Groupama Asset Managment Takes Position in Lowe’s Companies, Inc. $LOW

Groupama Asset Managment bought a new stake in Lowe’s Companies, Inc. (NYSE:LOW) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,490 shares of the home improvement retailer’s stock, valued at approximately $1,631,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of Lowe’s Companies by 119.7% in the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after purchasing an additional 17,413 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Lowe’s Companies by 31.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after purchasing an additional 259 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of Lowe’s Companies by 22.3% during the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after purchasing an additional 280 shares during the period. United Bank boosted its position in Lowe’s Companies by 1.3% in the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after buying an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Lowe’s Companies by 13.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after buying an additional 275 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Trading Down 0.8%

Shares of NYSE:LOW opened at $229.33 on Friday. Lowe’s Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06. The company has a market capitalization of $128.64 billion, a PE ratio of 19.35, a PEG ratio of 5.02 and a beta of 0.98. The business has a 50 day moving average of $267.35 and a two-hundred day moving average of $253.54.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. The business had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business’s revenue was up 10.9% on a year-over-year basis. During the same quarter last year, the company earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Equities research analysts predict that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Lowe’s Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd will be issued a $1.20 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a yield of 2.1%. Lowe’s Companies’s payout ratio is presently 40.51%.

Insiders Place Their Bets

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were 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 owned 231,043 shares in the company, valued at approximately $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.27% of the company’s stock.

More Lowe’s Companies News

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

• Positive Sentiment: Board declares quarterly cash dividend of $1.20 per share (payable May 6; record April 22) — supports income-oriented investors and signals management confidence in cash flow. LOWE’S COMPANIES, INC. DECLARES CASH DIVIDEND
• Positive Sentiment: Launch of HomeCare+ subscription ($99/yr) bundled with MyLowe’s Rewards — aims to create recurring revenue, increase customer retention and drive more frequent store/app engagement from DIY and Pro customers. This is a strategic push into services that can raise lifetime value. Lowe’s Unveils Subscription Service for Consumer Home Maintenance
• Positive Sentiment: Expanded partnership with RELEX (AI-driven replenishment + Accenture integration) to unify Lowe’s inventory replenishment/allocation — should improve in‑stock levels, reduce waste, and support merchandising productivity, which can boost sales and margins over time. RELEX Solutions Announces Expanded Partnership with Lowe’s to Strengthen Their Supply Chain Agility
• Neutral Sentiment: Minor institutional purchase reported: Achmea Investment Management increased its Lowe’s stake by ~6,916 shares — a small 13F disclosure that signals some institutional buying but is unlikely to move the tape materially. Achmea Investment Management B.V. Buys 6,916 Shares of Lowe’s Companies, Inc. $LOW
• Neutral Sentiment: Increased investor attention/publicity — articles and Zacks coverage note heightened searches and interest in LOW, which can amplify volatility but doesn’t by itself change fundamentals. Investors Heavily Search Lowe’s Companies, Inc. (LOW): Here is What You Need to Know

Analysts Set New Price Targets

A number of research firms have issued reports on LOW. Telsey Advisory Group raised their price target on shares of Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Lowe’s Companies in a report on Monday, December 29th. Stifel Nicolaus increased their price objective on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a research note on Monday, December 1st. The Goldman Sachs Group raised their target price on shares of Lowe’s Companies from $283.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Finally, 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 report on Thursday, February 26th. Twenty-one analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $289.76.

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.