PFA Pension Forsikringsaktieselskab Takes Position in Lowe's Companies, Inc. $LOW

Key Points

• PFA Pension Forsikringsaktieselskab purchased a new stake of 315,651 shares in Lowe's, valued at about $76.76 million, representing roughly 0.06% of the company at quarter-end.
• Lowe's topped Q results with $1.98 EPS (vs. $1.94 expected) and $20.59B revenue (up 10.9% y/y), issued FY2026 guidance of 12.25–12.75 EPS, and declared a quarterly dividend of $1.20 (2.1% yield).

PFA Pension Forsikringsaktieselskab purchased a new stake in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 315,651 shares of the home improvement retailer's stock, valued at approximately $76,760,000. PFA Pension Forsikringsaktieselskab owned 0.06% of Lowe's Companies at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in LOW. Brighton Jones LLC grew its position in Lowe's Companies by 119.7% during the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer's stock valued at $7,889,000 after acquiring an additional 17,413 shares during the period. Revolve Wealth Partners LLC grew its position in Lowe's Companies by 31.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer's stock valued at $266,000 after acquiring an additional 259 shares during the period. Sivia Capital Partners LLC grew its position in Lowe's Companies by 22.3% during the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer's stock valued at $340,000 after acquiring an additional 280 shares during the period. United Bank grew its position in Lowe's Companies by 1.3% during the second quarter. United Bank now owns 12,124 shares of the home improvement retailer's stock valued at $2,690,000 after acquiring an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in Lowe's Companies by 13.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer's stock valued at $528,000 after acquiring an additional 275 shares during the period. Hedge funds and other institutional investors own 74.06% of the company's stock.

Lowe's Companies Stock Performance

NYSE:LOW opened at $233.55 on Friday. Lowe's Companies, Inc. has a one year low of $210.33 and a one year high of $293.06. The business's 50-day simple moving average is $245.40 and its 200 day simple moving average is $249.81. The stock has a market cap of $130.80 billion, a price-to-earnings ratio of 19.71, a price-to-earnings-growth ratio of 5.19 and a beta of 0.91.

Lowe's Companies (NYSE:LOW - Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping the consensus estimate 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 business had revenue of $20.59 billion for the quarter, compared to analysts' expectations of $20.34 billion. During the same quarter in the previous year, the firm posted $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. On average, equities research analysts predict that Lowe's Companies, Inc. will post 12.61 EPS for the current year.

Lowe's Companies Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research firms have issued reports on LOW. 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 report on Thursday, February 12th. Royal Bank Of Canada boosted their price target on Lowe's Companies from $252.00 to $257.00 and gave the company a "sector perform" rating in a research report on Monday, February 23rd. Argus boosted their price target on Lowe's Companies from $286.00 to $288.00 and gave the company a "buy" rating in a research report on Monday, March 2nd. Barclays raised Lowe's Companies from an "equal weight" rating to an "overweight" rating and set a $285.00 price target for the company in a research report on Wednesday, January 7th. Finally, KGI Securities began coverage on Lowe's Companies in a research report on Tuesday, March 10th. They set a "neutral" rating and a $255.00 price target for the company. Twenty-two investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average 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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