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

Aberdeen Group plc lifted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 7.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 807,615 shares of the home improvement retailer’s stock after purchasing an additional 55,675 shares during the period. Aberdeen Group plc’s holdings in Lowe’s Companies were worth $194,764,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the company. Wellington Management Group LLP raised its stake in Lowe’s Companies by 102.0% during the third quarter. Wellington Management Group LLP now owns 4,204,311 shares of the home improvement retailer’s stock valued at $1,056,585,000 after buying an additional 2,122,622 shares in the last quarter. Victory Capital Management Inc. grew its position in shares of Lowe’s Companies by 207.2% in the 3rd quarter. Victory Capital Management Inc. now owns 2,058,086 shares of the home improvement retailer’s stock worth $517,218,000 after acquiring an additional 1,388,133 shares in the last quarter. Worldquant Millennium Advisors LLC grew its position in shares of Lowe’s Companies by 243.2% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 1,116,945 shares of the home improvement retailer’s stock worth $247,817,000 after acquiring an additional 791,526 shares in the last quarter. Robeco Institutional Asset Management B.V. increased its holdings in shares of Lowe’s Companies by 101.4% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 1,244,941 shares of the home improvement retailer’s stock valued at $312,866,000 after acquiring an additional 626,829 shares during the last quarter. Finally, Alliancebernstein L.P. raised its position in shares of Lowe’s Companies by 45.5% during the 3rd quarter. Alliancebernstein L.P. now owns 1,899,114 shares of the home improvement retailer’s stock valued at $477,266,000 after acquiring an additional 593,779 shares in the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Lowe’s Companies Price Performance

Shares of NYSE LOW opened at $231.44 on Friday. The firm has a market capitalization of $129.62 billion, a PE ratio of 19.53, a P/E/G 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. The business’s fifty day moving average price is $259.18 and its two-hundred day moving average price is $251.22.

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 (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $20.59 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter in the previous year, the company posted $1.93 earnings per share. The company’s revenue for the quarter 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 expect that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Lowe’s Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd will be paid a $1.20 dividend. 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 presently 40.51%.

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 stock was sold at an average price of $261.17, for a total value of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.27% of the company’s stock.

Key Headlines 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

Wall Street Analyst Weigh In

LOW has been the topic of several research analyst reports. Gordon Haskett reduced their price objective on Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Guggenheim boosted their target price 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. Rothschild & Co Redburn increased their target price on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. DA Davidson reaffirmed a “neutral” rating and issued a $275.00 price target on shares of Lowe’s Companies in a report on Thursday, February 26th. Finally, The Goldman Sachs Group boosted their price objective on shares of Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Twenty-two investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.24.

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.