O Shaughnessy Asset Management LLC Purchases 19,096 Shares of Lowe’s Companies, Inc. $LOW

O Shaughnessy Asset Management LLC boosted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 12.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 178,881 shares of the home improvement retailer’s stock after acquiring an additional 19,096 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Lowe’s Companies were worth $43,139,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. OLD Second National Bank of Aurora raised its stake in Lowe’s Companies by 52.5% during the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 42 shares during the period. United Financial Planning Group LLC bought a new stake in Lowe’s Companies during the 3rd quarter worth approximately $31,000. Triumph Capital Management bought a new stake in Lowe’s Companies during the 3rd quarter worth approximately $34,000. Financial Life Planners bought a new stake in Lowe’s Companies during the 3rd quarter worth approximately $36,000. Finally, Ares Financial Consulting LLC bought a new stake in Lowe’s Companies during the 4th quarter worth approximately $36,000. Institutional investors own 74.06% of the company’s stock.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Jefferies said Lowe’s new home-maintenance program could expand subscription-style revenue, giving the retailer a more recurring growth stream and a potential valuation tailwind. Lowe’s Wants to Help You Change Lightbulbs. How That Could Boost the Stock.
• Positive Sentiment: Zacks Research raised some near- and longer-term earnings estimates for Lowe’s, including Q1 2028 and Q1 2029, which suggests analysts see solid earnings power ahead. Lowe’s Companies, Inc. estimate updates
• Positive Sentiment: Recent articles highlighted Lowe’s dividend hike alongside other high-yield stocks, reinforcing the company’s appeal for income investors in a volatile market. The Zacks Analyst Blog Highlights UnitedHealth, Donaldson, Lowe’s and ePlus
• Neutral Sentiment: Several roundup pieces focused on Lowe’s as a recent dividend grower, which is supportive for sentiment but not a major operational catalyst on its own. 5 Stocks to Watch on Their Recent Dividend Hikes in a Volatile Market
• Neutral Sentiment: Another market wrap also mentioned Lowe’s among dividend-paying names attracting attention from cautious investors. 3 High-Yielding Dividend Stocks That Just Raised Their Payouts
• Negative Sentiment: Zacks trimmed some earnings estimates for FY2027, FY2028 and a few quarterly periods, signaling a bit more caution on Lowe’s longer-term profit trajectory. Lowe’s Companies, Inc. estimate updates

Lowe’s Companies Stock Performance

LOW stock opened at $210.81 on Monday. The firm has a fifty day moving average price of $230.12 and a 200 day moving average price of $246.65. Lowe’s Companies, Inc. has a fifty-two week low of $203.40 and a fifty-two week high of $293.06. The firm has a market cap of $118.20 billion, a PE ratio of 17.82, a price-to-earnings-growth ratio of 2.66 and a beta of 0.87.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. During the same period last year, the firm posted $2.92 earnings per share. Lowe’s Companies’s revenue for the quarter was up 10.3% compared to the same quarter last year. 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 12.48 EPS for the current year.

Lowe’s Companies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd will be issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.4%. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Wednesday, July 22nd. Lowe’s Companies’s payout ratio is 40.57%.

Analyst Upgrades and Downgrades

A number of research firms have commented on LOW. KGI Securities began coverage on shares of Lowe’s Companies in a research note on Tuesday, March 10th. They set a “neutral” rating and a $255.00 target price on the stock. 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. DA Davidson restated a “neutral” rating and set a $275.00 target price on shares of Lowe’s Companies in a research note on Wednesday, May 20th. William Blair began coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They set an “overweight” rating on the stock. Finally, Piper Sandler decreased their target price on shares of Lowe’s Companies from $300.00 to $276.00 and set an “overweight” rating on the stock in a research note on Thursday, May 21st. 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $264.57.

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.