Mizuho Cuts Lowe’s Companies (NYSE:LOW) Price Target to $250.00

Lowe’s Companies (NYSE:LOW) had its price target trimmed by Mizuho from $280.00 to $250.00 in a research report report published on Thursday, MarketBeat reports. The firm currently has an outperform rating on the home improvement retailer’s stock.

Other analysts have also issued research reports about the stock. Craig Hallum upgraded shares of Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. Jefferies Financial Group cut their target price on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. Royal Bank Of Canada cut their target price on shares of Lowe’s Companies from $232.00 to $231.00 and set a “sector perform” rating on the stock in a research note on Wednesday, August 12th. TD Cowen reduced their price target on shares of Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating for the company in a report on Thursday, May 21st. Finally, Stifel Nicolaus decreased their price target on shares of Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating for the company in a research note on Monday, May 18th. Twenty-three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $258.53.

Lowe’s Companies Price Performance

NYSE LOW opened at $216.53 on Thursday. The business has a 50 day simple moving average of $216.05 and a 200 day simple moving average of $232.99. Lowe’s Companies has a one year low of $199.40 and a one year high of $293.06. The stock has a market capitalization of $121.41 billion, a P/E ratio of 18.30, a P/E/G ratio of 2.78 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The business had revenue of $25.96 billion during the quarter, compared to the consensus estimate of $26.13 billion. During the same period in the previous year, the company posted $4.33 earnings per share. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities analysts expect that Lowe’s Companies will post 12.29 earnings per share for the current year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd were issued a dividend of $1.25 per share. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Wednesday, July 22nd. Lowe’s Companies’s dividend payout ratio is presently 42.27%.

Insider Transactions at Lowe’s Companies

In related news, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies stock in a transaction 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 completion of the sale, the executive vice president owned 39,785 shares of the company’s stock, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the sale, the executive vice president owned 16,142 shares of the company’s stock, valued at $3,628,883.02. This trade represents a 36.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 25,980 shares of company stock valued at $5,796,937 over the last ninety days. 0.29% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Swiss RE Ltd. bought a new stake in shares of Lowe’s Companies during the fourth quarter worth about $25,000. Wilkerson Advisory Group LLC acquired a new stake in shares of Lowe’s Companies in the 4th quarter worth about $27,000. Sankala Group LLC bought a new position in Lowe’s Companies in the 4th quarter valued at about $33,000. Markowski Investments bought a new position in Lowe’s Companies in the 2nd quarter valued at about $33,000. Finally, Triumph Capital Management acquired a new position in Lowe’s Companies during the 3rd quarter valued at about $34,000. 74.06% of the stock is owned by institutional investors.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s reported quarterly revenue growth of 8.3% year over year and highlighted continued support from professional-customer demand, digital sales and disciplined promotions. Analysts also noted progress on the company’s longer-term strategy. Lowe’s Fiscal Q2 Results Highlight Progress on Long-Term Strategy
• Positive Sentiment: The company plans to invest approximately $10.5 million in a new store near Joint Base San Antonio-Randolph, expanding its store footprint and reaching a new local market. Lowe’s Plans New Store Near Joint Base San Antonio-Randolph
• Neutral Sentiment: Lowe’s received an $80 million tariff refund, but management intends to use the funds for business purposes rather than broad price cuts. This may support profitability or investment, though it offers little immediate benefit to consumers. Lowe’s Gets $80 Million Tariff Refund
• Neutral Sentiment: Several analysts maintained Buy, Outperform or Overweight ratings, with targets generally remaining above the current share price. However, targets were lowered by UBS, Mizuho, Telsey, Truist and others as expectations were recalibrated. Analysts Revise Lowe’s Forecasts After Q2 Earnings
• Negative Sentiment: Soft DIY demand, weak housing activity and Lowe’s comparatively weaker DIY mix remain key concerns. The cautious outlook implies that a broader home-improvement recovery may take longer than investors hoped. Lowe’s Q2 Earnings Call Flags DIY Pressure
• Negative Sentiment: Unusually heavy put-option activity indicates that some traders are positioning for additional weakness or greater volatility. Traders Buy Large Volume of Lowe’s Put Options

Lowe’s Companies Company Profile

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.