Lowe’s Companies, Inc. $LOW Shares Purchased by Applied Finance Capital Management LLC

Applied Finance Capital Management LLC boosted its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 98,638 shares of the home improvement retailer’s stock after buying an additional 2,470 shares during the period. Lowe’s Companies accounts for approximately 1.7% of Applied Finance Capital Management LLC’s investment portfolio, making the stock its 17th largest holding. Applied Finance Capital Management LLC’s holdings in Lowe’s Companies were worth $23,788,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Activest Wealth Management boosted its stake in Lowe’s Companies by 78.5% during the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 51 shares in the last quarter. OLD Second National Bank of Aurora boosted its position 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 period. United Financial Planning Group LLC purchased a new stake in Lowe’s Companies in the 3rd quarter worth about $31,000. Triumph Capital Management purchased a new stake in Lowe’s Companies in the 3rd quarter worth about $34,000. Finally, Guerra Advisors Inc purchased a new stake in Lowe’s Companies in the 3rd quarter worth about $35,000. 74.06% of the stock is owned by institutional investors and hedge funds.

Lowe’s Companies Price Performance

Shares of Lowe’s Companies stock opened at $218.54 on Friday. Lowe’s Companies, Inc. has a 1 year low of $210.33 and a 1 year high of $293.06. The business has a 50-day moving average of $238.04 and a two-hundred day moving average of $248.82. The company has a market capitalization of $122.39 billion, a P/E ratio of 18.44, a price-to-earnings-growth ratio of 4.28 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.04. The company had revenue of $20.59 billion during the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.Lowe’s Companies’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities analysts anticipate that Lowe’s Companies, Inc. will post 12.61 EPS for the current fiscal year.

Lowe’s Companies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were given a dividend of $1.20 per share. The ex-dividend date of this dividend was Wednesday, April 22nd. This represents a $4.80 annualized dividend and a yield of 2.2%. Lowe’s Companies’s dividend payout ratio is 40.51%.

Key Lowe’s Companies News

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

• Positive Sentiment: Analyst commentary remains constructive overall, with Truist and Sanford C. Bernstein both maintaining bullish ratings on Lowe’s while trimming price targets, suggesting Wall Street still sees upside from current levels. Read More
• Positive Sentiment: Investors are looking ahead to Lowe’s Q1 earnings, where Wall Street expects detailed metrics and guidance to help confirm whether recent weakness is temporary or reflects a softer home-improvement demand backdrop. Article Title
• Neutral Sentiment: Lowe’s launched a new “Epically More Messi” marketing campaign tied to loyalty members and the upcoming soccer event, which could support engagement and brand visibility but is not likely a major near-term earnings driver. Article Title
• Neutral Sentiment: Recent articles highlight Lowe’s long-term stock performance and label it a depressed or growth-worthy stock, reinforcing valuation appeal more than changing the near-term operating outlook. Article Title
• Negative Sentiment: The stock has been weighed by recent price-target cuts from multiple firms, including Sanford C. Bernstein and Truist, which signal some caution around the pace of recovery even though ratings remain positive. Article Title
• Negative Sentiment: Broader retail and housing-related concerns remain a headwind, with coverage noting pressure from a softer housing market and shopper sensitivity to retail-theft-related measures in stores. Article Title

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Argus raised their price target on Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Raymond James Financial downgraded Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research report on Tuesday. Morgan Stanley cut their price target on Lowe’s Companies from $296.00 to $292.00 and set an “overweight” rating for the company in a report on Tuesday, April 28th. Evercore decreased their price objective on Lowe’s Companies from $250.00 to $245.00 in a report on Tuesday, March 31st. Finally, Bank of America initiated coverage on Lowe’s Companies in a report on Tuesday, May 5th. They set a “neutral” rating on the stock. Twenty-two research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $286.17.

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.