Lowe’s Companies (NYSE:LOW) Issues FY 2026 Earnings Guidance

Lowe’s Companies (NYSE:LOW) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 12.250-12.75 for the period, compared to the consensus estimate of 12.260. The company issued revenue guidance of $92.0 billion-$94.0 billion, compared to the consensus revenue estimate of $86.1 billion.

Lowe’s Companies Stock Performance

Shares of LOW opened at $278.60 on Wednesday. The stock has a market capitalization of $156.28 billion, a PE ratio of 23.10, a P/E/G ratio of 4.28 and a beta of 0.97. The company’s fifty day moving average is $265.77 and its 200 day moving average is $254.17. Lowe’s Companies has a fifty-two week low of $206.38 and a fifty-two week high of $293.06.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on LOW shares. UBS Group decreased their target price on shares of Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. HSBC reduced their price objective on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a research note on Friday, November 21st. Morgan Stanley raised their price objective on Lowe’s Companies from $270.00 to $296.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Weiss Ratings reissued a “hold (c+)” rating on shares of Lowe’s Companies in a research report on Monday, December 29th. Finally, Royal Bank Of Canada increased their price target on Lowe’s Companies from $252.00 to $257.00 and gave the company a “sector perform” rating in a report on Monday. Twenty analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $289.59.

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 completion of the transaction, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.27% of the company’s stock.

Lowe’s Companies News Summary

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

• Positive Sentiment: Top-line beat and pro-business strength — Lowe’s reported Q4 sales growth of more than 10% and comparable sales up ~1.3%, driven by continued growth in its professional (Pro) builder business, which helped offset weakness among DIY consumers. CNBC: Lowe’s earnings
• Positive Sentiment: Pro segment momentum highlighted — Coverage notes the Pro channel growth as a durable revenue driver that supports resilience despite a soft housing/remodel market. WSJ: Sales rise on Pro builder growth
• Positive Sentiment: Restructuring and payments partnership aimed at improving execution — Lowe’s announced cuts (~600 corporate/support roles) to reallocate resources to stores/Pro and unveiled a national partnership with Affirm to expand flexible payments — moves that may reduce operating costs and boost conversion over time. Yahoo Finance: Resets corporate structure
• Neutral Sentiment: Analyst reaction mixed — RBC raised Lowe’s price target modestly while keeping a sector-perform rating, reflecting cautious upside given macro/valuation dynamics. Benzinga/The Fly: RBC price target raise
• Negative Sentiment: One-time charges dent GAAP profit — Lowe’s reported lower Q4 net earnings and GAAP EPS ($1.78) was down versus last year largely due to one-time charges; adjusted EPS was higher but the charges prompted investor concern about near-term profitability. RTTNews: Q4 profit down
• Negative Sentiment: Cautious FY26 outlook and downward pressure on consensus — Management gave a FY26 outlook calling for sales growth but only flat-to-higher comps and flagged continued category uncertainty; Reuters notes full-year sales and profit guidance came in below some Wall Street estimates, which weighed on sentiment. Reuters: Forecast downbeat
• Negative Sentiment: Early-session volatility — Despite the operational positives, the combination of one-time charges and cautious guidance triggered an early share drop in pre-market trading, explaining intraday volatility. MarketWatch: Shares dip

Institutional Trading of Lowe’s Companies

Large investors have recently made changes to their positions in the stock. State Street Corp grew its holdings in shares of Lowe’s Companies by 0.5% in the third quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock worth $6,291,867,000 after purchasing an additional 124,501 shares during the last quarter. Northern Trust Corp boosted its position in Lowe’s Companies by 1.5% in the 3rd quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock valued at $1,716,467,000 after buying an additional 103,827 shares during the period. Price T Rowe Associates Inc. MD boosted its position in Lowe’s Companies by 45.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock valued at $1,580,941,000 after buying an additional 2,039,343 shares during the period. Wellington Management Group LLP grew its stake in Lowe’s Companies by 1.2% in the 4th quarter. Wellington Management Group LLP now owns 4,255,397 shares of the home improvement retailer’s stock worth $1,026,232,000 after acquiring an additional 51,086 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in shares of Lowe’s Companies by 2.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 3,672,912 shares of the home improvement retailer’s stock worth $885,759,000 after acquiring an additional 86,495 shares during the period. 74.06% of the stock is owned by hedge funds and other institutional investors.

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.