GPS Wealth Strategies Group LLC lessened its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 64.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,512 shares of the home improvement retailer’s stock after selling 2,755 shares during the period. GPS Wealth Strategies Group LLC’s holdings in Lowe’s Companies were worth $365,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently made changes to their positions in LOW. Brighton Jones LLC grew its position in shares of Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after purchasing an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Lowe’s Companies by 31.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after acquiring an additional 259 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Lowe’s Companies by 22.3% in the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after buying an additional 280 shares in the last quarter. United Bank boosted its position in Lowe’s Companies by 1.3% in the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after buying an additional 155 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Lowe’s Companies by 13.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after buying an additional 275 shares in the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.
Wall Street Analyst Weigh In
A number of brokerages have weighed in on LOW. Truist Financial cut their target price on shares of Lowe’s Companies from $280.00 to $255.00 and set a “buy” rating on the stock in a research report on Thursday. Craig Hallum raised shares of Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. Mizuho dropped their price target on shares of Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating for the company in a research note on Thursday. Evercore dropped their price target on shares of Lowe’s Companies from $250.00 to $230.00 in a research note on Thursday. Finally, Royal Bank Of Canada dropped their price target on shares of Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating for the company in a research note on Thursday. Twenty-three investment 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’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $264.57.
Lowe’s Companies News Summary
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 Stock Performance
LOW stock opened at $215.29 on Friday. The company has a fifty day moving average price of $234.76 and a 200-day moving average price of $248.03. The company has a market capitalization of $120.57 billion, a P/E ratio of 18.20, a PEG ratio of 4.19 and a beta of 0.91. Lowe’s Companies, Inc. has a 52-week low of $208.00 and a 52-week high of $293.06.
Lowe’s Companies (NYSE:LOW – Get Free Report) last announced its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The business had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter last year, the firm earned $2.92 earnings per share. Lowe’s Companies’s quarterly revenue was up 10.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, sell-side analysts forecast that Lowe’s Companies, Inc. will post 12.53 earnings per share for the current fiscal year.
Lowe’s Companies Announces Dividend
The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is currently 40.57%.
About Lowe’s Companies
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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