Global Retirement Partners LLC Raises Position in Lowe’s Companies, Inc. $LOW

Global Retirement Partners LLC lifted its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 84.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 20,461 shares of the home improvement retailer’s stock after acquiring an additional 9,385 shares during the quarter. Global Retirement Partners LLC’s holdings in Lowe’s Companies were worth $4,934,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of LOW. Providence Wealth Advisors LLC boosted its holdings in Lowe’s Companies by 0.5% in the fourth quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock valued at $1,959,000 after purchasing an additional 36 shares during the last quarter. Rather & Kittrell Inc. boosted its holdings in Lowe’s Companies by 0.4% in the fourth quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock valued at $2,503,000 after purchasing an additional 38 shares during the last quarter. Walkner Condon Financial Advisors LLC boosted its holdings in Lowe’s Companies by 4.3% in the fourth quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock valued at $228,000 after purchasing an additional 39 shares during the last quarter. Berger Financial Group Inc boosted its holdings in Lowe’s Companies by 3.6% in the fourth quarter. Berger Financial Group Inc now owns 1,165 shares of the home improvement retailer’s stock valued at $281,000 after purchasing an additional 40 shares during the last quarter. Finally, S&CO Inc. boosted its holdings in Lowe’s Companies by 0.6% in the fourth quarter. S&CO Inc. now owns 6,403 shares of the home improvement retailer’s stock valued at $1,544,000 after purchasing an additional 40 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Wall Street Analyst Weigh In

LOW has been the subject of a number of analyst reports. Citigroup raised Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price target for the company in a report on Tuesday, May 12th. Stifel Nicolaus reduced their price target on Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating for the company in a report on Monday. Sanford C. Bernstein reduced their price target on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a report on Thursday, May 14th. Jefferies Financial Group reduced their price target on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a report on Thursday. Finally, Argus increased their price target on Lowe’s Companies from $286.00 to $288.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Lowe’s Companies has an average rating of “Moderate Buy” and a consensus price target of $264.57.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s beat Q1 expectations, reporting adjusted EPS of $3.03 versus $2.97 expected and revenue of about $23.08 billion versus $22.98 billion expected, helped by strong spring execution, online growth, and strength in Pro, appliances, and home services. Lowe’s Reports First Quarter 2026 Sales And Earnings Results
• Positive Sentiment: The company launched an AI-driven “Material Lists” tool for Pro customers, which could improve contractor efficiency and support Lowe’s pro business growth over time. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
• Neutral Sentiment: Several analysts still see upside in the stock, but many cut price targets after the results, signaling confidence in the business while lowering expectations for near-term growth. Notable firms including JPMorgan, Goldman Sachs, UBS, Jefferies, and Truist kept bullish ratings despite trimming targets.
• Negative Sentiment: Management reaffirmed full-year guidance, but the EPS outlook of $12.25 to $12.75 came in below Wall Street’s prior expectations, which weighed on sentiment and suggests profit pressure ahead. Lowe’s maintains annual forecasts amid challenging housing demand
• Negative Sentiment: Analysts from BofA and RBC highlighted weak DIY demand, cost inflation, rising rates, and a difficult housing backdrop as risks to Lowe’s 2026 earnings growth, reinforcing concerns that growth may stay constrained.

Lowe’s Companies Trading Down 1.6%

Shares of LOW opened at $217.45 on Friday. The firm has a market cap of $121.79 billion, a price-to-earnings ratio of 18.38, a PEG ratio of 4.25 and a beta of 0.91. The stock has a 50 day moving average of $235.39 and a 200-day moving average of $248.26. Lowe’s Companies, Inc. has a 52 week low of $208.00 and a 52 week high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating the consensus estimate of $2.97 by $0.06. The firm had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, sell-side analysts predict that Lowe’s Companies, Inc. will post 12.58 earnings per share for the current fiscal year.

Lowe’s Companies Announces Dividend

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

Lowe’s Companies Company 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.