Lowe’s Companies, Inc. $LOW Shares Sold by Resona Asset Management Co. Ltd.

Resona Asset Management Co. Ltd. lessened its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 3.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 181,466 shares of the home improvement retailer’s stock after selling 7,037 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Lowe’s Companies were worth $43,869,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in LOW. Activest Wealth Management boosted its holdings in shares of Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 51 shares during the last quarter. OLD Second National Bank of Aurora boosted its holdings in shares of 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 valued at $29,000 after purchasing an additional 42 shares during the last quarter. United Financial Planning Group LLC acquired a new position in shares of Lowe’s Companies in the 3rd quarter valued at $31,000. Triumph Capital Management acquired a new position in shares of Lowe’s Companies in the 3rd quarter valued at $34,000. Finally, Guerra Advisors Inc acquired a new position in shares of Lowe’s Companies in the 3rd quarter valued at $35,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s announced a new partnership with MrBeast for in-store kids workshops and exclusive toy kits, a promotional push that could boost traffic, engagement, and summer sales. LOWE’S BRINGS MRBEAST EXPERIENCE INTO STORES WITH NEW KIDS CLUB WORKSHOPS
• Positive Sentiment: Several previews say Lowe’s is positioned to benefit if the housing market stabilizes, since improving home demand can support spending on renovations and home-improvement projects. Home Depot, Lowe’s Headline Big Week for Retail Earnings
• Neutral Sentiment: Investors are focused on Lowe’s upcoming quarterly report, with one article suggesting the stock could make a large move after results are released, indicating elevated event-driven volatility. Here’s How Much Lowe’s Stock Is Expected to Move After Earnings Q1 FY2026
• Neutral Sentiment: Broader market trading was mixed, and rising oil prices tied to Middle East developments added uncertainty, but this appears to be a general market factor rather than a Lowe’s-specific catalyst. Equities Mixed Intraday, Oil Rises as Traders Track Middle East Developments
• Negative Sentiment: Stifel cut its price target on Lowe’s from $270 to $220 and kept a Hold rating, signaling reduced analyst confidence and a more cautious near-term outlook. Stifel adjusts price target on Lowe’s Companies to 220 from 270, maintains hold rating
• Negative Sentiment: Oppenheimer also lowered its price target on Lowe’s from $315 to $275, which may reflect a more cautious stance despite maintaining an Outperform rating. Benzinga report on Oppenheimer price target cut

Lowe’s Companies Trading Down 0.1%

Shares of LOW stock opened at $218.19 on Tuesday. The company’s fifty day simple moving average is $237.32 and its 200-day simple moving average is $248.67. Lowe’s Companies, Inc. has a 52 week low of $210.33 and a 52 week high of $293.06. The company has a market cap of $122.20 billion, a PE ratio of 18.41, a P/E/G ratio of 4.18 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $20.59 billion for the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter last year, the firm posted $1.93 EPS. The business’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. Equities research analysts expect that Lowe’s Companies, Inc. will post 12.61 EPS for the current fiscal year.

Lowe’s Companies Announces Dividend

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

Analysts Set New Price Targets

A number of equities analysts have weighed in on LOW shares. Wolfe Research decreased their price target on shares of Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. Evercore decreased their price target on shares of Lowe’s Companies from $250.00 to $245.00 in a report on Tuesday, March 31st. Citigroup upgraded shares of Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price target on the stock in a report on Tuesday, May 12th. Raymond James Financial lowered shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 12th. Finally, Mizuho lifted their price target on shares of Lowe’s Companies from $272.00 to $294.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $283.76.

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.