Lowe’s Companies, Inc. $LOW Stock Holdings Increased by ABN Amro Investment Solutions

ABN Amro Investment Solutions lifted its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 18.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 76,331 shares of the home improvement retailer’s stock after acquiring an additional 11,790 shares during the quarter. ABN Amro Investment Solutions’ holdings in Lowe’s Companies were worth $18,408,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in Lowe’s Companies by 1.7% in the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock worth $13,560,617,000 after buying an additional 924,625 shares during the last quarter. State Street Corp increased its holdings in Lowe’s Companies by 0.5% in the third quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock worth $6,291,867,000 after buying an additional 124,501 shares during the last quarter. Northern Trust Corp increased its holdings in Lowe’s Companies by 1.5% in the third quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock worth $1,716,467,000 after buying an additional 103,827 shares during the last quarter. Invesco Ltd. increased its holdings in Lowe’s Companies by 5.2% in the third quarter. Invesco Ltd. now owns 4,830,373 shares of the home improvement retailer’s stock worth $1,213,921,000 after buying an additional 240,123 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in Lowe’s Companies by 12.1% in the third quarter. Bank of New York Mellon Corp now owns 4,294,776 shares of the home improvement retailer’s stock worth $1,079,320,000 after buying an additional 463,012 shares during the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s delivered a Q1 earnings and revenue beat, with adjusted EPS of $3.03 versus $2.96 expected and sales of $23.08 billion versus $22.98 billion forecast. Comparable sales rose 0.6%, helped by strong spring execution, pro customer momentum, appliances, home services, and online growth. Article Title
• Positive Sentiment: Several market commentators highlighted the company’s better-than-expected quarter and said Lowe’s may be outperforming peers on execution, while some analysts kept favorable price targets in place. Article Title
• Neutral Sentiment: Broader coverage framed Lowe’s as a company adapting to a “platform” model for contractors, suggesting a longer-term strategic shift rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: Investors focused on management’s cautious FY2026 guidance, with EPS outlook of $12.25-$12.75 and revenue guidance of $92 billion-$94 billion that came in below some analyst expectations, reflecting a muted U.S. housing market and cost pressures. Article Title

Analyst Ratings Changes

A number of equities analysts recently commented on LOW shares. Morgan Stanley dropped their price objective on Lowe’s Companies from $296.00 to $292.00 and set an “overweight” rating on the stock in a report on Tuesday, April 28th. KGI Securities started coverage on Lowe’s Companies in a report on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 price objective on the stock. Rothschild & Co Redburn increased their price objective on Lowe’s Companies from $280.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Robert W. Baird increased their price objective on Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a report on Tuesday, February 17th. Finally, Guggenheim increased their price objective on Lowe’s Companies from $280.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average price target of $283.76.

Lowe’s Companies Stock Up 1.3%

Shares of LOW stock opened at $221.25 on Thursday. Lowe’s Companies, Inc. has a 12 month low of $208.00 and a 12 month high of $293.06. The business’s 50 day moving average is $236.07 and its two-hundred day moving average is $248.40. The company has a market cap of $123.92 billion, a PE ratio of 18.67, a price-to-earnings-growth ratio of 4.19 and a beta of 0.91.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, beating the consensus estimate of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company had revenue of $23.08 billion for the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter last year, the company posted $2.92 earnings per share. The company’s revenue for the quarter was up 10.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, equities analysts expect that Lowe’s Companies, Inc. will post 12.58 EPS for the current fiscal year.

Lowe’s Companies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd were issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 2.2%. The ex-dividend date was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is 40.51%.

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.