Los Angeles Capital Management LLC Cuts Stock Holdings in Lowe’s Companies, Inc. $LOW

Los Angeles Capital Management LLC lowered its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 4.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,304 shares of the home improvement retailer’s stock after selling 3,536 shares during the quarter. Los Angeles Capital Management LLC’s holdings in Lowe’s Companies were worth $16,620,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of LOW. Tradition Wealth Management LLC increased its holdings in Lowe’s Companies by 7.7% in the fourth quarter. Tradition Wealth Management LLC now owns 2,897 shares of the home improvement retailer’s stock valued at $699,000 after buying an additional 206 shares during the last quarter. Dearborn Partners LLC increased its holdings in Lowe’s Companies by 4.2% in the fourth quarter. Dearborn Partners LLC now owns 5,011 shares of the home improvement retailer’s stock valued at $1,208,000 after buying an additional 202 shares during the last quarter. Cookson Peirce & Co. Inc. increased its holdings in Lowe’s Companies by 15.9% in the fourth quarter. Cookson Peirce & Co. Inc. now owns 8,921 shares of the home improvement retailer’s stock valued at $2,151,000 after buying an additional 1,224 shares during the last quarter. XML Financial LLC increased its holdings in Lowe’s Companies by 22.6% in the fourth quarter. XML Financial LLC now owns 4,327 shares of the home improvement retailer’s stock valued at $1,044,000 after buying an additional 797 shares during the last quarter. Finally, Nemes Rush Group LLC increased its holdings in Lowe’s Companies by 31.7% in the fourth quarter. Nemes Rush Group LLC now owns 1,262 shares of the home improvement retailer’s stock valued at $304,000 after buying an additional 304 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Price Performance

NYSE LOW opened at $210.81 on Monday. Lowe’s Companies, Inc. has a 1 year low of $203.40 and a 1 year high of $293.06. The company has a market capitalization of $118.20 billion, a PE ratio of 17.82, a P/E/G ratio of 2.66 and a beta of 0.87. The company has a fifty day moving average of $230.12 and a two-hundred day moving average of $246.65.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter in the prior year, the firm posted $2.92 earnings per share. Lowe’s Companies’s revenue for the quarter 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, research analysts expect that Lowe’s Companies, Inc. will post 12.48 earnings per share for the current year.

Lowe’s Companies Increases Dividend

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

Wall Street Analyst Weigh In

LOW has been the topic of several recent analyst reports. Morgan Stanley dropped their target price on Lowe’s Companies from $292.00 to $277.00 and set an “overweight” rating on the stock in a report on Thursday, May 21st. Raymond James Financial lowered Lowe’s Companies from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 12th. Oppenheimer dropped their target price on Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating on the stock in a report on Monday, May 18th. JPMorgan Chase & Co. dropped their target price on Lowe’s Companies from $325.00 to $279.00 and set an “overweight” rating on the stock in a report on Thursday, May 21st. Finally, The Goldman Sachs Group dropped their target price on Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average 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 said Lowe’s new home-maintenance program could expand subscription-style revenue, giving the retailer a more recurring growth stream and a potential valuation tailwind. Lowe’s Wants to Help You Change Lightbulbs. How That Could Boost the Stock.
• Positive Sentiment: Zacks Research raised some near- and longer-term earnings estimates for Lowe’s, including Q1 2028 and Q1 2029, which suggests analysts see solid earnings power ahead. Lowe’s Companies, Inc. estimate updates
• Positive Sentiment: Recent articles highlighted Lowe’s dividend hike alongside other high-yield stocks, reinforcing the company’s appeal for income investors in a volatile market. The Zacks Analyst Blog Highlights UnitedHealth, Donaldson, Lowe’s and ePlus
• Neutral Sentiment: Several roundup pieces focused on Lowe’s as a recent dividend grower, which is supportive for sentiment but not a major operational catalyst on its own. 5 Stocks to Watch on Their Recent Dividend Hikes in a Volatile Market
• Neutral Sentiment: Another market wrap also mentioned Lowe’s among dividend-paying names attracting attention from cautious investors. 3 High-Yielding Dividend Stocks That Just Raised Their Payouts
• Negative Sentiment: Zacks trimmed some earnings estimates for FY2027, FY2028 and a few quarterly periods, signaling a bit more caution on Lowe’s longer-term profit trajectory. Lowe’s Companies, Inc. estimate updates

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.