Lowe's Companies, Inc. $LOW Holdings Increased by Assetmark Inc.

Key Points

• Assetmark Inc. increased its stake in Lowe's by 33.2% to 87,126 shares valued at $21.01M, and institutional investors now own about 74.06% of the stock.
• Analyst consensus is a “Moderate Buy” with a $289.24 average price target; several firms have raised targets recently (Morgan Stanley $296, Piper Sandler $300) while others remain neutral or trimmed.
• Lowe's beat quarterly estimates (EPS $1.98 vs. $1.94; revenue $20.59B, +10.9% Y/Y), set FY2026 guidance of $12.25–12.75 EPS, and pays a $1.20 quarterly dividend (2.0% yield).

Assetmark Inc. grew its stake in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 33.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 87,126 shares of the home improvement retailer's stock after buying an additional 21,734 shares during the quarter. Assetmark Inc.'s holdings in Lowe's Companies were worth $21,011,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LOW. Walkner Condon Financial Advisors LLC raised its holdings in shares of Lowe's Companies by 4.3% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 945 shares of the home improvement retailer's stock worth $228,000 after purchasing an additional 39 shares in the last quarter. Westfuller Advisors LLC raised its holdings in shares of Lowe's Companies by 7.0% in the 4th quarter. Westfuller Advisors LLC now owns 629 shares of the home improvement retailer's stock worth $152,000 after purchasing an additional 41 shares in the last quarter. DDD Partners LLC raised its holdings in shares of Lowe's Companies by 2.7% in the 4th quarter. DDD Partners LLC now owns 1,563 shares of the home improvement retailer's stock worth $377,000 after purchasing an additional 41 shares in the last quarter. Cypress Wealth Services LLC raised its holdings in shares of Lowe's Companies by 2.0% in the 3rd quarter. Cypress Wealth Services LLC now owns 2,191 shares of the home improvement retailer's stock worth $551,000 after purchasing an additional 42 shares in the last quarter. Finally, Hidden Cove Wealth Management LLC raised its holdings in shares of Lowe's Companies by 4.6% in the 3rd quarter. Hidden Cove Wealth Management LLC now owns 960 shares of the home improvement retailer's stock worth $241,000 after purchasing an additional 42 shares in the last quarter. 74.06% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Morgan Stanley boosted their target price on shares of Lowe's Companies from $270.00 to $296.00 and gave the stock an "overweight" rating in a report on Thursday, January 15th. Barclays upgraded shares of Lowe's Companies from an "equal weight" rating to an "overweight" rating and set a $285.00 target price on the stock in a report on Wednesday, January 7th. Piper Sandler reiterated 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. TD Cowen cut 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 report on Thursday, February 26th. Finally, KGI Securities started coverage on shares of Lowe's Companies in a research report on Tuesday, March 10th. They issued a "neutral" rating and a $255.00 price target for the company. Twenty-two equities 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 stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $289.24.

Lowe's Companies Stock Performance

Lowe's Companies stock opened at $244.12 on Thursday. The firm has a market cap of $136.72 billion, a PE ratio of 20.60, a P/E/G ratio of 5.40 and a beta of 0.97. The firm's 50 day moving average price is $253.63 and its two-hundred day moving average price is $249.75. Lowe's Companies, Inc. has a twelve month low of $210.33 and a twelve month high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last released its quarterly earnings data 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. The firm had revenue of $20.59 billion for the quarter, compared to analyst estimates of $20.34 billion. Lowe's Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The company's revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.93 EPS. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Equities analysts anticipate that Lowe's Companies, Inc. will post 11.9 EPS for the current fiscal year.

Lowe's Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 2.0%. The ex-dividend date is Wednesday, April 22nd. Lowe's Companies's dividend payout ratio is currently 40.51%.

More Lowe's Companies News

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

• Positive Sentiment: Analyst/idea piece arguing Lowe's should get a higher valuation as it expands pro (contractor) initiatives and improves margins — supports a potential re-rating for LOW if execution continues. Lowe's: Focus On Pro Opportunities - Richer Margins Deserve Upward Re-Rating
• Positive Sentiment: Management is investing in skills and tech — a $250M push into skilled trades and partnerships with Nvidia, Palantir and Alphabet aim to improve execution, digital capabilities and pro penetration (longer-term earnings leverage). Why Lowe's is investing in skilled trades and partnering with Nvidia
• Positive Sentiment: CEO interviews highlight product innovation (new home-care subscription) and management confidence in customer response — supports recurring revenue initiatives and customer retention. Watch CNBC's full interview with Lowe's CEO Marvin Ellison
• Positive Sentiment: Analyst consensus sits around a "Moderate Buy," reflecting institutional support that can help stabilize the stock if execution remains on track. Lowe's Companies, Inc. NYSE: LOW Receives Average Recommendation of "Moderate Buy" from Analysts
• Neutral Sentiment: Investor guidance/education pieces (e.g., Should investors buy Lowe's?) review industry size and pandemic tailwinds but offer no new catalyst — useful for longer-term context, not an immediate driver. Should Investors Buy Lowe's Stock Today?
• Neutral Sentiment: Zacks notes increased investor attention toward LOW — higher interest can raise volatility but isn't directional by itself. Lowe's Companies, Inc. (LOW) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Market-snapshot coverage notes LOW is sliding while the broader market rises — indicates short-term selling pressure and weaker near-term sentiment. Lowe's (LOW) Stock Slides as Market Rises: Facts to Know Before You Trade
• Negative Sentiment: Comparative analysis shows Home Depot outperforming Lowe's over recent years — relative underperformance can pressure LOW multiples and investor sentiment until Lowe's narrows the gap. Home Depot vs. Lowe's: One Has Crushed the Market for 5 Years Running

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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