Robert W. Baird Increases Lowe’s Companies (NYSE:LOW) Price Target to $320.00

Lowe’s Companies (NYSE:LOW) had its target price lifted by equities researchers at Robert W. Baird from $290.00 to $320.00 in a research report issued on Tuesday,MarketScreener reports. The brokerage presently has an “outperform” rating on the home improvement retailer’s stock. Robert W. Baird’s target price points to a potential upside of 13.44% from the stock’s previous close.

Several other research firms have also issued reports on LOW. Truist Financial set a $295.00 target price on shares of Lowe’s Companies in a report on Friday, January 16th. The Goldman Sachs Group boosted their price objective on Lowe’s Companies from $280.00 to $283.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Sanford C. Bernstein raised their target price on Lowe’s Companies from $284.00 to $313.00 and gave the stock an “outperform” rating in a research note on Wednesday. TD Cowen boosted their price target on Lowe’s Companies from $250.00 to $295.00 and gave the company a “hold” rating in a research note on Tuesday, January 20th. Finally, Royal Bank Of Canada cut their price target on Lowe’s Companies from $260.00 to $252.00 and set a “sector perform” rating on the stock in a report on Thursday, November 20th. Twenty analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average target price of $289.41.

Lowe’s Companies Trading Up 0.3%

Shares of LOW opened at $282.10 on Tuesday. The stock’s 50-day moving average price is $263.37 and its two-hundred day moving average price is $252.94. Lowe’s Companies has a 12 month low of $206.38 and a 12 month high of $293.06. The company has a market capitalization of $158.24 billion, a PE ratio of 23.39, a PEG ratio of 4.38 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, November 26th. The home improvement retailer reported $3.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.09. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.The company had revenue of $20.81 billion during the quarter, compared to the consensus estimate of $20.88 billion. During the same period last year, the company earned $2.89 earnings per share. The firm’s revenue was up 3.2% compared to the same quarter last year. Equities research analysts predict that Lowe’s Companies will post 11.9 EPS 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 company’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.27% of the company’s stock.

Institutional Trading of Lowe’s Companies

Large investors have recently added to or reduced their stakes in the stock. Swiss RE Ltd. bought a new position in Lowe’s Companies during the fourth quarter valued at $25,000. Howard Hughes Medical Institute purchased a new position in shares of Lowe’s Companies during the 2nd quarter valued at $27,000. Wilkerson Advisory Group LLC bought a new position in shares of Lowe’s Companies during the 4th quarter worth $27,000. Solstein Capital LLC increased its holdings in Lowe’s Companies by 627.8% in the 2nd 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. Finally, Activest Wealth Management increased its holdings 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 last quarter. Hedge funds and other institutional investors 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: Robert W. Baird raised its price target on LOW to $320 and kept an “outperform” rating, implying material upside and likely supporting buying interest. Baird Adjusts Price Target on Lowe’s Companies to $320
• Positive Sentiment: Telsey Advisory Group reaffirmed its “outperform” rating with a $285 target, which—while modestly higher than the current price—reinforces analyst confidence. Telsey Advisory Group Reaffirms Outperform on Lowe’s
• Positive Sentiment: Coverage in dividend-screening pieces highlights Lowe’s long dividend track record, supporting its appeal to income-oriented investors and defensive positioning. 3 Stocks That Have Paid Dividends for Over 50 Consecutive Years
• Neutral Sentiment: Lowe’s announced its Q4 & fiscal 2025 earnings call for Feb. 25 (9 a.m. ET); the event will be the primary catalyst for short-term price moves as investors digest results and guidance. Lowe’s to Host Earnings Conference Call on Feb. 25
• Neutral Sentiment: Lowe’s launched a community-impact grant program requesting project nominations; positive for brand and local PR but unlikely to move the stock materially. Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
• Neutral Sentiment: Market reminders that Lowe’s will report earnings next week — a routine calendar note but important for positioning ahead of the print. Lowe’s to Release Earnings on Wednesday
• Negative Sentiment: MSN reports Lowe’s has begun layoffs in North Carolina and plans about 600 job cuts — a near-term negative for employee morale and local operations; investors may see this as cost-cutting that could signal weaker demand or a strategic restructuring. Lowe’s Begins Layoffs in North Carolina, Plans 600 Job Cuts
• Negative Sentiment: A follow-up MSN filing says South End Charlotte and HQ workers are bearing the brunt of broader mass layoffs, which could heighten investor concern over corporate execution and near-term expense volatility. New Lowe’s Filing: South End Charlotte and HQ Workers Bear Brunt of Mass Layoffs
• Negative Sentiment: Zacks preview says Lowe’s doesn’t show the typical setup for an earnings beat next week, which raises the risk of a disappointing print and a negative market reaction if guidance or margins miss expectations. Lowe’s Earnings Expected to Grow: What to Know Ahead of Next Week’s Release

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.