Associated Banc Corp Raises Stock Holdings in Lowe’s Companies, Inc. $LOW

Associated Banc Corp increased its position in Lowe’s Companies, Inc. (NYSE:LOW) by 1.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 154,403 shares of the home improvement retailer’s stock after purchasing an additional 2,841 shares during the period. Lowe’s Companies comprises 1.0% of Associated Banc Corp’s investment portfolio, making the stock its 25th largest position. Associated Banc Corp’s holdings in Lowe’s Companies were worth $37,236,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Providence Wealth Advisors LLC grew its stake in Lowe’s Companies by 0.5% in the fourth quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock worth $1,959,000 after purchasing an additional 36 shares during the period. Rather & Kittrell Inc. grew its stake in Lowe’s Companies by 0.4% in the fourth quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock worth $2,503,000 after purchasing an additional 38 shares during the period. Walkner Condon Financial Advisors LLC grew its stake in Lowe’s Companies by 4.3% in the fourth 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 grew its stake in Lowe’s Companies by 3.6% in the fourth quarter. Berger Financial Group Inc now owns 1,165 shares of the home improvement retailer’s stock worth $281,000 after purchasing an additional 40 shares during the period. Finally, S&CO Inc. grew its stake in Lowe’s Companies by 0.6% in the fourth quarter. S&CO Inc. now owns 6,403 shares of the home improvement retailer’s stock worth $1,544,000 after purchasing an additional 40 shares during the period. 74.06% of the stock is owned by hedge funds and other institutional investors.

Lowe’s Companies Stock Performance

LOW stock opened at $215.29 on Friday. Lowe’s Companies, Inc. has a fifty-two week low of $208.00 and a fifty-two week high of $293.06. The business’s 50-day moving average is $234.76 and its two-hundred day moving average is $248.03. The company has a market cap of $120.57 billion, a price-to-earnings ratio of 18.20, a P/E/G ratio of 4.19 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The company had revenue of $23.08 billion for the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter in the prior year, the company earned $2.92 earnings per share. Lowe’s Companies’s revenue was up 10.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. Equities analysts predict that Lowe’s Companies, Inc. will post 12.53 earnings per share for the current year.

Lowe’s Companies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were given 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 dividend payout ratio (DPR) is currently 40.57%.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s delivered better-than-expected Q1 results, with EPS of $3.03 beating estimates and revenue rising 10.3% year over year to $23.08 billion, suggesting the business is still executing well. LOW Q1 Deep Dive: Pro Segment, Online Growth, and AI Initiatives Drive Stable Performance
• Positive Sentiment: The company highlighted strength in its Pro segment, online growth, and new AI-driven tools for contractors, which could support sales and efficiency over time. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
• Positive Sentiment: Some analysts still see upside, with several firms maintaining buy/overweight-style ratings despite trimming targets after the earnings release, indicating Street sentiment is cautious but not outright bearish.
• Neutral Sentiment: Lowe’s kept its full-year outlook intact, which reassured investors that management is not seeing a major near-term breakdown in demand.
• Neutral Sentiment: The stock is also drawing attention to valuation discussions, with one article estimating fair value around $263 after the results, implying the shares may be approaching a more balanced risk/reward setup. US$263: That’s What Analysts Think Lowe’s Companies, Inc. Is Worth After Its Latest Results
• Negative Sentiment: Multiple analysts lowered price targets after the report, signaling concern that profit growth could remain constrained even though earnings beat estimates.
• Negative Sentiment: Banks including BofA and RBC pointed to weak DIY discretionary demand, category pressure, rising rates, and cost inflation as risks to Lowe’s 2026 earnings outlook.
• Negative Sentiment: Several articles noted the shares sold off after earnings and may take time to recover, reflecting investor skepticism about how quickly housing-market headwinds will ease. Lowe’s Finds Support at $215 After Q1 Earnings Sell-Off

Analysts Set New Price Targets

A number of research firms have recently commented on LOW. Craig Hallum raised Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. 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 note on Thursday. JPMorgan Chase & Co. cut their target price on Lowe’s Companies from $325.00 to $279.00 and set an “overweight” rating on the stock in a research note on Thursday. KeyCorp cut their target price on Lowe’s Companies from $300.00 to $275.00 and set an “overweight” rating on the stock in a research note on Thursday. Finally, Sanford C. Bernstein cut their target price on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating on the stock in a research note on Thursday, May 14th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average target price of $264.57.

Lowe’s Companies 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.