Axxcess Wealth Management LLC Grows Stake in Lowe’s Companies, Inc. $LOW

Axxcess Wealth Management LLC boosted its position in Lowe’s Companies, Inc. (NYSE:LOW) by 713.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 145,443 shares of the home improvement retailer’s stock after buying an additional 127,559 shares during the period. Axxcess Wealth Management LLC’s holdings in Lowe’s Companies were worth $35,075,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Providence Wealth Advisors LLC increased its stake in Lowe’s Companies by 0.5% in the 4th quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock valued at $1,959,000 after purchasing an additional 36 shares in the last quarter. Rather & Kittrell Inc. increased its stake in Lowe’s Companies by 0.4% in the 4th quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock valued at $2,503,000 after purchasing an additional 38 shares in the last quarter. Walkner Condon Financial Advisors LLC increased its stake in Lowe’s Companies by 4.3% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock valued at $228,000 after purchasing an additional 39 shares in the last quarter. Berger Financial Group Inc increased its stake in Lowe’s Companies by 3.6% in the 4th quarter. Berger Financial Group Inc now owns 1,165 shares of the home improvement retailer’s stock valued at $281,000 after purchasing an additional 40 shares in the last quarter. Finally, S&CO Inc. increased its stake in Lowe’s Companies by 0.6% in the 4th quarter. S&CO Inc. now owns 6,403 shares of the home improvement retailer’s stock valued at $1,544,000 after purchasing an additional 40 shares in the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s beat Q1 expectations, reporting adjusted EPS of $3.03 versus $2.97 expected and revenue of about $23.08 billion versus $22.98 billion expected, helped by strong spring execution, online growth, and strength in Pro, appliances, and home services. Lowe’s Reports First Quarter 2026 Sales And Earnings Results
• Positive Sentiment: The company launched an AI-driven “Material Lists” tool for Pro customers, which could improve contractor efficiency and support Lowe’s pro business growth over time. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
• Neutral Sentiment: Several analysts still see upside in the stock, but many cut price targets after the results, signaling confidence in the business while lowering expectations for near-term growth. Notable firms including JPMorgan, Goldman Sachs, UBS, Jefferies, and Truist kept bullish ratings despite trimming targets.
• Negative Sentiment: Management reaffirmed full-year guidance, but the EPS outlook of $12.25 to $12.75 came in below Wall Street’s prior expectations, which weighed on sentiment and suggests profit pressure ahead. Lowe’s maintains annual forecasts amid challenging housing demand
• Negative Sentiment: Analysts from BofA and RBC highlighted weak DIY demand, cost inflation, rising rates, and a difficult housing backdrop as risks to Lowe’s 2026 earnings growth, reinforcing concerns that growth may stay constrained.

Lowe’s Companies Stock Down 1.6%

LOW stock opened at $217.45 on Friday. Lowe’s Companies, Inc. has a 52-week low of $208.00 and a 52-week high of $293.06. The stock’s fifty day simple moving average is $235.39 and its 200-day simple moving average is $248.26. The stock has a market capitalization of $121.79 billion, a price-to-earnings ratio of 18.38, a price-to-earnings-growth ratio of 4.25 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data 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 negative return on equity of 67.96% and a net margin of 7.51%.The business had revenue of $23.08 billion for the quarter, compared to analysts’ expectations of $22.98 billion. During the same quarter last year, the firm earned $2.92 earnings per share. The business’s revenue 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, analysts anticipate that Lowe’s Companies, Inc. will post 12.58 earnings per share for the current fiscal year.

Lowe’s Companies Announces Dividend

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

Analyst Ratings Changes

Several equities analysts recently weighed in on LOW shares. DA Davidson reaffirmed a “neutral” rating and issued a $275.00 price objective on shares of Lowe’s Companies in a research note on Wednesday. TD Cowen dropped their price target on Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating for the company in a research report on Thursday. Piper Sandler dropped their price target on Lowe’s Companies from $300.00 to $276.00 and set an “overweight” rating for the company in a research report on Thursday. Sanford C. Bernstein dropped their price target on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. Finally, HSBC dropped their price target on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research report on Thursday. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $264.57.

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.