Highlights

  • Jefferies adjusted its Lowe’s price objective while retaining the existing stock rating.
  • Quarterly earnings exceeded estimates, supported by year-over-year revenue growth.
  • Broader analyst coverage reflects mixed but stable expectations for the retailer.

Jefferies Financial Group has revised its price objective on Lowe’s Companies, Inc. (NYSE: LOW), lifting the target to USD 285 from USD 280, while maintaining its current stock rating. The update followed the company’s latest quarterly earnings release and reflects revised assumptions around near-term performance trends rather than a change in overall stance.

Lowe’s recently reported quarterly earnings per share of USD 3.06, exceeding the consensus estimate of USD 2.97. Revenue for the quarter reached USD 20.81 bn, representing a 3.2% year-over-year increase, although it came marginally below broader market expectations. During the same quarter last year, the company reported earnings per share of USD 2.89, highlighting a year-on-year increase in profitability.

Following the results, Lowe’s reaffirmed its FY2025 earnings guidance at approximately USD 12.25 per share. Analysts covering the stock currently project earnings of around USD 11.9 per share for the ongoing fiscal year, based on compiled estimates. At recent trading levels, the stock has been valued at a price-to-earnings multiple of roughly 19.96, placing it broadly in line with large-cap retail peers.

Beyond Jefferies, several brokerage firms have issued updated views in recent months. Barclays set a price objective of USD 267, while Mizuho reduced its target to USD 272 from prior levels. KeyCorp adjusted its price objective higher to USD 300, whereas Robert W. Baird revised its estimate to USD 290. Truist Financial also released coverage with a target of USD 269. These assessments collectively contribute to an analyst consensus rating of “Moderate Buy”, comprising 17 Buy ratings, 10 Hold ratings, and 1 Sell rating, with a consensus price target of USD 276.80.

Lowe’s operates a nationwide home-improvement retail network supported by digital sales channels, serving both individual homeowners and professional contractors. Its product portfolio spans building materials, appliances, tools, and home décor, alongside installation and related services.

The closing price of LOW was USD 240.44 as of December 19 2025.