Simplicity Wealth LLC Reduces Holdings in Lowe’s Companies, Inc. $LOW

Simplicity Wealth LLC decreased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 43.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,002 shares of the home improvement retailer’s stock after selling 4,613 shares during the period. Simplicity Wealth LLC’s holdings in Lowe’s Companies were worth $1,448,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Smart Money Group LLC grew its holdings in Lowe’s Companies by 2.5% during the 4th quarter. Smart Money Group LLC now owns 4,652 shares of the home improvement retailer’s stock worth $1,122,000 after acquiring an additional 113 shares in the last quarter. Ellenbecker Investment Group grew its holdings in Lowe’s Companies by 15.4% during the 4th quarter. Ellenbecker Investment Group now owns 1,067 shares of the home improvement retailer’s stock worth $257,000 after acquiring an additional 142 shares in the last quarter. Pekin Hardy Strauss Inc. grew its holdings in Lowe’s Companies by 260.0% during the 4th quarter. Pekin Hardy Strauss Inc. now owns 2,873 shares of the home improvement retailer’s stock worth $693,000 after acquiring an additional 2,075 shares in the last quarter. Interchange Capital Partners LLC grew its holdings in Lowe’s Companies by 10.6% during the 4th quarter. Interchange Capital Partners LLC now owns 1,687 shares of the home improvement retailer’s stock worth $407,000 after acquiring an additional 161 shares in the last quarter. Finally, Keybank National Association OH grew its holdings in Lowe’s Companies by 1.1% during the 4th quarter. Keybank National Association OH now owns 236,064 shares of the home improvement retailer’s stock worth $56,929,000 after acquiring an additional 2,583 shares in the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

NYSE LOW opened at $233.43 on Thursday. Lowe’s Companies, Inc. has a one year low of $210.33 and a one year high of $293.06. The company has a 50-day simple moving average of $246.18 and a 200-day simple moving average of $249.89. The firm has a market capitalization of $130.73 billion, a PE ratio of 19.70, a price-to-earnings-growth ratio of 5.27 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $20.59 billion during the quarter, compared to analyst estimates of $20.34 billion. During the same period in the previous year, the business posted $1.93 EPS. The company’s quarterly revenue 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. Equities analysts forecast that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

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

Lowe’s Companies News Roundup

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

• Positive Sentiment: Seeking Alpha reports an upgrade arguing Lowe’s is approaching fair value despite housing weakness — the call suggests limited downside and a catalyst for stabilization if housing data steadies. Lowe’s: Approaching Fair Value Amid Housing Weakness (Upgrade)
• Positive Sentiment: Morgan Stanley kept an Overweight rating on LOW and only trimmed its price target slightly (from $296 to $292), implying meaningful upside remains from current levels — this supports a constructive medium-term view. MarketScreener
• Neutral Sentiment: Evercore ISI raised its price target to $250 (from $245) but kept an “In Line” rating — a slight vote of confidence on valuation, though not an outright buy endorsement. Evercore ISI Maintains an “In Line” Rating on Lowe’s Companies, Inc. (LOW)
• Neutral Sentiment: Valuation pieces (e.g., “Is Lowe’s fairly priced?”) highlight mixed short-term performance and longer-term gains; these analyses underscore debate over whether recent weakness is a buying opportunity or a signal of cyclical pressure in housing. Is Lowe’s (LOW) Fairly Priced After Recent Share Price Swings?
• Negative Sentiment: News outlets and market summaries are flagging that LOW has declined more than the market in the latest session — headlines like this amplify selling momentum and short-term pressure. Lowe’s (LOW) Declines More Than Market: Some Information for Investors

Wall Street Analysts Forecast Growth

LOW has been the subject of several recent analyst reports. Jefferies Financial Group reissued a “buy” rating and set a $305.00 price objective on shares of Lowe’s Companies in a report on Wednesday, February 25th. Sanford C. Bernstein decreased their price objective on shares of Lowe’s Companies from $313.00 to $303.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. Truist Financial decreased their price objective on shares of Lowe’s Companies from $295.00 to $293.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Piper Sandler reissued an “overweight” rating and set a $300.00 price objective (up from $294.00) on shares of Lowe’s Companies in a report on Thursday, February 26th. Finally, Royal Bank Of Canada raised their price objective on shares of Lowe’s Companies from $252.00 to $257.00 and gave the stock a “sector perform” rating in a report on Monday, February 23rd. Twenty-two equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $289.10.

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.