Lowe’s Companies, Inc. $LOW Stock: Markel Group Inc. Boosts Holdings

Markel Group Inc. lifted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 1.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 761,480 shares of the home improvement retailer’s stock after acquiring an additional 9,500 shares during the quarter. Lowe’s Companies makes up 1.1% of Markel Group Inc.’s holdings, making the stock its 24th biggest holding. Markel Group Inc. owned about 0.14% of Lowe’s Companies worth $140,333,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of LOW. Juno Financial Group LLC lifted its stake in Lowe’s Companies by 0.4% in the first quarter. Juno Financial Group LLC now owns 11,889 shares of the home improvement retailer’s stock valued at $2,809,000 after buying an additional 43 shares during the period. Spinnaker Trust grew its stake in shares of Lowe’s Companies by 3.7% in the 2nd quarter. Spinnaker Trust now owns 1,345 shares of the home improvement retailer’s stock worth $297,000 after acquiring an additional 48 shares in the last quarter. Roxbury Financial LLC lifted its position in shares of Lowe’s Companies by 0.8% during the 2nd quarter. Roxbury Financial LLC now owns 6,359 shares of the home improvement retailer’s stock worth $1,402,000 after buying an additional 52 shares in the last quarter. Carson Advisory Inc. boosted its position in Lowe’s Companies by 1.9% in the first quarter. Carson Advisory Inc. now owns 2,882 shares of the home improvement retailer’s stock worth $681,000 after purchasing an additional 53 shares during the last quarter. Finally, Riverbend Wealth Management LLC increased its holdings in Lowe’s Companies by 3.8% during the third quarter. Riverbend Wealth Management LLC now owns 1,488 shares of the home improvement retailer’s stock worth $274,000 after buying an additional 54 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Key Lowe’s Companies News

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

• Positive Sentiment: Lowe’s is building momentum in its professional-customer business with targeted investment, digital tools and acquisitions. That growth could help offset softer DIY and remodeling demand and support its Total Home strategy. Lowe’s Pro Momentum Adds Strength to Its Total Home Strategy
• Neutral Sentiment: The company is set to open its eighth and final new store of 2026 in Texas. The added location expands its footprint, but the article does not suggest the opening is large enough to materially change near-term results. Lowe’s opening one more store in 2026
• Neutral Sentiment: Coverage highlighted Lowe’s upcoming dividend payment and November earnings report, but provided no details on the payout or earnings outlook that would indicate a change in expectations. Lowe’s stock heads toward dividend payment before November earnings
• Negative Sentiment: A market recap noted that LOW fell despite gains in the wider market, but did not point to a specific Lowe’s announcement or fundamental development behind the move. Lowe’s Stock Drops Despite Market Gains

Lowe’s Companies Trading Down 2.3%

Shares of NYSE LOW opened at $213.15 on Wednesday. Lowe’s Companies, Inc. has a 12-month low of $178.45 and a 12-month high of $293.06. The firm has a market capitalization of $119.59 billion, a price-to-earnings ratio of 18.02, a price-to-earnings-growth ratio of 1.83 and a beta of 0.81. The firm has a 50 day moving average of $196.19 and a 200 day moving average of $225.84.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, beating the consensus estimate of $4.22 by $0.18. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The business had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. During the same quarter in the previous year, the firm earned $4.33 earnings per share. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Sell-side analysts predict that Lowe’s Companies, Inc. will post 12.25 EPS for the current year.

Lowe’s Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 4th. Shareholders of record on Wednesday, October 21st will be paid a $1.25 dividend. The ex-dividend date of this dividend is Wednesday, October 21st. This represents a $5.00 dividend on an annualized basis and a yield of 2.3%. Lowe’s Companies’s payout ratio is presently 42.27%.

Analyst Ratings Changes

A number of brokerages have recently commented on LOW. Morgan Stanley reaffirmed an “overweight” rating on shares of Lowe’s Companies in a research report on Thursday, August 20th. JPMorgan Chase & Co. cut their price target on shares of Lowe’s Companies from $279.00 to $252.00 and set an “overweight” rating on the stock in a report on Friday, July 31st. Gordon Haskett lowered Lowe’s Companies from a “buy” rating to a “hold” rating and set a $200.00 price target for the company. in a research note on Thursday, September 24th. UBS Group decreased their target price on Lowe’s Companies from $285.00 to $275.00 and set a “buy” rating for the company in a research report on Thursday, August 20th. Finally, KeyCorp reiterated an “overweight” rating and set a $275.00 price objective on shares of Lowe’s Companies in a research note on Thursday, August 20th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Lowe’s Companies currently has an average rating of “Moderate Buy” and an average target price of $253.48.

Lowe’s Companies Company Profile

Lowe’s Companies, Inc is a home improvement retailer serving do-it-yourself customers, professional contractors and commercial customers across the United States. The company sells products for home construction, maintenance, repair, remodeling and improvement through its stores and digital platforms.

Its merchandise includes appliances, tools, hardware, lumber, building materials, electrical and plumbing supplies, paint, flooring, kitchen and bathroom products, outdoor living items, lawn and garden products, and seasonal merchandise.