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

Key Points

• Analyst consensus: Thirty brokerages rate Lowe's a "Moderate Buy" (22 buy, 8 hold) with an average 12‑month price target of $289.24.
• Recent results and guidance: Lowe's beat estimates with Q EPS $1.98 (vs. $1.94) and revenue $20.59B (vs. $20.34B), revenue rose 10.9% YoY, and management set FY2026 guidance at $12.25–$12.75 EPS.
• Dividend and valuation: The company declared a $1.20 quarterly dividend ($4.80 annualized, 1.9% yield), has a market cap of $138.3B with a P/E of 20.84, and about 74% of shares are held by institutions.

Lowe's Companies, Inc. (NYSE:LOW - Get Free Report) has been given an average rating of "Moderate Buy" by the thirty ratings firms that are covering the company, Marketbeat Ratings reports. Eight investment analysts have rated the stock with a hold recommendation and twenty-two have given a buy recommendation to the company. The average 12-month price target among brokerages that have issued ratings on the stock in the last year is $289.2414.

Several equities analysts have recently weighed in on the company. Sanford C. Bernstein reduced their price target on Lowe's Companies from $313.00 to $303.00 and set an "outperform" rating for the company in a research report on Thursday, February 26th. Morgan Stanley lifted their price target on Lowe's Companies from $270.00 to $296.00 and gave the company an "overweight" rating in a research report on Thursday, January 15th. Telsey Advisory Group lifted their price target on Lowe's Companies from $285.00 to $295.00 and gave the company an "outperform" rating in a research report on Thursday, February 26th. Gordon Haskett reduced their price target on Lowe's Companies from $325.00 to $300.00 and set a "buy" rating for the company in a research report on Thursday, February 26th. Finally, DA Davidson reiterated a "neutral" rating and issued a $275.00 price target on shares of Lowe's Companies in a research report on Thursday, February 26th.

Hedge Funds Weigh In On Lowe's Companies

Hedge funds have recently made changes to their positions in the stock. Swiss RE Ltd. purchased a new position in Lowe's Companies during the fourth quarter worth about $25,000. Wilkerson Advisory Group LLC purchased a new position in Lowe's Companies during the fourth quarter worth about $27,000. Activest Wealth Management grew its position in Lowe's Companies by 78.5% during the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer's stock worth $29,000 after buying an additional 51 shares in the last quarter. OLD Second National Bank of Aurora grew its position in Lowe's Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer's stock worth $29,000 after buying an additional 42 shares in the last quarter. Finally, United Financial Planning Group LLC purchased a new position in Lowe's Companies during the third quarter worth about $31,000. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Lowe's Companies Price Performance

Shares of LOW opened at $246.94 on Tuesday. The firm has a market cap of $138.30 billion, a PE ratio of 20.84, a PEG ratio of 5.31 and a beta of 0.97. The stock's fifty day moving average price is $254.79 and its two-hundred day moving average price is $249.85. Lowe's Companies has a 1 year low of $210.33 and a 1 year high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating the consensus estimate of $1.94 by $0.04. The company had revenue of $20.59 billion during the quarter, compared to analysts' expectations of $20.34 billion. Lowe's Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm's quarterly revenue was up 10.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.93 earnings per share. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Sell-side analysts anticipate that Lowe's Companies will post 11.9 earnings per share for the current fiscal year.

Lowe's Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd will be given a $1.20 dividend. The ex-dividend date is Wednesday, April 22nd. This represents a $4.80 annualized dividend and a dividend yield of 1.9%. Lowe's Companies's payout ratio is 40.51%.

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.

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