Lowe's Companies Gestione
Criteri Gestione verificati 3/4
Lowe's Companies Il CEO è Marvin Ellison, nominato in Jul2018, e ha un mandato di 7.83 anni. la retribuzione annua totale è $ 21.58M, composta da 7.2% di stipendio e 92.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.047% delle azioni della società, per un valore di $ 57.68M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.8 anni e 7.9 anni.
Informazioni chiave
Marvin Ellison
Amministratore delegato
US$21.6m
Compenso totale
| Percentuale dello stipendio del CEO | 7.16% |
| Mandato del CEO | 7.8yrs |
| Proprietà del CEO | 0.05% |
| Durata media del management | 5.8yrs |
| Durata media del Consiglio di amministrazione | 7.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 20
Lowe's: The DCF Still Says Buy (Earnings Review)
Summary I called Lowe's Companies, Inc. a Buy in November 2025, but the stock, after returning 25%, has underperformed and missed the April rally. Lowe's just reported Q1 2026 and beat on revenue and EPS, but full-year guidance came in below expectations. In this article, I explain what tailwind I expect to appear for LOW stock and explain why my DCF shows Lowe's undervaluation across most scenarios. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 23
LOW: Q4 Execution And FY26 Home Improvement Cycle Setup Will Support Upside
Analysts have adjusted the blended price target for Lowe's Companies modestly higher, within a range that now spans roughly the mid $250s to about $315, reflecting mixed reactions to Q4 results, FY26 guidance, and views on the home improvement and housing setup. Analyst Commentary Recent research paints a mixed picture, with many firms lifting price targets while a few trim expectations after Lowe's Q4 report and FY26 guidance.Aggiornamento della narrazione • Apr 08
LOW: Q4 Execution And AI Shopping Tools Will Support Housing Cycle Upside
The analyst price target for Lowe's Companies is modestly lower at $285.58, down from $286.18, as analysts weigh recent Q4 earnings strength and market share gains against more cautious FY26 guidance and near term margin pressure. Analyst Commentary Recent research views around Lowe's are mixed, with many firms lifting price targets on the back of Q4 execution and market share gains, while others trim targets or stay cautious given FY26 guidance and margin pressure.Aggiornamento della narrazione • Mar 25
LOW: Q4 Execution And AI Adoption Will Support Home Improvement Recovery
Analysts now see Lowe's fair value as broadly unchanged at about $286, with only a fractional shift in the price target despite a wide range of new research views that balance Q4 strength, tempered FY26 guidance, and differing expectations for how quickly the home improvement cycle could improve. Analyst Commentary Recent research paints a mixed but generally constructive picture around Lowe's, with most price targets clustering around the mid to high $200s and a spread of views on how to weigh Q4 strength against FY26 guidance and the broader home improvement backdrop.Aggiornamento della narrazione • Mar 11
LOW: Housing And AI Adoption Will Support Home Improvement Recovery
The analyst price target for Lowe's Companies edges up to $286.48 from $286.13 as analysts factor in slightly lower modeled revenue growth and profit margins, along with a modestly higher assumed discount rate and future P/E. Analyst Commentary Recent research updates around Lowe's cluster around the same Q4 earnings print and FY26 outlook, but they split into two clear camps.Aggiornamento della narrazione • Feb 24
LOW: Housing And AI Initiatives Will Guide Balanced Home Improvement Recovery
The analyst price target for Lowe's Companies has been lifted from $278.13 to $286.13 as analysts factor in slightly higher revenue growth assumptions, a modestly higher future P/E of about 25.7, and recent sector research pointing to steady transaction trends, an improved valuation view, and potential upside tied to do it yourself and Pro demand. Analyst Commentary Recent Street research around Lowe's centers on how the stock is priced, how steady demand looks heading into Q4 earnings, and what type of customer mix might matter most over the next stretch, especially between do it yourself projects and Pro spending.Aggiornamento della narrazione • Jan 18
LOW: Lock-In Housing And AI Tools Will Support Gradual Home Improvement Recovery
Narrative Update The analyst price target for Lowe's Companies has been raised by about US$5 to reflect slightly higher modeled fair value, modest tweaks to revenue growth, profit margins and future P/E assumptions, as analysts point to valuation, pent up demand in home improvement and a healthier mix across do it yourself and pro customers as key supports for the update. Analyst Commentary Recent research on Lowe's highlights a mix of optimism around long term home improvement demand and caution around near term earnings visibility, with several firms adjusting price targets and ratings after the latest results and outlook updates.Aggiornamento della narrazione • Jan 04
LOW: Lock-In Housing Dynamics Will Support Gradual Home Improvement Recovery
The analyst price target for Lowe's Companies has been modestly reduced by analysts to reflect slightly softer growth and margin assumptions. The new blended target implies only a small fair value increase to about $273 per share, as they weigh near term housing and consumer headwinds against longer term support from lock in housing dynamics and pent up home improvement demand.Aggiornamento della narrazione • Dec 14
LOW: Pro Segment And Lock-In Effect Will Support Future DemandI updated the title after noticing it did not meet the 7-word minimum.
Analysts have trimmed their blended price target for Lowe's Companies by a few dollars, reflecting slightly higher discount rate assumptions and tempered near term guidance, despite expectations for improving revenue growth, stable margins, and long term demand supported by homeowners' lock in effect and rising home equity. Analyst Commentary Recent Street updates reflect a more nuanced stance on Lowe's, with modestly lower price targets but a generally constructive view on the company’s long term positioning and earnings power.Aggiornamento della narrazione • Nov 30
LOW: Pro Segment Investments Will Drive Future Share Gains Amid Housing Market Tailwinds
Lowe's Companies saw its analyst fair value estimate decrease modestly to $272.50 per share from $278.56, as analysts cite cautious guidance and mixed sector signals. This comes despite some ongoing industry tailwinds.Aggiornamento della narrazione • Nov 16
LOW: Pro Segment Investments Will Drive Share Gains Amid Margin Caution
Lowe's Companies' analyst price target has been slightly reduced from $281.84 to $278.56. Analysts cite continued improvements in operational performance and Pro segment investments, but these are offset by cautious views on margins and ongoing market challenges.Aggiornamento della narrazione • Aug 26
Digital Tools And Acquisitions Will Capture Underserved Pro Markets
Analysts have raised Lowe’s price target to $277.71, citing stronger Q2 earnings, improved margin performance, enhanced guidance, and Pro segment expansion, though offset by continued DIY softness. Analyst Commentary Bullish analysts cite Lowe's Q2 earnings beat, with improved comps and stronger margins, as a primary reason for upward price target revisions.Articolo di analisi • Aug 22
Lowe's Companies, Inc. (NYSE:LOW) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Lowe's Companies, Inc. ( NYSE:LOW ) last week reported its latest second-quarter results, which makes it a good time...Articolo di analisi • Jul 31
Calculating The Intrinsic Value Of Lowe's Companies, Inc. (NYSE:LOW)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Lowe's Companies fair value estimate is US$274 With US$227...Articolo di analisi • Jun 30
Lowe's Companies (NYSE:LOW) Will Pay A Larger Dividend Than Last Year At $1.20
Lowe's Companies, Inc. ( NYSE:LOW ) will increase its dividend from last year's comparable payment on the 6th of August...Articolo di analisi • Jun 26
Lowe's Companies (NYSE:LOW) Is Achieving High Returns On Its Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Articolo di analisi • May 23
Shareholders Will Most Likely Find Lowe's Companies, Inc.'s (NYSE:LOW) CEO Compensation Acceptable
Key Insights Lowe's Companies to hold its Annual General Meeting on 30th of May CEO Marvin Ellison's total compensation...Seeking Alpha • Mar 17
Lowe's: Buy The Dip On This Dividend King
Summary Lowe's is a strong long-term investment with solid profitability, disciplined cost management, and ongoing digital transformation and customer loyalty investments. The recent price dip makes Lowe's valuation attractive, trading below its historical P/E ratio and enhancing the benefits of share repurchases. AI-driven initiatives, an expanding pro customer base, and sustained online momentum position Lowe's for steady earnings growth in the coming years. Investors should view the recent dip as a buying opportunity, supported by a well-covered, growing dividend and robust share buyback strategy. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Lowe's: Tariffs And Renewed Inflation To Hamper Home Improvement Demand
Summary Lowe's Q4 earnings report on February 26th is crucial, with analysts expecting an EPS of $1.83 and $18.25B in sales amid a negative trend. Despite maintaining high operating margins, LOW is facing worsening fundamentals, such as home sales and consumer borrowing costs, which could potentially prolong its sales decline. Since 2023, Lowe's has benefited from reduced supply side cost pressures, but that may soon reverse as inflation continues to increase and may accelerate with tariffs. With around 40% of Lowe's products imported from Mexico and Canada, investors should expect negative tariff guidance in the upcoming investor call. I remain bearish on Lowe's, expecting its high valuation to retreat this year as analysts and investors brace for prolonged strains in construction, big-ticket item sales, and renewed cost pressures. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Duopoly Discount: Lowe's Is A Better Deal Than Home Depot For DCA Investors
Summary Lowe's anticipates a 3.0-3.5% drop in comparable sales for fiscal 2024 due to reduced discretionary DIY spending amid inflation and high interest rates. Even with short-term challenges, Lowe's long-term outlook is strong, driven by aging homes, a record amount of home equity, and trends like remote work and millennial household formation. Investors seeking exposure to the industry should consider Lowe's. Their growth premium is 46.57% as compared to 56.30% for Home Depot, despite similar long-term growth drivers. Investing in Lowe's offers more value due to a lower growth premium embedded in its stock price as compared to Home Depot,. Read the full article on Seeking AlphaSeeking Alpha • Jan 01
Lowe's: Elevated Rates Leave Shares Fully Valued (Rating Downgrade)
Summary Lowe's shares have underperformed the market due to high interest rates, with a cautious outlook for 2025 amid macroeconomic uncertainties. The company's 2025 scenarios imply about $12–12.50 in EPS and $84 billion in sales, with a focus on improving its pro business and cost-cutting. LOW plans to reduce debt, increase capex, and limit share repurchases, prioritizing financial stability over aggressive buybacks in a high-rate environment. At 20x forward earnings, Lowe's shares are expensive for a rate-sensitive stock, leading to my 'Sell' rating with a fair valuation of 17–18x earnings or about $220. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Lowe's: Hammering Out Strong Results, But Don't Overpay For The Blueprint
Summary Lowe's reported strong Q3’24 results with $20.2 billion in sales and EPS of $2.89, driven by Pro and online sales growth. The company’s strategic investments in Pro loyalty programs and digital capabilities have enhanced customer experience and driven repeat business. Despite macroeconomic challenges, Lowe's has a strong track record of revenue and EBITDA growth, with a total shareholder return of 265% over the last decade. The outlook remains cautiously optimistic, with potential tailwinds from easing interest rates and long-term demand drivers like millennial household formation and Baby Boomers aging in place. I'm issuing coverage with a 'hold' rating, noting that the valuation is probably not overly expensive today, but is above historical averages. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Lowe's: Mixed Q3 Earnings And Uncertain Near Term Don't Diminish The Long Term Outlook
Summary Lowe's benefits from long-term tailwinds: Aging housing stock, home price appreciation, and rising disposable income, positioning it well for future growth despite near-term challenges. Q3 earnings showed a decline in sales and comp sales, with DIY market weakness and storm-related sales impacting margins, but Pro sales and online growth were strong. Lowe's raised its full-year guidance but lowered operating margin expectations, and a challenging market caused a selloff. Despite high debt levels, Lowe's strong cash flows, strategic investments, and improvements in Pro and online sales support a hold rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Lowe's Companies: Great Track Record But Not A Great Buy Right Now
Summary Lowe's is a high-quality business with a strong history of revenue growth, a stable gross profit margin, and a healthy return on invested capital. LOW has an outstanding history of 61 years of consecutive dividend growth, earning it the titles of Dividend King, Aristocrat, and Champion. The two most recent dividend increases have been rather low, around 4.5%, but the company has a very attractive long-term dividend growth history. My custom valuation model rates LOW as overvalued at the moment and is one of the drivers of my Hold rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Nailing It, But Barely: Lowe's Solid History Meets Uncertain Future
Summary Lowe's Companies, Inc. has a strong history of returns and dividend growth but faces challenges like declining revenue and softening consumer demand, warranting a “Hold” rating. The Pro segment and digital innovations are growth avenues, but overall sales are down, and future revenue is expected to decline further. Despite solid cash flow and smart capital management, the days of 20%+ dividend growth are likely over, with future growth expected in single digits. Lowe's valuation is high, trading at a P/E of 20.9x, suggesting either future growth optimism or overvaluation; wait for a better entry point. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| May 01 2026 | n/a | n/a | US$7b |
| Jan 30 2026 | US$22m | US$2m | US$7b |
| Oct 31 2025 | n/a | n/a | US$7b |
| Aug 01 2025 | n/a | n/a | US$7b |
| May 02 2025 | n/a | n/a | US$7b |
| Jan 31 2025 | US$20m | US$1m | US$7b |
| Nov 01 2024 | n/a | n/a | US$7b |
| Aug 02 2024 | n/a | n/a | US$7b |
| May 03 2024 | n/a | n/a | US$7b |
| Feb 02 2024 | US$18m | US$1m | US$8b |
| Nov 03 2023 | n/a | n/a | US$8b |
| Aug 04 2023 | n/a | n/a | US$6b |
| May 05 2023 | n/a | n/a | US$6b |
| Feb 03 2023 | US$17m | US$1m | US$6b |
| Oct 28 2022 | n/a | n/a | US$7b |
| Jul 29 2022 | n/a | n/a | US$8b |
| Apr 29 2022 | n/a | n/a | US$8b |
| Jan 28 2022 | US$18m | US$1m | US$8b |
| Oct 29 2021 | n/a | n/a | US$8b |
| Jul 30 2021 | n/a | n/a | US$7b |
| Apr 30 2021 | n/a | n/a | US$7b |
| Jan 29 2021 | US$23m | US$1m | US$6b |
| Oct 30 2020 | n/a | n/a | US$5b |
| Jul 31 2020 | n/a | n/a | US$6b |
| May 01 2020 | n/a | n/a | US$5b |
| Jan 31 2020 | US$12m | US$1m | US$4b |
Compensazione vs Mercato: La retribuzione totale di Marvin ($USD 21.58M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Marvin è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Marvin Ellison (60 yo)
7.8yrs
Mandato
US$21,581,889
Compensazione
Mr. Marvin R. Ellison has been a Director of FedEx Corporation since 2014. Mr. Ellison serves as the President, Chief Executive Officer and Director of Lowe’s Companies, Inc since July 2, 2018. He serves a...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 7.8yrs | US$21.58m | 0.047% $ 57.7m | |
| Executive VP & CFO | 4.1yrs | US$6.53m | 0.0049% $ 6.0m | |
| Executive VP and Chief Information & Digital Officer | 7.5yrs | US$6.45m | 0.0088% $ 10.9m | |
| Executive Vice President of Merchandising | 7.8yrs | US$7.48m | 0.0099% $ 12.2m | |
| Executive Vice President of Stores | 7.8yrs | US$7.39m | 0.013% $ 16.3m | |
| Senior VP of Tax & Chief Accounting Officer | 5.6yrs | Nessun dato | 0.0027% $ 3.3m | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive VP | 3yrs | US$12.14m | 0.0063% $ 7.8m | |
| Senior VP of Corporate Governance & Chief Compliance Officer | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Marketing Officer | 1.9yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Human Resources | 5.9yrs | Nessun dato | 0.0071% $ 8.8m | |
| Senior VP & General Merchandising Manager of Building Products | no data | Nessun dato | Nessun dato |
5.8yrs
Durata media
57.5yo
Età media
Gestione esperta: Il team dirigenziale di LOW è esperto e expertise (durata media dell'incarico 5.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 7.8yrs | US$21.58m | 0.047% $ 57.7m | |
| Independent Director | 7.9yrs | US$325.73k | 0.0018% $ 2.2m | |
| Lead Independent Director | 14.3yrs | US$445.73k | 0% $ 0 | |
| Independent Director | 10.3yrs | US$355.73k | 0.00027% $ 334.8k | |
| Independent Director | 10.5yrs | US$325.73k | 0% $ 0 | |
| Independent Director | 15.8yrs | US$350.73k | 0% $ 0 | |
| Independent Director | 11yrs | US$345.73k | 0% $ 0 | |
| Independent Director | 5yrs | US$345.73k | 0% $ 0 | |
| Independent Director | 2yrs | US$335.73k | 0.00036% $ 446.4k | |
| Independent Director | 3.8yrs | US$325.73k | 0% $ 0 | |
| Independent Director | 4yrs | US$335.73k | 0.000010% $ 12.4k | |
| Independent Director | 2.3yrs | US$325.73k | 0% $ 0 |
7.9yrs
Durata media
62.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LOW sono considerati esperti (durata media dell'incarico 7.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 18:33 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/05/01 |
| Utili annuali | 2026/01/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Lowe's Companies, Inc. è coperta da 57 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |
| Michael Lasser | Barclays |