IFP Advisors Inc Sells 5,662 Shares of Lowe’s Companies, Inc. $LOW

IFP Advisors Inc lessened its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 26.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,707 shares of the home improvement retailer’s stock after selling 5,662 shares during the quarter. IFP Advisors Inc’s holdings in Lowe’s Companies were worth $4,084,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Waterloo Capital L.P. raised its position in Lowe’s Companies by 1.2% during the second quarter. Waterloo Capital L.P. now owns 3,455 shares of the home improvement retailer’s stock worth $767,000 after acquiring an additional 41 shares in the last quarter. TruWealth Advisors LLC lifted its stake in Lowe’s Companies by 2.7% in the third quarter. TruWealth Advisors LLC now owns 1,580 shares of the home improvement retailer’s stock valued at $397,000 after acquiring an additional 42 shares during the last quarter. Cypress Wealth Services LLC grew its position in shares of Lowe’s Companies by 2.0% in the 3rd quarter. Cypress Wealth Services LLC now owns 2,191 shares of the home improvement retailer’s stock valued at $551,000 after acquiring an additional 42 shares during the period. Hidden Cove Wealth Management LLC grew its position in shares of Lowe’s Companies by 4.6% in the 3rd quarter. Hidden Cove Wealth Management LLC now owns 960 shares of the home improvement retailer’s stock valued at $241,000 after acquiring an additional 42 shares during the period. Finally, Roble Belko & Company Inc increased its stake in shares of Lowe’s Companies by 21.4% during the 3rd quarter. Roble Belko & Company Inc now owns 250 shares of the home improvement retailer’s stock worth $63,000 after purchasing an additional 44 shares during the last quarter. 74.06% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the sale, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at approximately $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 accessible through the SEC website. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Stock Performance

Shares of LOW stock opened at $229.33 on Friday. Lowe’s Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $293.06. The company has a market capitalization of $128.64 billion, a price-to-earnings ratio of 19.35, a PEG ratio of 5.02 and a beta of 0.98. The company has a 50-day simple moving average of $267.35 and a 200 day simple moving average of $253.54.

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 firm had revenue of $20.58 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 business’s 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 forecast that Lowe’s Companies, Inc. will post 11.9 EPS for the current year.

Lowe’s Companies Dividend Announcement

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 paid a dividend of $1.20 per share. The ex-dividend date is Wednesday, April 22nd. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.1%. Lowe’s Companies’s dividend payout ratio (DPR) is 40.51%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Gordon Haskett dropped their target price on shares of Lowe’s Companies from $325.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Sanford C. Bernstein lowered their price target on Lowe’s Companies from $313.00 to $303.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. UBS Group dropped their price objective on Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Stifel Nicolaus raised their price objective on Lowe’s Companies from $230.00 to $250.00 and gave the company a “hold” rating in a research report on Monday, December 1st. Finally, Argus lifted their target price on Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Twenty-one equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Lowe’s Companies currently has an average rating of “Moderate Buy” and an average price target of $289.76.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Board declares quarterly cash dividend of $1.20 per share (payable May 6; record April 22) — supports income-oriented investors and signals management confidence in cash flow. LOWE’S COMPANIES, INC. DECLARES CASH DIVIDEND
• Positive Sentiment: Launch of HomeCare+ subscription ($99/yr) bundled with MyLowe’s Rewards — aims to create recurring revenue, increase customer retention and drive more frequent store/app engagement from DIY and Pro customers. This is a strategic push into services that can raise lifetime value. Lowe’s Unveils Subscription Service for Consumer Home Maintenance
• Positive Sentiment: Expanded partnership with RELEX (AI-driven replenishment + Accenture integration) to unify Lowe’s inventory replenishment/allocation — should improve in‑stock levels, reduce waste, and support merchandising productivity, which can boost sales and margins over time. RELEX Solutions Announces Expanded Partnership with Lowe’s to Strengthen Their Supply Chain Agility
• Neutral Sentiment: Minor institutional purchase reported: Achmea Investment Management increased its Lowe’s stake by ~6,916 shares — a small 13F disclosure that signals some institutional buying but is unlikely to move the tape materially. Achmea Investment Management B.V. Buys 6,916 Shares of Lowe’s Companies, Inc. $LOW
• Neutral Sentiment: Increased investor attention/publicity — articles and Zacks coverage note heightened searches and interest in LOW, which can amplify volatility but doesn’t by itself change fundamentals. Investors Heavily Search Lowe’s Companies, Inc. (LOW): Here is What You Need to Know

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.