Lowe’s Companies, Inc. $LOW Shares Sold by Maj Invest Holding A S

Maj Invest Holding A S lessened its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 33.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 530,538 shares of the home improvement retailer’s stock after selling 272,452 shares during the quarter. Lowe’s Companies comprises about 6.0% of Maj Invest Holding A S’s investment portfolio, making the stock its 6th biggest position. Maj Invest Holding A S’s holdings in Lowe’s Companies were worth $127,946,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of LOW. Bridges Investment Management Inc. raised its stake in Lowe’s Companies by 13.4% in the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock worth $105,759,000 after purchasing an additional 49,858 shares in the last quarter. Facet Wealth Inc. acquired a new stake in Lowe’s Companies in the 3rd quarter worth about $558,000. Jefferies Financial Group Inc. raised its stake in Lowe’s Companies by 134.3% in the 3rd quarter. Jefferies Financial Group Inc. now owns 56,252 shares of the home improvement retailer’s stock worth $14,137,000 after purchasing an additional 32,240 shares in the last quarter. National Pension Service raised its stake in Lowe’s Companies by 2.7% in the 3rd quarter. National Pension Service now owns 1,286,782 shares of the home improvement retailer’s stock worth $323,381,000 after purchasing an additional 33,686 shares in the last quarter. Finally, Brighton Jones LLC raised its stake in Lowe’s Companies by 119.7% in the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after purchasing an additional 17,413 shares in the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies Trading Down 0.1%

Shares of Lowe’s Companies stock opened at $218.19 on Tuesday. The firm has a market capitalization of $122.20 billion, a PE ratio of 18.41, a price-to-earnings-growth ratio of 4.18 and a beta of 0.91. The firm’s 50 day moving average is $237.32 and its 200 day moving average is $248.67. Lowe’s Companies, Inc. has a 1 year low of $210.33 and a 1 year high of $293.06.

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

Lowe’s Companies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were issued 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 dividend yield of 2.2%. Lowe’s Companies’s payout ratio is 40.51%.

Analyst Ratings Changes

Several analysts have weighed in on LOW shares. UBS Group dropped their price objective on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. BTIG Research lowered shares of Lowe’s Companies to a “reduce” rating in a report on Tuesday, May 12th. Craig Hallum raised shares of Lowe’s Companies to a “buy” rating in a report on Tuesday, May 12th. Guggenheim raised their target price on shares of Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Finally, Oppenheimer decreased their target price on shares of Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating on the stock in a report on Monday. Twenty-two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average target price of $283.76.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s announced a new partnership with MrBeast for in-store kids workshops and exclusive toy kits, a promotional push that could boost traffic, engagement, and summer sales. LOWE’S BRINGS MRBEAST EXPERIENCE INTO STORES WITH NEW KIDS CLUB WORKSHOPS
• Positive Sentiment: Several previews say Lowe’s is positioned to benefit if the housing market stabilizes, since improving home demand can support spending on renovations and home-improvement projects. Home Depot, Lowe’s Headline Big Week for Retail Earnings
• Neutral Sentiment: Investors are focused on Lowe’s upcoming quarterly report, with one article suggesting the stock could make a large move after results are released, indicating elevated event-driven volatility. Here’s How Much Lowe’s Stock Is Expected to Move After Earnings Q1 FY2026
• Neutral Sentiment: Broader market trading was mixed, and rising oil prices tied to Middle East developments added uncertainty, but this appears to be a general market factor rather than a Lowe’s-specific catalyst. Equities Mixed Intraday, Oil Rises as Traders Track Middle East Developments
• Negative Sentiment: Stifel cut its price target on Lowe’s from $270 to $220 and kept a Hold rating, signaling reduced analyst confidence and a more cautious near-term outlook. Stifel adjusts price target on Lowe’s Companies to 220 from 270, maintains hold rating
• Negative Sentiment: Oppenheimer also lowered its price target on Lowe’s from $315 to $275, which may reflect a more cautious stance despite maintaining an Outperform rating. Benzinga report on Oppenheimer price target cut

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.