Hilton Head Capital Partners LLC Buys New Shares in Lowe’s Companies, Inc. $LOW

Hilton Head Capital Partners LLC bought a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 4,117 shares of the home improvement retailer’s stock, valued at approximately $993,000.

A number of other institutional investors also recently modified their holdings of LOW. OLD Second National Bank of Aurora lifted its position in shares of Lowe’s Companies by 52.5% during the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 42 shares during the period. United Financial Planning Group LLC acquired a new position in shares of Lowe’s Companies during the 3rd quarter valued at $31,000. Triumph Capital Management acquired a new position in shares of Lowe’s Companies during the 3rd quarter valued at $34,000. Financial Life Planners acquired a new position in shares of Lowe’s Companies during the 3rd quarter valued at $36,000. Finally, Ares Financial Consulting LLC acquired a new position in shares of Lowe’s Companies during the 4th quarter valued at $36,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Wall Street Analysts Forecast Growth

LOW has been the topic of a number of research reports. Oppenheimer dropped their target price on shares of Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating on the stock in a research report on Monday, May 18th. Mizuho lowered their price objective on shares of Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. Royal Bank Of Canada lowered their price objective on shares of Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating on the stock in a report on Thursday, May 21st. Argus upped their price objective on shares of Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Finally, BNP Paribas Exane lowered their price objective on shares of Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a report on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Lowe’s Companies has an average rating of “Moderate Buy” and an average target price of $264.57.

Key Stories Impacting Lowe’s Companies

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

Lowe’s Companies Price Performance

NYSE LOW opened at $210.81 on Monday. Lowe’s Companies, Inc. has a 1 year low of $203.40 and a 1 year high of $293.06. The firm has a market cap of $118.20 billion, a price-to-earnings ratio of 17.82, a PEG ratio of 2.66 and a beta of 0.87. The company has a fifty day moving average price of $230.12 and a 200-day moving average price of $246.65.

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 firm had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. During the same quarter in the prior year, the business posted $2.92 EPS. The business’s revenue 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 12.48 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd will be given a dividend of $1.25 per share. The ex-dividend date is Wednesday, July 22nd. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a yield of 2.4%. Lowe’s Companies’s dividend payout ratio (DPR) is currently 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.