Lowe’s Companies, Inc. $LOW Shares Purchased by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans raised its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 21.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 579,927 shares of the home improvement retailer’s stock after buying an additional 101,220 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Lowe’s Companies were worth $139,863,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of LOW. Wellington Management Group LLP raised its stake in Lowe’s Companies by 102.0% during the third quarter. Wellington Management Group LLP now owns 4,204,311 shares of the home improvement retailer’s stock valued at $1,056,585,000 after buying an additional 2,122,622 shares in the last quarter. Victory Capital Management Inc. raised its stake in Lowe’s Companies by 207.2% during the third quarter. Victory Capital Management Inc. now owns 2,058,086 shares of the home improvement retailer’s stock valued at $517,218,000 after buying an additional 1,388,133 shares in the last quarter. Vanguard Group Inc. raised its stake in Lowe’s Companies by 1.7% during the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after buying an additional 924,625 shares in the last quarter. Worldquant Millennium Advisors LLC raised its stake in Lowe’s Companies by 243.2% during the second quarter. Worldquant Millennium Advisors LLC now owns 1,116,945 shares of the home improvement retailer’s stock valued at $247,817,000 after buying an additional 791,526 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in Lowe’s Companies by 45.5% during the third quarter. Alliancebernstein L.P. now owns 1,899,114 shares of the home improvement retailer’s stock valued at $477,266,000 after buying an additional 593,779 shares in the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Analyst Ratings Changes

LOW has been the topic of several research reports. Benchmark initiated coverage on Lowe’s Companies in a research note on Tuesday. They set a “hold” rating on the stock. Jefferies Financial Group reiterated a “buy” rating and set a $305.00 price target on shares of Lowe’s Companies in a research report on Wednesday, February 25th. Telsey Advisory Group increased their price target on Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Craig Hallum upgraded Lowe’s Companies to a “buy” rating in a research report on Tuesday. Finally, BTIG Research cut Lowe’s Companies to a “reduce” rating in a research report on Tuesday. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $286.17.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Analysts remain constructive on Lowe’s, with Sanford C. Bernstein and Truist both lowering price targets but keeping bullish ratings, signaling continued Wall Street confidence in upside from current levels.
• Positive Sentiment: Zacks highlighted Lowe’s as a strong growth stock and noted earnings are expected to grow, reinforcing the view that the company could deliver a solid quarter when it reports next week.
• Positive Sentiment: Lowe’s launched its “Epically More Messi” campaign for loyalty members, a brand-building initiative that could help customer engagement and support traffic heading into a key promotional period.
• Neutral Sentiment: Lowe’s also announced it will host its first-quarter 2026 earnings conference call on May 20, keeping attention focused on upcoming results and guidance rather than current fundamentals.
• Negative Sentiment: A report on hidden anti-theft systems at Lowe’s and Home Depot raised shopper concerns and could pressure sentiment if customers view the measures as inconvenient or off-putting. Article: Home Depot and Lowe’s hidden anti-theft system alarms shoppers

Lowe’s Companies Trading Up 1.4%

Shares of Lowe’s Companies stock opened at $223.57 on Friday. The business’s 50 day simple moving average is $238.85 and its 200-day simple moving average is $249.03. The stock has a market capitalization of $125.21 billion, a price-to-earnings ratio of 18.87, a PEG ratio of 4.22 and a beta of 0.91. Lowe’s Companies, Inc. has a twelve month low of $210.33 and a twelve month high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. The business had revenue of $20.59 billion for the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The business’s quarterly revenue was up 10.9% on a year-over-year basis. During the same period in the prior year, the firm earned $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Sell-side analysts predict that Lowe’s Companies, Inc. will post 12.61 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd were issued a $1.20 dividend. 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 is 40.51%.

About Lowe’s Companies

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.