SVB Wealth LLC Decreases Stake in Lowe’s Companies, Inc. $LOW

Posted by Francis Steltz on May 13th, 2026

Lowe's Companies logo SVB Wealth LLC reduced its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 51.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,729 shares of the home improvement retailer’s stock after selling 3,895 shares during the period. SVB Wealth LLC’s holdings in Lowe’s Companies were worth $899,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in LOW. Activest Wealth Management boosted its position in Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 51 shares during the last quarter. OLD Second National Bank of Aurora lifted its position in shares of Lowe’s Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 42 shares during the last quarter. United Financial Planning Group LLC bought a new position in shares of Lowe’s Companies during the third quarter worth about $31,000. Triumph Capital Management bought a new position in shares of Lowe’s Companies during the third quarter worth about $34,000. Finally, Guerra Advisors Inc bought a new position in shares of Lowe’s Companies during the third quarter worth about $35,000. 74.06% of the stock is owned by hedge funds and other institutional investors.

Lowe’s Companies Stock Down 0.6%

Shares of NYSE LOW opened at $224.70 on Wednesday. The firm’s 50-day moving average price is $240.26 and its two-hundred day moving average price is $249.34. Lowe’s Companies, Inc. has a 52-week low of $210.33 and a 52-week high of $293.06. The stock has a market capitalization of $125.85 billion, a P/E ratio of 18.96, a P/E/G ratio of 4.33 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW – Get Free Report) last issued its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The firm had revenue of $20.59 billion for the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter last year, the company posted $1.93 earnings per share. Lowe’s Companies’s revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, equities research analysts expect that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current year.

Lowe’s Companies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd were issued a $1.20 dividend. The ex-dividend date of this dividend was Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a yield of 2.1%. Lowe’s Companies’s dividend payout ratio (DPR) is currently 40.51%.

Lowe’s Companies News Summary

Here are the key news stories impacting Lowe’s Companies this week:

Positive Sentiment: Citi upgraded Lowe’s to Buy, saying the company is well-positioned to outperform peers despite macro uncertainty and a sluggish housing market. Citi upgrades Lowe’s to Buy but retail sector faces uncertain consumer outlook
Positive Sentiment: Other coverage highlighted Lowe’s as a potential dividend-stock winner, reinforcing investor interest in its steady cash return profile. Lowe’s (LOW) Could Be a Great Choice
Neutral Sentiment: Bank of America reinstated Lowe’s at Neutral, which suggests the stock is viewed as fairly valued rather than a strong near-term outperformer. Analyst Reinstates Lowe’s (LOW) at ‘Neutral’ Rating
Neutral Sentiment: Broader retail previews note Lowe’s is heading into earnings with revenue growth potential, but also margin pressure from a softer consumer backdrop. Costco & 3 Retail Stocks Set to Beat Wall Street This Earnings Season
Negative Sentiment: Recent market commentary showed Lowe’s stock drifting lower while the broader market advanced, reflecting some near-term investor caution. Lowe’s (LOW) Stock Dips While Market Gains: Key Facts
Negative Sentiment: Coverage about licensing-plate readers at Lowe’s stores may raise privacy or customer-trust concerns, though the business impact is unclear. Lowe’s, Home Depot could start spying on you using license plate readers in effort to boost safety

Wall Street Analyst Weigh In

Several brokerages have recently commented on LOW. Wells Fargo & Company increased their price target on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Argus increased their price target on shares of Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a research report on Monday, March 2nd. William Blair began coverage on shares of Lowe’s Companies in a research report on Tuesday. They set an “overweight” rating on the stock. UBS Group reduced their price target on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Finally, DA Davidson reaffirmed a “neutral” rating and set a $275.00 price target on shares of Lowe’s Companies in a research report on Thursday, February 26th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $288.41.

Check Out Our Latest Analysis on Lowe’s Companies

Lowe’s Companies Profile

(Free Report)

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.