Bokf Na Reduces Stake in Lowe’s Companies, Inc. $LOW

Bokf Na lowered its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 9.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 24,285 shares of the home improvement retailer’s stock after selling 2,402 shares during the period. Bokf Na’s holdings in Lowe’s Companies were worth $5,857,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of LOW. Brighton Jones LLC lifted its holdings 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 during the period. Revolve Wealth Partners LLC lifted its holdings 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 during the period. Sivia Capital Partners LLC lifted its holdings 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 during the period. United Bank lifted its holdings in Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after buying an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. lifted its holdings in Lowe’s Companies by 13.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after buying an additional 275 shares during the period. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Stock Up 3.5%

LOW opened at $233.12 on Thursday. Lowe’s Companies, Inc. has a 52 week low of $210.33 and a 52 week high of $293.06. The stock has a market cap of $130.56 billion, a PE ratio of 19.67, a PEG ratio of 4.89 and a beta of 0.91. The business has a 50 day moving average of $243.47 and a 200-day moving average of $249.80.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company had revenue of $20.59 billion during the quarter, compared to analyst estimates of $20.34 billion. During the same quarter last year, the company earned $1.93 EPS. The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Equities analysts anticipate that Lowe’s Companies, Inc. will post 12.63 EPS for the current year.

Lowe’s Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were given a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is 40.51%.

Analyst Ratings Changes

A number of research firms have recently commented on LOW. Telsey Advisory Group raised their target price on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Weiss Ratings cut Lowe’s Companies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday. Sanford C. Bernstein lowered their target price on Lowe’s Companies from $313.00 to $303.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Piper Sandler restated an “overweight” rating and issued a $300.00 target price (up from $294.00) on shares of Lowe’s Companies in a research note on Thursday, February 26th. Finally, UBS Group lowered their target price on Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Twenty investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and a consensus price target of $289.10.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: The new MyLowe’s Pro Rewards American Express card broadens payment options for professional customers — usable anywhere AmEx is accepted — which can deepen ties with higher-spending contractors and boost recurring pro sales. Is Lowe’s (LOW) New Pro Amex Card the Missing Link in Its Contractor Strategy?
• Positive Sentiment: Recent fundamentals remain supportive: Lowe’s reported a quarter that modestly beat revenue and EPS expectations and gave FY‑2026 EPS guidance (12.25–12.75) — a tailwind for investors focused on earnings durability.
• Neutral Sentiment: An Owens Corning Q1 earnings-call summary is circulating; as a major building-material supplier to retailers, its results offer signals on product demand and pricing but are an indirect driver for Lowe’s near term. Owens Corning Q1 2026 Earnings Call Summary
• Neutral Sentiment: General feature pieces (e.g., “facts you didn’t know about Lowe’s”) are in the newsflow but carry little immediate impact on the share price. 4 Facts You Didn’t Know About Lowe’s
• Negative Sentiment: Bank of America removed Lowe’s from its buy-list and set a Neutral rating, signaling a more cautious outlook from a major institutional investor and removing a near-term buy-side catalyst. Lowe’s Just Got Yanked From the BofA Buy List
• Negative Sentiment: Shares have been pressured recently after sessions where oil-price-driven spikes raised concerns that higher fuel costs could siphon discretionary spending from retailers, contributing to intra-week sell-offs. Best Buy, CarMax, and Lowe’s Shares Plummet, What You Need To Know
• Negative Sentiment: Local privacy reporting that license-plate–scanning cameras are operating at some Connecticut Lowe’s and Home Depot locations raises reputational and potential regulatory risk — a negative headline that can attract short-term investor scrutiny. Cameras are scanning license plates at some Lowe’s and Home Depot stores in Connecticut

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.