the last quarter. State Street Corp grew its position in Lowe’s Companies by 0.5% in the 3rd quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock valued at $6,291,867,000 after acquiring an additional 124,501 shares in the last quarter. Geode Capital Management LLC increased its stake in Lowe’s Companies by 7.1% during the fourth quarter. Geode Capital Management LLC now owns 13,326,581 shares of the home improvement retailer’s stock worth $3,201,329,000 after purchasing an additional 887,579 shares during the period. Norges Bank acquired a new stake in shares of Lowe’s Companies during the fourth quarter worth about $1,993,697,000. Finally, Northern Trust Corp lifted its position in shares of Lowe’s Companies by 1.5% during the third quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock worth $1,716,467,000 after purchasing an additional 103,827 shares in the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Lowe’s Companies Price Performance

Shares of NYSE LOW opened at $280.31 on Monday. The company has a market capitalization of $157.24 billion, a P/E ratio of 23.24, a P/E/G ratio of 4.37 and a beta of 0.97. The company has a 50 day simple moving average of $264.63 and a 200-day simple moving average of $253.65. Lowe’s Companies has a 1 year low of $206.38 and a 1 year high of $293.06.

Key Lowe’s Companies News

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

• Positive Sentiment: Lowe’s announced a partnership with Affirm to offer buy‑now‑pay‑later options (including 0% APR plans) on its website and app — this can raise average order value, improve conversion on larger projects and expose Lowe’s to Affirm’s shopper base. How Lowe’s New Affirm Buy‑Now‑Pay‑Later Partnership Will Impact Lowe’s Companies (LOW) Investors
• Positive Sentiment: An analyst/price-target update lifted Lowe’s target to $320, signaling continued analyst conviction and providing upside psychology for investors. Lowe’s Companies (NYSE:LOW) Price Target Raised to $320.00
• Neutral Sentiment: Lowe’s scheduled its Q4 & fiscal 2025 earnings call for Feb. 25 (webcast + supplemental materials) — a near-term catalyst where guidance and same-store sales detail will matter most. Lowe’s Companies, Inc. to Host Fourth Quarter & Fiscal 2025 Earnings Conference Call on Feb. 25
• Neutral Sentiment: Wall Street previews and estimate summaries are circulating ahead of the report — useful for gauging where beats/misses could occur, but they don’t indicate a clear consensus beat probability. Ahead of Lowe’s (LOW) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Consumer-facing content (e.g., Lowe’s flooring services review and a community “bucket list” renovation program) supports brand engagement but is unlikely to move the stock materially on its own. Lowe’s flooring review: How it works, what it costs and whether you need a professional Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
• Negative Sentiment: Lowe’s is cutting roughly 600 corporate/support roles — a sign management is trimming costs, but the layoffs also highlight demand/efficiency pressures that can weigh on sentiment. Lowe’s begins layoffs in North Carolina, plans 600 job cuts
• Negative Sentiment: Pre‑earnings analysis suggests Lowe’s may lack the setup for an easy earnings beat — expectations are mixed and competition (notably Home Depot) and softer consumer spending on big-ticket projects are recurring themes. These factors increase the risk of a negative reaction if results or guidance disappoint. Lowe’s (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Home Depot vs. Lowe’s: Which Home Improvement Stock Has More Upside?

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.