Lowe’s Companies (NYSE:LOW) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

Lowe’s Companies (NYSE:LOW) had its price target increased by investment analysts at Telsey Advisory Group from $285.00 to $295.00 in a note issued to investors on Thursday, Marketbeat Ratings reports. The brokerage presently has an “outperform” rating on the home improvement retailer’s stock. Telsey Advisory Group’s target price points to a potential upside of 11.53% from the stock’s current price.

Several other research firms have also issued reports on LOW. Weiss Ratings reissued a “hold (c+)” rating on shares of Lowe’s Companies in a research report on Monday, December 29th. Stifel Nicolaus boosted their price target on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a research report on Monday, December 1st. Wolfe Research dropped their price objective on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 4th. Morgan Stanley lifted their price target on Lowe’s Companies from $270.00 to $296.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Finally, Sanford C. Bernstein lifted their price target on Lowe’s Companies from $284.00 to $313.00 and gave the company an “outperform” rating in a report on Wednesday, February 18th. Twenty-one research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average price target of $291.64.

Lowe’s Companies Price Performance

Shares of LOW opened at $264.51 on Thursday. The stock has a market cap of $148.38 billion, a price-to-earnings ratio of 22.32, a price-to-earnings-growth ratio of 4.27 and a beta of 0.97. The firm has a 50 day simple moving average of $266.89 and a 200-day simple moving average of $254.48. 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 announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $20.58 billion for the quarter, compared to analyst estimates of $20.34 billion. During the same period in the prior year, the firm posted $1.93 EPS. The company’s revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities analysts expect that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Insider Buying and Selling at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.27% of the company’s stock.

Hedge Funds Weigh In On Lowe’s Companies

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of Lowe’s Companies by 1.7% during the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock worth $13,560,617,000 after buying an additional 924,625 shares in the last quarter. State Street Corp boosted its stake in shares of Lowe’s Companies by 0.5% during the 3rd quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock worth $6,291,867,000 after buying an additional 124,501 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Lowe’s Companies by 7.1% during the 4th 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 in the last quarter. Norges Bank acquired a new stake in shares of Lowe’s Companies in the 4th quarter valued at approximately $1,993,697,000. Finally, Northern Trust Corp increased its holdings in 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 buying an additional 103,827 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.