FY2025 EPS Estimates for LOW Raised by Telsey Advisory Group

Lowe’s Companies, Inc. (NYSE:LOW) – Stock analysts at Telsey Advisory Group raised their FY2025 earnings per share (EPS) estimates for Lowe’s Companies in a research note issued on Tuesday, November 19th. Telsey Advisory Group analyst J. Feldman now anticipates that the home improvement retailer will earn $11.90 per share for the year, up from their previous forecast of $11.83. Telsey Advisory Group has a “Outperform” rating and a $305.00 price target on the stock. The consensus estimate for Lowe’s Companies’ current full-year earnings is $11.82 per share. Telsey Advisory Group also issued estimates for Lowe’s Companies’ Q4 2025 earnings at $1.81 EPS, Q1 2026 earnings at $3.26 EPS, Q2 2026 earnings at $4.38 EPS, Q3 2026 earnings at $3.25 EPS and Q4 2026 earnings at $2.10 EPS.

A number of other analysts have also weighed in on LOW. Mizuho upped their target price on Lowe’s Companies from $280.00 to $282.00 and gave the stock an “outperform” rating in a report on Wednesday. UBS Group raised their price objective on Lowe’s Companies from $270.00 to $290.00 and gave the company a “buy” rating in a research report on Wednesday, August 21st. Gordon Haskett reduced their target price on shares of Lowe’s Companies from $245.00 to $240.00 and set a “hold” rating for the company in a report on Wednesday, August 21st. Evercore ISI raised their price target on shares of Lowe’s Companies from $255.00 to $270.00 and gave the company an “in-line” rating in a report on Wednesday. Finally, TD Cowen lifted their price objective on shares of Lowe’s Companies from $270.00 to $290.00 and gave the stock a “hold” rating in a research report on Monday, October 28th. Ten equities research analysts have rated the stock with a hold rating and sixteen have given a buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $277.92.

Lowe’s Companies Stock Performance

NYSE LOW opened at $263.03 on Thursday. The company’s 50-day simple moving average is $268.29 and its two-hundred day simple moving average is $244.36. Lowe’s Companies has a one year low of $196.23 and a one year high of $287.01. The company has a market capitalization of $149.21 billion, a price-to-earnings ratio of 21.94, a price-to-earnings-growth ratio of 2.15 and a beta of 1.10.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Tuesday, August 20th. The home improvement retailer reported $4.10 EPS for the quarter, beating the consensus estimate of $3.96 by $0.14. Lowe’s Companies had a negative return on equity of 47.55% and a net margin of 8.19%. The firm had revenue of $23.59 billion for the quarter, compared to analyst estimates of $23.93 billion. During the same quarter last year, the firm posted $4.56 earnings per share. The business’s revenue for the quarter was down 5.5% on a year-over-year basis.

Hedge Funds Weigh In On Lowe’s Companies

A number of large investors have recently bought and sold shares of LOW. Virtu Financial LLC increased its position in shares of Lowe’s Companies by 66.1% in the third quarter. Virtu Financial LLC now owns 5,474 shares of the home improvement retailer’s stock valued at $1,483,000 after buying an additional 2,178 shares in the last quarter. Invst LLC purchased a new stake in Lowe’s Companies in the 3rd quarter worth $255,000. Discipline Wealth Solutions LLC acquired a new position in Lowe’s Companies during the third quarter worth $630,000. Soltis Investment Advisors LLC lifted its holdings in Lowe’s Companies by 8.2% during the third quarter. Soltis Investment Advisors LLC now owns 1,907 shares of the home improvement retailer’s stock valued at $517,000 after purchasing an additional 144 shares in the last quarter. Finally, TD Private Client Wealth LLC lifted its holdings in Lowe’s Companies by 17.1% during the third quarter. TD Private Client Wealth LLC now owns 5,125 shares of the home improvement retailer’s stock valued at $1,388,000 after purchasing an additional 749 shares in the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Insider Buying and Selling at Lowe’s Companies

In related news, EVP Margrethe R. Vagell sold 5,730 shares of the stock in a transaction on Wednesday, October 2nd. The shares were sold at an average price of $271.45, for a total transaction of $1,555,408.50. Following the sale, the executive vice president now directly owns 13,214 shares of the company’s stock, valued at approximately $3,586,940.30. This represents a 30.25 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Dan Clayton Griggs, Jr. sold 6,769 shares of Lowe’s Companies stock in a transaction on Thursday, September 12th. The shares were sold at an average price of $248.82, for a total transaction of $1,684,262.58. Following the completion of the transaction, the chief accounting officer now directly owns 9,383 shares of the company’s stock, valued at $2,334,678.06. The trade was a 41.91 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.26% of the company’s stock.

Lowe’s Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, November 6th. Shareholders of record on Wednesday, October 23rd were paid a dividend of $1.15 per share. The ex-dividend date of this dividend was Wednesday, October 23rd. This represents a $4.60 dividend on an annualized basis and a dividend yield of 1.75%. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $0.15. Lowe’s Companies’s dividend payout ratio (DPR) is presently 38.37%.

About Lowe’s Companies

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.