ProShare Advisors LLC Sells 82,907 Shares of Lowe’s Companies, Inc. $LOW

ProShare Advisors LLC cut its position in Lowe’s Companies, Inc. (NYSE:LOW) by 9.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 761,347 shares of the home improvement retailer’s stock after selling 82,907 shares during the period. ProShare Advisors LLC’s holdings in Lowe’s Companies were worth $183,606,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Auxano Advisors LLC raised its position in Lowe’s Companies by 12.2% in the fourth quarter. Auxano Advisors LLC now owns 1,189 shares of the home improvement retailer’s stock valued at $287,000 after purchasing an additional 129 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its position in Lowe’s Companies by 1.7% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 19,433 shares of the home improvement retailer’s stock valued at $4,686,000 after purchasing an additional 330 shares during the last quarter. Entrust Financial LLC bought a new position in Lowe’s Companies in the fourth quarter valued at about $64,000. Ironwood Investment Counsel LLC raised its position in Lowe’s Companies by 0.6% in the fourth quarter. Ironwood Investment Counsel LLC now owns 26,664 shares of the home improvement retailer’s stock valued at $6,431,000 after purchasing an additional 151 shares during the last quarter. Finally, Aegis Wealth Management Inc. bought a new position in shares of Lowe’s Companies during the fourth quarter worth about $1,985,000. 74.06% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Stifel Nicolaus lowered their price objective on Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating for the company in a research report on Monday. Gordon Haskett lowered their price objective on Lowe’s Companies from $300.00 to $280.00 in a research report on Friday, May 8th. Bank of America assumed coverage on Lowe’s Companies in a research report on Tuesday, May 5th. They set a “neutral” rating for the company. DA Davidson restated a “neutral” rating and set a $275.00 price objective on shares of Lowe’s Companies in a research report on Thursday, February 26th. Finally, Sanford C. Bernstein lowered their price objective on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Lowe’s Companies currently has an average rating of “Moderate Buy” and a consensus target price of $283.76.

Key Lowe’s Companies News

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

• Positive Sentiment: Lowe’s announced a new partnership with MrBeast for in-store kids workshops and exclusive toy kits, a promotional push that could boost traffic, engagement, and summer sales. LOWE’S BRINGS MRBEAST EXPERIENCE INTO STORES WITH NEW KIDS CLUB WORKSHOPS
• Positive Sentiment: Several previews say Lowe’s is positioned to benefit if the housing market stabilizes, since improving home demand can support spending on renovations and home-improvement projects. Home Depot, Lowe’s Headline Big Week for Retail Earnings
• Neutral Sentiment: Investors are focused on Lowe’s upcoming quarterly report, with one article suggesting the stock could make a large move after results are released, indicating elevated event-driven volatility. Here’s How Much Lowe’s Stock Is Expected to Move After Earnings Q1 FY2026
• Neutral Sentiment: Broader market trading was mixed, and rising oil prices tied to Middle East developments added uncertainty, but this appears to be a general market factor rather than a Lowe’s-specific catalyst. Equities Mixed Intraday, Oil Rises as Traders Track Middle East Developments
• Negative Sentiment: Stifel cut its price target on Lowe’s from $270 to $220 and kept a Hold rating, signaling reduced analyst confidence and a more cautious near-term outlook. Stifel adjusts price target on Lowe’s Companies to 220 from 270, maintains hold rating
• Negative Sentiment: Oppenheimer also lowered its price target on Lowe’s from $315 to $275, which may reflect a more cautious stance despite maintaining an Outperform rating. Benzinga report on Oppenheimer price target cut

Lowe’s Companies Price Performance

NYSE LOW opened at $218.19 on Tuesday. The business has a 50 day simple moving average of $237.32 and a 200 day simple moving average of $248.67. Lowe’s Companies, Inc. has a one year low of $210.33 and a one year high of $293.06. The stock has a market capitalization of $122.20 billion, a P/E ratio of 18.41, a P/E/G ratio of 4.18 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping the consensus estimate of $1.94 by $0.04. The business had revenue of $20.59 billion during the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm’s revenue was up 10.9% on a year-over-year basis. During the same quarter 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. Equities analysts expect 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 dividend of $1.20 per share. The ex-dividend date of this dividend was Wednesday, April 22nd. This represents a $4.80 annualized dividend and a yield of 2.2%. Lowe’s Companies’s dividend payout ratio 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.