Lowe’s Companies, Inc. $LOW Holdings Raised by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd grew its position in Lowe’s Companies, Inc. (NYSE:LOW) by 96.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,182 shares of the home improvement retailer’s stock after acquiring an additional 3,031 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Lowe’s Companies were worth $1,491,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the company. Rather & Kittrell Inc. increased its holdings in shares of 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 acquiring an additional 38 shares during the last quarter. Walkner Condon Financial Advisors LLC increased its holdings in shares of Lowe’s Companies by 4.3% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock valued at $228,000 after acquiring an additional 39 shares during the last quarter. Berger Financial Group Inc increased its holdings in shares of Lowe’s Companies by 3.6% in the 4th quarter. Berger Financial Group Inc now owns 1,165 shares of the home improvement retailer’s stock valued at $281,000 after acquiring an additional 40 shares during the last quarter. Westfuller Advisors LLC increased its holdings in shares of Lowe’s Companies by 7.0% in the 4th quarter. Westfuller Advisors LLC now owns 629 shares of the home improvement retailer’s stock valued at $152,000 after acquiring an additional 41 shares during the last quarter. Finally, DDD Partners LLC increased its holdings in shares of Lowe’s Companies by 2.7% in the 4th quarter. DDD Partners LLC now owns 1,563 shares of the home improvement retailer’s stock valued at $377,000 after acquiring an additional 41 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on LOW. Truist Financial lowered their price target on Lowe’s Companies from $293.00 to $280.00 and set a “buy” rating for the company in a report on Wednesday. Sanford C. Bernstein lowered their price objective on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research note on Thursday. Evercore lowered their price objective on Lowe’s Companies from $250.00 to $245.00 in a research note on Tuesday, March 31st. BTIG Research downgraded Lowe’s Companies to a “reduce” rating in a research note on Tuesday. Finally, Weiss Ratings downgraded Lowe’s Companies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, May 4th. Twenty-two analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Lowe’s Companies has a consensus rating of “Moderate Buy” and an average price target of $286.17.

Lowe’s Companies News Summary

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

Lowe’s Companies Price Performance

Shares of LOW opened at $218.54 on Friday. The company has a market cap of $122.39 billion, a P/E ratio of 18.44, a PEG ratio of 4.28 and a beta of 0.91. The stock has a fifty day moving average price of $238.04 and a 200 day moving average price of $248.82. Lowe’s Companies, Inc. has a 12 month low of $210.33 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.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 business posted $1.93 earnings per share. The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, research analysts anticipate that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

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

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.