Zacks Research Expects Lower Earnings for Lowe’s Companies

Lowe’s Companies, Inc. (NYSE:LOW) – Stock analysts at Zacks Research lowered their FY2026 earnings per share estimates for shares of Lowe’s Companies in a research note issued to investors on Wednesday, December 3rd. Zacks Research analyst Team now forecasts that the home improvement retailer will post earnings per share of $12.25 for the year, down from their prior forecast of $12.30. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.90 per share. Zacks Research also issued estimates for Lowe’s Companies’ Q4 2026 earnings at $1.94 EPS, Q1 2027 earnings at $3.15 EPS, Q2 2027 earnings at $4.63 EPS, Q4 2027 earnings at $2.05 EPS, FY2027 earnings at $13.10 EPS, Q2 2028 earnings at $4.96 EPS and FY2028 earnings at $14.08 EPS.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, November 19th. The home improvement retailer reported $3.06 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.09. The firm had revenue of $20.81 billion during the quarter, compared to analysts’ expectations of $20.88 billion. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.The company’s quarterly revenue was up 3.2% on a year-over-year basis. During the same period in the prior year, the company earned $2.89 earnings per share. Lowe’s Companies has set its FY 2025 guidance at 12.250-12.250 EPS.

Several other research firms have also weighed in on LOW. JPMorgan Chase & Co. lifted their price objective on shares of Lowe’s Companies from $275.00 to $300.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. TD Cowen reduced their price objective on shares of Lowe’s Companies from $275.00 to $250.00 and set a “hold” rating for the company in a research report on Friday, November 21st. Piper Sandler increased their price target on shares of Lowe’s Companies from $269.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, August 21st. Wolfe Research decreased their price objective on Lowe’s Companies from $308.00 to $285.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Finally, Bank of America cut their price target on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Sixteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $274.88.

Lowe’s Companies Stock Up 0.9%

Shares of Lowe’s Companies stock opened at $248.50 on Monday. The stock has a market cap of $139.39 billion, a price-to-earnings ratio of 20.60, a P/E/G ratio of 4.12 and a beta of 0.96. The company’s fifty day moving average is $239.08 and its 200 day moving average is $238.48. Lowe’s Companies has a twelve month low of $206.38 and a twelve month high of $280.64.

Institutional Trading of Lowe’s Companies

Institutional investors and hedge funds have recently made changes to their positions in the stock. Howard Hughes Medical Institute acquired a new position in shares of Lowe’s Companies in the second quarter valued at approximately $27,000. Solstein Capital LLC boosted its position in Lowe’s Companies by 627.8% during the second quarter. Solstein Capital LLC now owns 131 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 113 shares during the last quarter. Activest Wealth Management grew its stake in Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 51 shares during the period. Traub Capital Management LLC acquired a new position in Lowe’s Companies in the 2nd quarter valued at $30,000. Finally, Vermillion & White Wealth Management Group LLC lifted its stake in shares of Lowe’s Companies by 128.8% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 135 shares of the home improvement retailer’s stock worth $30,000 after purchasing an additional 76 shares during the period. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insiders Place Their Bets

In other Lowe’s Companies news, EVP Joseph Michael Mcfarland sold 43,810 shares of Lowe’s Companies stock in a transaction that occurred on Thursday, September 11th. The shares were sold at an average price of $272.60, for a total transaction of $11,942,606.00. Following the completion of the sale, the executive vice president directly owned 66,566 shares in the company, valued at $18,145,891.60. The trade was a 39.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.27% of the stock is owned by corporate insiders.

Lowe’s Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 4th. Investors of record on Wednesday, January 21st will be given a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Wednesday, January 21st. Lowe’s Companies’s dividend payout ratio is 39.80%.

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.