Q1 EPS Estimates for LOW Lowered by Telsey Advisory Group

Lowe's Companies, Inc. (NYSE:LOW - Free Report) - Research analysts at Telsey Advisory Group dropped their Q1 2026 earnings estimates for shares of Lowe's Companies in a research report issued on Thursday, December 12th. Telsey Advisory Group analyst J. Feldman now anticipates that the home improvement retailer will post earnings of $3.10 per share for the quarter, down from their prior 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.

Other research analysts also recently issued reports about the company. UBS Group boosted their price objective on Lowe's Companies from $270.00 to $290.00 and gave the company a "buy" rating in a research note on Wednesday, August 21st. Truist Financial cut their price target on Lowe's Companies from $310.00 to $307.00 and set a "buy" rating on the stock in a report on Thursday. Barclays boosted their target price on shares of Lowe's Companies from $229.00 to $245.00 and gave the company an "equal weight" rating in a research report on Wednesday, November 20th. Wedbush restated a "neutral" rating and issued a $250.00 price target on shares of Lowe's Companies in a report on Thursday. Finally, StockNews.com upgraded shares of Lowe's Companies from a "hold" rating to a "buy" rating in a report on Wednesday, September 18th. Ten research analysts have rated the stock with a hold rating and seventeen have assigned a buy rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $280.85.

Lowe's Companies Trading Down 0.9 %

LOW stock traded down $2.29 during midday trading on Monday, hitting $260.10. The stock had a trading volume of 1,944,070 shares, compared to its average volume of 2,439,888. The business has a fifty day moving average price of $270.69 and a two-hundred day moving average price of $249.71. Lowe's Companies has a 1-year low of $209.55 and a 1-year high of $287.01. The firm has a market cap of $146.87 billion, a P/E ratio of 21.88, a price-to-earnings-growth ratio of 2.25 and a beta of 1.09.

Institutional Investors Weigh In On Lowe's Companies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. First Horizon Advisors Inc. boosted its holdings in Lowe's Companies by 1.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 13,564 shares of the home improvement retailer's stock worth $2,990,000 after buying an additional 258 shares during the period. Hobbs Group Advisors LLC purchased a new position in shares of Lowe's Companies in the second quarter valued at $187,000. Focus Financial Network Inc. raised its stake in shares of Lowe's Companies by 8.6% during the 2nd quarter. Focus Financial Network Inc. now owns 1,768 shares of the home improvement retailer's stock valued at $430,000 after purchasing an additional 140 shares during the period. CarsonAllaria Wealth Management Ltd. lifted its holdings in Lowe's Companies by 90.8% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 458 shares of the home improvement retailer's stock worth $101,000 after purchasing an additional 218 shares in the last quarter. Finally, Commerzbank Aktiengesellschaft FI boosted its stake in Lowe's Companies by 5.0% in the 2nd quarter. Commerzbank Aktiengesellschaft FI now owns 3,115 shares of the home improvement retailer's stock worth $687,000 after purchasing an additional 147 shares during the period. 74.06% of the stock is currently owned by institutional investors.

Insider Activity at Lowe's Companies

In other Lowe's Companies news, EVP Margrethe R. Vagell sold 5,730 shares of the business's stock in a transaction on Wednesday, October 2nd. The stock was sold at an average price of $271.45, for a total value of $1,555,408.50. Following the sale, the executive vice president now directly owns 13,214 shares in the company, valued at $3,586,940.30. The trade was a 30.25 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, 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 transaction, the executive vice president now directly owns 16,703 shares in the company, valued at $4,582,802.11. This represents a 30.12 % decrease in their position. The disclosure for this sale can be found here. 0.26% of the stock is owned by company insiders.

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.