MCF Advisors LLC Has $739,000 Position in Lowe’s Companies, Inc. $LOW

MCF Advisors LLC lifted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 441.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 3,066 shares of the home improvement retailer’s stock after buying an additional 2,500 shares during the quarter. MCF Advisors LLC’s holdings in Lowe’s Companies were worth $739,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the stock. First Command Advisory Services Inc. lifted its stake in shares of Lowe’s Companies by 1.3% during the 4th quarter. First Command Advisory Services Inc. now owns 2,947 shares of the home improvement retailer’s stock worth $711,000 after buying an additional 38 shares during the last quarter. Invst LLC lifted its stake in shares of Lowe’s Companies by 31.4% during the 4th quarter. Invst LLC now owns 3,729 shares of the home improvement retailer’s stock worth $899,000 after buying an additional 891 shares during the last quarter. Patron Partners LLC lifted its stake in shares of Lowe’s Companies by 4.8% during the 4th quarter. Patron Partners LLC now owns 3,511 shares of the home improvement retailer’s stock worth $847,000 after buying an additional 162 shares during the last quarter. Pinebridge Investments LLC acquired a new stake in shares of Lowe’s Companies during the 4th quarter worth about $148,442,000. Finally, PBU The Pension Fund of Early Childhood & Youth Educators acquired a new stake in shares of Lowe’s Companies during the 4th quarter worth about $20,625,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

More Lowe’s Companies News

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

Analysts Set New Price Targets

LOW has been the subject of a number of research reports. Benchmark initiated coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They set a “hold” rating for the company. Wolfe Research set a $254.00 target price on shares of Lowe’s Companies in a research note on Thursday, May 21st. Oppenheimer cut their target price on shares of Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a research note on Monday, May 18th. HSBC dropped their price objective on shares of Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research note on Thursday, May 21st. Finally, BNP Paribas Exane dropped their price objective on shares of Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating for the company in a research note on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $264.57.

Lowe’s Companies Stock Up 1.6%

Shares of Lowe’s Companies stock opened at $210.81 on Friday. Lowe’s Companies, Inc. has a twelve month low of $203.40 and a twelve month high of $293.06. The company has a 50-day simple moving average of $230.12 and a two-hundred day simple moving average of $246.50. The stock has a market capitalization of $118.20 billion, a price-to-earnings ratio of 17.82, a price-to-earnings-growth ratio of 2.66 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, topping 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 business had revenue of $23.08 billion during the quarter, compared to analysts’ expectations of $22.98 billion. During the same quarter in the previous year, the company earned $2.92 EPS. The business’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, sell-side analysts anticipate that Lowe’s Companies, Inc. will post 12.48 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

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

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.