Churchill Financial Advisors LLC Buys Shares of 11,222 Lowe’s Companies, Inc. $LOW

Churchill Financial Advisors LLC bought a new stake in Lowe’s Companies, Inc. (NYSE:LOW) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 11,222 shares of the home improvement retailer’s stock, valued at approximately $2,706,000.

Several other hedge funds have also recently made changes to their positions in the company. Activest Wealth Management raised its stake in shares of Lowe’s Companies by 78.5% during the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 51 shares during the period. OLD Second National Bank of Aurora raised its stake in shares of Lowe’s Companies by 52.5% during 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 bought a new stake in shares of Lowe’s Companies during the 3rd quarter valued at $31,000. Triumph Capital Management bought a new stake in shares of Lowe’s Companies during the 3rd quarter valued at $34,000. Finally, Guerra Advisors Inc bought a new stake in shares of Lowe’s Companies during the 3rd quarter valued at $35,000. 74.06% of the stock is currently owned by institutional investors.

Key Lowe’s Companies News

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

Lowe’s Companies Trading Up 0.1%

LOW opened at $215.29 on Monday. The stock has a 50-day moving average price of $234.76 and a 200-day moving average price of $248.11. Lowe’s Companies, Inc. has a 12-month low of $208.00 and a 12-month high of $293.06. The stock has a market capitalization of $120.57 billion, a P/E ratio of 18.20, a PEG ratio of 4.14 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (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 analysts’ expectations of $22.98 billion. During the same period in the prior year, the business earned $2.92 EPS. The company’s revenue for the quarter 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, equities research analysts predict that Lowe’s Companies, Inc. will post 12.52 EPS for the current year.

Lowe’s Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio is presently 40.57%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. BTIG Research lowered Lowe’s Companies to a “reduce” rating in a research note on Tuesday, May 12th. Argus boosted their price objective on Lowe’s Companies from $286.00 to $288.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Mizuho decreased their price objective on Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating on the stock in a research note on Thursday. Evercore decreased their price objective on Lowe’s Companies from $250.00 to $230.00 in a research note on Thursday. Finally, Weiss Ratings lowered Lowe’s Companies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, May 4th. Twenty-three research 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, Lowe’s Companies presently has an average rating of “Moderate Buy” and a consensus price target of $264.57.

Lowe’s Companies Company 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.