Telsey Advisory Group Brokers Cut Earnings Estimates for LOW

Lowe’s Companies, Inc. (NYSE:LOW) – Analysts at Telsey Advisory Group reduced their FY2026 earnings estimates for Lowe’s Companies in a research note issued to investors on Wednesday, November 19th. Telsey Advisory Group analyst J. Feldman now expects that the home improvement retailer will earn $12.25 per share for the year, down from their prior estimate of $12.45. Telsey Advisory Group currently has a “Outperform” rating and a $285.00 target price on the stock. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.90 per share. Telsey Advisory Group also issued estimates for Lowe’s Companies’ Q4 2026 earnings at $1.91 EPS, Q1 2027 earnings at $3.14 EPS, Q2 2027 earnings at $4.61 EPS, Q3 2027 earnings at $3.26 EPS, Q4 2027 earnings at $2.09 EPS and FY2027 earnings at $13.10 EPS.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results on Wednesday, November 19th. The home improvement retailer reported $3.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.97 by $0.09. The firm had revenue of $20.81 billion for the quarter, compared to analysts’ expectations of $20.88 billion. Lowe’s Companies had a negative return on equity of 52.02% and a net margin of 8.20%.The firm’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.89 EPS. Lowe’s Companies has set its FY 2025 guidance at 12.250-12.250 EPS.

A number of other equities analysts have also weighed in on the stock. Truist Financial lowered their price objective on shares of Lowe’s Companies from $267.00 to $256.00 and set a “buy” rating on the stock in a research report on Thursday. TD Cowen reduced their target price on shares of Lowe’s Companies from $275.00 to $250.00 and set a “hold” rating for the company in a research note on Friday. JPMorgan Chase & Co. boosted their price target on shares of Lowe’s Companies from $275.00 to $300.00 and gave the stock an “overweight” rating in a research note on Thursday. Wolfe Research assumed coverage on shares of Lowe’s Companies in a research report on Wednesday, September 17th. They issued an “outperform” rating for the company. Finally, Piper Sandler lifted their price objective on Lowe’s Companies from $269.00 to $294.00 and gave the company an “overweight” rating in a report on Thursday, August 21st. Sixteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Lowe’s Companies currently has an average rating of “Moderate Buy” and an average price target of $274.75.

Lowe’s Companies Trading Up 2.5%

Shares of LOW stock opened at $234.12 on Friday. The company has a market capitalization of $131.30 billion, a P/E ratio of 19.24, a price-to-earnings-growth ratio of 2.21 and a beta of 0.87. The business’s 50 day moving average is $243.31 and its two-hundred day moving average is $237.49. Lowe’s Companies has a twelve month low of $206.38 and a twelve month high of $280.64.

Lowe’s Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 4th. Investors of record on Wednesday, January 21st will be issued a $1.20 dividend. The ex-dividend date is Wednesday, January 21st. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.1%. Lowe’s Companies’s dividend payout ratio is currently 39.80%.

Insider Activity at Lowe’s Companies

In other Lowe’s Companies news, EVP Juliette Williams Pryor sold 929 shares of the company’s stock in a transaction on Tuesday, August 26th. The stock was sold at an average price of $257.20, for a total value of $238,938.80. Following the sale, the executive vice president owned 30,099 shares of the company’s stock, valued at approximately $7,741,462.80. This represents a 2.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Joseph Michael Mcfarland sold 43,810 shares of the firm’s stock in a transaction on Thursday, September 11th. The shares were sold at an average price of $272.60, for a total value of $11,942,606.00. Following the completion of the transaction, the executive vice president owned 66,566 shares of the company’s stock, valued at approximately $18,145,891.60. This represents a 39.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 52,931 shares of company stock valued at $14,381,752 in the last ninety days. Corporate insiders own 0.27% of the company’s stock.

Institutional Investors Weigh In On Lowe’s Companies

Large investors have recently added to or reduced their stakes in the business. SeaBridge Investment Advisors LLC lifted its stake in shares of Lowe’s Companies by 3.7% during the 2nd quarter. SeaBridge Investment Advisors LLC now owns 12,888 shares of the home improvement retailer’s stock worth $2,859,000 after purchasing an additional 465 shares during the period. QRG Capital Management Inc. increased its stake in Lowe’s Companies by 2.6% in the second quarter. QRG Capital Management Inc. now owns 154,692 shares of the home improvement retailer’s stock valued at $34,322,000 after purchasing an additional 3,947 shares during the last quarter. Advent Capital Management DE lifted its position in Lowe’s Companies by 20.0% during the first quarter. Advent Capital Management DE now owns 18,000 shares of the home improvement retailer’s stock worth $4,198,000 after buying an additional 3,000 shares during the period. Strathmore Capital Advisors Inc. acquired a new position in Lowe’s Companies during the second quarter worth approximately $2,717,000. Finally, First Pacific Financial grew its position in Lowe’s Companies by 147.3% during the second quarter. First Pacific Financial now owns 2,752 shares of the home improvement retailer’s stock valued at $611,000 after acquiring an additional 1,639 shares during the period. 74.06% of the stock is owned by institutional investors and hedge funds.

About Lowe’s Companies

Lowe’s Companies, Inc, together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical.