Lowe’s Companies (NYSE:LOW) Price Target Raised to $295.00 at Telsey Advisory Group

Lowe’s Companies (NYSE:LOW) had its price target hoisted by Telsey Advisory Group from $285.00 to $295.00 in a research report released on Thursday, MarketBeat.com reports. They currently have an outperform rating on the home improvement retailer’s stock.

Several other equities analysts also recently weighed in on LOW. Jefferies Financial Group reissued a “buy” rating and issued a $305.00 price target on shares of Lowe’s Companies in a research note on Wednesday. Mizuho decreased their target price on shares of Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. Wolfe Research dropped their price target on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Robert W. Baird lifted their price objective on Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 17th. Finally, Wells Fargo & Company lowered their price objective on Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 11th. Twenty-one analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average price target of $290.86.

Lowe’s Companies Price Performance

NYSE LOW opened at $264.69 on Thursday. The stock’s 50 day simple moving average is $266.42 and its 200-day simple moving average is $254.31. The company has a market cap of $148.48 billion, a PE ratio of 22.34, a price-to-earnings-growth ratio of 4.24 and a beta of 0.97. 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 issued its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping the consensus estimate of $1.94 by $0.04. The firm had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities research analysts anticipate that Lowe’s Companies will post 11.9 EPS for the current fiscal year.

Insider Activity at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s stock in a transaction on Friday, January 9th. The stock was 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 directly owned 231,043 shares in the company, valued at $60,341,500.31. This trade represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.27% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Lowe’s Companies

Hedge funds and other institutional investors have recently bought and sold shares of the company. Providence Wealth Advisors LLC increased its stake in Lowe’s Companies by 0.5% during the 4th quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock worth $1,959,000 after buying an additional 36 shares during the period. Rather & Kittrell Inc. increased its position in shares of Lowe’s Companies by 0.4% during the fourth quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock worth $2,503,000 after acquiring an additional 38 shares during the period. First Command Advisory Services Inc. raised its stake in shares of Lowe’s Companies by 1.3% in the fourth quarter. First Command Advisory Services Inc. now owns 2,947 shares of the home improvement retailer’s stock valued at $711,000 after acquiring an additional 38 shares in the last quarter. Walkner Condon Financial Advisors LLC boosted its holdings in Lowe’s Companies by 4.3% in the fourth quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock valued at $228,000 after purchasing an additional 39 shares during the period. Finally, Smithbridge Asset Management Inc. DE grew its stake in Lowe’s Companies by 1.1% during the 4th quarter. Smithbridge Asset Management Inc. DE now owns 3,723 shares of the home improvement retailer’s stock worth $898,000 after purchasing an additional 39 shares in the last quarter. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Q4 beat — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58B (+10.9% YoY), driven by Pro, online and Home Services strength; the quarter exceeded Street estimates and shows resilience despite a weak housing market. Lowe’s Q4 Earnings Show Resilience
• Positive Sentiment: Falling mortgage rates could lift future demand — the 30‑year mortgage dipping below 6% is a catalyst for spring home sales and higher renovation activity, a medium-term tailwind for Lowe’s ticket sizes and traffic. Mortgage Rates Fall Below 6%
• Positive Sentiment: Analyst support — several firms raised price targets (Goldman, Guggenheim, Wells Fargo, Rothschild/Telsey) and maintained buy/outperform ratings, signalling investor conviction that Lowe’s execution and Pro pivot justify upside. Analyst Price Target Changes
• Neutral Sentiment: Productivity & AI initiatives — management targets $1B of productivity gains in FY2026 and highlights AI tools easing operational issues; these actions could expand margins over time but require execution. Lowe’s Aims for $1B in Productivity
• Neutral Sentiment: Corporate reset / layoffs — Lowe’s is cutting ~600 corporate roles and reshaping the organization to focus on stores, Pro and digital; cost discipline is positive long term but is a short-term headwind and PR risk. Corporate Restructure Coverage
• Negative Sentiment: Soft FY2026 guidance — management issued conservative full‑year sales/profit outlook (flat-to-higher comps commentary) and flagged continued housing weakness, which triggered the initial post‑earnings selloff and remains the primary near‑term risk. Reuters: Lowe’s Guidance & Reaction
• Negative Sentiment: Short-term bearish signals — elevated put option activity and commentary from some strategists advising caution (multi-factor sell calls) suggest increased hedging and speculative downside pressure in the near term.

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.