Lowe’s climbs 5% as Wall Street lifts targets after recent earnings backdrop

Lowe’s Companies (LOW) is up 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks most consistent with a wave of bullish analyst actions that followed Lowe’s recent results and outlook, helping re-rate sentiment after a choppy period for housing-linked retailers. With multiple firms lifting price targets and reiterating positive ratings, buyers may be leaning into a “better second half” setup even as the macro picture stays mixed.

Details:

A major U.S. bank raised its price target on Lowe’s to $325 and maintained an Overweight-style rating, pointing to improving sales trends over 2026 as a key driver.

Another sell-side shop maintained an Outperform-style stance and lifted its target (with additional firms also adjusting targets upward around the same time), reinforcing a more constructive Street narrative.

Recent company performance helped provide the fundamental backdrop for upgrades, including a quarter that showed year-over-year revenue growth and a forward earnings outlook range for FY2026 that analysts have been debating.

This could also be partially momentum-driven, as home improvement stocks can trade in sympathy with rate and housing-demand expectations even without a single, fresh company-specific headline.

Sources:

TipRanks, MarketScreener, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LOW Insider Trading Activity

$LOW insiders have traded $LOW stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $LOW stock by insiders over the last 6 months:

MARVIN R ELLISON (Chairman, President & CEO) has made 0 purchases and 3 sales selling 18,000 shares for an estimated $4,701,100.
QUONTA D VANCE (EVP, Pro & Home Services) sold 10,369 shares for an estimated $2,670,382
LAWRENCE SIMKINS purchased 1,000 shares for an estimated $231,062

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$LOW Hedge Fund Activity

We have seen 1,121 institutional investors add shares of $LOW stock to their portfolio, and 1,330 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 13,444,379 shares (-72.8%) from their portfolio in Q4 2025, for an estimated $3,242,246,439
PRICE T ROWE ASSOCIATES INC /MD/ added 2,039,343 shares (+45.2%) to their portfolio in Q4 2025, for an estimated $491,807,957
FMR LLC added 1,747,325 shares (+6.8%) to their portfolio in Q4 2025, for an estimated $421,384,897
JPMORGAN CHASE & CO removed 1,540,730 shares (-4.1%) from their portfolio in Q4 2025, for an estimated $371,562,446
J. STERN & CO. LLP added 1,471,539 shares (+7814.9%) to their portfolio in Q4 2025, for an estimated $354,876,345
TABLEAUX LLC removed 1,275,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $320,420,250
WELLS FARGO & COMPANY/MN removed 1,194,261 shares (-11.7%) from their portfolio in Q4 2025, for an estimated $288,007,982

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$LOW Congressional Stock Trading

Members of Congress have traded $LOW stock 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $LOW stock by members of Congress over the last 6 months:

SENATOR JOHN W. HICKENLOOPER sold up to $100,000 on 01/14.
SENATOR SHELLEY MOORE CAPITO has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 11/13, 10/21, 10/20.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$LOW Analyst Ratings

Wall Street analysts have issued reports on $LOW in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Telsey Advisory Group issued a "Outperform" rating on 02/18/2026
Morgan Stanley issued a "Overweight" rating on 01/15/2026
Oppenheimer issued a "Outperform" rating on 12/05/2025
Baird issued a "Outperform" rating on 11/20/2025
Bernstein issued a "Outperform" rating on 11/20/2025
B of A Securities issued a "Buy" rating on 11/20/2025
JP Morgan issued a "Overweight" rating on 11/20/2025

To track analyst ratings and price targets for $LOW, check out Quiver Quantitative's $LOW forecast page.

$LOW Price Targets

Multiple analysts have issued price targets for $LOW recently. We have seen 21 analysts offer price targets for $LOW in the last 6 months, with a median target of $290.0.

Here are some recent targets:

An analyst from KGI Securities set a target price of $255.0 on 03/10/2026
David Bellinger from Mizuho set a target price of $294.0 on 02/27/2026
Zhihan Ma from Bernstein set a target price of $303.0 on 02/26/2026
Michael Lasser from UBS set a target price of $315.0 on 02/26/2026
Max Rakhlenko from TD Cowen set a target price of $280.0 on 02/26/2026
Zachary Fadem from Wells Fargo set a target price of $290.0 on 02/26/2026
Greg Melich from Evercore ISI Group set a target price of $270.0 on 02/26/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.