Guyasuta Investment Advisors Inc. Cuts Stake in Lowe’s Companies, Inc. $LOW

Guyasuta Investment Advisors Inc. reduced its position in Lowe’s Companies, Inc. (NYSE:LOW) by 1.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 175,193 shares of the home improvement retailer’s stock after selling 2,949 shares during the quarter. Lowe’s Companies accounts for approximately 2.4% of Guyasuta Investment Advisors Inc.’s investment portfolio, making the stock its 12th largest holding. Guyasuta Investment Advisors Inc.’s holdings in Lowe’s Companies were worth $41,395,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Natixis Advisors LLC raised its stake in shares of Lowe’s Companies by 3.5% during the 4th quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock worth $152,161,000 after acquiring an additional 21,119 shares in the last quarter. Bridges Investment Management Inc. boosted its stake in Lowe’s Companies by 6.1% in the fourth quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock valued at $107,664,000 after acquiring an additional 25,609 shares in the last quarter. Glenview Trust Co boosted its stake in Lowe’s Companies by 9.0% in the fourth quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after acquiring an additional 17,225 shares in the last quarter. LPL Financial LLC grew its holdings in Lowe’s Companies by 2.3% in the fourth quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock worth $239,552,000 after purchasing an additional 22,175 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC grew its holdings in Lowe’s Companies by 12.0% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 178,881 shares of the home improvement retailer’s stock worth $43,139,000 after purchasing an additional 19,096 shares during the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s launched Creator: Into the Blue, a new program that lets creators pitch product ideas for possible retail distribution, supporting brand engagement and potentially opening a new product pipeline. Lowe’s is Calling on Creators to Help Design and Launch New Products
• Positive Sentiment: The company also expanded its MyLowe’s Rewards program through a partnership with Live Nation, which could help deepen customer loyalty and improve engagement beyond the store. Is Lowe’s (LOW) Entertainment-Focused Loyalty Push a New Edge in Customer Engagement?
• Neutral Sentiment: Investor attention remains high on Lowe’s after several articles compared it with Home Depot and highlighted its role in the housing recovery trade, keeping the stock in focus but not changing the core outlook. Lowe’s Companies, Inc. (LOW) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Lowe’s drew added scrutiny after an executive disclosed a stock sale, but the transaction was relatively small and does not by itself signal a major change in fundamentals. Lowe’s Companies (NYSE:LOW) EVP Margrethe Vagell Sells 2,500 Shares of Stock
• Negative Sentiment: Recent commentary on Lowe’s noted that housing and macro pressures are still weighing on sentiment, and a prior selloff after the Fed held rates steady suggests investors remain cautious about demand trends. Why Home Depot and Lowe’s Fell After the Fed Held Interest Rates Steady.

Analysts Set New Price Targets

A number of equities research analysts have commented on LOW shares. KGI Securities began coverage on Lowe’s Companies in a research note on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 price target for 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 note on Thursday, May 21st. BNP Paribas Exane cut 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. Jefferies Financial Group decreased their price objective on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Finally, Royal Bank Of Canada lowered their target price on shares of Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating for the company in a research note on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $264.57.

Insider Activity

In other news, EVP Janice Dupre sold 14,150 shares of the stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the sale, the executive vice president owned 39,785 shares in the company, valued at $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the firm’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the transaction, the executive vice president directly owned 16,142 shares of the company’s stock, valued at approximately $3,628,883.02. This trade represents a 36.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 25,980 shares of company stock valued at $5,796,937 in the last ninety days. Insiders own 0.29% of the company’s stock.

Lowe’s Companies Stock Down 0.2%

Shares of NYSE:LOW opened at $213.96 on Wednesday. Lowe’s Companies, Inc. has a 52-week low of $203.40 and a 52-week high of $293.06. The stock has a market cap of $119.97 billion, a price-to-earnings ratio of 18.09, a PEG ratio of 2.71 and a beta of 0.86. The business has a 50-day moving average price of $225.74 and a 200-day moving average price of $245.08.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The firm had revenue of $23.08 billion for the quarter, compared to analyst estimates of $22.98 billion. During the same quarter in the prior year, the firm earned $2.92 earnings per share. Lowe’s Companies’s revenue for the quarter was up 10.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, equities analysts anticipate that Lowe’s Companies, Inc. will post 12.48 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd will be issued a $1.25 dividend. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Wednesday, July 22nd. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. Lowe’s Companies’s payout ratio is currently 40.57%.

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.