Associated Banc Corp Boosts Position in Lowe’s Companies, Inc. $LOW

Associated Banc Corp grew its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 154,403 shares of the home improvement retailer’s stock after acquiring an additional 2,841 shares during the quarter. Lowe’s Companies comprises 1.0% of Associated Banc Corp’s investment portfolio, making the stock its 25th largest position. Associated Banc Corp’s holdings in Lowe’s Companies were worth $37,236,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Cumberland Partners Ltd bought a new stake in shares of Lowe’s Companies during the 4th quarter valued at about $200,000. Legato Capital Management LLC boosted its position in shares of Lowe’s Companies by 47.4% during the 4th quarter. Legato Capital Management LLC now owns 9,262 shares of the home improvement retailer’s stock valued at $2,234,000 after acquiring an additional 2,980 shares during the last quarter. Advisory Alpha LLC boosted its position in shares of Lowe’s Companies by 32.2% during the 4th quarter. Advisory Alpha LLC now owns 4,968 shares of the home improvement retailer’s stock valued at $1,198,000 after acquiring an additional 1,211 shares during the last quarter. Insight Inv LLC boosted its position in shares of Lowe’s Companies by 2.7% during the 4th quarter. Insight Inv LLC now owns 6,377 shares of the home improvement retailer’s stock valued at $1,538,000 after acquiring an additional 170 shares during the last quarter. Finally, Evoke Wealth LLC boosted its position in shares of Lowe’s Companies by 0.3% during the 4th quarter. Evoke Wealth LLC now owns 27,082 shares of the home improvement retailer’s stock valued at $6,531,000 after acquiring an additional 94 shares during the last quarter. Institutional investors own 74.06% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on LOW. HSBC dropped their price target on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research report on Thursday. JPMorgan Chase & Co. dropped their target price on Lowe’s Companies from $325.00 to $279.00 and set an “overweight” rating for the company in a research report on Thursday. KGI Securities began coverage on Lowe’s Companies in a research report on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 target price for the company. KeyCorp dropped their target price on Lowe’s Companies from $300.00 to $275.00 and set an “overweight” rating for the company in a research report on Thursday. Finally, Piper Sandler dropped their target price on Lowe’s Companies from $300.00 to $276.00 and set an “overweight” rating for the company in a research report on Thursday. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average target price of $264.57.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s delivered better-than-expected Q1 results, with EPS of $3.03 beating estimates and revenue rising 10.3% year over year to $23.08 billion, suggesting the business is still executing well. LOW Q1 Deep Dive: Pro Segment, Online Growth, and AI Initiatives Drive Stable Performance
• Positive Sentiment: The company highlighted strength in its Pro segment, online growth, and new AI-driven tools for contractors, which could support sales and efficiency over time. Lowe’s Boosts Pro Efficiency with AI-Driven Material Lists
• Positive Sentiment: Some analysts still see upside, with several firms maintaining buy/overweight-style ratings despite trimming targets after the earnings release, indicating Street sentiment is cautious but not outright bearish.
• Neutral Sentiment: Lowe’s kept its full-year outlook intact, which reassured investors that management is not seeing a major near-term breakdown in demand.
• Neutral Sentiment: The stock is also drawing attention to valuation discussions, with one article estimating fair value around $263 after the results, implying the shares may be approaching a more balanced risk/reward setup. US$263: That’s What Analysts Think Lowe’s Companies, Inc. Is Worth After Its Latest Results
• Negative Sentiment: Multiple analysts lowered price targets after the report, signaling concern that profit growth could remain constrained even though earnings beat estimates.
• Negative Sentiment: Banks including BofA and RBC pointed to weak DIY discretionary demand, category pressure, rising rates, and cost inflation as risks to Lowe’s 2026 earnings outlook.
• Negative Sentiment: Several articles noted the shares sold off after earnings and may take time to recover, reflecting investor skepticism about how quickly housing-market headwinds will ease. Lowe’s Finds Support at $215 After Q1 Earnings Sell-Off

Lowe’s Companies Stock Down 1.0%

Shares of Lowe’s Companies stock opened at $215.29 on Friday. The company has a market cap of $120.57 billion, a PE ratio of 18.20, a P/E/G ratio of 4.19 and a beta of 0.91. The business has a 50 day moving average of $234.76 and a 200 day moving average of $248.03. Lowe’s Companies, Inc. has a 52 week low of $208.00 and a 52 week high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its 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. The company had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the company 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 anticipate that Lowe’s Companies, Inc. will post 12.53 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Wednesday, April 22nd. Lowe’s Companies’s dividend 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.