FY2027 EPS Estimate for Lowe’s Companies Lowered by Analyst

Lowe’s Companies, Inc. (NYSE:LOW) – Research analysts at Zacks Research decreased their FY2027 EPS estimates for shares of Lowe’s Companies in a research note issued on Tuesday, September 1st. Zacks Research analyst Team now anticipates that the home improvement retailer will post earnings per share of $12.25 for the year, down from their prior estimate of $12.45. The consensus estimate for Lowe’s Companies’ current full-year earnings is $12.26 per share.

Other analysts have also recently issued reports about the company. Sanford C. Bernstein dropped their price target on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Benchmark started coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They set a “hold” rating for the company. HSBC lowered their price objective on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research note on Thursday, May 21st. Jefferies Financial Group cut their target price on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. Finally, Stifel Nicolaus lowered their price target 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 equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $258.53.

Lowe’s Companies Stock Down 0.2%

Shares of LOW stock opened at $199.65 on Thursday. The business has a 50 day moving average of $214.20 and a two-hundred day moving average of $228.69. Lowe’s Companies has a 52 week low of $199.34 and a 52 week high of $293.06. The company has a market cap of $112.02 billion, a P/E ratio of 16.88, a PEG ratio of 2.66 and a beta of 0.85.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, beating analysts’ consensus estimates of $4.22 by $0.18. The business had revenue of $25.96 billion during the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS.

Institutional Trading of Lowe’s Companies

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Swiss RE Ltd. purchased a new stake in Lowe’s Companies during the fourth quarter valued at about $25,000. Wilkerson Advisory Group LLC purchased a new position in shares of Lowe’s Companies in the fourth quarter worth approximately $27,000. Sankala Group LLC purchased a new position in shares of Lowe’s Companies in the fourth quarter worth approximately $33,000. Markowski Investments acquired a new stake in shares of Lowe’s Companies during the second quarter valued at approximately $33,000. Finally, Triumph Capital Management purchased a new stake in shares of Lowe’s Companies in the 3rd quarter valued at approximately $34,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, EVP Margrethe R. Vagell sold 2,500 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $223.83, for a total value of $559,575.00. Following the completion of the sale, the executive vice president directly owned 20,220 shares of the company’s stock, valued at approximately $4,525,842.60. This represents a 11.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Janice Dupre sold 14,150 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the sale, the executive vice president directly owned 39,785 shares of the company’s stock, valued at approximately $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 25,980 shares of company stock valued at $5,796,937. Company insiders own 0.29% of the company’s stock.

Lowe’s Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Stockholders of record on Wednesday, October 21st will be paid a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Wednesday, October 21st. Lowe’s Companies’s dividend payout ratio is currently 42.27%.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s Foundation launched the “Building Futures Skilled Trades Coalition,” partnering with NVIDIA, Bank of America, General Motors and more than 75 organizations to train and certify 1 million skilled-trades workers by 2035. The initiative could strengthen Lowe’s relationships with contractors and support long-term demand for home-improvement services. Lowe’s partners with tech, auto leaders to address skilled labor shortage
• Positive Sentiment: Analysts at Zacks modestly increased their Q2 2029 EPS estimate to $4.89 from $4.88 and their Q2 2028 estimate to $4.56 from $4.55, indicating some confidence in longer-term earnings potential. Lowe’s analyst estimates
• Neutral Sentiment: Management is emphasizing professional customers, online sales and Home Services as growth engines. However, analysts note that these gains have not fully offset weak DIY demand and housing-market pressure. Can Lowe’s Pro Growth Justify Its Valuation Despite DIY Weakness?
• Negative Sentiment: Lowe’s reduced its fiscal 2026 outlook as softer DIY activity and housing-related challenges weigh on growth, raising concerns about the pace of earnings recovery. Lowe’s Cuts 2026 Outlook as DIY Pressure Tests Its Growth Engines
• Negative Sentiment: Zacks lowered several future EPS estimates, including FY2028 to $12.94 from $13.60 and FY2029 to $13.90 from $14.62. Additional quarterly reductions reinforce investor concerns about longer-term earnings momentum. Lowe’s earnings estimates
• Negative Sentiment: Dividend-focused analysis argues that Lowe’s dividend coverage is less comfortable than the headline yield suggests, potentially limiting future dividend increases and weighing on income-investor demand. Home Depot vs. Lowe’s: One Dividend Looks Much Stronger Under the Hood

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.