Groupama Asset Managment Acquires New Position in Lowe’s Companies, Inc. $LOW

Groupama Asset Managment acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 6,490 shares of the home improvement retailer’s stock, valued at approximately $1,631,000.

Other hedge funds have also added to or reduced their stakes in the company. Activest Wealth Management boosted its holdings 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 valued at $29,000 after purchasing an additional 51 shares during the period. Howard Hughes Medical Institute purchased a new position in Lowe’s Companies during the 2nd quarter worth $27,000. United Financial Planning Group LLC purchased a new position in Lowe’s Companies during the 3rd quarter worth $31,000. Traub Capital Management LLC bought a new stake in Lowe’s Companies during the 2nd quarter valued at $30,000. Finally, Triumph Capital Management bought a new stake in Lowe’s Companies during the 3rd quarter valued at $34,000. 74.06% of the stock is currently owned by institutional investors.

More Lowe’s Companies News

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

• Positive Sentiment: Board declares quarterly cash dividend of $1.20 per share (payable May 6; record April 22) — supports income-oriented investors and signals management confidence in cash flow. LOWE’S COMPANIES, INC. DECLARES CASH DIVIDEND
• Positive Sentiment: Launch of HomeCare+ subscription ($99/yr) bundled with MyLowe’s Rewards — aims to create recurring revenue, increase customer retention and drive more frequent store/app engagement from DIY and Pro customers. This is a strategic push into services that can raise lifetime value. Lowe’s Unveils Subscription Service for Consumer Home Maintenance
• Positive Sentiment: Expanded partnership with RELEX (AI-driven replenishment + Accenture integration) to unify Lowe’s inventory replenishment/allocation — should improve in‑stock levels, reduce waste, and support merchandising productivity, which can boost sales and margins over time. RELEX Solutions Announces Expanded Partnership with Lowe’s to Strengthen Their Supply Chain Agility
• Neutral Sentiment: Minor institutional purchase reported: Achmea Investment Management increased its Lowe’s stake by ~6,916 shares — a small 13F disclosure that signals some institutional buying but is unlikely to move the tape materially. Achmea Investment Management B.V. Buys 6,916 Shares of Lowe’s Companies, Inc. $LOW
• Neutral Sentiment: Increased investor attention/publicity — articles and Zacks coverage note heightened searches and interest in LOW, which can amplify volatility but doesn’t by itself change fundamentals. Investors Heavily Search Lowe’s Companies, Inc. (LOW): Here is What You Need to Know

Analyst Ratings Changes

A number of research firms have recently issued reports on LOW. Telsey Advisory Group increased their price target on Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. The Goldman Sachs Group lifted their price objective on Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Rothschild & Co Redburn upped their price objective on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Wells Fargo & Company increased their target price on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock an “overweight” rating in a report on Thursday, February 26th. Finally, UBS Group reduced their price target on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Twenty-one equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $289.76.

Insider Activity

In related news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $261.17, for a total value of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.27% of the stock is currently owned by company insiders.

Lowe’s Companies Trading Down 0.8%

Shares of LOW opened at $229.33 on Friday. Lowe’s Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06. The stock has a fifty day moving average price of $267.35 and a 200-day moving average price of $253.54. The firm has a market cap of $128.64 billion, a PE ratio of 19.35, a P/E/G ratio of 5.02 and a beta of 0.98.

Lowe’s Companies (NYSE:LOW) last announced its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping 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 firm had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $20.34 billion. During the same period in the previous year, the business earned $1.93 EPS. The firm’s revenue for the quarter 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, research analysts forecast that Lowe’s Companies, Inc. will post 11.9 EPS for the current year.

Lowe’s Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd will be issued a dividend of $1.20 per share. The ex-dividend date is Wednesday, April 22nd. This represents a $4.80 annualized dividend and a dividend yield of 2.1%. Lowe’s Companies’s dividend payout ratio is 40.51%.

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.