4,954 Shares in Lowe's Companies, Inc. $LOW Purchased by Quent Long Short Global Small Cap Fund LP

Key Points

• Quent Long Short Global Small Cap Fund initiated a new stake of 4,954 shares in Lowe's in Q4, valued at about $1.195 million.
• Analysts remain broadly positive—22 Buy vs. 8 Hold—with an average target of $289.24 and several recent upgrades (e.g., JPMorgan to $325, Piper Sandler to $300, Morgan Stanley to $296).
• Lowe's topped Q4 estimates with $1.98 EPS and $20.59 billion in revenue (up 10.9% y/y), set FY2026 guidance of 12.25–12.75 EPS, and announced a quarterly dividend of $1.20 (annual $4.80, 1.9% yield).

Quent Long Short Global Small Cap Fund LP bought a new stake in Lowe's Companies, Inc. (NYSE:LOW - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 4,954 shares of the home improvement retailer's stock, valued at approximately $1,195,000.

Other hedge funds have also added to or reduced their stakes in the company. Activest Wealth Management grew its position in Lowe's Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer's stock valued at $29,000 after purchasing an additional 51 shares in the last quarter. United Financial Planning Group LLC bought a new position in Lowe's Companies in the third quarter valued at $31,000. OLD Second National Bank of Aurora grew its position in Lowe's Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer's stock valued at $29,000 after purchasing an additional 42 shares in the last quarter. Triumph Capital Management bought a new position in Lowe's Companies in the third quarter valued at $34,000. Finally, Guerra Advisors Inc bought a new position in Lowe's Companies in the third quarter valued at $35,000. Institutional investors own 74.06% of the company's stock.

Analysts Set New Price Targets

LOW has been the subject of a number of analyst reports. Piper Sandler restated an "overweight" rating and issued a $300.00 price target (up from $294.00) on shares of Lowe's Companies in a research note on Thursday, February 26th. Morgan Stanley raised their price target on Lowe's Companies from $270.00 to $296.00 and gave the company an "overweight" rating in a research note on Thursday, January 15th. UBS Group decreased their price target on Lowe's Companies from $316.00 to $315.00 and set a "buy" rating for the company in a research note on Thursday, February 26th. Telsey Advisory Group raised their price target on Lowe's Companies from $285.00 to $295.00 and gave the company an "outperform" rating in a research note on Thursday, February 26th. Finally, JPMorgan Chase & Co. raised their price target on Lowe's Companies from $300.00 to $325.00 and gave the company an "overweight" rating in a research note on Monday, February 9th. Twenty-two investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $289.24.

Lowe's Companies Trading Up 0.5%

Shares of NYSE LOW opened at $246.52 on Friday. Lowe's Companies, Inc. has a 12 month low of $210.33 and a 12 month high of $293.06. The stock has a 50 day moving average of $249.72 and a 200-day moving average of $249.71. The company has a market capitalization of $138.07 billion, a P/E ratio of 20.80, a P/E/G ratio of 5.33 and a beta of 0.97.

Lowe's Companies (NYSE:LOW - Get Free Report) last announced its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping the consensus estimate of $1.94 by $0.04. The business had revenue of $20.59 billion during the quarter, compared to the consensus estimate of $20.34 billion. Lowe's Companies had a net margin of 7.71% and a negative return on equity of 61.40%. Lowe's Companies's revenue was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.93 EPS. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Analysts predict that Lowe's Companies, Inc. will post 12.61 EPS for the current fiscal year.

Lowe's Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd will be issued a dividend of $1.20 per share. The ex-dividend date of this dividend is Wednesday, April 22nd. This represents a $4.80 annualized dividend and a dividend yield of 1.9%. Lowe's Companies's payout ratio is presently 40.51%.

Lowe's Companies 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.

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