Lowe’s Companies, Inc. (NYSE:LOW) Given Average Recommendation of “Moderate Buy” by Brokerages

Lowe’s Companies, Inc. (NYSE:LOW) has received a consensus recommendation of “Moderate Buy” from the thirty analysts that are currently covering the stock, MarketBeat.com reports. Nine investment analysts have rated the stock with a hold recommendation and twenty-one have given a buy recommendation to the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $289.7586.

Several research firms have recently issued reports on LOW. Jefferies Financial Group reaffirmed a “buy” rating and set a $305.00 price objective on shares of Lowe’s Companies in a research report on Wednesday, February 25th. Sanford C. Bernstein dropped their target price on Lowe’s Companies from $313.00 to $303.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. Citigroup raised their price target on Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Stifel Nicolaus lifted their price target on Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a report on Monday, December 1st. Finally, Evercore lowered their price objective on Lowe’s Companies from $270.00 to $260.00 and set a “neutral” rating for the company in a research report on Tuesday, March 3rd.

More Lowe’s Companies News

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

• Positive Sentiment: Board declares quarterly cash dividend of $1.20 per share (payable May 6; record April 22) — supports income-oriented investors and signals management confidence in cash flow. LOWE’S COMPANIES, INC. DECLARES CASH DIVIDEND
• Positive Sentiment: Launch of HomeCare+ subscription ($99/yr) bundled with MyLowe’s Rewards — aims to create recurring revenue, increase customer retention and drive more frequent store/app engagement from DIY and Pro customers. This is a strategic push into services that can raise lifetime value. Lowe’s Unveils Subscription Service for Consumer Home Maintenance
• Positive Sentiment: Expanded partnership with RELEX (AI-driven replenishment + Accenture integration) to unify Lowe’s inventory replenishment/allocation — should improve in‑stock levels, reduce waste, and support merchandising productivity, which can boost sales and margins over time. RELEX Solutions Announces Expanded Partnership with Lowe’s to Strengthen Their Supply Chain Agility
• Neutral Sentiment: Minor institutional purchase reported: Achmea Investment Management increased its Lowe’s stake by ~6,916 shares — a small 13F disclosure that signals some institutional buying but is unlikely to move the tape materially. Achmea Investment Management B.V. Buys 6,916 Shares of Lowe’s Companies, Inc. $LOW
• Neutral Sentiment: Increased investor attention/publicity — articles and Zacks coverage note heightened searches and interest in LOW, which can amplify volatility but doesn’t by itself change fundamentals. Investors Heavily Search Lowe’s Companies, Inc. (LOW): Here is What You Need to Know

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.27% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Lowe’s Companies

Hedge funds have recently added to or reduced their stakes in the stock. Swiss RE Ltd. purchased a new position in shares of Lowe’s Companies in the 4th quarter valued at $25,000. Wilkerson Advisory Group LLC purchased a new stake in Lowe’s Companies in the fourth quarter valued at $27,000. Activest Wealth Management lifted its position in 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 during the last quarter. Howard Hughes Medical Institute acquired a new position in Lowe’s Companies in the second quarter valued at $27,000. Finally, United Financial Planning Group LLC acquired a new position in Lowe’s Companies in the third quarter valued at $31,000. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Lowe’s Companies Stock Performance

LOW stock opened at $229.33 on Friday. The company’s 50 day moving average price is $267.35 and its 200 day moving average price is $253.54. Lowe’s Companies has a fifty-two week low of $206.38 and a fifty-two week high of $293.06. The firm has a market capitalization of $128.64 billion, a price-to-earnings ratio of 19.35, a PEG ratio of 5.02 and a beta of 0.98.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter in the previous year, the firm earned $1.93 earnings per share. The firm’s quarterly revenue 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. Equities analysts forecast that Lowe’s Companies will post 11.9 EPS for the current fiscal year.

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.