Lowe’s Companies, Inc. $LOW Stock Bought by PBU The Pension Fund of Early Childhood & Youth Educators

PBU The Pension Fund of Early Childhood & Youth Educators lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 7.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 123,111 shares of the home improvement retailer’s stock after buying an additional 8,229 shares during the period. PBU The Pension Fund of Early Childhood & Youth Educators’ holdings in Lowe’s Companies were worth $22,688,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in LOW. R Squared Ltd purchased a new stake in shares of Lowe’s Companies during the 3rd quarter worth about $495,000. Nan Fung Trinity HK Ltd. purchased a new position in Lowe’s Companies in the third quarter valued at approximately $14,651,000. CFM Wealth Partners LLC raised its holdings in Lowe’s Companies by 21.2% in the third quarter. CFM Wealth Partners LLC now owns 2,290 shares of the home improvement retailer’s stock valued at $422,000 after buying an additional 400 shares during the period. Maryland State Retirement & Pension System raised its holdings in Lowe’s Companies by 15.2% in the third quarter. Maryland State Retirement & Pension System now owns 34,644 shares of the home improvement retailer’s stock valued at $6,385,000 after buying an additional 4,572 shares during the period. Finally, UNIVEST FINANCIAL Corp lifted its position in Lowe’s Companies by 3.9% during the third quarter. UNIVEST FINANCIAL Corp now owns 4,430 shares of the home improvement retailer’s stock valued at $816,000 after buying an additional 167 shares in the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Lowe’s Companies

Here are a few of the latest headlines about LOW:

• Positive Sentiment: Sanford C. Bernstein and JPMorgan Chase raised their price targets on LOW, providing a favorable analyst signal, although the available reports do not specify the new targets. Article: Bernstein Price Target Boost Article: JPMorgan Price Target Bump
• Neutral Sentiment: Analyst previews point to a possible third-quarter earnings beat, citing an Earnings ESP of +0.59%, Pro demand and digital growth. Lowe’s is scheduled to report on Nov. 18; the results and management’s outlook may be more consequential than the beat potential alone. Article: What’s Lowe’s Probability of an Earnings Beat This Season?
• Negative Sentiment: The immediate pressure appears to reflect a pullback after LOW reached its highest level since May and its recent rally stalled. Earnings previews also flag housing-market weakness and cost pressures, while one analysis expects a mixed home-renovation outlook and describes the shares as fairly valued—potential reasons investors may be cautious ahead of results. Article: Bearish Sentiment Could Give Out Ahead of Lowe’s Earnings Article: Lowe’s Q3 Preview

Lowe’s Companies Stock Performance

LOW stock opened at $227.66 on Friday. Lowe’s Companies, Inc. has a 1 year low of $178.45 and a 1 year high of $293.06. The firm has a market cap of $127.73 billion, a P/E ratio of 19.24, a price-to-earnings-growth ratio of 1.99 and a beta of 0.81. The stock has a 50-day simple moving average of $199.39 and a 200-day simple moving average of $224.22.

Lowe’s Companies (NYSE:LOW) last announced its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, beating the consensus estimate of $4.22 by $0.18. The business had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%. The company’s revenue was up 8.3% on a year-over-year basis. During the same period last year, the business posted $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. On average, equities research analysts predict that Lowe’s Companies, Inc. will post 12.26 EPS for the current year.

Lowe’s Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, November 4th. Shareholders of record on Wednesday, October 21st were given a $1.25 dividend. The ex-dividend date of this dividend was Wednesday, October 21st. This represents a $5.00 annualized dividend and a yield of 2.2%. Lowe’s Companies’s dividend payout ratio (DPR) is 42.27%.

Analyst Ratings Changes

Several equities research analysts have issued reports on LOW shares. Citigroup decreased their price objective on shares of Lowe’s Companies from $267.00 to $260.00 and set a “buy” rating for the company in a research note on Thursday, August 20th. Stifel Nicolaus dropped their price objective on shares of Lowe’s Companies from $220.00 to $195.00 and set a “hold” rating for the company in a research report on Monday, October 26th. Morgan Stanley reissued an “overweight” rating on shares of Lowe’s Companies in a research note on Thursday, August 20th. KeyCorp restated an “overweight” rating and set a $275.00 target price on shares of Lowe’s Companies in a report on Thursday, August 20th. Finally, Gordon Haskett lowered shares of Lowe’s Companies from a “buy” rating to a “hold” rating and set a $200.00 target price on the stock. in a report on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $254.74.

Lowe’s Companies Company Profile

Lowe’s Companies, Inc. is a home improvement retailer serving homeowners, do-it-yourself customers and professional contractors. The company sells products for construction, maintenance, repair and renovation through its retail stores and online channels. Its offerings include appliances, tools, hardware, lumber and building materials, paint, plumbing and electrical supplies, and products for lawn and garden. Lowe’s also provides services such as installation and other project support. Founded in 1921 in North Wilkesboro, North Carolina, Lowe’s has grown into a major retailer operating across the United States.