CX Institutional Increases Stock Position in Lowe's Companies, Inc. $LOW

Key Points

• CX Institutional increased its stake in Lowe's by 17.7% in Q4 to 31,380 shares valued at $7.57 million, and overall institutional ownership stands at about 74.06% with several other funds also adjusting positions.
• Lowe's beat Q4 estimates with $1.98 EPS vs. $1.94 and revenue of $20.59 billion (up 10.9% YoY), and the company set FY2026 guidance of $12.25–$12.75 EPS.
• Wall Street maintains a consensus "Moderate Buy" rating with an average price target of $289.10 (22 Buys, 8 Holds), alongside recent mixed target revisions from major brokers.

CX Institutional increased its position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 17.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 31,380 shares of the home improvement retailer's stock after acquiring an additional 4,711 shares during the period. CX Institutional's holdings in Lowe's Companies were worth $7,568,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the company. Maj Invest Holding A S grew its stake in Lowe's Companies by 15.7% during the 3rd quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer's stock valued at $201,801,000 after purchasing an additional 108,813 shares during the last quarter. Bridges Investment Management Inc. grew its stake in Lowe's Companies by 13.4% during the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer's stock valued at $105,759,000 after purchasing an additional 49,858 shares during the last quarter. Facet Wealth Inc. purchased a new stake in Lowe's Companies during the 3rd quarter valued at about $558,000. Brighton Jones LLC grew its stake 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 valued at $7,889,000 after purchasing an additional 17,413 shares during the last quarter. Finally, National Pension Service grew its stake in Lowe's Companies by 2.7% during the 3rd quarter. National Pension Service now owns 1,286,782 shares of the home improvement retailer's stock valued at $323,381,000 after purchasing an additional 33,686 shares during the last quarter. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

LOW has been the topic of several research analyst reports. Sanford C. Bernstein dropped their price target on Lowe's Companies from $313.00 to $303.00 and set an "outperform" rating on the stock in a research note on Thursday, February 26th. The Goldman Sachs Group boosted their price target on Lowe's Companies from $283.00 to $300.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Citigroup boosted their price target on Lowe's Companies from $250.00 to $285.00 and gave the company a "neutral" rating in a research note on Thursday, February 12th. Barclays upgraded Lowe's Companies from an "equal weight" rating to an "overweight" rating and set a $285.00 price target on the stock in a research note on Wednesday, January 7th. Finally, Gordon Haskett lowered their target price on Lowe's Companies from $325.00 to $300.00 and set a "buy" rating on the stock in a research note on Thursday, February 26th. Twenty-two analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $289.10.

Lowe's Companies Stock Down 2.2%

Shares of LOW opened at $233.55 on Friday. 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 $130.80 billion, a price-to-earnings ratio of 19.71, a PEG ratio of 5.07 and a beta of 0.91. The stock's 50-day moving average price is $245.40 and its 200-day moving average price is $249.92.

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

Lowe's Companies Announces Dividend

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