O Shaughnessy Asset Management LLC Buys 19,096 Shares of Lowe’s Companies, Inc. $LOW

O Shaughnessy Asset Management LLC increased its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 12.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 178,881 shares of the home improvement retailer’s stock after acquiring an additional 19,096 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Lowe’s Companies were worth $43,139,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. United Financial Planning Group LLC bought a new stake in Lowe’s Companies in the third quarter worth $31,000. OLD Second National Bank of Aurora lifted its position in Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 42 shares during the last quarter. Triumph Capital Management bought a new stake in Lowe’s Companies in the third quarter worth $34,000. Financial Life Planners bought a new stake in Lowe’s Companies in the third quarter worth $36,000. Finally, Ares Financial Consulting LLC bought a new stake in Lowe’s Companies in the fourth quarter worth $36,000. 74.06% of the stock is currently owned by institutional investors.

Lowe’s Companies Price Performance

LOW stock opened at $210.81 on Monday. The business has a 50-day moving average price of $230.12 and a 200 day moving average price of $246.65. The company has a market capitalization of $118.20 billion, a P/E ratio of 17.82, a PEG ratio of 2.66 and a beta of 0.87. Lowe’s Companies, Inc. has a 1-year low of $203.40 and a 1-year high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating the consensus estimate of $2.97 by $0.06. The firm had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The firm’s quarterly revenue was up 10.3% on a year-over-year basis. During the same period in the previous year, the company posted $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, analysts anticipate that Lowe’s Companies, Inc. will post 12.48 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd will be issued a $1.25 dividend. The ex-dividend date is Wednesday, July 22nd. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a dividend yield of 2.4%. Lowe’s Companies’s dividend payout ratio is presently 40.57%.

More Lowe’s Companies News

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

• Positive Sentiment: Jefferies said Lowe’s new home-maintenance program could expand subscription-style revenue, giving the retailer a more recurring growth stream and a potential valuation tailwind. Lowe’s Wants to Help You Change Lightbulbs. How That Could Boost the Stock.
• Positive Sentiment: Zacks Research raised some near- and longer-term earnings estimates for Lowe’s, including Q1 2028 and Q1 2029, which suggests analysts see solid earnings power ahead. Lowe’s Companies, Inc. estimate updates
• Positive Sentiment: Recent articles highlighted Lowe’s dividend hike alongside other high-yield stocks, reinforcing the company’s appeal for income investors in a volatile market. The Zacks Analyst Blog Highlights UnitedHealth, Donaldson, Lowe’s and ePlus
• Neutral Sentiment: Several roundup pieces focused on Lowe’s as a recent dividend grower, which is supportive for sentiment but not a major operational catalyst on its own. 5 Stocks to Watch on Their Recent Dividend Hikes in a Volatile Market
• Neutral Sentiment: Another market wrap also mentioned Lowe’s among dividend-paying names attracting attention from cautious investors. 3 High-Yielding Dividend Stocks That Just Raised Their Payouts
• Negative Sentiment: Zacks trimmed some earnings estimates for FY2027, FY2028 and a few quarterly periods, signaling a bit more caution on Lowe’s longer-term profit trajectory. Lowe’s Companies, Inc. estimate updates

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on LOW. William Blair began coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They issued an “overweight” rating for the company. Sanford C. Bernstein lowered their price target on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. Telsey Advisory Group lowered their price target on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. UBS Group decreased their target price on Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Finally, Mizuho decreased their target price on Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average 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.