Capital Advisors Inc. OK Has $1.05 Million Stake in Lowe’s Companies, Inc. $LOW

Capital Advisors Inc. OK increased its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 114.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,336 shares of the home improvement retailer’s stock after purchasing an additional 2,313 shares during the quarter. Capital Advisors Inc. OK’s holdings in Lowe’s Companies were worth $1,046,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. raised its position in Lowe’s Companies by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 55,306,162 shares of the home improvement retailer’s stock worth $13,898,992,000 after purchasing an additional 329,807 shares during the last quarter. State Street Corp boosted its position in Lowe’s Companies by 0.5% in the 3rd quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock valued at $6,291,867,000 after buying an additional 124,501 shares during the last quarter. Northern Trust Corp boosted its position in Lowe’s Companies by 1.5% in the 3rd quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock valued at $1,716,467,000 after buying an additional 103,827 shares during the last quarter. Invesco Ltd. increased its stake in shares of Lowe’s Companies by 5.2% in the 3rd quarter. Invesco Ltd. now owns 4,830,373 shares of the home improvement retailer’s stock valued at $1,213,921,000 after buying an additional 240,123 shares during the period. Finally, Bank of New York Mellon Corp increased its stake in shares of Lowe’s Companies by 12.1% in the 3rd quarter. Bank of New York Mellon Corp now owns 4,294,776 shares of the home improvement retailer’s stock valued at $1,079,320,000 after buying an additional 463,012 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

Insider Buying and Selling at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction that occurred on 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 directly owned 231,043 shares in the company, valued at $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.27% of the stock is owned by corporate insiders.

Lowe’s Companies Stock Down 0.2%

NYSE:LOW opened at $235.82 on Thursday. Lowe’s Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06. The firm has a market capitalization of $132.07 billion, a P/E ratio of 19.90, a P/E/G ratio of 5.13 and a beta of 0.97. The stock’s fifty day simple moving average is $260.05 and its 200-day simple moving average is $251.36.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating analysts’ consensus estimates 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 $20.59 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter in the prior year, the company posted $1.93 earnings per share. The firm’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 expect 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 declared a quarterly dividend, which will be paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd will be paid a $1.20 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.0%. Lowe’s Companies’s dividend payout ratio is 40.51%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on LOW shares. JPMorgan Chase & Co. upped their price target 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. Jefferies Financial Group reiterated a “buy” rating and issued a $305.00 price objective on shares of Lowe’s Companies in a research report on Wednesday, February 25th. KGI Securities began coverage on Lowe’s Companies in a report on Tuesday, March 10th. They set a “neutral” rating and a $255.00 price objective for the company. UBS Group cut their target price 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, TD Cowen reduced their target price on shares of Lowe’s Companies from $295.00 to $280.00 and set a “hold” rating on the stock in a research note on Thursday, February 26th. Twenty-two equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.24.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Wall Street consensus remains generally constructive—the average brokerage recommendation is a “Buy,” which supports demand if analysts maintain coverage and positive narratives. Is It Worth Investing in Lowe’s (LOW) Based on Wall Street’s Bullish Views?
• Positive Sentiment: Zacks highlights Lowe’s as a trending ticker among its users, signaling retail investor interest and potential for volume spikes that can amplify moves on company news. Lowe’s Companies, Inc. (LOW) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Coverage pieces and listicles continue to include Lowe’s among top retail/dividend names, which can sustain long-term investor interest but don’t directly move the stock absent new fundamental developments. The Best 3 Retail Stocks to Buy and Hold for Decades
• Neutral Sentiment: General coverage noting cash-generation strengths and industry positioning leaves Lowe’s viewed as a structurally solid retailer, but these stories don’t alter near-term earnings expectations. 3 Cash-Producing Stocks That Fall Short
• Negative Sentiment: Evercore trimmed its price target on LOW from $250 to $245 (still an in-line rating), which reduces upside cited by sell-side research and can blunt rallies while investors re-assess fair value. Evercore adjusts price target on Lowe’s Companies to $245 from $250
• Negative Sentiment: Recent valuation and momentum notes flag a short-term pullback—LOW has declined noticeably over the past month, cooling momentum and making near-term sentiment more defensive even though longer-term returns remain healthy. A Look At Lowe’s (LOW) Valuation After Recent Share Price Pullback
• Negative Sentiment: Sector pressure: reports that Home Depot is seeing a slowdown in big-ticket remodel spending suggest higher interest rates and weak housing turnover could weigh on Lowe’s comparable big-ticket demand and margin leverage. Home Depot Faces Big-Ticket Slowdown: Temporary or Trend?

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.