Verde Servicos Internacionais S.A. acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 18,900 shares of the home improvement retailer’s stock, valued at approximately $4,558,000. Lowe’s Companies makes up about 1.5% of Verde Servicos Internacionais S.A.’s portfolio, making the stock its 18th largest position.
Other hedge funds also recently made changes to their positions in the company. Activest Wealth Management grew its holdings in shares of Lowe’s Companies by 78.5% during the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 51 shares during the last quarter. United Financial Planning Group LLC purchased a new position in shares of Lowe’s Companies during the third quarter worth about $31,000. OLD Second National Bank of Aurora grew its holdings 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. Triumph Capital Management purchased a new position in shares of Lowe’s Companies during the third quarter worth about $34,000. Finally, Guerra Advisors Inc purchased a new position in shares of Lowe’s Companies during the third quarter worth about $35,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.
Key Stories Impacting Lowe’s Companies
Here are the key news stories impacting Lowe’s Companies this week:
- Positive Sentiment: Lowe’s delivered a Q1 earnings and revenue beat, with adjusted EPS of $3.03 and sales of $23.08 billion, while comparable sales rose 0.6%. LOWE’S REPORTS FIRST QUARTER 2026 SALES AND EARNINGS RESULTS
- Positive Sentiment: Growth in pro sales, online sales, appliances and home services suggests the company is executing well in better-performing channels. Lowe’s beats Wall Street expectations against ‘challenging’ housing backdrop
- Positive Sentiment: Analysts highlighted Lowe’s pro momentum and spring execution as evidence that the business is holding up better than feared. Lowe’s Q1 Earnings Beat on Pro Momentum & Strong Spring Execution
- Neutral Sentiment: Management maintained its FY2026 outlook, but the guidance range was below consensus, tempering enthusiasm after the beat. Lowe’s maintains annual forecasts amid challenging housing demand
- Negative Sentiment: CEO comments about the “most difficult housing market” since the financial crisis reinforced concerns that demand could stay soft. Lowe’s CEO says this is the ‘most difficult housing market’ since the financial crisis
Analyst Upgrades and Downgrades
View Our Latest Stock Analysis on LOW
Lowe’s Companies Stock Performance
Shares of LOW opened at $221.25 on Thursday. Lowe’s Companies, Inc. has a fifty-two week low of $208.00 and a fifty-two week high of $293.06. The company has a market capitalization of $123.92 billion, a price-to-earnings ratio of 18.67, a price-to-earnings-growth ratio of 4.19 and a beta of 0.91. The firm has a 50-day simple moving average of $236.07 and a 200-day simple moving average of $248.40.
Lowe’s Companies (NYSE:LOW – Get Free Report) last announced its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.06. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter in the prior year, the firm earned $2.92 earnings per share. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. Equities research analysts forecast that Lowe’s Companies, Inc. will post 12.58 EPS for the current year.
Lowe’s Companies Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were given a $1.20 dividend. The ex-dividend date was Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a yield of 2.2%. Lowe’s Companies’s dividend payout ratio (DPR) is presently 40.51%.
About Lowe’s Companies
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.
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