Guardian Capital LLC Invests $555,000 in Lowe’s Companies, Inc. $LOW

Guardian Capital LLC purchased a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 2,302 shares of the home improvement retailer’s stock, valued at approximately $555,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Wellington Management Group LLP boosted its holdings in Lowe’s Companies by 102.0% in the third quarter. Wellington Management Group LLP now owns 4,204,311 shares of the home improvement retailer’s stock valued at $1,056,585,000 after acquiring an additional 2,122,622 shares during the last quarter. Victory Capital Management Inc. increased its position in Lowe’s Companies by 207.2% during the 3rd quarter. Victory Capital Management Inc. now owns 2,058,086 shares of the home improvement retailer’s stock valued at $517,218,000 after purchasing an additional 1,388,133 shares during the period. Vanguard Group Inc. increased its position in Lowe’s Companies by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after purchasing an additional 924,625 shares during the period. Bessemer Group Inc. increased its position in Lowe’s Companies by 3,540.1% during the 4th quarter. Bessemer Group Inc. now owns 843,487 shares of the home improvement retailer’s stock valued at $203,415,000 after purchasing an additional 820,315 shares during the period. Finally, Worldquant Millennium Advisors LLC increased its position in Lowe’s Companies by 243.2% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 1,116,945 shares of the home improvement retailer’s stock valued at $247,817,000 after purchasing an additional 791,526 shares during the period. 74.06% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

LOW has been the subject of a number of recent analyst reports. Royal Bank Of Canada downgraded shares of Lowe’s Companies from a “sector perform” rating to a “sector perform” rating in a research report on Tuesday. DA Davidson reissued a “neutral” rating and set a $275.00 target price on shares of Lowe’s Companies in a research report on Thursday, February 26th. Guggenheim increased their target price on shares of Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Raymond James Financial downgraded shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research report on Tuesday. Finally, Robert W. Baird increased their target price on shares of Lowe’s Companies from $290.00 to $320.00 and gave the company an “outperform” rating in a research report on Tuesday, February 17th. Twenty-two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $286.17.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Analyst commentary remains constructive overall, with Truist and Sanford C. Bernstein both maintaining bullish ratings on Lowe’s while trimming price targets, suggesting Wall Street still sees upside from current levels. Read More
• Positive Sentiment: Investors are looking ahead to Lowe’s Q1 earnings, where Wall Street expects detailed metrics and guidance to help confirm whether recent weakness is temporary or reflects a softer home-improvement demand backdrop. Article Title
• Neutral Sentiment: Lowe’s launched a new “Epically More Messi” marketing campaign tied to loyalty members and the upcoming soccer event, which could support engagement and brand visibility but is not likely a major near-term earnings driver. Article Title
• Neutral Sentiment: Recent articles highlight Lowe’s long-term stock performance and label it a depressed or growth-worthy stock, reinforcing valuation appeal more than changing the near-term operating outlook. Article Title
• Negative Sentiment: The stock has been weighed by recent price-target cuts from multiple firms, including Sanford C. Bernstein and Truist, which signal some caution around the pace of recovery even though ratings remain positive. Article Title
• Negative Sentiment: Broader retail and housing-related concerns remain a headwind, with coverage noting pressure from a softer housing market and shopper sensitivity to retail-theft-related measures in stores. Article Title

Lowe’s Companies Stock Performance

Lowe’s Companies stock opened at $218.54 on Friday. The stock has a market capitalization of $122.39 billion, a price-to-earnings ratio of 18.44, a PEG ratio of 4.18 and a beta of 0.91. Lowe’s Companies, Inc. has a 52-week low of $210.33 and a 52-week high of $293.06. The stock’s 50 day moving average price is $238.04 and its two-hundred day moving average price is $248.82.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. The firm had revenue of $20.59 billion for the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period in the prior year, the business earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities research analysts forecast that Lowe’s Companies, Inc. will post 12.61 EPS for the current year.

Lowe’s Companies Dividend Announcement

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

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.