Lowe's Companies, Inc. (LOW) Stock Price & Analysis
Lowe's Companies, Inc. (LOW) closed at USD 204.37 on Thursday, October 22, 2026, up 3.97% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 204.37; the Oct 22, 2026 session ranged USD 197–204.52 on volume of 4,290,194 shares. Market capitalization is —, with a 52-week range of USD 178.45–293.06 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:27 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LOW.md
Key facts (LOW)
- Last four reported quarters (through Jul 31, 2026): revenue $90.4B, net income $6.64B (7.3% margin), free cash flow $7.00B (SEC filings).
- Valuation: P/E 17.3x (avg 20.6x at the last 3 fiscal year-ends), EV/EBITDA 11.6x, net debt $31.8B.
- 3 of 80 tracked superinvestors hold LOW (13F, Q2 2026 (1 investor on Q3 2026, filed early)): 0 new, 2 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.20 on a 1–5 scale) (35 analysts), mean target USD 252.73 (range 191–300).
- Total return with dividends: 1Y -14.3% vs S&P 500 +14.9%; 5Y -1.3% vs S&P 500 +80.3%.
- Next earnings: 2026-11-18, EPS estimate USD 2.87, revenue estimate $22.3B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LOW)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $96.3B | $97.1B | $86.4B | $83.7B | $86.3B | $90.4B |
| Gross profit | $32.1B | $32.3B | $28.8B | $27.9B | $28.9B | — |
| Operating income | $12.1B | $10.2B | $11.6B | $10.5B | $10.2B | $10.3B |
| Net income | $8.44B | $6.44B | $7.73B | $6.96B | $6.65B | $6.64B |
| EPS (diluted) | $12.04 | $10.17 | $13.20 | $12.23 | $11.85 | — |
| Free cash flow | $8.26B | $6.76B | $6.18B | $7.70B | $7.65B | $7.00B |
| Gross margin | 33.3% | 33.2% | 33.4% | 33.3% | 33.5% | — |
| Operating margin | 12.6% | 10.5% | 13.4% | 12.5% | 11.8% | 11.4% |
| Net margin | 8.8% | 6.6% | 8.9% | 8.3% | 7.7% | 7.3% |
| Revenue growth | +7.4% | +0.8% | -11.0% | -3.1% | +3.1% | — |
| Cash + short-term investments | $1.40B | $1.73B | $1.23B | $2.13B | $1.35B | — |
| Total debt | $24.3B | $33.8B | $35.8B | $35.3B | $39.8B | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (LOW)
P/E 17.3x · P/S 1.3x · EV/EBITDA 11.6x · EV/Sales 1.6x · P/FCF 16.4x · FCF yield 6.10% · Earnings yield 5.79% · Dividend yield (paid, TTM) 2.35% · Buyback yield (TTM) 0.40% · Net debt $31.8B · EV $146B
P/E at fiscal year-ends: Jan 2026 22.5x, Jan 2025 21.2x, Feb 2024 18.2x.
Superinvestors (SEC 13F-HR, Q2 2026) (LOW)
3 of 80 tracked investors hold LOW (1 investor on Q3 2026, filed early). Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|---|
| David Katz | Matrix Asset Advisors | 1.31% | $15.9M | Added +8.2% | Q3 2026 |
| Thomas Gayner | Markel Group | 1.26% | $166M | Added +1.8% | Q2 2026 |
| Mairs & Power | Mairs & Power Funds | 0.01% | $1.5M | Reduced -0.3% | Q2 2026 |
Analysts (LOW)
Consensus Buy (mean 2.20 on a 1–5 scale), 35 analysts; mean target USD 252.73 (low 191, high 300).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | Evercore ISI Group | Target raised | In-Line | $190 → $200 |
| 2026-10-06 | Evercore ISI Group | Target lowered | In-Line | $220 → $190 |
| 2026-09-21 | Guggenheim | Reiterated | Buy | $275 |
| 2026-09-09 | Evercore ISI Group | Target lowered | In-Line | $230 → $220 |
| 2026-09-09 | Bernstein | Target lowered | Outperform | $261 → $254 |
| 2026-08-21 | Guggenheim | Target lowered | Buy | $300 → $275 |
| 2026-08-20 | Telsey Advisory Group | Target lowered | Outperform | $280 → $260 |
| 2026-08-20 | Citigroup | Target lowered | Buy | $267 → $260 |
| 2026-08-20 | Truist Securities | Target lowered | Buy | $255 → $254 |
| 2026-08-20 | UBS | Target lowered | Buy | $285 → $275 |
| 2026-08-20 | TD Cowen | Reiterated | Hold | $235 |
| 2026-08-20 | DA Davidson | Maintained | Neutral | $245 |
Total return (dividends reinvested) (LOW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -14.3% | -1.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -14.4% | -0.3% |
| Volatility (annualized) | 28.1% | 26.4% |
| Max drawdown | -36.9% (Feb 2026→Oct 2026) | -36.4% (Feb 2026→Sep 2026) |
Companies that name LOW in their SEC reports
| Relationship to LOW | Company | Filing | Sentence |
|---|---|---|---|
| supplier | FGI Industries Ltd. (FGIWW) | 10-K Apr 10, 2026 | “Some of our largest customers include The Home Depot, Menards, Ferguson and Lowe's.” |
| competitor | BERKSHIRE HATHAWAY INC (BRK-B) | 10-K Mar 2, 2026 | “Competitors include other premium paint and decorating stores, mass merchandisers, home centers, independent hardware stores, hardware chains and manufacturer-operated direct outlets, such as Sherwin-Williams Company, The Pittsburgh Paints Company, The Home Depot, Inc., Lowe's Companies, Inc and Farrow & Ball.” |
| competitor | NEIGHBORHOOD INTELLIGENCE, INC. (NXH) | 10-K Feb 24, 2026 | “Penney Company, Kohl's, Lands' End, Lowe's, Macy's, Nordstrom, Pottery Barn, Arhaus, RH, Ross Stores, Saks Fifth Avenue, Sears, T.J.” |
| supplier | ARMSTRONG WORLD INDUSTRIES INC (AWI) | 10-K Feb 24, 2026 | “In September 2025, GMS, Inc., one of our largest distributor customers, was acquired by The Home Depot, Inc. In addition, in October 2025, Foundation Building Materials, Inc., another one of our largest distributor customers, was acquired by Lowe's Companies, Inc.” |
| supplier | Fortune Brands Innovations, Inc. (FBIN) | 10-K Feb 23, 2026 | “Approximately 16% of 2025 net sales were to international markets, and sales to two of the Company's customers, Lowe's Companies, Inc. ("Lowe's") and The Home Depot, Inc. ("The Home Depot"), each accounted for 11% of our net sales in 2025.” |
| supplier | JELD-WEN Holding, Inc. (JELD) | 10-K Feb 23, 2026 | “Our home center customers include, among others, The Home Depot and Lowe's Companies in North America, and B&Q, Howdens, and Bauhaus in Europe.” |
| competitor | Wayfair Inc. (W) | 10-K Feb 19, 2026 | “•Big Box Retailers: Home Depot, IKEA, Lowe's, Costco, Target and Walmart;” |
| supplier | Hillman Solutions Corp. (HLMN) | 10-K Feb 17, 2026 | “For the year ended December 27, 2025, Home Depot was the single largest customer, representing approximately $349.9 million or 22.5% of our total revenues and Lowe's was the second largest customer at approximately $324.4 million or 20.9% of our total revenues.” |
| supplier | MasterBrand, Inc. (MBC) | 10-K Feb 13, 2026 | “Net sales to two of the Company's customers, Lowe's and Home Depot, each accounted for greater than 10 percent of the Company's net sales in 2025, 2024 and 2023.” |
| supplier | WHIRLPOOL CORP /DE/ (WHR) | 10-K Feb 11, 2026 | “Sales to Lowe's represented approximately 15%, 13%, and 13% of our consolidated net sales in 2025, 2024 and 2023, respectively.” |
| supplier | MASCO CORP /DE/ (MAS) | 10-K Feb 10, 2026 | “In 2025, our net sales to The Home Depot were $2.9 billion (approximately 38 percent of our consolidated net sales), and our net sales to Ferguson and Lowe's were each less than 10 percent of our consolidated net sales.” |
| supplier | SMITH A O CORP (AOS) | 10-K Feb 10, 2026 | “In the retail channel, our customers include four of the six largest national hardware and home center chains, including a long-standing exclusive relationship with Lowe's where we sell A.” |
| partner | Synchrony Financial (SYF) | 10-K Feb 6, 2026 | “Our business benefits from longstanding and collaborative relationships with our partners, including some of the nation's leading retailers and manufacturers with well-known consumer brands, such as Lowe's and Sam's Club, and also leading digital partners, such as Amazon and PayPal.” |
| competitor | Leslie's, Inc. (LESL) | 10-K Dec 18, 2025 | “National home improvement and retailers, such as Home Depot, Lowe's, and local and regional hardware stores, typically compete with us mainly on a seasonal basis during the spring and summer months, but experience significantly higher foot traffic than our retail locations.” |
| supplier | CENTRAL GARDEN & PET CO (CENT) | 10-K Nov 26, 2025 | “In fiscal 2025 and 2024, sales to The Home Depot accounted for approximately 37% and 38%, Walmart represented approximately 29% and 27%, and Lowe's represented approximately 14% and 15% of our Garden segment's net sales, respectively.” |
LOW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $2.87 | $3.14 | -8.8% | $22.34B | 28 |
| Next quarter (ends Jan 2027) | $1.98 | $2.08 | -4.9% | $20.64B | 28 |
| Current fiscal year (ends Jan 2027) | $12.31 | $12.50 | -1.5% | $92.14B | 32 |
| Next fiscal year (ends Jan 2028) | $13.00 | $13.48 | -3.5% | $94.39B | 32 |
Key Statistics (as of October 23, 2026 at 09:27 UTC)
| Price | USD 204.37 |
|---|---|
| Change | ▲ 3.97% (up) |
| Previous Close | USD 204.37 |
| Open | USD 204.37 |
| Day Range | USD 197 – 204.52 |
| 52-Week Range | USD 178.45 – 293.06 |
| Volume | 4,290,194 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (LOW)
Nexqual's technical model rates LOW "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:27 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 63.43 (neutral) |
| vs SMA50 | Above (USD 198.1) |
| MACD | 0.94 (positive) |
Analyst Ratings (LOW)
Wall Street analysts rate LOW "Buy" based on 35 analysts, with a mean price target of USD 252.73 (range USD 191–300), per Nexqual as of October 23, 2026 at 09:27 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 35 |
| Mean Target | USD 252.73 |
| High Target | USD 300 |
| Low Target | USD 191 |
| Buy / Hold / Sell | 25 / 9 / 1 |
Earnings (LOW)
| Next Earnings Date | 2026-11-18 |
|---|---|
| EPS Estimate | USD 2.87 |
| Revenue Estimate | $22.34B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 4.4 vs est 4.22 ▲ beat |
| 2026-04-30 | USD 3.03 vs est 2.97 ▲ beat |
| 2026-01-31 | USD 1.98 vs est 1.94 ▲ beat |
| 2025-10-31 | USD 3.06 vs est 2.95 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Financials & Fundamentals (LOW)
| Total Revenue | $90.43B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +8.30% |
| Gross Margin | +32.99% |
| Operating Margin | +13.36% |
| Profit Margin | +7.35% |
| Current Ratio | 1.11 |
| Total Cash | $3.17B |
| Total Debt | $42.03B |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Ownership (LOW)
| Insider Ownership | +0.11% |
|---|---|
| Institutional Ownership | +81.04% |
| Shares Outstanding | 561.05M |
| Float | 559.79M |
| Short % of Float | +2.06% |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Leadership (LOW)
Lowe's Companies, Inc. is led by Marvin R. Ellison, President, CEO & Chairman, per Nexqual as of October 23, 2026 at 09:27 UTC.
| President, CEO & Chairman | Marvin R. Ellison |
|---|---|
| Executive VP & CFO | Brandon J. Sink |
| Executive Vice President of Merchandising | William P. Boltz |
| Executive Vice President of Pro & Home Services | Joseph Michael McFarland |
| Vice President of Investor Relations | Shelly Hubbard |
Major Backers & Investors (LOW)
Notable institutional backers of Lowe's Companies, Inc. include FMR, LLC, JPMorgan, Fidelity, according to Nexqual as of October 23, 2026 at 09:27 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 6.64% |
| JPMorgan | 6.45% |
| Fidelity | 3.58% |
| Morgan Stanley | 1.79% |
| Wells Fargo & Company | 1.48% |
| Bank of America Corporation | 1.48% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.11% |
| BlackRock | 7.23% |
| State Street | 4.51% |
| Geode Capital | 2.55% |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HD | Home Depot, Inc. (The) | USD 327.73 | ▲ 4.33% |
| FND | Floor & Decor Holdings, Inc. | USD 48.17 | ▲ 6.78% |
| HVT-A | Haverty Furniture Companies, In | USD 29 | ▲ 0.07% |
| PDD | PDD Holdings Inc. | USD 79.17 | ▲ 0.57% |
| SBUX | Starbucks Corporation | USD 101.91 | ▲ 2.86% |
| MAR | Marriott International | USD 396.8 | ▼ 1.78% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:27 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt