Equities Analysts Offer Predictions for LOW Q1 Earnings

Lowe’s Companies, Inc. (NYSE:LOW) – Telsey Advisory Group lowered their Q1 2026 earnings per share estimates for shares of Lowe’s Companies in a research report issued on Thursday, December 12th. Telsey Advisory Group analyst J. Feldman now forecasts that the home improvement retailer will post earnings per share of $3.10 for the quarter, down from their previous estimate of $3.26. Telsey Advisory Group currently has a “Outperform” rating and a $305.00 target price on the stock. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.88 per share. Telsey Advisory Group also issued estimates for Lowe’s Companies’ Q2 2026 earnings at $4.29 EPS, FY2026 earnings at $12.60 EPS and FY2027 earnings at $13.75 EPS.

A number of other equities analysts also recently issued reports on LOW. Morgan Stanley lifted their price target on Lowe’s Companies from $250.00 to $255.00 and gave the company an “overweight” rating in a research note on Wednesday, August 21st. Wells Fargo & Company boosted their target price on Lowe’s Companies from $280.00 to $295.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 6th. Sanford C. Bernstein boosted their target price on Lowe’s Companies from $301.00 to $304.00 and gave the stock an “outperform” rating in a research note on Thursday, December 12th. Guggenheim restated a “buy” rating and issued a $300.00 target price on shares of Lowe’s Companies in a research note on Thursday, December 12th. Finally, Truist Financial cut their target price on Lowe’s Companies from $310.00 to $307.00 and set a “buy” rating on the stock in a research note on Thursday, December 12th. Ten research analysts have rated the stock with a hold rating and seventeen have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $280.85.

Lowe’s Companies Price Performance

Shares of Lowe’s Companies stock opened at $260.16 on Monday. Lowe’s Companies has a one year low of $209.55 and a one year high of $287.01. The firm has a market capitalization of $146.90 billion, a price-to-earnings ratio of 21.70, a PEG ratio of 2.25 and a beta of 1.09. The business has a 50-day simple moving average of $270.53 and a 200 day simple moving average of $250.02.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Lord Abbett & CO. LLC boosted its position in Lowe’s Companies by 0.3% during the third quarter. Lord Abbett & CO. LLC now owns 789,013 shares of the home improvement retailer’s stock valued at $213,704,000 after buying an additional 2,225 shares during the period. Brass Tax Wealth Management Inc. boosted its position in Lowe’s Companies by 7.7% during the third quarter. Brass Tax Wealth Management Inc. now owns 2,217 shares of the home improvement retailer’s stock valued at $600,000 after buying an additional 158 shares during the period. Copley Financial Group Inc. purchased a new stake in Lowe’s Companies during the third quarter valued at about $247,000. Fidelity D & D Bancorp Inc. boosted its position in Lowe’s Companies by 13.8% during the third quarter. Fidelity D & D Bancorp Inc. now owns 2,240 shares of the home improvement retailer’s stock valued at $607,000 after buying an additional 271 shares during the period. Finally, Garde Capital Inc. purchased a new stake in Lowe’s Companies during the third quarter valued at about $120,000. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Lowe’s Companies

In related news, EVP Quonta D. Vance sold 7,198 shares of the company’s stock in a transaction on Wednesday, November 27th. The shares were sold at an average price of $274.37, for a total value of $1,974,915.26. Following the completion of the transaction, the executive vice president now directly owns 16,703 shares in the company, valued at approximately $4,582,802.11. The trade was a 30.12 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Margrethe R. Vagell sold 5,730 shares of the company’s stock in a transaction on Wednesday, October 2nd. The stock was sold at an average price of $271.45, for a total transaction of $1,555,408.50. Following the completion of the transaction, the executive vice president now owns 13,214 shares of the company’s stock, valued at $3,586,940.30. This trade represents a 30.25 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.26% of the company’s stock.

Lowe’s Companies Company Profile

Lowe’s Companies, Inc, together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical.