Lowe's Companies, Inc. (NYSE:LOW) Given Average Recommendation of "Moderate Buy" by Analysts

Key Points

• Analyst consensus is “Moderate Buy”: Of 36 analysts, 23 rate Lowe’s a buy, 11 hold and two sell. The average 12-month price target is $262.63, although several firms recently lowered their targets.
• Recent results exceeded expectations: Lowe’s reported quarterly EPS of $3.03 versus the $2.97 consensus and revenue of $23.08 billion, up 10.3% year over year. Fiscal 2026 guidance is $12.25–$12.75 in EPS.
• Income appeal has strengthened, but insiders have been selling: The company raised its quarterly dividend to $1.25, equivalent to a 2.3% yield, while insiders sold 25,980 shares worth about $5.8 million over the past 90 days.

Shares of Lowe's Companies, Inc. (NYSE:LOW - Get Free Report) have been given an average recommendation of "Moderate Buy" by the thirty-six research firms that are presently covering the firm, MarketBeat.com reports. Two research analysts have rated the stock with a sell rating, eleven have assigned a hold rating and twenty-three have given a buy rating to the company. The average 12 month price target among brokers that have updated their coverage on the stock in the last year is $262.6333.

Several equities analysts recently commented on the stock. KeyCorp reduced their target price on shares of Lowe's Companies from $300.00 to $275.00 and set an "overweight" rating on the stock in a report on Thursday, May 21st. Craig Hallum raised shares of Lowe's Companies to a "buy" rating in a research note on Tuesday, May 12th. Mizuho cut their price target on shares of Lowe's Companies from $294.00 to $280.00 and set an "outperform" rating for the company in a research report on Thursday, May 21st. Evercore reduced their price objective on Lowe's Companies from $250.00 to $230.00 in a research note on Thursday, May 21st. Finally, Citigroup lowered their target price on Lowe's Companies from $285.00 to $267.00 and set a "buy" rating for the company in a research note on Thursday.

Insider Buying and Selling at Lowe's Companies

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the firm's stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $223.83, for a total value of $559,575.00. Following the transaction, the executive vice president owned 20,220 shares in the company, valued at approximately $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Juliette Williams Pryor sold 9,330 shares of Lowe's Companies stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the completion of the transaction, the executive vice president directly owned 16,142 shares in the company, valued at approximately $3,628,883.02. The trade was a 36.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 25,980 shares of company stock worth $5,796,937. 0.29% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Lowe's Companies

Several institutional investors have recently added to or reduced their stakes in LOW. Swiss RE Ltd. bought a new position in shares of Lowe's Companies during the fourth quarter valued at about $25,000. Wilkerson Advisory Group LLC bought a new stake in shares of Lowe's Companies in the fourth quarter worth about $27,000. Sankala Group LLC purchased a new position in Lowe's Companies during the 4th quarter valued at about $33,000. Triumph Capital Management purchased a new position in Lowe's Companies during the 3rd quarter valued at about $34,000. Finally, Ares Financial Consulting LLC purchased a new position in Lowe's Companies during the 4th quarter valued at about $36,000. Hedge funds and other institutional investors own 74.06% of the company's stock.

More Lowe's Companies News

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

• Positive Sentiment: Lowe’s is described as trading at its lowest forward price-to-earnings multiple in more than two years. Its status as a Dividend King, along with a recent dividend increase, strengthens the long-term income-investment case. 1 Number That Makes Lowe's Stock an Obvious Buy Before Aug. 19
• Positive Sentiment: Several analysts remain moderately optimistic despite the recent underperformance. Citigroup retained a “buy” rating while lowering its price target to $267 from $285, and Wells Fargo’s reduced target of $245 still implies meaningful upside from recent levels. Citigroup Lowe's Price Target Update
• Positive Sentiment: Investor articles argue that a series of downward Q2 EPS estimate revisions may have lowered expectations and created the potential for a favorable earnings surprise. The longer-term bull case remains tied to Lowe’s brand strength, home-improvement demand and operating potential. Lowe's Q2 EPS Revisions
• Neutral Sentiment: Wall Street projections for the quarter ended July 2026 are focusing on key operating metrics beyond revenue and EPS. The Aug. 19 report is the next major catalyst and could determine the near-term direction of the shares. Insights Into Lowe's Q2 Wall Street Projections
• Neutral Sentiment: Lowe’s has completed a five-year, $100 million hometown revitalization commitment and announced additional community investments. These efforts may support brand reputation but are unlikely to materially affect near-term earnings. Is Lowe's Companies Undervalued As Its Earnings Call Nears?
• Negative Sentiment: Royal Bank of Canada lowered its expectations for Lowe’s, adding to concerns about near-term performance ahead of earnings. The company also faces elevated expectations around its upcoming results despite recent estimate reductions. Royal Bank of Canada Lowe's Expectations

Lowe's Companies Price Performance

NYSE:LOW opened at $218.19 on Monday. The company has a market capitalization of $122.34 billion, a price-to-earnings ratio of 18.44, a PEG ratio of 2.79 and a beta of 0.86. The business has a 50 day moving average of $216.00 and a 200 day moving average of $234.57. Lowe's Companies has a 1-year low of $199.40 and a 1-year high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last issued its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, beating analysts' consensus estimates of $2.97 by $0.06. The business had revenue of $23.08 billion for the quarter, compared to analysts' expectations of $22.98 billion. Lowe's Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The business's quarterly revenue was up 10.3% on a year-over-year basis. During the same period last year, the business earned $2.92 earnings per share. Lowe's Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, sell-side analysts anticipate that Lowe's Companies will post 12.43 EPS for the current year.

Lowe's Companies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd were paid a $1.25 dividend. This is an increase from Lowe's Companies's previous quarterly dividend of $1.20. The ex-dividend date of this dividend was Wednesday, July 22nd. This represents a $5.00 dividend on an annualized basis and a yield of 2.3%. Lowe's Companies's payout ratio is presently 42.27%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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