Lowe’s Companies, Inc. $LOW Shares Purchased by Aberdeen Group plc

Aberdeen Group plc raised its position in Lowe’s Companies, Inc. (NYSE:LOW) by 7.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 807,615 shares of the home improvement retailer’s stock after purchasing an additional 55,675 shares during the period. Aberdeen Group plc owned about 0.14% of Lowe’s Companies worth $194,764,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. TruWealth Advisors LLC lifted its stake in shares of Lowe’s Companies by 2.7% during the third quarter. TruWealth Advisors LLC now owns 1,580 shares of the home improvement retailer’s stock valued at $397,000 after buying an additional 42 shares during the period. Cypress Wealth Services LLC raised its holdings in Lowe’s Companies by 2.0% in the 3rd quarter. Cypress Wealth Services LLC now owns 2,191 shares of the home improvement retailer’s stock valued at $551,000 after acquiring an additional 42 shares during the last quarter. Hidden Cove Wealth Management LLC raised its holdings in Lowe’s Companies by 4.6% in the 3rd quarter. Hidden Cove Wealth Management LLC now owns 960 shares of the home improvement retailer’s stock valued at $241,000 after acquiring an additional 42 shares during the last quarter. First Pacific Financial lifted its stake in shares of Lowe’s Companies by 1.7% during the 4th quarter. First Pacific Financial now owns 2,544 shares of the home improvement retailer’s stock worth $613,000 after purchasing an additional 42 shares during the period. Finally, Bernard Wealth Management Corp. boosted its holdings in shares of Lowe’s Companies by 1.0% during the fourth quarter. Bernard Wealth Management Corp. now owns 4,335 shares of the home improvement retailer’s stock worth $1,045,000 after purchasing an additional 43 shares during the last quarter. 74.06% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer 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 document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Stock Performance

Shares of NYSE:LOW opened at $231.44 on Friday. The stock has a 50-day simple moving average of $259.18 and a 200-day simple moving average of $251.22. The stock has a market capitalization of $129.62 billion, a P/E ratio of 19.53, a PEG ratio of 5.13 and a beta of 0.97. Lowe’s Companies, Inc. has a 1 year low of $206.38 and a 1 year high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share 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 firm had revenue of $20.59 billion for the quarter, compared to analysts’ expectations of $20.34 billion. During the same period in the previous year, the company posted $1.93 earnings per share. Lowe’s Companies’s 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. Analysts predict that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd will be paid a dividend of $1.20 per share. The ex-dividend date is Wednesday, April 22nd. This represents a $4.80 annualized dividend and a dividend yield of 2.1%. Lowe’s Companies’s dividend payout ratio (DPR) is currently 40.51%.

Wall Street Analysts Forecast Growth

LOW has been the subject of several analyst reports. Rothschild & Co Redburn upped their target price on Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Citigroup raised their price target on Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Truist Financial lowered their price target on Lowe’s Companies from $295.00 to $293.00 and set a “buy” rating for the company in a report on Thursday, February 26th. UBS Group cut their price objective on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Finally, Wells Fargo & Company raised their target price on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock an “overweight” rating in a research report 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 stock. According to data from MarketBeat.com, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and a consensus target price of $289.24.

Key Stories Impacting Lowe’s Companies

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

Lowe’s Companies 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.