Staley Capital Advisers Inc. Sells 2,750 Shares of Lowe’s Companies, Inc. $LOW

Staley Capital Advisers Inc. lessened its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 73.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,000 shares of the home improvement retailer’s stock after selling 2,750 shares during the period. Staley Capital Advisers Inc.’s holdings in Lowe’s Companies were worth $241,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Activest Wealth Management grew its stake in shares of Lowe’s Companies by 78.5% during the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 51 shares in the last quarter. OLD Second National Bank of Aurora grew its stake in shares of Lowe’s Companies by 52.5% during the 4th 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 in the last quarter. United Financial Planning Group LLC bought a new position in shares of Lowe’s Companies during the 3rd quarter worth approximately $31,000. Triumph Capital Management bought a new position in shares of Lowe’s Companies during the 3rd quarter worth approximately $34,000. Finally, Guerra Advisors Inc bought a new position in shares of Lowe’s Companies during the 3rd quarter worth approximately $35,000. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Trading Down 2.3%

NYSE:LOW opened at $218.54 on Friday. Lowe’s Companies, Inc. has a 1-year low of $210.33 and a 1-year high of $293.06. The firm has a fifty day simple moving average of $238.04 and a 200 day simple moving average of $248.82. The stock has a market capitalization of $122.39 billion, a PE ratio of 18.44, a P/E/G ratio of 4.18 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share 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 analysts’ expectations of $20.34 billion. During the same period last year, the business earned $1.93 earnings per share. The firm’s 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. On average, equities analysts predict that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current fiscal year.

Lowe’s Companies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were issued a dividend of $1.20 per share. The ex-dividend date was Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a yield of 2.2%. Lowe’s Companies’s dividend payout ratio (DPR) is presently 40.51%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Jefferies Financial Group reaffirmed a “buy” rating and set a $305.00 price target on shares of Lowe’s Companies in a research note on Wednesday, February 25th. Truist Financial decreased their price target on shares of Lowe’s Companies from $293.00 to $280.00 and set a “buy” rating for the company in a research note on Wednesday. Evercore decreased their price objective on Lowe’s Companies from $250.00 to $245.00 in a report on Tuesday, March 31st. KGI Securities initiated coverage on Lowe’s Companies in a report on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 price objective for the company. Finally, Sanford C. Bernstein decreased their price objective on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a report on Thursday. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Lowe’s Companies presently has an average rating of “Moderate Buy” and a consensus target price of $286.17.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Analyst commentary remains constructive overall, with Truist and Sanford C. Bernstein both maintaining bullish ratings on Lowe’s while trimming price targets, suggesting Wall Street still sees upside from current levels. Read More
• Positive Sentiment: Investors are looking ahead to Lowe’s Q1 earnings, where Wall Street expects detailed metrics and guidance to help confirm whether recent weakness is temporary or reflects a softer home-improvement demand backdrop. Article Title
• Neutral Sentiment: Lowe’s launched a new “Epically More Messi” marketing campaign tied to loyalty members and the upcoming soccer event, which could support engagement and brand visibility but is not likely a major near-term earnings driver. Article Title
• Neutral Sentiment: Recent articles highlight Lowe’s long-term stock performance and label it a depressed or growth-worthy stock, reinforcing valuation appeal more than changing the near-term operating outlook. Article Title
• Negative Sentiment: The stock has been weighed by recent price-target cuts from multiple firms, including Sanford C. Bernstein and Truist, which signal some caution around the pace of recovery even though ratings remain positive. Article Title
• Negative Sentiment: Broader retail and housing-related concerns remain a headwind, with coverage noting pressure from a softer housing market and shopper sensitivity to retail-theft-related measures in stores. 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.