Bartlett & CO. Wealth Management LLC Has $123.74 Million Position in Lowe's Companies, Inc. $LOW

Key Points

• Bartlett & CO. Wealth Management trimmed its stake in Lowe's by 1.5% to 513,091 shares, a position valued at about $123.74 million (roughly 0.09% of Lowe's and its 15th largest holding).
• Lowe's beat Q4 expectations with EPS of $1.98 vs. $1.94 and revenue of $20.59 billion (up 10.9% YoY), issued FY‑2026 EPS guidance of $12.25–$12.75, and declared a quarterly dividend of $1.20 (annualized $4.80, ~2.0% yield).

Bartlett & CO. Wealth Management LLC lowered its holdings in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 1.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 513,091 shares of the home improvement retailer's stock after selling 8,011 shares during the quarter. Lowe's Companies comprises approximately 1.6% of Bartlett & CO. Wealth Management LLC's investment portfolio, making the stock its 15th largest holding. Bartlett & CO. Wealth Management LLC owned about 0.09% of Lowe's Companies worth $123,737,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of LOW. Brighton Jones LLC boosted its holdings in Lowe's Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer's stock worth $7,889,000 after acquiring an additional 17,413 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Lowe's Companies by 31.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer's stock worth $266,000 after acquiring an additional 259 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Lowe's Companies by 22.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer's stock worth $340,000 after acquiring an additional 280 shares during the last quarter. United Bank boosted its holdings in Lowe's Companies by 1.3% during the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer's stock worth $2,690,000 after acquiring an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Lowe's Companies by 13.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer's stock worth $528,000 after acquiring an additional 275 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company's stock.

Lowe's Companies Price Performance

Shares of NYSE:LOW opened at $244.45 on Friday. Lowe's Companies, Inc. has a 1-year low of $210.33 and a 1-year high of $293.06. The company has a market capitalization of $136.91 billion, a P/E ratio of 20.63, a P/E/G ratio of 5.38 and a beta of 0.97. The firm's 50 day simple moving average is $255.24 and its two-hundred day simple moving average is $250.03.

Lowe's Companies (NYSE:LOW - Get Free Report) last issued 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. Lowe's Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $20.59 billion for the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter in the previous year, the firm earned $1.93 earnings per share. The company's revenue for the quarter was up 10.9% on a year-over-year basis. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, sell-side analysts anticipate that Lowe's Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Lowe's Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, May 6th. Shareholders 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 yield of 2.0%. Lowe's Companies's payout ratio is currently 40.51%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. Evercore lowered their price objective on Lowe's Companies from $250.00 to $245.00 in a research note on Tuesday, March 31st. KGI Securities started coverage on Lowe's Companies in a research note on Tuesday, March 10th. They issued a "neutral" rating and a $255.00 target price for the company. Telsey Advisory Group upped their target price on Lowe's Companies from $285.00 to $295.00 and gave the stock an "outperform" rating in a research note on Thursday, February 26th. Piper Sandler restated an "overweight" rating and issued a $300.00 target price (up from $294.00) on shares of Lowe's Companies in a report on Thursday, February 26th. Finally, The Goldman Sachs Group raised their price target on Lowe's Companies from $283.00 to $300.00 and gave the stock a "buy" rating in a research note on Thursday, February 26th. Twenty-two research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $289.24.

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.

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