HighTower Advisors LLC Sells 30,627 Shares of Lowe’s Companies, Inc. $LOW

HighTower Advisors LLC decreased its position in Lowe’s Companies, Inc. (NYSE:LOW) by 4.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 691,666 shares of the home improvement retailer’s stock after selling 30,627 shares during the quarter. HighTower Advisors LLC’s holdings in Lowe’s Companies were worth $166,802,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Rather & Kittrell Inc. lifted its stake in Lowe’s Companies by 0.4% during the 4th quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock valued at $2,503,000 after acquiring an additional 38 shares during the period. Walkner Condon Financial Advisors LLC lifted its stake in shares of Lowe’s Companies by 4.3% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer’s stock worth $228,000 after purchasing an additional 39 shares during the period. Berger Financial Group Inc increased its holdings in Lowe’s Companies by 3.6% in the 4th quarter. Berger Financial Group Inc now owns 1,165 shares of the home improvement retailer’s stock worth $281,000 after acquiring an additional 40 shares in the last quarter. S&CO Inc. increased its holdings in Lowe’s Companies by 0.6% in the 4th quarter. S&CO Inc. now owns 6,403 shares of the home improvement retailer’s stock worth $1,544,000 after acquiring an additional 40 shares in the last quarter. Finally, Westfuller Advisors LLC increased its holdings in Lowe’s Companies by 7.0% in the 4th quarter. Westfuller Advisors LLC now owns 629 shares of the home improvement retailer’s stock worth $152,000 after acquiring an additional 41 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Price Performance

LOW opened at $218.44 on Wednesday. The business’s 50-day moving average is $236.65 and its two-hundred day moving average is $248.53. Lowe’s Companies, Inc. has a 1 year low of $210.33 and a 1 year high of $293.06. The firm has a market capitalization of $122.34 billion, a PE ratio of 18.43, a price-to-earnings-growth ratio of 4.18 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last posted its 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. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company had revenue of $20.59 billion for the quarter, compared to analyst estimates of $20.34 billion. During the same quarter in the previous year, the firm earned $1.93 earnings per share. The firm’s quarterly revenue was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, sell-side analysts expect that Lowe’s Companies, Inc. will post 12.6 EPS for the current year.

Lowe’s Companies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were paid a dividend of $1.20 per share. The ex-dividend date was Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.2%. Lowe’s Companies’s payout ratio is presently 40.51%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on LOW. DA Davidson reaffirmed a “neutral” rating and set a $275.00 price objective on shares of Lowe’s Companies in a report on Thursday, February 26th. Benchmark started coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They set a “hold” rating for the company. Oppenheimer lowered their price target on Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a research report on Monday. Jefferies Financial Group restated a “buy” rating and issued a $305.00 price target on shares of Lowe’s Companies in a research report on Wednesday, February 25th. Finally, Guggenheim lifted their target price on Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average price target of $283.76.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Lowe’s is getting a potential boost from a new partnership with MrBeast, including in-store kids’ workshops and exclusive toy kits, which could help drive traffic, summer engagement, and incremental sales. LOWE’S BRINGS MRBEAST EXPERIENCE INTO STORES WITH NEW KIDS CLUB WORKSHOPS
• Positive Sentiment: Analysts still see some upside into earnings, with Oppenheimer maintaining an outperform rating even after trimming its price target, suggesting expectations are not uniformly bearish. Lowe’s Companies had its price target lowered by Oppenheimer Holdings, Inc.
• Neutral Sentiment: Multiple previews say Lowe’s Q1 results are likely to reflect a split between stronger Pro customer demand and weaker DIY spending, with Wall Street looking for about $22.91 billion in revenue and $2.96 in EPS. Lowe’s Q1 Earnings Preview: Is LOW Ready to Surprise Wall Street?
• Neutral Sentiment: Home Depot’s recent earnings were not disastrous, but same-store sales missed, and commentary pointed to a pressured consumer and a frozen housing market—signals that also frame the setup for Lowe’s report. Lowe’s Due After Home Depot Earnings Fall Less Than Feared
• Negative Sentiment: Sentiment has been mixed to cautious ahead of earnings, with Lowe’s stock near 52-week lows and analysts trimming price targets, reinforcing concerns about slower growth and limited near-term upside. Lowe’s Companies (NYSE:LOW) Price Target Cut to $220.00 by Analysts at Stifel Nicolaus
• Negative Sentiment: The broader backdrop remains weak, with the housing market still frozen and mortgage rates elevated, which could continue to weigh on renovation demand and discretionary spending at Lowe’s. Home Depot, Lowe’s Set to Report 1Q Results With Housing Market Still Frozen — Earnings Preview

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.