6,326 Shares in Lowe's Companies, Inc. $LOW Acquired by Indivisible Partners

Key Points

• Indivisible Partners bought a new position of 6,326 shares in Lowe's during Q4, valued at about $1.53 million, joining other institutions that now own roughly 74.06% of the stock.
• Lowe's beat Q4 estimates with $1.98 EPS (vs. $1.94) and $20.59 billion in revenue (up 10.9% YoY) and set FY2026 guidance of 12.25–12.75 EPS, versus analysts' average forecast of 12.63.
• The company announced a quarterly dividend of $1.20 (annualized $4.80, ~2.1% yield), and several analysts have raised targets (e.g., JPMorgan to $325), leaving a consensus rating of “Moderate Buy” with a target of $289.10.

Indivisible Partners bought a new position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 6,326 shares of the home improvement retailer's stock, valued at approximately $1,526,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in LOW. Activest Wealth Management raised its holdings in shares of Lowe's Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer's stock worth $29,000 after purchasing an additional 51 shares in the last quarter. OLD Second National Bank of Aurora raised its holdings in shares of Lowe's Companies by 52.5% in the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer's stock worth $29,000 after purchasing an additional 42 shares in the last quarter. United Financial Planning Group LLC bought a new stake in shares of Lowe's Companies in the 3rd quarter worth approximately $31,000. Triumph Capital Management bought a new stake in shares of Lowe's Companies in the 3rd quarter worth approximately $34,000. Finally, Guerra Advisors Inc acquired a new stake in shares of Lowe's Companies during the third quarter valued at approximately $35,000. 74.06% of the stock is currently owned by institutional investors.

Lowe's Companies Stock Performance

Shares of LOW opened at $225.20 on Wednesday. The company's 50 day moving average price is $244.30 and its 200 day moving average price is $249.87. Lowe's Companies, Inc. has a 52 week low of $210.33 and a 52 week high of $293.06. The company has a market capitalization of $126.13 billion, a PE ratio of 19.00, a PEG ratio of 4.85 and a beta of 0.91.

Lowe's Companies (NYSE:LOW - Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating analysts' consensus estimates of $1.94 by $0.04. The firm had revenue of $20.59 billion for 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%. The firm's revenue was up 10.9% on a year-over-year basis. During the same period in the previous year, the firm posted $1.93 earnings per share. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities analysts forecast that Lowe's Companies, Inc. will post 12.63 earnings per share for the current fiscal year.

Lowe's Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd will be given a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Wednesday, April 22nd. Lowe's Companies's payout ratio is currently 40.51%.

Analyst Upgrades and Downgrades

LOW has been the topic of a number of recent analyst reports. Piper Sandler restated an "overweight" rating and set a $300.00 price target (up from $294.00) on shares of Lowe's Companies in a report on Thursday, February 26th. JPMorgan Chase & Co. boosted their price target on shares of Lowe's Companies from $300.00 to $325.00 and gave the company an "overweight" rating in a report on Monday, February 9th. Bank of America initiated coverage on shares of Lowe's Companies in a report on Tuesday. They set a "neutral" rating on the stock. Guggenheim boosted their price target on shares of Lowe's Companies from $280.00 to $300.00 and gave the company a "buy" rating in a report on Thursday, February 26th. Finally, Citigroup boosted their price target on shares of Lowe's Companies from $250.00 to $285.00 and gave the company a "neutral" rating in a report on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Lowe's Companies presently has an average rating of "Moderate Buy" and a consensus target price of $289.10.

About Lowe's Companies

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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