May Hill Capital LLC Buys 2,372 Shares of Lowe’s Companies, Inc. $LOW

May Hill Capital LLC boosted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 96.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,832 shares of the home improvement retailer’s stock after buying an additional 2,372 shares during the quarter. May Hill Capital LLC’s holdings in Lowe’s Companies were worth $1,165,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in LOW. Activest Wealth Management lifted its holdings in Lowe’s Companies by 78.5% during 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 purchased a new stake in Lowe’s Companies during the third quarter valued at about $31,000. OLD Second National Bank of Aurora lifted its holdings in 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 valued at $29,000 after purchasing an additional 42 shares during the last quarter. Triumph Capital Management purchased a new stake in Lowe’s Companies during the third quarter valued at about $34,000. Finally, Guerra Advisors Inc purchased a new stake in Lowe’s Companies during the third quarter valued at about $35,000. Institutional investors own 74.06% of the company’s stock.

Key Headlines Impacting Lowe’s Companies

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

Analyst Ratings Changes

LOW has been the topic of several recent research reports. KGI Securities began coverage on shares of Lowe’s Companies in a report on Tuesday, March 10th. They set a “neutral” rating and a $255.00 price objective on the stock. Mizuho boosted their target price on shares of Lowe’s Companies from $272.00 to $294.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Wolfe Research cut their price target on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Argus raised their price target on Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Finally, Morgan Stanley cut their price target on Lowe’s Companies from $296.00 to $292.00 and set an “overweight” rating for the company in a report on Tuesday, April 28th. Twenty-two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Lowe’s Companies has a consensus rating of “Moderate Buy” and a consensus target price of $286.17.

Lowe’s Companies Price Performance

Shares of LOW opened at $218.54 on Friday. The firm’s 50 day simple moving average is $238.04 and its 200 day simple moving average is $248.82. The company has a market capitalization of $122.39 billion, a P/E ratio of 18.44, a P/E/G ratio of 4.18 and a beta of 0.91. Lowe’s Companies, Inc. has a 1-year low of $210.33 and a 1-year high of $293.06.

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, beating analysts’ consensus estimates of $1.94 by $0.04. The business had revenue of $20.59 billion for the quarter, compared to the consensus estimate of $20.34 billion. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. Lowe’s Companies’s quarterly revenue was up 10.9% on a year-over-year basis. During the same period last year, the firm posted $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities analysts anticipate that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current year.

Lowe’s Companies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were paid a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is currently 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.