Beaumont Financial Advisors LLC Decreases Holdings in Lowe’s Companies, Inc. $LOW

Beaumont Financial Advisors LLC trimmed its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 2.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 89,408 shares of the home improvement retailer’s stock after selling 2,248 shares during the quarter. Lowe’s Companies accounts for about 1.4% of Beaumont Financial Advisors LLC’s holdings, making the stock its 23rd biggest holding. Beaumont Financial Advisors LLC’s holdings in Lowe’s Companies were worth $21,562,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Activest Wealth Management lifted its stake 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 during the last quarter. Howard Hughes Medical Institute bought a new position in shares of Lowe’s Companies during the second quarter valued at about $27,000. United Financial Planning Group LLC bought a new position in shares of Lowe’s Companies during the third quarter valued at about $31,000. Triumph Capital Management purchased a new position in shares of Lowe’s Companies in the third quarter worth about $34,000. Finally, Guerra Advisors Inc bought a new stake in shares of Lowe’s Companies in the 3rd quarter valued at about $35,000. Institutional investors own 74.06% of the company’s stock.

Insiders Place Their Bets

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the sale, the chief executive officer directly owned 231,043 shares in the company, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.27% of the stock is currently owned by insiders.

Lowe’s Companies Stock Down 1.9%

Shares of LOW stock opened at $231.44 on Friday. The firm has a market capitalization of $129.62 billion, a price-to-earnings ratio of 19.53, a PEG ratio of 5.13 and a beta of 0.97. The stock has a fifty day moving average of $259.18 and a 200 day moving average of $251.22. Lowe’s Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, beating 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 business 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. The company’s quarterly revenue was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Equities research analysts anticipate 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 given a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Wednesday, April 22nd. Lowe’s Companies’s payout ratio is currently 40.51%.

Key Lowe’s Companies News

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

• Positive Sentiment: Wall Street consensus remains constructive — the average brokerage recommendation for LOW is a “Buy,” which can limit downside and attract buyers if fundamentals hold. Is It Worth Investing in Lowe’s (LOW) Based on Wall Street’s Bullish Views?
• Positive Sentiment: Long‑term performance remains solid — analyses note a multi‑year total shareholder return that has been resilient, supporting the view that the recent pullback may present a value opportunity for long‑term investors. A Look At Lowe’s (LOW) Valuation After Recent Share Price Pullback
• Neutral Sentiment: LOW is a trending name on investor screens and media — increased attention can raise volume and volatility but doesn’t signal a clear directional catalyst by itself. Lowe’s Companies, Inc. (LOW) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Consumer coverage (e.g., Empire Today vs. Lowe’s flooring comparison) raises brand/market visibility but is unlikely to move the stock materially in the near term. Empire Today vs. Lowe’s flooring, which is best for your next project?
• Negative Sentiment: Analyst price‑target cut: Evercore trimmed its target from $250 to $245, reducing near‑term upside expectations and likely contributing to selling pressure. Evercore ISI Adjusts Price Target on Lowe’s Companies to $245 from $250
• Negative Sentiment: Recent headline coverage is focused on the stock decline, which can amplify momentum selling — several outlets note a near‑2% drop in the latest session. Lowe’s (LOW) Stock Drops Despite Market Gains: Important Facts to Note
• Negative Sentiment: Short‑term pullback: coverage highlights a ~10.7% decline over the past month, signaling cooling momentum that can pressure the stock until buyers reappear. A Look At Lowe’s (LOW) Valuation After Recent Share Price Pullback

Analyst Ratings Changes

Several equities research analysts recently weighed in on LOW shares. JPMorgan Chase & Co. increased their target price on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, February 9th. KGI Securities started coverage on Lowe’s Companies in a research note on Tuesday, March 10th. They set a “neutral” rating and a $255.00 price objective for the company. Evercore decreased their target price on shares of Lowe’s Companies from $250.00 to $245.00 in a research note on Tuesday. Robert W. Baird boosted their price objective 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. Finally, Guggenheim upped their price objective on shares of Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Twenty-two equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $289.24.

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.