Telsey Advisory Group Forecasts LOW FY2025 Earnings

Lowe’s Companies, Inc. (NYSE:LOW) – Equities researchers at Telsey Advisory Group raised their FY2025 earnings estimates for shares of Lowe’s Companies in a research note issued to investors on Tuesday, November 19th. Telsey Advisory Group analyst J. Feldman now anticipates that the home improvement retailer will post earnings per share of $11.90 for the year, up from their prior estimate of $11.83. 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 $11.82 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.

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

Several other equities research analysts have also commented on the stock. JPMorgan Chase & Co. lowered their price target on shares of Lowe’s Companies from $272.00 to $270.00 and set an “overweight” rating on the stock in a report on Wednesday, August 21st. StockNews.com upgraded Lowe’s Companies from a “hold” rating to a “buy” rating in a research note on Wednesday, September 18th. Wells Fargo & Company lifted their price target on Lowe’s Companies from $280.00 to $295.00 and gave the company an “overweight” rating in a research report on Wednesday, November 6th. Sanford C. Bernstein lowered their price objective on Lowe’s Companies from $306.00 to $301.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, DA Davidson lifted their target price on shares of Lowe’s Companies from $240.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday. Ten investment analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company. According to MarketBeat, Lowe’s Companies has a consensus rating of “Moderate Buy” and a consensus target price of $277.92.

Lowe’s Companies Price Performance

Shares of LOW stock opened at $265.50 on Thursday. The business has a fifty day moving average of $268.56 and a 200 day moving average of $244.50. The firm has a market capitalization of $150.62 billion, a price-to-earnings ratio of 22.14, a price-to-earnings-growth ratio of 2.15 and a beta of 1.10. Lowe’s Companies has a 1 year low of $196.23 and a 1 year high of $287.01.

Lowe’s Companies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, November 6th. Stockholders of record on Wednesday, October 23rd were paid a $1.15 dividend. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $0.15. This represents a $4.60 dividend on an annualized basis and a dividend yield of 1.73%. The ex-dividend date was Wednesday, October 23rd. Lowe’s Companies’s dividend payout ratio is currently 38.37%.

Insider Activity

In related news, EVP Margrethe R. Vagell sold 5,730 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president now directly owns 13,214 shares of the company’s stock, valued at approximately $3,586,940.30. The trade was a 30.25 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Dan Clayton Griggs, Jr. sold 6,769 shares of the stock in a transaction that occurred on Thursday, September 12th. The stock was sold at an average price of $248.82, for a total transaction of $1,684,262.58. Following the completion of the sale, the chief accounting officer now owns 9,383 shares of the company’s stock, valued at approximately $2,334,678.06. The trade was a 41.91 % decrease in their position. The disclosure for this sale can be found here. 0.26% of the stock is owned by insiders.

Institutional Investors Weigh In On Lowe’s Companies

Large investors have recently made changes to their positions in the company. FMR LLC lifted its position in Lowe’s Companies by 10.2% during the 3rd quarter. FMR LLC now owns 26,010,730 shares of the home improvement retailer’s stock worth $7,045,006,000 after acquiring an additional 2,399,897 shares during the last quarter. State Street Corp increased its stake in shares of Lowe’s Companies by 1.9% in the third quarter. State Street Corp now owns 25,013,655 shares of the home improvement retailer’s stock worth $6,774,948,000 after purchasing an additional 460,851 shares during the period. Geode Capital Management LLC lifted its position in shares of Lowe’s Companies by 1.6% during the 3rd quarter. Geode Capital Management LLC now owns 11,733,461 shares of the home improvement retailer’s stock worth $3,169,041,000 after purchasing an additional 187,473 shares during the last quarter. Legal & General Group Plc boosted its stake in Lowe’s Companies by 1.6% during the 2nd quarter. Legal & General Group Plc now owns 5,205,491 shares of the home improvement retailer’s stock valued at $1,147,603,000 after purchasing an additional 82,978 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its position in Lowe’s Companies by 1.2% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 3,369,052 shares of the home improvement retailer’s stock worth $912,508,000 after buying an additional 39,953 shares during the period. Institutional investors own 74.06% 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.