Allworth Financial LP Increases Position in Lowe’s Companies, Inc. $LOW

Allworth Financial LP raised its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 97.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 59,174 shares of the home improvement retailer’s stock after acquiring an additional 29,214 shares during the quarter. Allworth Financial LP’s holdings in Lowe’s Companies were worth $14,270,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of LOW. Activest Wealth Management increased its stake in Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 51 shares during the period. United Financial Planning Group LLC purchased a new position in shares of Lowe’s Companies during the third quarter worth approximately $31,000. OLD Second National Bank of Aurora raised its stake in shares of Lowe’s Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 42 shares in the last quarter. Triumph Capital Management purchased a new position in Lowe’s Companies during the 3rd quarter worth $34,000. Finally, Guerra Advisors Inc bought a new stake in Lowe’s Companies during the 3rd quarter valued at $35,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Truist Financial cut their price target on Lowe’s Companies from $293.00 to $280.00 and set a “buy” rating on the stock in a research note on Wednesday. Mizuho raised their target price on shares of Lowe’s Companies from $272.00 to $294.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Wolfe Research lowered their price target on shares of Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. UBS Group dropped their price objective on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, Morgan Stanley cut their price objective on shares of Lowe’s Companies from $296.00 to $292.00 and set an “overweight” rating on the stock in a report on Tuesday, April 28th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $286.17.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Analysts remain constructive on Lowe’s, with Sanford C. Bernstein and Truist both lowering price targets but keeping bullish ratings, signaling continued Wall Street confidence in upside from current levels.
• Positive Sentiment: Zacks highlighted Lowe’s as a strong growth stock and noted earnings are expected to grow, reinforcing the view that the company could deliver a solid quarter when it reports next week.
• Positive Sentiment: Lowe’s launched its “Epically More Messi” campaign for loyalty members, a brand-building initiative that could help customer engagement and support traffic heading into a key promotional period.
• Neutral Sentiment: Lowe’s also announced it will host its first-quarter 2026 earnings conference call on May 20, keeping attention focused on upcoming results and guidance rather than current fundamentals.
• Negative Sentiment: A report on hidden anti-theft systems at Lowe’s and Home Depot raised shopper concerns and could pressure sentiment if customers view the measures as inconvenient or off-putting. Article: Home Depot and Lowe’s hidden anti-theft system alarms shoppers

Lowe’s Companies Trading Up 1.4%

NYSE:LOW opened at $223.57 on Friday. The firm has a fifty day simple moving average of $238.85 and a 200-day simple moving average of $249.03. Lowe’s Companies, Inc. has a 12 month low of $210.33 and a 12 month high of $293.06. The company has a market capitalization of $125.21 billion, a P/E ratio of 18.87, a PEG ratio of 4.22 and a beta of 0.91.

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

Lowe’s Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd were paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 2.1%. The ex-dividend date was Wednesday, April 22nd. Lowe’s Companies’s payout ratio is presently 40.51%.

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.