Pathfinder Wealth Consulting Inc. Acquires Shares of 3,372 Lowe’s Companies, Inc. $LOW

Pathfinder Wealth Consulting Inc. bought a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,372 shares of the home improvement retailer’s stock, valued at approximately $813,000.

A number of other institutional investors have also modified their holdings of LOW. Activest Wealth Management boosted its stake in 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 purchasing an additional 51 shares during the period. OLD Second National Bank of Aurora increased its stake in Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 42 shares during the period. United Financial Planning Group LLC acquired a new position in Lowe’s Companies in the third quarter valued at $31,000. Triumph Capital Management purchased a new stake in shares of Lowe’s Companies in the third quarter valued at about $34,000. Finally, Guerra Advisors Inc purchased a new stake in shares of Lowe’s Companies in the third quarter valued at about $35,000. 74.06% of the stock is owned by institutional investors and hedge funds.

Key Lowe’s Companies News

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

• Positive Sentiment: Lowe’s delivered better-than-expected Q1 results, with EPS of $3.03 beating estimates and revenue rising 10.3% year over year to $23.08 billion, suggesting the business is still executing well. LOW Q1 Deep Dive: Pro Segment, Online Growth, and AI Initiatives Drive Stable Performance
• Positive Sentiment: The company highlighted strength in its Pro segment, online growth, and new AI-driven tools for contractors, which could support sales and efficiency over time. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
• Positive Sentiment: Some analysts still see upside, with several firms maintaining buy/overweight-style ratings despite trimming targets after the earnings release, indicating Street sentiment is cautious but not outright bearish.
• Neutral Sentiment: Lowe’s kept its full-year outlook intact, which reassured investors that management is not seeing a major near-term breakdown in demand.
• Neutral Sentiment: The stock is also drawing attention to valuation discussions, with one article estimating fair value around $263 after the results, implying the shares may be approaching a more balanced risk/reward setup. US$263: That’s What Analysts Think Lowe’s Companies, Inc. Is Worth After Its Latest Results
• Negative Sentiment: Multiple analysts lowered price targets after the report, signaling concern that profit growth could remain constrained even though earnings beat estimates.
• Negative Sentiment: Banks including BofA and RBC pointed to weak DIY discretionary demand, category pressure, rising rates, and cost inflation as risks to Lowe’s 2026 earnings outlook.
• Negative Sentiment: Several articles noted the shares sold off after earnings and may take time to recover, reflecting investor skepticism about how quickly housing-market headwinds will ease. Lowe’s Finds Support at $215 After Q1 Earnings Sell-Off

Lowe’s Companies Trading Down 1.0%

Shares of LOW opened at $215.29 on Friday. The stock’s 50 day moving average is $234.76 and its two-hundred day moving average is $248.03. Lowe’s Companies, Inc. has a twelve month low of $208.00 and a twelve month high of $293.06. The firm has a market capitalization of $120.57 billion, a PE ratio of 18.20, a P/E/G ratio of 4.14 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.06. The business had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The company’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same period in the prior year, the business posted $2.92 EPS. 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 12.52 EPS for the current 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 $1.20 dividend. The ex-dividend date of this dividend 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 40.57%.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. TD Cowen dropped their price target on Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating on the stock in a research report on Thursday. Argus lifted their target price on Lowe’s Companies from $286.00 to $288.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. UBS Group dropped their target price on Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday. Citigroup upgraded Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price target for the company in a research note on Tuesday, May 12th. Finally, Robert W. Baird decreased their price target on Lowe’s Companies from $320.00 to $270.00 and set an “outperform” rating for the company in a report on Thursday. Twenty-three 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 company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $264.57.

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.