Lowe's Companies (NYSE:LOW) Price Target Cut to $250.00 by Analysts at Mizuho

Key Points

• Mizuho cut Lowe’s price target to $250 from $280 but maintained an “outperform” rating, implying 13.26% upside from the prior close. The broader analyst consensus remains “Moderate Buy,” with an average target of $260.63.
• Lowe’s reported adjusted EPS of $4.40, beating the $4.22 consensus, while revenue rose 8.3% year over year to $25.96 billion but missed estimates. Comparable sales increased only 0.2%, reflecting continued pressure on discretionary home-improvement spending.
• Fiscal 2026 guidance was reduced to the bottom of the prior range, at approximately $92 billion in revenue and $12.25 adjusted EPS, below analyst expectations. Analysts cited elevated mortgage rates, weaker large renovation demand and underperformance versus Home Depot as ongoing concerns.

Lowe's Companies (NYSE:LOW - Get Free Report) had its target price decreased by stock analysts at Mizuho from $280.00 to $250.00 in a research report issued on Thursday,Benzinga reports. The firm presently has an "outperform" rating on the home improvement retailer's stock. Mizuho's target price would suggest a potential upside of 13.26% from the stock's previous close.

A number of other equities analysts also recently commented on LOW. UBS Group cut their price objective on shares of Lowe's Companies from $315.00 to $285.00 and set a "buy" rating for the company in a research report on Thursday, May 21st. Telsey Advisory Group lowered their target price on shares of Lowe's Companies from $295.00 to $280.00 and set an "outperform" rating on the stock in a report on Thursday, May 21st. BTIG Research lowered shares of Lowe's Companies to a "reduce" rating in a research note on Tuesday, May 12th. Benchmark initiated coverage on shares of Lowe's Companies in a report on Tuesday, May 12th. They set a "hold" rating for the company. Finally, Stifel Nicolaus reduced their price objective on shares of Lowe's Companies from $270.00 to $220.00 and set a "hold" rating for the company in a research report on Monday, May 18th. Twenty-three 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's stock. According to MarketBeat, Lowe's Companies presently has an average rating of "Moderate Buy" and a consensus price target of $260.63.

Lowe's Companies Trading Up 2.4%

Shares of LOW stock opened at $220.74 on Thursday. The company has a market capitalization of $123.77 billion, a P/E ratio of 18.66, a price-to-earnings-growth ratio of 2.76 and a beta of 0.86. The business's 50 day moving average is $216.21 and its two-hundred day moving average is $233.46. Lowe's Companies has a twelve month low of $199.40 and a twelve month high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last released its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, topping the consensus estimate 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 business had revenue of $25.96 billion during the quarter, compared to analysts' expectations of $26.13 billion. During the same quarter in the prior year, the business earned $4.33 earnings per share. The company's quarterly 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. As a group, equities analysts predict that Lowe's Companies will post 12.43 earnings per share for the current fiscal year.

Insider Transactions at Lowe's Companies

In other news, EVP Juliette Williams Pryor sold 9,330 shares of the stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total value of $2,097,477.30. Following the completion of the transaction, the executive vice president owned 16,142 shares in the company, valued at $3,628,883.02. This trade represents a 36.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Janice Dupre sold 14,150 shares of the company's stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the transaction, the executive vice president owned 39,785 shares in the company, valued at $8,828,291.50. The trade was a 26.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,980 shares of company stock valued at $5,796,937 in the last ninety days. 0.29% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Lowe's Companies

Hedge funds have recently bought and sold shares of the company. Providence Wealth Advisors LLC increased its position in shares of Lowe's Companies by 0.5% in the fourth quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer's stock valued at $1,959,000 after buying an additional 36 shares in the last quarter. Rather & Kittrell Inc. boosted its position in shares of Lowe's Companies by 0.4% in the 4th quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer's stock worth $2,503,000 after buying an additional 38 shares in the last quarter. First Command Advisory Services Inc. grew its stake in Lowe's Companies by 1.3% in the 4th quarter. First Command Advisory Services Inc. now owns 2,947 shares of the home improvement retailer's stock valued at $711,000 after acquiring an additional 38 shares during the last quarter. Smithbridge Asset Management Inc. DE grew its stake in Lowe's Companies by 1.1% in the 4th quarter. Smithbridge Asset Management Inc. DE now owns 3,723 shares of the home improvement retailer's stock valued at $898,000 after acquiring an additional 39 shares during the last quarter. Finally, Sumitomo Life Insurance Co. increased its holdings in Lowe's Companies by 0.6% during the 4th quarter. Sumitomo Life Insurance Co. now owns 6,140 shares of the home improvement retailer's stock valued at $1,481,000 after acquiring an additional 39 shares in the last quarter. 74.06% of the stock is owned by hedge funds and other 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 adjusted EPS of $4.40, above the $4.22 analyst consensus, while revenue increased 8.3% year over year to $25.96 billion. Gross-margin performance and disciplined execution also supported the bullish reaction. Lowe's Second-Quarter Results
• Positive Sentiment: Management highlighted strength in professional customers, online sales and home services, while investors saw the company’s “Total Home” strategy and potential housing recovery as longer-term catalysts. Smaller home projects may also benefit from homeowners staying in place longer. Home Improvement Industry Recovery
• Neutral Sentiment: DA Davidson reaffirmed a Neutral rating but set a $245 price target, implying potential upside from recent levels. Other commentary described Lowe’s as a stock to watch while investors wait for clearer evidence of a housing and discretionary-spending recovery. DA Davidson Rating
• Negative Sentiment: Comparable sales rose only 0.2%, below the roughly 0.8% expected, and revenue missed estimates. Persistent pressure on discretionary DIY spending—especially larger renovation projects—remains the primary concern. Lowe's Muted Outlook
• Negative Sentiment: Lowe’s lowered fiscal 2026 guidance to the bottom of its prior range: approximately $92 billion in revenue and $12.25 adjusted EPS, below consensus estimates of about $93.3 billion and $12.88, respectively. The earnings beat was helped partly by tariff refunds, raising concerns about its underlying durability. Lowe's Earnings Beat and Lower Outlook
• Negative Sentiment: Analysts noted that Lowe’s is losing ground to Home Depot, whose stronger comparable-sales performance suggests a share and product-mix disadvantage rather than a broad industry recovery. Elevated mortgage rates continue to discourage expensive renovations. Lowe's and Home Depot Comparison

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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