Trust Co. of Vermont Acquires 3,479 Shares of Lowe’s Companies, Inc. $LOW

Trust Co. of Vermont lifted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 3.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 106,725 shares of the home improvement retailer’s stock after buying an additional 3,479 shares during the quarter. Lowe’s Companies comprises 1.1% of Trust Co. of Vermont’s investment portfolio, making the stock its 24th biggest position. Trust Co. of Vermont’s holdings in Lowe’s Companies were worth $25,738,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Matrix Asset Advisors Inc. NY grew its stake in Lowe’s Companies by 7.3% in the 4th quarter. Matrix Asset Advisors Inc. NY now owns 65,036 shares of the home improvement retailer’s stock valued at $15,684,000 after buying an additional 4,411 shares in the last quarter. Aspire Private Capital LLC lifted its position in shares of Lowe’s Companies by 5.5% during the fourth quarter. Aspire Private Capital LLC now owns 3,859 shares of the home improvement retailer’s stock worth $931,000 after acquiring an additional 200 shares in the last quarter. Kwmg LLC lifted its position in shares of Lowe’s Companies by 6.2% during the fourth quarter. Kwmg LLC now owns 2,180 shares of the home improvement retailer’s stock worth $526,000 after acquiring an additional 128 shares in the last quarter. Linden Thomas Advisory Services LLC boosted its holdings in shares of Lowe’s Companies by 3.3% in the fourth quarter. Linden Thomas Advisory Services LLC now owns 13,003 shares of the home improvement retailer’s stock worth $3,136,000 after acquiring an additional 415 shares during the period. Finally, Bank Pictet & Cie Europe AG boosted its holdings in shares of Lowe’s Companies by 3.6% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 1,729 shares of the home improvement retailer’s stock worth $417,000 after acquiring an additional 60 shares during the period. 74.06% of the stock is owned by institutional investors.

More Lowe’s Companies News

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

• Positive Sentiment: Wall Street consensus remains generally constructive—the average brokerage recommendation is a “Buy,” which supports demand if analysts maintain coverage and positive narratives. Is It Worth Investing in Lowe’s (LOW) Based on Wall Street’s Bullish Views?
• Positive Sentiment: Zacks highlights Lowe’s as a trending ticker among its users, signaling retail investor interest and potential for volume spikes that can amplify moves on company news. Lowe’s Companies, Inc. (LOW) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Coverage pieces and listicles continue to include Lowe’s among top retail/dividend names, which can sustain long-term investor interest but don’t directly move the stock absent new fundamental developments. The Best 3 Retail Stocks to Buy and Hold for Decades
• Neutral Sentiment: General coverage noting cash-generation strengths and industry positioning leaves Lowe’s viewed as a structurally solid retailer, but these stories don’t alter near-term earnings expectations. 3 Cash-Producing Stocks That Fall Short
• Negative Sentiment: Evercore trimmed its price target on LOW from $250 to $245 (still an in-line rating), which reduces upside cited by sell-side research and can blunt rallies while investors re-assess fair value. Evercore adjusts price target on Lowe’s Companies to $245 from $250
• Negative Sentiment: Recent valuation and momentum notes flag a short-term pullback—LOW has declined noticeably over the past month, cooling momentum and making near-term sentiment more defensive even though longer-term returns remain healthy. A Look At Lowe’s (LOW) Valuation After Recent Share Price Pullback
• Negative Sentiment: Sector pressure: reports that Home Depot is seeing a slowdown in big-ticket remodel spending suggest higher interest rates and weak housing turnover could weigh on Lowe’s comparable big-ticket demand and margin leverage. Home Depot Faces Big-Ticket Slowdown: Temporary or Trend?

Insider Activity

In other news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The stock was 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 $60,341,500.31. This trade represents a 7.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Citigroup lifted their target price on Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Wells Fargo & Company lifted their price target on Lowe’s Companies from $280.00 to $290.00 and gave the company an “overweight” rating in a research report on Thursday, February 26th. Mizuho boosted their price objective on Lowe’s Companies from $272.00 to $294.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Gordon Haskett reduced their target price on Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, Guggenheim increased their price target 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-two analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average price target of $289.24.

Lowe’s Companies Stock Down 0.2%

Shares of Lowe’s Companies stock opened at $235.82 on Thursday. The firm has a market cap of $132.07 billion, a PE ratio of 19.90, a price-to-earnings-growth ratio of 5.13 and a beta of 0.97. The company’s fifty day simple moving average is $260.05 and its two-hundred day simple moving average is $251.36. Lowe’s Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating the consensus estimate 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 net margin of 7.71% and a negative return on equity of 61.40%. The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, sell-side analysts expect that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Lowe’s Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd will be given a $1.20 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd. This represents a $4.80 annualized dividend and a dividend yield of 2.0%. Lowe’s Companies’s dividend payout ratio is currently 40.51%.

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.