Northwestern Mutual Wealth Management Co. Sells 47,439 Shares of Lowe’s Companies, Inc. $LOW

Northwestern Mutual Wealth Management Co. reduced its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 76.5% in the fourth quarter, Holdings Channel reports. The fund owned 14,613 shares of the home improvement retailer’s stock after selling 47,439 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Lowe’s Companies were worth $3,524,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Activest Wealth Management boosted its holdings in Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 51 shares during the period. United Financial Planning Group LLC bought a new position in Lowe’s Companies in the 3rd quarter worth approximately $31,000. OLD Second National Bank of Aurora boosted its holdings in Lowe’s Companies by 52.5% in the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 42 shares during the period. Triumph Capital Management bought a new position in Lowe’s Companies in the 3rd quarter worth approximately $34,000. Finally, Guerra Advisors Inc bought a new position in Lowe’s Companies in the 3rd quarter worth approximately $35,000. 74.06% of the stock is owned by institutional investors.

Lowe’s Companies Price Performance

NYSE LOW opened at $215.29 on Monday. Lowe’s Companies, Inc. has a 1 year low of $208.00 and a 1 year high of $293.06. The stock 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. The company’s 50 day simple moving average is $234.76 and its two-hundred day simple moving average is $248.11.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) 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 for the quarter, compared to analysts’ expectations of $22.98 billion. During the same period in the prior year, the company posted $2.92 EPS. The business’s revenue for the quarter was up 10.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, research analysts anticipate that Lowe’s Companies, Inc. will post 12.52 EPS for the current year.

Lowe’s Companies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd were paid a $1.20 dividend. The ex-dividend date was Wednesday, April 22nd. This represents a $4.80 annualized dividend and a yield of 2.2%. Lowe’s Companies’s dividend payout ratio is currently 40.57%.

Wall Street Analysts Forecast Growth

LOW has been the subject of several analyst reports. William Blair initiated coverage on shares of Lowe’s Companies in a report on Tuesday, May 12th. They issued an “overweight” rating for the company. Oppenheimer cut their price objective on shares of Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a report on Monday, May 18th. Telsey Advisory Group cut their price objective on shares of Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a report on Thursday. Stifel Nicolaus cut their price objective on shares of Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating for the company in a report on Monday, May 18th. Finally, Guggenheim raised their price objective on shares of Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Twenty-three research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $264.57.

Lowe’s Companies News Summary

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 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.