LOW · News · 20261009N

Competition and Market Position

LOWES COMPANIES INC · 2026-10-09 · Importance 20 · Surprise 24

A late-September 2026 Stifel survey found Sherwin-Williams to be the leading preferred brand among paint professionals. Sherwin-Williams or Valspar was favored by 49% of respondents, highlighting strong professional preference for brands competing in Lowe’s paint category. Paint sales represent more than 6% of combined Home Depot and Lowe’s revenue, making professional paint preferences relevant to Lowe’s category position.

Key facts

• Bell Asset Management Ltd decreased its stake in Lowe's by 32.6% during the third quarter, selling 6,661 shares and holding 13,756 shares valued at $2.54 million. source
• Lowe's stock traded down 1.5% to $185.99 despite exceeding EPS expectations with $4.40 per share. source
• Analysts maintain a consensus "Moderate Buy" rating for Lowe's with an average price target of $254.29. source
• Lowe's stock traded pre-market at EUR 168.28 on Lang & Schwarz, marking a 0.11 percent increase from its prior close. source
• Lowe's Cos. stock (LOW) dropped 1.51% to $186.00 on Friday. source
• Lowe's shares closed 36.53% below its 52-week high reached in February. source