Lowe’s Companies (NYSE:LOW) Price Target Raised to $294.00

Lowe’s Companies (NYSE:LOW) had its price target lifted by Mizuho from $272.00 to $294.00 in a report published on Friday morning,Benzinga reports. Mizuho currently has an outperform rating on the home improvement retailer’s stock.

A number of other analysts have also recently issued reports on the company. Telsey Advisory Group increased their target price on Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research note on Thursday. Argus lowered their price objective on shares of Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating for the company in a research report on Tuesday, December 2nd. UBS Group dropped their price objective on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a report on Thursday. Oppenheimer reduced their target price on shares of Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a research note on Friday, December 5th. Finally, Robert W. Baird increased their target price on Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a report on Tuesday, February 17th. Twenty-one analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $291.64.

Lowe’s Companies Stock Up 0.0%

LOW opened at $264.51 on Friday. The stock has a market cap of $148.38 billion, a P/E ratio of 22.32, a P/E/G ratio of 5.74 and a beta of 0.98. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $293.06. The company has a fifty day simple moving average of $266.89 and a 200 day simple moving average of $254.53.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm had revenue of $20.58 billion for the quarter, compared to analyst estimates of $20.34 billion. During the same period in the previous year, the company posted $1.93 earnings per share. The company’s revenue for the quarter was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities research analysts expect 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 business’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the sale, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at $60,341,500.31. The trade was a 7.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.27% of the stock is owned by company insiders.

Institutional Trading of Lowe’s Companies

Hedge funds and other institutional investors have recently modified their holdings of the stock. Swiss RE Ltd. acquired a new position in shares of Lowe’s Companies during the 4th quarter worth approximately $25,000. Howard Hughes Medical Institute acquired a new stake in shares of Lowe’s Companies in the 2nd quarter valued at approximately $27,000. Wilkerson Advisory Group LLC bought a new position in shares of Lowe’s Companies in the fourth quarter valued at $27,000. Activest Wealth Management increased its holdings in Lowe’s Companies by 78.5% during the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 51 shares during the last quarter. Finally, OLD Second National Bank of Aurora raised 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 in the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Key Lowe’s Companies News

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.