Telsey Advisory Group Has Weak Outlook for LOW Q1 Earnings

Lowe’s Companies, Inc. (NYSE:LOW) – Telsey Advisory Group dropped their Q1 2026 earnings per share (EPS) estimates for shares of Lowe’s Companies in a note issued to investors on Thursday, December 12th. Telsey Advisory Group analyst J. Feldman now expects that the home improvement retailer will post earnings per share of $3.10 for the quarter, down from their prior forecast 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 equities analysts also recently issued research reports about the company. Truist Financial decreased their target price on Lowe’s Companies from $310.00 to $307.00 and set a “buy” rating on the stock in a research report on Thursday, December 12th. Mizuho lifted their target price on shares of Lowe’s Companies from $282.00 to $305.00 and gave the stock an “outperform” rating in a research note on Thursday, December 12th. Loop Capital upgraded shares of Lowe’s Companies from a “hold” rating to a “buy” rating and increased their target price for the company from $250.00 to $300.00 in a research report on Wednesday, October 9th. Oppenheimer raised shares of Lowe’s Companies from a “market perform” rating to an “outperform” rating and raised their price target for the stock from $230.00 to $305.00 in a research note on Tuesday, September 24th. Finally, Evercore ISI upped their price objective on shares of Lowe’s Companies from $270.00 to $290.00 and gave the company an “in-line” rating in a research note on Thursday, December 12th. Ten equities research analysts have rated the stock with a hold rating and seventeen have given a buy rating to the company’s stock. According to data from MarketBeat.com, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average price target of $280.85.

Lowe’s Companies Stock Down 0.9 %

LOW stock opened at $257.71 on Monday. Lowe’s Companies has a 52 week low of $209.55 and a 52 week high of $287.01. The firm has a 50-day simple moving average of $270.22 and a 200-day simple moving average of $250.28. The stock has a market capitalization of $145.52 billion, a P/E ratio of 21.49, a P/E/G ratio of 2.25 and a beta of 1.09.

Hedge Funds Weigh In On Lowe’s Companies

A number of institutional investors and hedge funds have recently modified their holdings of the company. Legacy Investment Solutions LLC purchased a new stake in shares of Lowe’s Companies during the 3rd quarter worth approximately $27,000. Stephens Consulting LLC lifted its position in Lowe’s Companies by 93.3% in the second quarter. Stephens Consulting LLC now owns 145 shares of the home improvement retailer’s stock valued at $32,000 after acquiring an additional 70 shares during the last quarter. JNBA Financial Advisors boosted its stake in Lowe’s Companies by 555.6% in the third quarter. JNBA Financial Advisors now owns 118 shares of the home improvement retailer’s stock valued at $32,000 after acquiring an additional 100 shares in the last quarter. MFA Wealth Advisors LLC grew its holdings in shares of Lowe’s Companies by 118.6% during the third quarter. MFA Wealth Advisors LLC now owns 129 shares of the home improvement retailer’s stock worth $35,000 after purchasing an additional 70 shares during the last quarter. Finally, Kimelman & Baird LLC acquired a new stake in shares of Lowe’s Companies during the second quarter worth about $37,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Quonta D. Vance sold 7,198 shares of Lowe’s Companies stock in a transaction that occurred 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 owns 16,703 shares in the company, valued at $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 available through this hyperlink. Also, EVP Margrethe R. Vagell sold 5,730 shares of the business’s stock in a transaction that occurred 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 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 position. 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.