Lowe’s Companies, Inc. $LOW is Lionstone Capital Management LLC’s 9th Largest Position

Lionstone Capital Management LLC lowered its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 48.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,330 shares of the home improvement retailer’s stock after selling 20,120 shares during the quarter. Lowe’s Companies makes up about 1.2% of Lionstone Capital Management LLC’s investment portfolio, making the stock its 9th largest holding. Lionstone Capital Management LLC’s holdings in Lowe’s Companies were worth $5,144,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in LOW. Swiss RE Ltd. bought a new position in Lowe’s Companies during the 4th quarter valued at $25,000. Wilkerson Advisory Group LLC bought a new stake in shares of Lowe’s Companies in the 4th quarter worth about $27,000. OLD Second National Bank of Aurora raised its stake 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 in the last quarter. United Financial Planning Group LLC acquired a new stake in shares of Lowe’s Companies in the 3rd quarter valued at about $31,000. Finally, Triumph Capital Management bought a new position in shares of Lowe’s Companies during the third quarter worth about $34,000. 74.06% of the stock is owned by institutional investors and hedge funds.

Lowe’s Companies Trading Up 1.7%

Shares of NYSE LOW opened at $223.88 on Wednesday. The company has a market cap of $125.53 billion, a price-to-earnings ratio of 18.92, a price-to-earnings-growth ratio of 2.78 and a beta of 0.86. Lowe’s Companies, Inc. has a 12-month low of $203.40 and a 12-month high of $293.06. The stock’s 50 day simple moving average is $228.01 and its 200 day simple moving average is $246.01.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, topping 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 during the quarter, compared to the consensus estimate of $22.98 billion. During the same period in the prior year, the business earned $2.92 EPS. The firm’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, equities analysts forecast that Lowe’s Companies, Inc. will post 12.48 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd will be issued a $1.25 dividend. This is a boost 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 dividend on an annualized basis and a dividend yield of 2.2%. Lowe’s Companies’s dividend payout ratio is 40.57%.

Analyst Ratings Changes

A number of equities analysts recently commented on LOW shares. Craig Hallum upgraded Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. The Goldman Sachs Group reduced their target price on Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Guggenheim lifted their target price on Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. BTIG Research downgraded Lowe’s Companies to a “reduce” rating in a report on Tuesday, May 12th. Finally, KGI Securities initiated coverage on Lowe’s Companies in a research report on Tuesday, March 10th. They set a “neutral” rating and a $255.00 price target on the stock. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average 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.