Lowe’s Companies (NYSE:LOW) Receives Outperform Rating from Telsey Advisory Group

Telsey Advisory Group reaffirmed their outperform rating on shares of Lowe’s Companies (NYSE:LOW) in a report published on Wednesday,Benzinga reports. They currently have a $285.00 price objective on the home improvement retailer’s stock.

A number of other research analysts also recently issued reports on the company. Jefferies Financial Group upped their price objective on Lowe’s Companies from $280.00 to $285.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Royal Bank Of Canada cut their price target on shares of 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. Stifel Nicolaus raised their price objective on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a report on Monday, December 1st. Weiss Ratings reiterated a “hold (c+)” rating on shares of Lowe’s Companies in a research note on Monday, December 29th. Finally, UBS Group decreased their price target on shares of Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Twenty investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Lowe’s Companies currently has an average rating of “Moderate Buy” and an average price target of $289.41.

Lowe’s Companies Stock Performance

NYSE:LOW opened at $282.10 on Wednesday. Lowe’s Companies has a 52 week low of $206.38 and a 52 week high of $293.06. The firm has a 50-day moving average price of $263.37 and a two-hundred day moving average price of $252.94. The firm has a market cap of $158.24 billion, a price-to-earnings ratio of 23.39, a price-to-earnings-growth ratio of 4.38 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results on Wednesday, November 26th. The home improvement retailer reported $3.06 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.09. The company had revenue of $20.81 billion during the quarter, compared to the consensus estimate of $20.88 billion. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.Lowe’s Companies’s revenue was up 3.2% on a year-over-year basis. During the same period last year, the business posted $2.89 earnings per share. As a group, sell-side analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insider Activity

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business’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 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.27% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Lowe’s Companies

Several hedge funds and other institutional investors have recently modified their holdings of LOW. Swiss RE Ltd. purchased a new stake in Lowe’s Companies in the 4th quarter worth approximately $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 in the fourth quarter worth $27,000. Solstein Capital LLC raised its position in shares of Lowe’s Companies by 627.8% in the second quarter. Solstein Capital LLC now owns 131 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 113 shares in the last quarter. Finally, Activest Wealth Management boosted its stake 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 valued at $29,000 after buying an additional 51 shares during the period. 74.06% of the stock is currently owned by institutional investors.

More 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

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.