Daiwa Securities Group Inc. Buys 2,789 Shares of Lowe’s Companies, Inc. $LOW

Daiwa Securities Group Inc. boosted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 93,098 shares of the home improvement retailer’s stock after buying an additional 2,789 shares during the quarter. Daiwa Securities Group Inc.’s holdings in Lowe’s Companies were worth $22,451,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. OLD Second National Bank of Aurora grew its position in Lowe’s Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 42 shares during the period. United Financial Planning Group LLC bought a new position in shares of Lowe’s Companies in the third quarter worth approximately $31,000. Triumph Capital Management bought a new position in shares of Lowe’s Companies in the third quarter worth approximately $34,000. Financial Life Planners bought a new position in shares of Lowe’s Companies in the third quarter worth approximately $36,000. Finally, Ares Financial Consulting LLC bought a new position in shares of Lowe’s Companies in the fourth quarter worth approximately $36,000. 74.06% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on LOW shares. Sanford C. Bernstein dropped their price target on shares of Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. Craig Hallum upgraded shares of Lowe’s Companies to a “buy” rating in a research report on Tuesday, May 12th. Rothschild & Co Redburn upped their price target on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Robert W. Baird dropped their price target on shares of Lowe’s Companies from $320.00 to $270.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. Finally, BNP Paribas Exane lowered their target price on shares of Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a report on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $264.57.

Lowe’s Companies News Summary

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

• Positive Sentiment: Jefferies said Lowe’s new home-maintenance program could expand subscription-style revenue, giving the retailer a more recurring growth stream and a potential valuation tailwind. Lowe’s Wants to Help You Change Lightbulbs. How That Could Boost the Stock.
• Positive Sentiment: Zacks Research raised some near- and longer-term earnings estimates for Lowe’s, including Q1 2028 and Q1 2029, which suggests analysts see solid earnings power ahead. Lowe’s Companies, Inc. estimate updates
• Positive Sentiment: Recent articles highlighted Lowe’s dividend hike alongside other high-yield stocks, reinforcing the company’s appeal for income investors in a volatile market. The Zacks Analyst Blog Highlights UnitedHealth, Donaldson, Lowe’s and ePlus
• Neutral Sentiment: Several roundup pieces focused on Lowe’s as a recent dividend grower, which is supportive for sentiment but not a major operational catalyst on its own. 5 Stocks to Watch on Their Recent Dividend Hikes in a Volatile Market
• Neutral Sentiment: Another market wrap also mentioned Lowe’s among dividend-paying names attracting attention from cautious investors. 3 High-Yielding Dividend Stocks That Just Raised Their Payouts
• Negative Sentiment: Zacks trimmed some earnings estimates for FY2027, FY2028 and a few quarterly periods, signaling a bit more caution on Lowe’s longer-term profit trajectory. Lowe’s Companies, Inc. estimate updates

Lowe’s Companies Stock Performance

LOW stock opened at $210.81 on Friday. Lowe’s Companies, Inc. has a one year low of $203.40 and a one year high of $293.06. The company’s fifty day moving average price is $230.12 and its 200-day moving average price is $246.50. The company has a market capitalization of $118.20 billion, a PE ratio of 17.82, a price-to-earnings-growth ratio of 2.62 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, topping the consensus estimate of $2.97 by $0.06. The firm had revenue of $23.08 billion for the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The company’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, research analysts predict that Lowe’s Companies, Inc. will post 12.48 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd will be paid a dividend of $1.25 per share. The ex-dividend date of this dividend is Wednesday, July 22nd. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 dividend on an annualized basis and a yield of 2.4%. Lowe’s Companies’s payout ratio is currently 40.57%.

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.