Clifford Swan Investment Counsel LLC Cuts Stock Position in Lowe’s Companies, Inc. $LOW

Clifford Swan Investment Counsel LLC lessened its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 1.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 196,068 shares of the home improvement retailer’s stock after selling 3,526 shares during the period. Lowe’s Companies accounts for approximately 1.6% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 13th biggest position. Clifford Swan Investment Counsel LLC’s holdings in Lowe’s Companies were worth $47,284,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of LOW. Brighton Jones LLC increased its stake in Lowe’s Companies by 119.7% in the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after buying an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Lowe’s Companies by 31.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after buying an additional 259 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Lowe’s Companies by 22.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after buying an additional 280 shares in the last quarter. United Bank grew its position in shares of Lowe’s Companies by 1.3% during the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after purchasing an additional 155 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its position in shares of Lowe’s Companies by 13.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after purchasing an additional 275 shares in the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Trading Up 0.2%

Shares of NYSE:LOW opened at $208.00 on Friday. Lowe’s Companies, Inc. has a 12 month low of $203.40 and a 12 month high of $293.06. The company has a 50-day moving average price of $230.63 and a 200 day moving average price of $246.76. The company has a market cap of $116.63 billion, a price-to-earnings ratio of 17.58, a PEG ratio of 2.62 and a beta of 0.86.

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 analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter last year, the firm earned $2.92 EPS. The firm’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 forecast that Lowe’s Companies, Inc. will post 12.48 EPS for the current year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd will be paid a $1.25 dividend. The ex-dividend date of this dividend is Wednesday, July 22nd. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a yield of 2.4%. Lowe’s Companies’s payout ratio is 40.57%.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on LOW. Weiss Ratings lowered Lowe’s Companies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, May 4th. Rothschild & Co Redburn raised their price objective on Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Telsey Advisory Group cut their price objective on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. DA Davidson restated a “neutral” rating and set a $275.00 price objective on shares of Lowe’s Companies in a research report on Wednesday, May 20th. Finally, Royal Bank Of Canada cut their price objective on Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating for the company in a research report on Thursday, May 21st. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $264.57.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Jefferies says Lowe’s home maintenance program could boost recurring subscription revenue, improving the company’s growth mix and potentially supporting the stock. Article Title
• Positive Sentiment: Lowe’s recent dividend increase is being highlighted as a favorable signal for income-focused investors and confidence in cash flow. Article Title
• Positive Sentiment: Zacks Research raised some future earnings estimates, including Q1 2028 and Q1 2029, which suggests analysts still see longer-term earnings growth potential. Article Title
• Neutral Sentiment: Multiple Zacks estimate changes were mixed overall, with several later-period forecasts cut at the same time, so the analyst updates do not present a clear near-term earnings upgrade. Article Title
• Negative Sentiment: Housing-market concerns continue to pressure Lowe’s shares, and recent reporting notes the stock has been trading near a yearly low despite solid earnings and the higher dividend. Article Title

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.