VIRGINIA RETIREMENT SYSTEMS ET Al Has $34.72 Million Stock Holdings in Lowe’s Companies, Inc. $LOW

VIRGINIA RETIREMENT SYSTEMS ET Al raised its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 9.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 143,980 shares of the home improvement retailer’s stock after purchasing an additional 12,780 shares during the quarter. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Lowe’s Companies were worth $34,722,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Rather & Kittrell Inc. increased its stake in Lowe’s Companies by 0.4% in the 4th quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock valued at $2,503,000 after buying an additional 38 shares during the period. Walkner Condon Financial Advisors LLC increased its stake in shares of Lowe’s Companies by 4.3% during the 4th quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock worth $228,000 after purchasing an additional 39 shares during the last quarter. Berger Financial Group Inc increased its stake in shares of Lowe’s Companies by 3.6% during the 4th quarter. Berger Financial Group Inc now owns 1,165 shares of the home improvement retailer’s stock worth $281,000 after purchasing an additional 40 shares during the last quarter. Westfuller Advisors LLC increased its stake in shares of Lowe’s Companies by 7.0% during the 4th quarter. Westfuller Advisors LLC now owns 629 shares of the home improvement retailer’s stock worth $152,000 after purchasing an additional 41 shares during the last quarter. Finally, DDD Partners LLC increased its stake in shares of Lowe’s Companies by 2.7% during the 4th quarter. DDD Partners LLC now owns 1,563 shares of the home improvement retailer’s stock worth $377,000 after purchasing an additional 41 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

Shares of LOW stock opened at $224.70 on Wednesday. Lowe’s Companies, Inc. has a 52-week low of $210.33 and a 52-week high of $293.06. The stock has a market cap of $125.85 billion, a price-to-earnings ratio of 18.96, a P/E/G ratio of 4.33 and a beta of 0.91. The firm has a fifty day moving average of $240.26 and a 200-day moving average of $249.34.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $20.59 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter in the prior year, the company posted $1.93 EPS. The business’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, sell-side analysts predict that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were given 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 dividend yield of 2.1%. Lowe’s Companies’s dividend payout ratio (DPR) is 40.51%.

Analyst Upgrades and Downgrades

LOW has been the topic of several analyst reports. Royal Bank Of Canada lowered shares of Lowe’s Companies from a “sector perform” rating to a “sector perform” rating in a research note on Tuesday. JPMorgan Chase & Co. increased their price target on shares of Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Argus increased their price target on shares of Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Benchmark initiated coverage on shares of Lowe’s Companies in a research note on Tuesday. They set a “hold” rating on the stock. Finally, Gordon Haskett dropped their price target on shares of Lowe’s Companies from $300.00 to $280.00 in a research note on Friday, May 8th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $288.41.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Citi upgraded Lowe’s to Buy, saying the home improvement retailer is positioned to outperform peers despite macro uncertainty and a weak housing backdrop. Citi upgrades Lowe’s to Buy but retail sector faces uncertain consumer outlook
• Positive Sentiment: Other coverage highlighted Lowe’s as a possible dividend and value choice, reinforcing the company’s appeal to income-focused investors. Lowe’s (LOW) Could Be a Great Choice
• Neutral Sentiment: Bank of America also reinstated Lowe’s at Neutral, suggesting analysts see a balanced near-term outlook rather than a clear catalyst. Analyst Reinstates Lowe’s (LOW) at ‘Neutral’ Rating
• Neutral Sentiment: Lowe’s announced it will host its first-quarter 2026 earnings conference call on May 20, keeping investor focus on upcoming results and guidance. Lowe’s Companies, Inc. to Host First Quarter 2026 Earnings Conference Call on May 20
• Negative Sentiment: Recent market coverage noted that Lowe’s shares have been slipping while the broader market gained, reflecting investor caution ahead of earnings. Lowe’s (LOW) Stock Dips While Market Gains: Key Facts

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.