Lowe’s Companies (NYSE:LOW) Price Target Cut to $300.00 by Analysts at Gordon Haskett

Lowe’s Companies (NYSE:LOW) had its target price decreased by investment analysts at Gordon Haskett from $325.00 to $300.00 in a report released on Thursday,MarketScreener reports. The brokerage currently has a “buy” rating on the home improvement retailer’s stock. Gordon Haskett’s price objective points to a potential upside of 13.96% from the company’s current price.

A number of other research firms have also weighed in on LOW. Barclays raised Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 price objective on the stock in a research report on Wednesday, January 7th. Wolfe Research cut their price target on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. Sanford C. Bernstein increased their price target on Lowe’s Companies from $284.00 to $313.00 and gave the company an “outperform” rating in a research report on Wednesday, February 18th. Citigroup boosted their price objective on Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $305.00 target price on shares of Lowe’s Companies in a report on Wednesday. Twenty-one equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $290.32.

Lowe’s Companies Stock Up 0.1%

NYSE:LOW traded up $0.23 on Thursday, reaching $263.25. The company’s stock had a trading volume of 222,033 shares, compared to its average volume of 2,861,188. Lowe’s Companies has a 12-month low of $206.38 and a 12-month high of $293.06. The stock has a 50 day moving average price of $266.08 and a 200 day moving average price of $254.23. The firm has a market cap of $147.67 billion, a price-to-earnings ratio of 21.85, a price-to-earnings-growth ratio of 4.34 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The firm had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter last year, the company posted $1.93 EPS. 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 research analysts expect that Lowe’s Companies will post 11.9 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of the 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 completion of the sale, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This trade represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Swiss RE Ltd. acquired a new stake in shares of Lowe’s Companies during the 4th quarter worth $25,000. Howard Hughes Medical Institute purchased a new position in Lowe’s Companies in the 2nd quarter worth approximately $27,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies during the 4th quarter valued at $27,000. Activest Wealth Management grew its stake in shares of 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 acquiring an additional 51 shares in the last quarter. Finally, OLD Second National Bank of Aurora increased its holdings in Lowe’s Companies by 52.5% during the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 42 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies News Summary

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

• Positive Sentiment: Beat on Q4 results — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58bn, topping estimates and showing comps growth driven by pro and holiday demand. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results
• Positive Sentiment: Pro, online and home‑services momentum plus new partnerships (including Affirm) should help diversify and stabilize revenue as DIY wanes. Is Affirm (AFRM) Using Lowe’s Partnership To Deepen Moat Or Merely Chase Volume?
• Positive Sentiment: Analyst support: Telsey Advisory raised its price target to $295 and keeps an outperform view, signaling some buy‑side conviction after the print. Benzinga: Telsey raises price target
• Neutral Sentiment: Management highlights AI tools (CEO says an AI assistant is easing operational headaches) — productivity upside but early stage for scale impact. Lowe’s CEO says its AI assistant is fixing some major headaches
• Negative Sentiment: Cautious FY2026 guidance — management warned homeowners are deferring big remodels, and issued conservative sales/profit outlook that disappointed investors and pressured the stock. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Restructuring and layoffs — Lowe’s announced ~600 corporate/support role cuts and is reshaping organization; cost saves but creates short‑term disruption and investor concern. Lowe’s CEO publicly addresses 600 layoffs for first time, then turns to AI, profits
• Negative Sentiment: Broader market reaction — housing‑related stocks slipped after downbeat comments from Lowe’s and Home Depot, amplifying selling pressure despite the beating results. US housing-related stocks drop after downbeat comments from Lowe’s, Home Depot

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.