Lowe’s Companies (NYSE:LOW) Price Target Raised to $300.00 at The Goldman Sachs Group

Lowe’s Companies (NYSE:LOW) had its target price raised by The Goldman Sachs Group from $283.00 to $300.00 in a research report released on Thursday morning,MarketScreener reports. They currently have a buy rating on the home improvement retailer’s stock.

Other equities research analysts also recently issued research reports about the company. Wolfe Research dropped their price objective on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Royal Bank Of Canada raised their target price on shares of Lowe’s Companies from $252.00 to $257.00 and gave the stock a “sector perform” rating in a report on Monday. Argus dropped their price target on Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating on the stock in a research note on Tuesday, December 2nd. HSBC cut their price objective on shares of Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a research report on Friday, November 21st. Finally, Gordon Haskett reduced their price target on Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday. Twenty-one equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $290.86.

Lowe’s Companies Trading Up 0.6%

Shares of NYSE LOW opened at $264.69 on Thursday. Lowe’s Companies has a 1 year low of $206.38 and a 1 year high of $293.06. The firm’s 50-day moving average is $266.42 and its 200-day moving average is $254.31. The firm has a market capitalization 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 (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, beating 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 business posted $1.93 earnings per share. Lowe’s Companies’s revenue was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, equities research analysts anticipate that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $261.17, for a total value of $4,701,060.00. Following the transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company 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 LOW. Swiss RE Ltd. bought a new stake in Lowe’s Companies in the 4th quarter valued at $25,000. Howard Hughes Medical Institute acquired a new stake in shares of Lowe’s Companies during the second quarter worth $27,000. Wilkerson Advisory Group LLC bought a new stake in shares of Lowe’s Companies in the fourth quarter valued at about $27,000. Activest Wealth Management grew its stake in shares of Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 51 shares in the last quarter. Finally, OLD Second National Bank of Aurora increased its position in Lowe’s Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 42 shares during the period. 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 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.

Lowe’s Companies Company Profile

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.