Lowe's Companies

LOW

Market cap $148B

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

The stock of Lowe's Companies ( LOW) has fallen 5.6% over the last day to $263.02. Our multi-factor analysis suggests it may be time to sell.

Lowe's (NYSE: LOW) closed out FY2025 on a high note, reporting earnings $1.98, which topped analyst expectations of $1.94, and quarterly revenue rising 10.9% year-over-year to $20.58 billion, exceeding analyst estimates of $20.34 billion.

Lowe's Companies, Inc. (LOW) Q4 2026 Earnings Call Transcript

Home improvement company Lowe's saw growth in its Pro, online and Home Services businesses in the fourth quarter while the do-it-yourself business remained muted.

The headline numbers for Lowe's (LOW) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Lowe's (LOW) came out with quarterly earnings of $1.98 per share, beating the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.93 per share a year ago.

Net sales rose 10.9% to $20.584 billion from $18.553 billion and exceeded the $20.334 billion analyst estimate.

Both Lowe's (NYSE: LOW) and TJX Companies (NYSE: TJX) reported Q4 results before the bell on Wednesday, but morning trading revealed a clear split verdict.