Rothschild & Co Redburn Issues Positive Forecast for Lowe’s Companies (NYSE:LOW) Stock Price

Lowe’s Companies (NYSE:LOW) had its price target lifted by Rothschild & Co Redburn from $280.00 to $290.00 in a research note published on Thursday,MarketScreener reports. The brokerage currently has a buy rating on the home improvement retailer’s stock.

Several other research firms also recently weighed in on LOW. Evercore increased their price target on shares of Lowe’s Companies from $250.00 to $280.00 in a research report on Tuesday, January 27th. Citigroup raised their target price on Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. UBS Group cut their price target on Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Sanford C. Bernstein raised their price objective on Lowe’s Companies from $284.00 to $313.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 18th. Finally, Mizuho lowered their price objective on Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. Twenty-one research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $290.86.

Lowe’s Companies Price Performance

Lowe’s Companies stock opened at $264.69 on Thursday. The business’s fifty day moving average is $266.42 and its 200 day moving average is $254.31. Lowe’s Companies has a one year low of $206.38 and a one year high of $293.06. The stock 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 issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. The company had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, sell-side analysts expect that Lowe’s Companies will post 11.9 EPS for the current fiscal year.

Insider Activity

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $261.17, for a total value of $4,701,060.00. Following the sale, the chief executive officer directly owned 231,043 shares in the company, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.27% of the company’s stock.

Institutional Trading of Lowe’s Companies

A number of large investors have recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in Lowe’s Companies by 119.7% in the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after purchasing an additional 17,413 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Lowe’s Companies by 31.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after buying an additional 259 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Lowe’s Companies by 22.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after buying an additional 280 shares during the last quarter. United Bank increased its holdings in shares of Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after buying an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in shares of Lowe’s Companies by 13.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after buying an additional 275 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

More Lowe’s Companies News

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.