Lowe’s Companies, Inc. $LOW Shares Sold by Los Angeles Capital Management LLC

Los Angeles Capital Management LLC cut its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 4.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 69,304 shares of the home improvement retailer’s stock after selling 3,536 shares during the period. Los Angeles Capital Management LLC’s holdings in Lowe’s Companies were worth $16,620,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in Lowe’s Companies by 1.7% in the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after acquiring an additional 924,625 shares during the last quarter. State Street Corp lifted its holdings in Lowe’s Companies by 0.5% in the third quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock valued at $6,291,867,000 after acquiring an additional 124,501 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Lowe’s Companies by 7.1% in the fourth quarter. Geode Capital Management LLC now owns 13,326,581 shares of the home improvement retailer’s stock valued at $3,201,329,000 after acquiring an additional 887,579 shares during the last quarter. Norges Bank acquired a new position in Lowe’s Companies in the fourth quarter valued at approximately $1,993,697,000. Finally, Northern Trust Corp lifted its holdings in Lowe’s Companies by 1.5% in the third quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock valued at $1,716,467,000 after acquiring an additional 103,827 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Lowe’s Companies

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

Lowe’s Companies Price Performance

Shares of NYSE:LOW opened at $210.81 on Monday. The firm has a market capitalization of $118.20 billion, a PE ratio of 17.82, a price-to-earnings-growth ratio of 2.66 and a beta of 0.87. The firm’s 50-day moving average is $230.12 and its two-hundred day moving average is $246.65. 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 issued its quarterly earnings results 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. The company had revenue of $23.08 billion for the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The business’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. Analysts expect that Lowe’s Companies, Inc. will post 12.48 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

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

Analyst Ratings Changes

A number of research analysts recently commented on LOW shares. 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 report on Thursday, May 21st. Benchmark started coverage on Lowe’s Companies in a report on Tuesday, May 12th. They issued a “hold” rating on the stock. William Blair started coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They issued an “overweight” rating on the stock. Gordon Haskett cut their target price on Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. Finally, BNP Paribas Exane cut their target price on Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a research report on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price 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.