Lowe’s Companies (NYSE:LOW) Cut to “Sell” at Stifel Nicolaus

Lowe’s Companies (NYSE:LOW) was downgraded by Stifel Nicolaus from a “hold” rating to a “sell” rating in a research note issued to investors on Friday, FinViz reports. They currently have a $190.00 price objective on the home improvement retailer’s stock, down from their prior price objective of $195.00. Stifel Nicolaus‘s target price would suggest a potential downside of 16.54% from the stock’s previous close.

Several other research analysts have also weighed in on the company. Sanford C. Bernstein lifted their target price on Lowe’s Companies from $254.00 to $270.00 and gave the company an “outperform” rating in a report on Tuesday. Guggenheim reissued a “buy” rating and set a $275.00 price target on shares of Lowe’s Companies in a research report on Monday, September 21st. Citigroup dropped their price target on Lowe’s Companies from $267.00 to $260.00 and set a “buy” rating for the company in a research note on Thursday, August 20th. DA Davidson restated a “neutral” rating and issued a $245.00 price objective on shares of Lowe’s Companies in a report on Wednesday, August 19th. Finally, UBS Group reduced their price objective on Lowe’s Companies from $285.00 to $275.00 and set a “buy” rating on the stock in a research note on Thursday, August 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $254.58.

Lowe’s Companies Stock Down 1.7%

Shares of NYSE:LOW opened at $227.66 on Friday. The company has a market cap of $127.73 billion, a P/E ratio of 19.24, a P/E/G ratio of 1.99 and a beta of 0.81. The business has a fifty day simple moving average of $199.39 and a 200-day simple moving average of $224.22. Lowe’s Companies has a 52 week low of $178.45 and a 52 week high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, topping the consensus estimate of $4.22 by $0.18. The firm had revenue of $25.96 billion during the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. Lowe’s Companies’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Sell-side analysts expect that Lowe’s Companies will post 12.26 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Lowe’s Companies

Several institutional investors and hedge funds have recently modified their holdings of the stock. Juno Financial Group LLC raised its holdings in shares of Lowe’s Companies by 0.4% during the 1st quarter. Juno Financial Group LLC now owns 11,889 shares of the home improvement retailer’s stock valued at $2,809,000 after buying an additional 43 shares during the period. E Fund Management Hong Kong Co. Ltd. boosted its holdings in Lowe’s Companies by 25.9% in the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 214 shares of the home improvement retailer’s stock worth $39,000 after acquiring an additional 44 shares during the period. GW&K Investment Management LLC boosted its holdings in Lowe’s Companies by 7.8% in the 3rd quarter. GW&K Investment Management LLC now owns 621 shares of the home improvement retailer’s stock worth $115,000 after acquiring an additional 45 shares during the period. Spinnaker Trust boosted its holdings in Lowe’s Companies by 3.7% in the 2nd quarter. Spinnaker Trust now owns 1,345 shares of the home improvement retailer’s stock worth $297,000 after acquiring an additional 48 shares during the period. Finally, Ingalls & Snyder LLC grew its position in Lowe’s Companies by 0.5% in the third quarter. Ingalls & Snyder LLC now owns 10,466 shares of the home improvement retailer’s stock valued at $1,929,000 after acquiring an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Key Stories Impacting Lowe’s Companies

These are some of the LOW stories that stood out recently:

• Positive Sentiment: Sanford C. Bernstein and JPMorgan Chase raised their price targets on LOW, providing a favorable analyst signal, although the available reports do not specify the new targets. Article: Bernstein Price Target Boost Article: JPMorgan Price Target Bump
• Neutral Sentiment: Analyst previews point to a possible third-quarter earnings beat, citing an Earnings ESP of +0.59%, Pro demand and digital growth. Lowe’s is scheduled to report on Nov. 18; the results and management’s outlook may be more consequential than the beat potential alone. Article: What’s Lowe’s Probability of an Earnings Beat This Season?
• Negative Sentiment: The immediate pressure appears to reflect a pullback after LOW reached its highest level since May and its recent rally stalled. Earnings previews also flag housing-market weakness and cost pressures, while one analysis expects a mixed home-renovation outlook and describes the shares as fairly valued—potential reasons investors may be cautious ahead of results. Article: Bearish Sentiment Could Give Out Ahead of Lowe’s Earnings Article: Lowe’s Q3 Preview

About Lowe’s Companies

Lowe’s Companies, Inc. is a home improvement retailer serving homeowners, do-it-yourself customers and professional contractors. The company sells products for construction, maintenance, repair and renovation through its retail stores and online channels. Its offerings include appliances, tools, hardware, lumber and building materials, paint, plumbing and electrical supplies, and products for lawn and garden. Lowe’s also provides services such as installation and other project support. Founded in 1921 in North Wilkesboro, North Carolina, Lowe’s has grown into a major retailer operating across the United States.