Lowe’s Companies (NYSE:LOW) Price Target Cut to $275.00 by Analysts at UBS Group

Lowe’s Companies (NYSE:LOW) had its price objective dropped by research analysts at UBS Group from $285.00 to $275.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the home improvement retailer’s stock. UBS Group’s price objective would indicate a potential upside of 26.07% from the company’s previous close.

LOW has been the topic of several other reports. Jefferies Financial Group reduced their price target on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. Oppenheimer dropped their price objective on Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a research note on Monday, May 18th. Benchmark began coverage on shares of Lowe’s Companies in a report on Tuesday, May 12th. They issued a “hold” rating on the stock. Stifel Nicolaus decreased their target price on shares of Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating on the stock in a research note on Monday, May 18th. Finally, Gordon Haskett dropped their price target on shares of Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $260.30.

Lowe’s Companies Stock Performance

NYSE LOW traded down $1.86 during trading hours on Thursday, hitting $218.14. The company had a trading volume of 1,704,625 shares, compared to its average volume of 2,874,849. The firm has a market capitalization of $122.31 billion, a price-to-earnings ratio of 18.44, a PEG ratio of 2.76 and a beta of 0.86. Lowe’s Companies has a 52 week low of $199.40 and a 52 week high of $293.06. The firm has a 50 day simple moving average of $216.21 and a 200 day simple moving average of $233.46.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The company had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. During the same quarter last year, the business posted $4.33 earnings per share. The firm’s revenue was up 8.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. On average, research analysts forecast that Lowe’s Companies will post 12.43 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP Janice Dupre sold 14,150 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the sale, the executive vice president owned 39,785 shares in the company, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $223.83, for a total value of $559,575.00. Following the completion of the transaction, the executive vice president directly owned 20,220 shares in the company, valued at $4,525,842.60. The trade was a 11.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is owned by insiders.

Institutional Investors Weigh In On Lowe’s Companies

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. lifted its position in Lowe’s Companies by 1.7% during the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after purchasing an additional 924,625 shares during the last quarter. BlackRock Inc. lifted its holdings in shares of Lowe’s Companies by 1.8% in the 2nd quarter. BlackRock Inc. now owns 40,545,728 shares of the home improvement retailer’s stock valued at $8,939,928,000 after acquiring an additional 714,092 shares during the last quarter. State Street Corp grew its position in 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 acquiring an additional 124,501 shares in the last quarter. Geode Capital Management LLC increased its stake in Lowe’s Companies by 7.1% during the fourth quarter. Geode Capital Management LLC now owns 13,326,581 shares of the home improvement retailer’s stock worth $3,201,329,000 after acquiring an additional 887,579 shares during the last quarter. Finally, Norges Bank purchased a new stake in Lowe’s Companies during the fourth quarter valued at approximately $1,993,697,000. 74.06% of the stock is owned by institutional investors.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Adjusted second-quarter EPS was $4.40, above the $4.22 consensus estimate, while revenue increased 8.3% year over year to $25.96 billion. Gross-margin performance and disciplined promotions also supported profitability. Lowe’s second-quarter results
• Positive Sentiment: Growth in Lowe’s professional-customer business, digital sales and home-services initiatives provides some offsets to consumer weakness. Several analysts remain constructive: KeyCorp reaffirmed an Overweight rating with a $275 target, while Mizuho maintained Outperform with a $250 target despite reducing its price objective. Lowe’s earnings call takeaways
• Neutral Sentiment: TD Cowen reiterated Hold with a $235 price target, and RBC maintained Sector Perform with a $231 target. These targets imply potential upside but reflect limited conviction about a near-term recovery. The company also received an approximately $80 million tariff refund, which will not be used for price reductions, making it more supportive of earnings and cash flow than customer demand.
• Negative Sentiment: Revenue missed expectations and comparable sales rose only 0.2%, below the roughly 0.8% anticipated by analysts. Management cited persistent pressure in discretionary do-it-yourself spending, elevated mortgage rates and weak housing activity, particularly for larger renovation projects.
• Negative Sentiment: Lowe’s narrowed fiscal 2026 guidance to approximately $92 billion in sales and $12.25 adjusted EPS, the low end of its prior range and below consensus estimates of about $93.3 billion in revenue and $12.88 EPS. The outlook implies continued softness through the second half and was the main reason the stock declined despite the quarterly EPS beat. Lowe’s muted outlook
• Negative Sentiment: Analysts have noted that Lowe’s is losing ground to Home Depot, whose comparable-sales performance has improved more sharply. Increased put-option activity also signals heightened short-term hedging, although it is not a direct indicator of future fundamentals.

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.