Pathfinder Wealth Consulting Inc. Buys Shares of 3,372 Lowe’s Companies, Inc. $LOW

Pathfinder Wealth Consulting Inc. purchased a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOWFree Report) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 3,372 shares of the home improvement retailer’s stock, valued at approximately $813,000.

Other institutional investors have also modified their holdings of the company. Activest Wealth Management grew its holdings in Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 51 shares during the last quarter. United Financial Planning Group LLC acquired a new position in shares of Lowe’s Companies during the 3rd quarter worth $31,000. OLD Second National Bank of Aurora raised its stake in shares of Lowe’s Companies by 52.5% during the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 42 shares during the last quarter. Triumph Capital Management purchased a new stake in shares of Lowe’s Companies in the 3rd quarter worth about $34,000. Finally, Guerra Advisors Inc purchased a new stake in shares of Lowe’s Companies in the 3rd quarter worth about $35,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Analyst Ratings Changes

LOW has been the subject of several recent research reports. Raymond James Financial downgraded shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 12th. Robert W. Baird lowered their price target on shares of Lowe’s Companies from $320.00 to $270.00 and set an “outperform” rating on the stock in a research report on Thursday. Jefferies Financial Group dropped their price objective on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a research note on Thursday. Guggenheim lifted their price objective on Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Finally, Sanford C. Bernstein reduced their target price on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating on the stock in a research note on Thursday, May 14th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $264.57.

View Our Latest Stock Analysis on LOW

Lowe’s Companies Price Performance

Lowe’s Companies stock opened at $215.29 on Friday. Lowe’s Companies, Inc. has a 12-month low of $208.00 and a 12-month high of $293.06. The stock has a market capitalization of $120.57 billion, a P/E ratio of 18.20, a P/E/G ratio of 4.14 and a beta of 0.91. The firm’s 50-day moving average is $234.76 and its two-hundred day moving average is $248.03.

Lowe’s Companies (NYSE:LOWGet Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. The business had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The company’s revenue was up 10.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, analysts forecast that Lowe’s Companies, Inc. will post 12.52 EPS for the current year.

Lowe’s Companies Dividend Announcement

The firm also recently declared 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 was Wednesday, April 22nd. This represents a $4.80 annualized dividend and a yield of 2.2%. Lowe’s Companies’s payout ratio is 40.57%.

Key Headlines Impacting Lowe’s Companies

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

  • Positive Sentiment: Lowe’s delivered better-than-expected Q1 results, with EPS of $3.03 beating estimates and revenue rising 10.3% year over year to $23.08 billion, suggesting the business is still executing well. LOW Q1 Deep Dive: Pro Segment, Online Growth, and AI Initiatives Drive Stable Performance
  • Positive Sentiment: The company highlighted strength in its Pro segment, online growth, and new AI-driven tools for contractors, which could support sales and efficiency over time. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
  • Positive Sentiment: Some analysts still see upside, with several firms maintaining buy/overweight-style ratings despite trimming targets after the earnings release, indicating Street sentiment is cautious but not outright bearish.
  • Neutral Sentiment: Lowe’s kept its full-year outlook intact, which reassured investors that management is not seeing a major near-term breakdown in demand.
  • Neutral Sentiment: The stock is also drawing attention to valuation discussions, with one article estimating fair value around $263 after the results, implying the shares may be approaching a more balanced risk/reward setup. US$263: That’s What Analysts Think Lowe’s Companies, Inc. Is Worth After Its Latest Results
  • Negative Sentiment: Multiple analysts lowered price targets after the report, signaling concern that profit growth could remain constrained even though earnings beat estimates.
  • Negative Sentiment: Banks including BofA and RBC pointed to weak DIY discretionary demand, category pressure, rising rates, and cost inflation as risks to Lowe’s 2026 earnings outlook.
  • Negative Sentiment: Several articles noted the shares sold off after earnings and may take time to recover, reflecting investor skepticism about how quickly housing-market headwinds will ease. Lowe’s Finds Support at $215 After Q1 Earnings Sell-Off

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.

See Also

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Institutional Ownership by Quarter for Lowe's Companies (NYSE:LOW)

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