Clifford Swan Investment Counsel LLC Sells 3,526 Shares of Lowe’s Companies, Inc. $LOW

Clifford Swan Investment Counsel LLC lowered its position in Lowe’s Companies, Inc. (NYSE:LOW) by 1.8% in the 4th quarter, Holdings Channel reports. The firm owned 196,068 shares of the home improvement retailer’s stock after selling 3,526 shares during the quarter. Lowe’s Companies accounts for approximately 1.6% of Clifford Swan Investment Counsel LLC’s portfolio, making the stock its 13th biggest position. Clifford Swan Investment Counsel LLC’s holdings in Lowe’s Companies were worth $47,284,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in LOW. OLD Second National Bank of Aurora increased its position in shares of 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 worth $29,000 after acquiring an additional 42 shares during the period. United Financial Planning Group LLC purchased a new position in shares of Lowe’s Companies during the third quarter worth approximately $31,000. Triumph Capital Management purchased a new position in shares of Lowe’s Companies during the third quarter worth approximately $34,000. Financial Life Planners purchased a new position in shares of Lowe’s Companies during the third quarter worth approximately $36,000. Finally, Ares Financial Consulting LLC purchased a new position in shares of Lowe’s Companies during the fourth quarter worth approximately $36,000. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

Shares of Lowe’s Companies stock opened at $208.00 on Friday. The company has a market capitalization of $116.63 billion, a PE ratio of 17.58, a P/E/G ratio of 2.62 and a beta of 0.86. The company has a 50-day simple moving average of $230.63 and a two-hundred day simple moving average of $246.76. Lowe’s Companies, Inc. has a one year low of $203.40 and a one year high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS 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 period in the previous year, the company posted $2.92 earnings per share. The firm’s 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. On average, equities analysts predict that Lowe’s Companies, Inc. will post 12.48 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd will be issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.4%. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date is Wednesday, July 22nd. Lowe’s Companies’s dividend payout ratio is currently 40.57%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on LOW shares. DA Davidson reaffirmed a “neutral” rating and set a $275.00 target price on shares of Lowe’s Companies in a research report on Wednesday, May 20th. Royal Bank Of Canada reduced their target price on shares of Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating on the stock in a research report on Thursday, May 21st. Guggenheim raised their target price on shares of Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Evercore reduced their target price on shares of Lowe’s Companies from $250.00 to $230.00 in a research report on Thursday, May 21st. Finally, Wolfe Research set a $254.00 target price on shares of Lowe’s Companies in a research report on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $264.57.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Jefferies says Lowe’s home maintenance program could boost recurring subscription revenue, improving the company’s growth mix and potentially supporting the stock. Article Title
• Positive Sentiment: Lowe’s recent dividend increase is being highlighted as a favorable signal for income-focused investors and confidence in cash flow. Article Title
• Positive Sentiment: Zacks Research raised some future earnings estimates, including Q1 2028 and Q1 2029, which suggests analysts still see longer-term earnings growth potential. Article Title
• Neutral Sentiment: Multiple Zacks estimate changes were mixed overall, with several later-period forecasts cut at the same time, so the analyst updates do not present a clear near-term earnings upgrade. Article Title
• Negative Sentiment: Housing-market concerns continue to pressure Lowe’s shares, and recent reporting notes the stock has been trading near a yearly low despite solid earnings and the higher dividend. Article Title

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.