GPS Wealth Strategies Group LLC Decreases Stake in Lowe’s Companies, Inc. $LOW

GPS Wealth Strategies Group LLC lowered its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 64.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,512 shares of the home improvement retailer’s stock after selling 2,755 shares during the quarter. GPS Wealth Strategies Group LLC’s holdings in Lowe’s Companies were worth $365,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of Lowe’s Companies by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock worth $13,560,617,000 after buying an additional 924,625 shares in the last quarter. State Street Corp lifted its position in shares of Lowe’s Companies by 0.5% during the 3rd quarter. State Street Corp now owns 25,036,276 shares of the home improvement retailer’s stock worth $6,291,867,000 after buying an additional 124,501 shares in the last quarter. Northern Trust Corp lifted its position in shares of Lowe’s Companies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 6,830,080 shares of the home improvement retailer’s stock worth $1,716,467,000 after buying an additional 103,827 shares in the last quarter. Invesco Ltd. lifted its position in shares of Lowe’s Companies by 5.2% during the 3rd quarter. Invesco Ltd. now owns 4,830,373 shares of the home improvement retailer’s stock worth $1,213,921,000 after buying an additional 240,123 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its position in shares of Lowe’s Companies by 12.1% during the 3rd quarter. Bank of New York Mellon Corp now owns 4,294,776 shares of the home improvement retailer’s stock worth $1,079,320,000 after buying an additional 463,012 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Trending Headlines about Lowe’s Companies

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 Trading Down 1.0%

Shares of LOW stock opened at $215.29 on Friday. The stock has a market capitalization of $120.57 billion, a P/E ratio of 18.20, a PEG ratio of 4.19 and a beta of 0.91. The firm’s 50 day moving average is $234.76 and its 200 day moving average is $248.03. Lowe’s Companies, Inc. has a 12 month low of $208.00 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly 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 for the quarter, compared to analysts’ expectations of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. Lowe’s Companies’s revenue was up 10.3% compared to the same quarter last year. During the same period in the prior year, the company posted $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, equities analysts predict that Lowe’s Companies, Inc. will post 12.53 EPS for the current year.

Lowe’s Companies Dividend Announcement

The company 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 yield of 2.2%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio is 40.57%.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. BTIG Research cut shares of Lowe’s Companies to a “reduce” rating in a research note on Tuesday, May 12th. Craig Hallum upgraded shares of Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. KeyCorp dropped their target price on shares of Lowe’s Companies from $300.00 to $275.00 and set an “overweight” rating on the stock in a research note on Thursday. Raymond James Financial cut shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 12th. Finally, HSBC dropped their target price on shares of Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating on the stock in a research note on Thursday. Twenty-three analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $264.57.

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.