Swiss Life Asset Management Ltd Purchases 12,583 Shares of Lowe’s Companies, Inc. $LOW

Swiss Life Asset Management Ltd raised its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 16.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 89,042 shares of the home improvement retailer’s stock after acquiring an additional 12,583 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Lowe’s Companies were worth $22,377,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in LOW. Howard Hughes Medical Institute acquired a new position in shares of Lowe’s Companies in the second quarter worth approximately $27,000. Activest Wealth Management increased its holdings in Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 51 shares in the last quarter. Traub Capital Management LLC bought a new position in shares of Lowe’s Companies during the 2nd quarter worth approximately $30,000. Vermillion & White Wealth Management Group LLC lifted its position in shares of Lowe’s Companies by 128.8% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 135 shares of the home improvement retailer’s stock valued at $30,000 after acquiring an additional 76 shares during the period. Finally, United Financial Planning Group LLC bought a new position in Lowe’s Companies during the third quarter worth $31,000. 74.06% of the stock is currently owned by institutional investors.

More Lowe’s Companies News

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

• Positive Sentiment: Board declares quarterly cash dividend of $1.20 per share (payable May 6; record April 22) — supports income-oriented investors and signals management confidence in cash flow. LOWE’S COMPANIES, INC. DECLARES CASH DIVIDEND
• Positive Sentiment: Launch of HomeCare+ subscription ($99/yr) bundled with MyLowe’s Rewards — aims to create recurring revenue, increase customer retention and drive more frequent store/app engagement from DIY and Pro customers. This is a strategic push into services that can raise lifetime value. Lowe’s Unveils Subscription Service for Consumer Home Maintenance
• Positive Sentiment: Expanded partnership with RELEX (AI-driven replenishment + Accenture integration) to unify Lowe’s inventory replenishment/allocation — should improve in‑stock levels, reduce waste, and support merchandising productivity, which can boost sales and margins over time. RELEX Solutions Announces Expanded Partnership with Lowe’s to Strengthen Their Supply Chain Agility
• Neutral Sentiment: Minor institutional purchase reported: Achmea Investment Management increased its Lowe’s stake by ~6,916 shares — a small 13F disclosure that signals some institutional buying but is unlikely to move the tape materially. Achmea Investment Management B.V. Buys 6,916 Shares of Lowe’s Companies, Inc. $LOW
• Neutral Sentiment: Increased investor attention/publicity — articles and Zacks coverage note heightened searches and interest in LOW, which can amplify volatility but doesn’t by itself change fundamentals. Investors Heavily Search Lowe’s Companies, Inc. (LOW): Here is What You Need to Know

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $261.17, for a total value of $4,701,060.00. Following the sale, the chief executive officer owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.27% of the company’s stock.

Analysts Set New Price Targets

LOW has been the topic of a number of research reports. Evercore dropped their price target on Lowe’s Companies from $270.00 to $260.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 3rd. Piper Sandler reissued an “overweight” rating and issued a $300.00 price objective (up from $294.00) on shares of Lowe’s Companies in a research note on Thursday, February 26th. Rothschild & Co Redburn lifted their target price on Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Wolfe Research decreased their price target on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Finally, JPMorgan Chase & Co. raised their price objective on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Twenty-one equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average target price of $289.76.

Lowe’s Companies Trading Down 0.8%

Shares of LOW opened at $229.33 on Friday. The stock has a 50 day moving average of $267.35 and a 200 day moving average of $253.54. The company has a market capitalization of $128.64 billion, a price-to-earnings ratio of 19.35, a PEG ratio of 5.02 and a beta of 0.98. Lowe’s Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The business had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter in the previous year, the firm earned $1.93 earnings per share. The business’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. As a group, equities research analysts predict that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd will be issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is 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.