Lowe’s Companies (NYSE:LOW) Price Target Raised to $300.00

Lowe’s Companies (NYSE:LOW) had its price objective increased by Guggenheim from $280.00 to $300.00 in a research note published on Thursday,MarketScreener reports. Guggenheim currently has a buy rating on the home improvement retailer’s stock.

Other research analysts have also recently issued reports about the stock. Robert W. Baird upped their price target on shares of Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a report on Tuesday, February 17th. Wolfe Research lowered their price objective on shares of Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Stifel Nicolaus raised their target price on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a research report on Monday, December 1st. UBS Group lowered their price target on Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Finally, Truist Financial dropped their price objective on Lowe’s Companies from $295.00 to $293.00 and set a “buy” rating on the stock in a research note on Thursday. Twenty-one research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average price target of $291.64.

Lowe’s Companies Stock Performance

LOW opened at $264.51 on Thursday. The stock’s 50 day moving average price is $266.89 and its 200-day moving average price is $254.54. Lowe’s Companies has a one year low of $206.38 and a one year high of $293.06. The stock has a market cap of $148.38 billion, a price-to-earnings ratio of 22.32, a P/E/G ratio of 4.27 and a beta of 0.97.

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. The firm had revenue of $20.58 billion during the quarter, compared to analyst estimates of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.Lowe’s Companies’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same period last year, the company earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, analysts predict that Lowe’s Companies will post 11.9 earnings per share for the current fiscal year.

Insider Transactions at Lowe’s Companies

In other 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 value of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.27% of the company’s stock.

Hedge Funds Weigh In On Lowe’s Companies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Maj Invest Holding A S increased its position in shares of Lowe’s Companies by 15.7% during the third quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer’s stock worth $201,801,000 after purchasing an additional 108,813 shares in the last quarter. Bridges Investment Management Inc. increased its position in Lowe’s Companies by 13.4% during the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock valued at $105,759,000 after buying an additional 49,858 shares in the last quarter. Facet Wealth Inc. purchased a new stake in Lowe’s Companies in the third quarter valued at about $558,000. Prudential Financial Inc. boosted its holdings in Lowe’s Companies by 0.7% in the second quarter. Prudential Financial Inc. now owns 826,356 shares of the home improvement retailer’s stock worth $183,344,000 after acquiring an additional 5,820 shares in the last quarter. Finally, Jennison Associates LLC grew its stake in shares of Lowe’s Companies by 22.0% during the second quarter. Jennison Associates LLC now owns 497,628 shares of the home improvement retailer’s stock worth $110,409,000 after acquiring an additional 89,839 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.