Sequent Planning LLC Lowers Stock Holdings in Lowe’s Companies, Inc. $LOW

Sequent Planning LLC reduced its position in Lowe’s Companies, Inc. (NYSE:LOW) by 67.5% in the 4th quarter, Holdings Channel reports. The fund owned 1,354 shares of the home improvement retailer’s stock after selling 2,811 shares during the period. Sequent Planning LLC’s holdings in Lowe’s Companies were worth $327,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of LOW. Brighton Jones LLC grew 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 acquiring an additional 17,413 shares during the period. Revolve Wealth Partners LLC grew its stake in Lowe’s Companies by 31.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after acquiring an additional 259 shares during the period. Sivia Capital Partners LLC grew its stake in Lowe’s Companies by 22.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after acquiring an additional 280 shares during the period. United Bank grew its stake in Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after acquiring an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in Lowe’s Companies by 13.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after acquiring an additional 275 shares during the period. 74.06% of the stock is owned by hedge funds and other institutional investors.

Lowe’s Companies Stock Down 0.1%

Shares of LOW opened at $218.19 on Tuesday. The firm has a market cap 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 company’s fifty day moving average is $237.32 and its two-hundred day moving average is $248.67. Lowe’s Companies, Inc. has a fifty-two week low of $210.33 and a fifty-two week 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 for the quarter, beating analysts’ consensus estimates 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%. Lowe’s Companies’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same quarter last year, the business earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, equities research analysts anticipate that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The firm also recently announced 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 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 presently 40.51%.

Analyst Ratings Changes

LOW has been the subject of several recent analyst reports. KGI Securities initiated coverage on shares of Lowe’s Companies in a research note on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 target price for the company. Telsey Advisory Group lifted their price target on shares of Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. Rothschild & Co Redburn lifted their price target on shares of Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, February 26th. William Blair initiated coverage on shares of Lowe’s Companies in a report on Tuesday, May 12th. They issued an “overweight” rating on the stock. Finally, Bank of America initiated coverage on shares of Lowe’s Companies in a report on Tuesday, May 5th. They issued a “neutral” rating on the stock. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $283.76.

Key Stories 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

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.