Truist Financial Issues Pessimistic Forecast for Lowe’s Companies (NYSE:LOW) Stock Price

Lowe’s Companies (NYSE:LOW) had its price objective cut by investment analysts at Truist Financial from $295.00 to $293.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the home improvement retailer’s stock. Truist Financial’s price target points to a potential upside of 11.24% from the stock’s previous close.

Several other equities research analysts also recently issued reports on the company. Stifel Nicolaus raised their price target on Lowe’s Companies from $230.00 to $250.00 and gave the company a “hold” rating in a report on Monday, December 1st. Sanford C. Bernstein boosted their price objective on shares of Lowe’s Companies from $284.00 to $313.00 and gave the company an “outperform” rating in a report on Wednesday, February 18th. Jefferies Financial Group reiterated a “buy” rating and set a $305.00 price target on shares of Lowe’s Companies in a research report on Wednesday. Barclays upgraded Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 target price for the company in a research note on Wednesday, January 7th. Finally, Argus lowered their price target on Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating for the company in a report on Tuesday, December 2nd. Twenty equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $290.63.

Lowe’s Companies Stock Performance

LOW opened at $263.41 on Thursday. The business’s 50-day simple moving average is $266.08 and its 200 day simple moving average is $254.23. Lowe’s Companies has a 52-week low of $206.38 and a 52-week high of $293.06. The firm has a market capitalization of $147.76 billion, a PE ratio of 21.84, a PEG ratio of 4.34 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.94 by $0.04. The firm had revenue of $20.58 billion for the quarter, compared to analyst estimates of $20.34 billion. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The company’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, research analysts forecast that Lowe’s Companies will post 11.9 earnings per share for the current year.

Insider Buying and Selling

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $261.17, for a total value of $4,701,060.00. Following the completion of 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Tempo Wealth LLC acquired a new stake in shares of Lowe’s Companies in the 4th quarter worth about $2,885,000. Mariner Investment Group LLC purchased a new stake in shares of Lowe’s Companies in the fourth quarter worth approximately $24,357,000. MidFirst Bank bought a new position in shares of Lowe’s Companies in the fourth quarter valued at approximately $689,000. DGS Capital Management LLC boosted its position in shares of Lowe’s Companies by 12.1% during the fourth quarter. DGS Capital Management LLC now owns 1,175 shares of the home improvement retailer’s stock valued at $283,000 after buying an additional 127 shares during the last quarter. Finally, Astoria Portfolio Advisors LLC. raised its position in Lowe’s Companies by 3.8% in the 4th quarter. Astoria Portfolio Advisors LLC. now owns 4,990 shares of the home improvement retailer’s stock valued at $1,203,000 after buying an additional 183 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Telsey Advisory Group raised its price target on LOW to $295 and kept an “outperform” rating, signaling analyst conviction on medium‑term upside (about a double‑digit lift from recent levels).
• Positive Sentiment: Lowe’s topped consensus for the quarter—adjusted EPS $1.98 and revenue $20.58B—driven by Pro/customer and holiday strength, showing execution in a tough housing environment. LOWE’S REPORTS FOURTH QUARTER 2025 SALES AND EARNINGS RESULTS
• Positive Sentiment: Management highlighted growth in Pro, online and Home Services and is investing in digital tools to expand B2B sales—an encouraging structural shift that can stabilize revenues if DIY weakness persists. Lowe’s Deploys Digital Tools to Power Growing B2B Sales
• Neutral Sentiment: FY‑2026 guidance is mixed: EPS range of 12.25–12.75 (near Street) but revenue guidance of $92–94B is above consensus—this creates ambiguity (top‑line ambition versus conservative tone on comps/margins).
• Negative Sentiment: Management warned the housing market remains pressured and that many homeowners are delaying big remodels, which directly threatens Lowe’s big‑ticket sales and was a primary driver of the pullback. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Shares dropped after the print as investors punished the cautious outlook despite the beat; the market reaction reflects concern about near‑term demand and margin pressure. Lowe’s shares dip after home-improvement retailer warns of ‘ongoing uncertainty’ in category
• Negative Sentiment: Risk sentiment picked up: unusual put buying activity was reported and the company announced ~600 corporate/support role reductions—both items can weigh on near‑term investor confidence and headline risk. Lowe’s CEO publicly addresses 600 layoffs for first time

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.