Swedbank AB Grows Position in Lowe’s Companies, Inc. $LOW

Swedbank AB increased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 2.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 394,716 shares of the home improvement retailer’s stock after purchasing an additional 11,111 shares during the quarter. Swedbank AB’s holdings in Lowe’s Companies were worth $95,190,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in shares of Lowe’s Companies during the 4th quarter worth about $43,000. Prospera Financial Services Inc boosted its stake in shares of Lowe’s Companies by 2.0% during the 4th quarter. Prospera Financial Services Inc now owns 74,828 shares of the home improvement retailer’s stock worth $18,054,000 after purchasing an additional 1,454 shares during the period. Pathfinder Wealth Consulting Inc. purchased a new position in shares of Lowe’s Companies during the 4th quarter worth about $813,000. Associated Banc Corp boosted its stake in shares of Lowe’s Companies by 1.9% during the 4th quarter. Associated Banc Corp now owns 154,403 shares of the home improvement retailer’s stock worth $37,236,000 after purchasing an additional 2,841 shares during the period. Finally, Cumberland Partners Ltd purchased a new position in shares of Lowe’s Companies during the 4th quarter worth about $200,000. 74.06% of the stock is owned by hedge funds and other institutional investors.

Lowe’s Companies Stock Performance

NYSE:LOW opened at $215.29 on Friday. Lowe’s Companies, Inc. has a one year low of $208.00 and a one year high of $293.06. The firm has a market cap of $120.57 billion, a P/E ratio of 18.20, a P/E/G ratio of 4.14 and a beta of 0.91. The firm has a 50-day simple moving average of $234.76 and a 200-day simple moving average of $248.03.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, beating the consensus estimate of $2.97 by $0.06. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The business had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. During the same quarter in the previous year, the business posted $2.92 EPS. The company’s quarterly revenue was up 10.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, research analysts predict that Lowe’s Companies, Inc. will post 12.52 EPS for the current fiscal year.

Lowe’s Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were issued a $1.20 dividend. 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 payout ratio is currently 40.57%.

Analysts Set New Price Targets

Several equities research analysts have issued reports on LOW shares. Wolfe Research set a $254.00 price objective on shares of Lowe’s Companies in a research report on Thursday. Bank of America lowered their price objective on shares of Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating for the company in a research report on Thursday. Argus boosted their price objective on shares of Lowe’s Companies from $286.00 to $288.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Telsey Advisory Group lowered their price objective on shares of Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a research report on Thursday. Finally, Jefferies Financial Group lowered 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. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $264.57.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Lowe’s delivered better-than-expected Q1 results, with EPS of $3.03 beating estimates and revenue rising 10.3% year over year to $23.08 billion, suggesting the business is still executing well. LOW Q1 Deep Dive: Pro Segment, Online Growth, and AI Initiatives Drive Stable Performance
• Positive Sentiment: The company highlighted strength in its Pro segment, online growth, and new AI-driven tools for contractors, which could support sales and efficiency over time. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
• Positive Sentiment: Some analysts still see upside, with several firms maintaining buy/overweight-style ratings despite trimming targets after the earnings release, indicating Street sentiment is cautious but not outright bearish.
• Neutral Sentiment: Lowe’s kept its full-year outlook intact, which reassured investors that management is not seeing a major near-term breakdown in demand.
• Neutral Sentiment: The stock is also drawing attention to valuation discussions, with one article estimating fair value around $263 after the results, implying the shares may be approaching a more balanced risk/reward setup. US$263: That’s What Analysts Think Lowe’s Companies, Inc. Is Worth After Its Latest Results
• Negative Sentiment: Multiple analysts lowered price targets after the report, signaling concern that profit growth could remain constrained even though earnings beat estimates.
• Negative Sentiment: Banks including BofA and RBC pointed to weak DIY discretionary demand, category pressure, rising rates, and cost inflation as risks to Lowe’s 2026 earnings outlook.
• Negative Sentiment: Several articles noted the shares sold off after earnings and may take time to recover, reflecting investor skepticism about how quickly housing-market headwinds will ease. Lowe’s Finds Support at $215 After Q1 Earnings Sell-Off

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.