Generali Asset Management SPA SGR Sells 13,061 Shares of Lowe's Companies, Inc. $LOW

Key Points

• Generali Asset Management trimmed its Lowe’s stake by 23.1% in Q4, selling 13,061 shares and leaving 43,361 shares worth $10.457 million.
• Lowe’s beat Q4 expectations with $1.98 EPS vs. $1.94 est. and $20.59B revenue (+10.9% YoY), set FY‑2026 guidance of $12.25–$12.75 EPS, and paid a $1.20 quarterly dividend (~2.1% yield).
• Analysts maintain a consensus "Moderate Buy" with an average price target of $289.10 (20 Buys, 10 Holds), while the stock recently opened near $230.91 and was trading down about 1.1%.

Generali Asset Management SPA SGR trimmed its holdings in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 23.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 43,361 shares of the home improvement retailer's stock after selling 13,061 shares during the quarter. Generali Asset Management SPA SGR's holdings in Lowe's Companies were worth $10,457,000 as of its most recent filing with the SEC.

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

Lowe's Companies Trading Down 1.1%

Shares of LOW stock opened at $230.91 on Friday. The firm has a market capitalization of $129.32 billion, a PE ratio of 19.49, a price-to-earnings-growth ratio of 4.47 and a beta of 0.91. The firm has a fifty day simple moving average of $242.52 and a two-hundred day simple moving average of $249.70. Lowe's Companies, Inc. has a 12 month low of $210.33 and a 12 month high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last announced its quarterly earnings results 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. 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 during the quarter, compared to analyst estimates of $20.34 billion. During the same quarter in the previous year, the business posted $1.93 EPS. Lowe's Companies's quarterly revenue 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, equities analysts predict that Lowe's Companies, Inc. will post 12.61 earnings per share for the current fiscal year.

Lowe's Companies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were paid a $1.20 dividend. The ex-dividend date was Wednesday, April 22nd. This represents a $4.80 annualized dividend and a dividend yield of 2.1%. Lowe's Companies's dividend payout ratio is presently 40.51%.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. DA Davidson restated a "neutral" rating and issued a $275.00 price target on shares of Lowe's Companies in a research report on Thursday, February 26th. Robert W. Baird boosted their price target on shares of Lowe's Companies from $290.00 to $320.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 17th. TD Cowen dropped their price target on shares of Lowe's Companies from $295.00 to $280.00 and set a "hold" rating on the stock in a research report on Thursday, February 26th. Truist Financial dropped their price target on shares of Lowe's Companies from $295.00 to $293.00 and set a "buy" rating on the stock in a research report on Thursday, February 26th. Finally, Evercore dropped their price target on shares of Lowe's Companies from $250.00 to $245.00 in a research report on Tuesday, March 31st. Twenty research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company's stock. According to data from MarketBeat, Lowe's Companies currently has a consensus rating of "Moderate Buy" and an average price target of $289.10.

Trending Headlines about Lowe's Companies

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

• Positive Sentiment: Lowe’s expanded contractor strategy with an upgraded co‑brand card (MyLowe’s Pro Rewards AMEX) via Synchrony, which broadens payment acceptance and rewards for high‑spend Pro customers—this can deepen spend and loyalty from professional buyers. Is Lowe's (LOW) New Pro Amex Card the Missing Link in Its Contractor Strategy? A Look At Synchrony Financial’s Valuation As The Lowe’s Partnership Expands
• Positive Sentiment: Analyst commentary and Zacks/Yahoo pieces highlight Lowe’s strong earnings‑surprise history and say the company has the attributes to beat estimates again—supportive for near‑term upside if results stay consistent. Will Lowe's (LOW) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Fundamentals: Lowe’s topped Q4 estimates (EPS $1.98 vs $1.94; revenue $20.59B vs $20.34B), reported ~11% revenue growth year‑over‑year and set FY‑2026 EPS guidance of $12.25–$12.75—these are supportive fundamentals for medium‑term investor confidence.
• Negative Sentiment: Local privacy/PR risk: Reports that license‑plate‑scanning cameras are being used at some Lowe’s stores in Connecticut have drawn local news attention and could prompt customer backlash or regulatory scrutiny in some markets. Cameras are scanning license plates at some Lowe's and Home Depot stores in Connecticut
• Negative Sentiment: Short‑term selling/price action: Recent articles and intraday moves have pointed to episodes of selling pressure that pushed the stock lower in recent sessions, amplifying volatility even as fundamentals remain solid. Lowe's (LOW) Stock Sinks As Market Gains: Here's Why

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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