AustralianSuper Pty Ltd lifted its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 96.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,182 shares of the home improvement retailer’s stock after purchasing an additional 3,031 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Lowe’s Companies were worth $1,491,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently modified their holdings of the company. Activest Wealth Management grew its stake in shares of Lowe’s Companies by 78.5% in 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 in the last quarter. United Financial Planning Group LLC acquired a new stake in shares of Lowe’s Companies in the third quarter valued at $31,000. OLD Second National Bank of Aurora lifted its holdings in shares of Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 42 shares during the period. Triumph Capital Management acquired a new stake in shares of Lowe’s Companies in the third quarter valued at $34,000. Finally, Guerra Advisors Inc acquired a new stake in shares of Lowe’s Companies in the third quarter valued at $35,000. Institutional investors own 74.06% of the company’s stock.
Wall Street Analysts Forecast Growth
Several analysts have recently weighed in on the company. The Goldman Sachs Group assumed coverage on Lowe’s Companies in a report on Tuesday. They issued a “buy” rating for the company. Craig Hallum upgraded Lowe’s Companies to a “buy” rating in a report on Tuesday. Robert W. Baird upped their price objective on Lowe’s Companies from $290.00 to $320.00 and gave the company an “outperform” rating in a report on Tuesday, February 17th. Sanford C. Bernstein cut their price objective on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a report on Thursday. Finally, Piper Sandler lowered Lowe’s Companies from an “overweight” rating to a “neutral” rating in a report on Tuesday. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $286.17.
Lowe’s Companies Stock Down 2.3%
Shares of NYSE LOW opened at $218.54 on Friday. Lowe’s Companies, Inc. has a 12 month low of $210.33 and a 12 month high of $293.06. The company has a market cap of $122.39 billion, a price-to-earnings ratio of 18.44, a P/E/G ratio of 4.28 and a beta of 0.91. The business has a fifty day simple moving average of $238.04 and a 200-day simple moving average of $248.82.
Lowe’s Companies (NYSE:LOW – Get Free Report) last announced its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The business had revenue of $20.59 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same period in the prior year, the business posted $1.93 earnings per share. Lowe’s Companies’s revenue was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, sell-side analysts expect that Lowe’s Companies, Inc. will post 12.61 EPS for the current fiscal year.
Lowe’s Companies Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio is currently 40.51%.
Key Lowe’s Companies News
Here are the key news stories impacting Lowe’s Companies this week:
- Positive Sentiment: Analyst commentary remains constructive overall, with Truist and Sanford C. Bernstein both maintaining bullish ratings on Lowe’s while trimming price targets, suggesting Wall Street still sees upside from current levels. Read More
- Positive Sentiment: Investors are looking ahead to Lowe’s Q1 earnings, where Wall Street expects detailed metrics and guidance to help confirm whether recent weakness is temporary or reflects a softer home-improvement demand backdrop. Article Title
- Neutral Sentiment: Lowe’s launched a new “Epically More Messi” marketing campaign tied to loyalty members and the upcoming soccer event, which could support engagement and brand visibility but is not likely a major near-term earnings driver. Article Title
- Neutral Sentiment: Recent articles highlight Lowe’s long-term stock performance and label it a depressed or growth-worthy stock, reinforcing valuation appeal more than changing the near-term operating outlook. Article Title
- Negative Sentiment: The stock has been weighed by recent price-target cuts from multiple firms, including Sanford C. Bernstein and Truist, which signal some caution around the pace of recovery even though ratings remain positive. Article Title
- Negative Sentiment: Broader retail and housing-related concerns remain a headwind, with coverage noting pressure from a softer housing market and shopper sensitivity to retail-theft-related measures in stores. Article Title
Lowe’s Companies Profile
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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