Lowe’s Companies, Inc. $LOW Shares Acquired by Hartford Funds Management Co LLC

Hartford Funds Management Co LLC increased its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 96.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 9,791 shares of the home improvement retailer’s stock after buying an additional 4,817 shares during the period. Lowe’s Companies makes up about 0.2% of Hartford Funds Management Co LLC’s portfolio, making the stock its 25th largest holding. Hartford Funds Management Co LLC’s holdings in Lowe’s Companies were worth $2,362,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Activest Wealth Management boosted its holdings in shares of Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 51 shares during the period. OLD Second National Bank of Aurora boosted its holdings in shares of Lowe’s Companies by 52.5% in the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 42 shares during the period. United Financial Planning Group LLC acquired a new position in shares of Lowe’s Companies in the 3rd quarter valued at about $31,000. Triumph Capital Management acquired a new position in shares of Lowe’s Companies in the 3rd quarter valued at about $34,000. Finally, Guerra Advisors Inc acquired a new position in Lowe’s Companies during the 3rd quarter valued at about $35,000. 74.06% of the stock is owned by institutional investors and hedge funds.

Lowe’s Companies Trading Down 0.1%

LOW stock opened at $218.19 on Tuesday. Lowe’s Companies, Inc. has a 52 week low of $210.33 and a 52 week high of $293.06. The company has a market capitalization of $122.20 billion, a price-to-earnings ratio of 18.41, a price-to-earnings-growth ratio of 4.18 and a beta of 0.91. The firm’s 50-day moving average is $237.32 and its two-hundred day moving average is $248.67.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The company had revenue of $20.59 billion for the quarter, compared to the consensus estimate of $20.34 billion. During the same period in the previous year, the firm earned $1.93 EPS. Lowe’s Companies’s revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities research analysts predict that Lowe’s Companies, Inc. will post 12.61 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 issued a $1.20 dividend. 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 payout ratio is presently 40.51%.

Key Lowe’s Companies News

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

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. The Goldman Sachs Group assumed coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They set a “buy” rating for the company. Jefferies Financial Group restated a “buy” rating and set a $305.00 price target on shares of Lowe’s Companies in a research report on Wednesday, February 25th. Citigroup upgraded shares of Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price target on the stock in a research report on Tuesday, May 12th. UBS Group dropped their price target on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Finally, BTIG Research downgraded shares of Lowe’s Companies to a “reduce” rating in a research report on Tuesday, May 12th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $283.76.

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.