Guardian Capital LLC Purchases New Stake in Lowe’s Companies, Inc. $LOW

Guardian Capital LLC purchased a new stake in Lowe’s Companies, Inc. (NYSE:LOW) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,302 shares of the home improvement retailer’s stock, valued at approximately $555,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Activest Wealth Management raised its stake in Lowe’s Companies by 78.5% in the third 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 in the last quarter. United Financial Planning Group LLC acquired a new position in Lowe’s Companies during the third quarter worth about $31,000. OLD Second National Bank of Aurora raised its stake in 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 worth $29,000 after acquiring an additional 42 shares in the last quarter. Triumph Capital Management acquired a new position in Lowe’s Companies during the third quarter worth about $34,000. Finally, Guerra Advisors Inc acquired a new position in Lowe’s Companies during the third quarter worth about $35,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on LOW. Guggenheim boosted their target price on Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Bank of America began coverage on Lowe’s Companies in a research note on Tuesday, May 5th. They set a “neutral” rating for the company. Piper Sandler downgraded Lowe’s Companies from an “overweight” rating to a “neutral” rating in a research note on Tuesday. Wolfe Research lowered their target price on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th. Finally, Truist Financial lowered their target price on Lowe’s Companies from $293.00 to $280.00 and set a “buy” rating for the company in a research note on Wednesday. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $286.17.

Lowe’s Companies Trading Down 2.3%

NYSE:LOW opened at $218.54 on Friday. The stock has a market cap of $122.39 billion, a P/E ratio of 18.44, a price-to-earnings-growth ratio of 4.18 and a beta of 0.91. The stock’s 50-day moving average is $238.04 and its 200-day moving average is $248.82. 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 released its quarterly earnings results 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 for 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%.The business’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, equities analysts forecast that Lowe’s Companies, Inc. will post 12.61 EPS for the current year.

Lowe’s Companies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Wednesday, April 22nd. Lowe’s Companies’s 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

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.