Lowe’s Companies, Inc. $LOW Stock Bought by Vest Financial LLC

Vest Financial LLC raised its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 22.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 249,487 shares of the home improvement retailer’s stock after buying an additional 46,376 shares during the quarter. Vest Financial LLC’s holdings in Lowe’s Companies were worth $45,978,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of LOW. BlackRock Inc. lifted its stake in shares of Lowe’s Companies by 1.8% in the second quarter. BlackRock Inc. now owns 40,545,728 shares of the home improvement retailer’s stock worth $8,939,928,000 after buying an additional 714,092 shares in the last quarter. State Street Corp boosted its position in Lowe’s Companies by 3.6% during the second quarter. State Street Corp now owns 25,329,373 shares of the home improvement retailer’s stock worth $5,584,873,000 after acquiring an additional 880,815 shares during the last quarter. Bank of New York Mellon Corp grew its stake in Lowe’s Companies by 1.4% during the 2nd quarter. Bank of New York Mellon Corp now owns 4,104,782 shares of the home improvement retailer’s stock valued at $905,063,000 after acquiring an additional 57,167 shares in the last quarter. Amundi grew its stake in Lowe’s Companies by 57.3% during the 2nd quarter. Amundi now owns 2,892,868 shares of the home improvement retailer’s stock valued at $637,848,000 after acquiring an additional 1,053,237 shares in the last quarter. Finally, Swiss National Bank raised its holdings in Lowe’s Companies by 7.1% in the 1st quarter. Swiss National Bank now owns 1,646,320 shares of the home improvement retailer’s stock valued at $388,992,000 after acquiring an additional 109,520 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. JPMorgan Chase & Co. decreased their target price on shares of Lowe’s Companies from $279.00 to $252.00 and set an “overweight” rating on the stock in a research note on Friday, July 31st. Sanford C. Bernstein lowered their target price on Lowe’s Companies from $261.00 to $254.00 and set an “outperform” rating on the stock in a report on Wednesday, September 9th. Piper Sandler dropped their price target on Lowe’s Companies from $276.00 to $274.00 and set an “overweight” rating for the company in a research report on Thursday, August 13th. Gordon Haskett cut Lowe’s Companies from a “buy” rating to a “hold” rating and set a $200.00 price target for the company. in a report on Thursday, September 24th. Finally, TD Cowen reaffirmed a “hold” rating and issued a $235.00 price target on shares of Lowe’s Companies in a report on Thursday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $254.29.

Lowe’s Companies Trading Down 1.0%

Lowe’s Companies stock opened at $196.53 on Thursday. Lowe’s Companies, Inc. has a 12-month low of $178.45 and a 12-month high of $293.06. The stock has a market cap of $110.26 billion, a P/E ratio of 16.61, a PEG ratio of 1.66 and a beta of 0.89. The company has a 50-day moving average price of $198.17 and a 200 day moving average price of $213.91.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. The company had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. Lowe’s Companies’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, analysts forecast that Lowe’s Companies, Inc. will post 12.26 EPS for the current year.

Lowe’s Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Stockholders of record on Wednesday, October 21st will be issued a dividend of $1.25 per share. The ex-dividend date is Wednesday, October 21st. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.5%. Lowe’s Companies’s dividend payout ratio (DPR) is currently 42.27%.

More Lowe’s Companies News

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

• Positive Sentiment: Evercore raised its price target to $200, suggesting improved confidence in Lowe’s valuation or operating outlook. The new target is modestly above the recent trading range. Evercore raises Lowe’s price target
• Positive Sentiment: Lowe’s remains relatively inexpensive compared with Home Depot, trading at roughly 16.9 times earnings versus Home Depot at approximately 22.1 times. The valuation discount could attract investors if Lowe’s execution improves. Lowe’s valuation comparison
• Positive Sentiment: Analysts and investors continue to focus on Lowe’s Pro business expansion, while some commentary argues that the shares are undervalued. The company’s retail real-estate footprint and Pro-oriented strategy are viewed as potential long-term supports. Lowe’s Pro expansion and valuation
• Positive Sentiment: Lowe’s marketplace and fulfillment relationships remain a modest positive, with partner Spreetail receiving recognition for supporting big-and-bulky product sales across Lowe’s and other major platforms. The development may support Lowe’s e-commerce capabilities, though it is not a major earnings catalyst by itself. Spreetail marketplace fulfillment recognition
• Neutral Sentiment: Lowe’s dividend remains part of the investment case, with the latest dividend analysis likely appealing to income-oriented shareholders, but dividend coverage and future growth depend on earnings and cash flow. Lowe’s dividend analysis
• Negative Sentiment: The main pressure remains cautious consumers and homeowners. Lowe’s reduced its fiscal 2026 comparable-sales outlook from 1% growth to roughly flat, while management cited weaker demand for do-it-yourself projects. This raises concerns about sales momentum and the possibility of further estimate cuts. Lowe’s store-sales outlook
• Negative Sentiment: The latest earnings report was mixed: Lowe’s exceeded EPS expectations, but revenue fell short of consensus and full-year guidance points to approximately $12.25 EPS. The combination of an earnings beat and softer top-line outlook limits the bullish impact.

About Lowe’s Companies

Lowe’s Companies, Inc is a home improvement retailer serving do-it-yourself customers, professional contractors and commercial customers across the United States. The company sells products for home construction, maintenance, repair, remodeling and improvement through its stores and digital platforms.

Its merchandise includes appliances, tools, hardware, lumber, building materials, electrical and plumbing supplies, paint, flooring, kitchen and bathroom products, outdoor living items, lawn and garden products, and seasonal merchandise.