Swedbank AB Has $95.19 Million Stock Holdings in Lowe's Companies, Inc. $LOW

Key Points

• Swedbank AB raised its Q4 position in Lowe's by 2.9% to 394,716 shares (about 0.07% of the company), valued at roughly $95.19 million after adding 11,111 shares.
• Lowe's beat quarterly expectations (EPS $1.98 vs. $1.94; revenue $20.59B vs. $20.34B) and issued FY‑2026 EPS guidance of $12.25–$12.75, close to analysts' consensus of ~12.63.
• Institutional investors own about 74.06% of the stock; analysts' consensus is a Moderate Buy with an average target of $289.10, though Bank of America moved Lowe's to Neutral, and the company pays a $1.20 quarterly dividend (2.1% yield).

Swedbank AB lifted its position in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 2.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 394,716 shares of the home improvement retailer's stock after purchasing an additional 11,111 shares during the period. Swedbank AB owned about 0.07% of Lowe's Companies worth $95,190,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC grew 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 raised its stake in shares of 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 last quarter. Sivia Capital Partners LLC lifted its holdings in shares of 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 worth $340,000 after purchasing an additional 280 shares during the period. United Bank lifted its holdings in shares of Lowe's Companies by 1.3% during the second quarter. United Bank now owns 12,124 shares of the home improvement retailer's stock worth $2,690,000 after purchasing an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Lowe's Companies by 13.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer's stock worth $528,000 after purchasing an additional 275 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company's stock.

Trending Headlines about Lowe's Companies

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

• Positive Sentiment: The new MyLowe's Pro Rewards American Express card broadens payment options for professional customers — usable anywhere AmEx is accepted — which can deepen ties with higher-spending contractors and boost recurring pro sales. Is Lowe's (LOW) New Pro Amex Card the Missing Link in Its Contractor Strategy?
• Positive Sentiment: Recent fundamentals remain supportive: Lowe's reported a quarter that modestly beat revenue and EPS expectations and gave FY‑2026 EPS guidance (12.25–12.75) — a tailwind for investors focused on earnings durability.
• Neutral Sentiment: An Owens Corning Q1 earnings-call summary is circulating; as a major building-material supplier to retailers, its results offer signals on product demand and pricing but are an indirect driver for Lowe's near term. Owens Corning Q1 2026 Earnings Call Summary
• Neutral Sentiment: General feature pieces (e.g., "facts you didn't know about Lowe's") are in the newsflow but carry little immediate impact on the share price. 4 Facts You Didn't Know About Lowe's
• Negative Sentiment: Bank of America removed Lowe's from its buy-list and set a Neutral rating, signaling a more cautious outlook from a major institutional investor and removing a near-term buy-side catalyst. Lowe's Just Got Yanked From the BofA Buy List
• Negative Sentiment: Shares have been pressured recently after sessions where oil-price-driven spikes raised concerns that higher fuel costs could siphon discretionary spending from retailers, contributing to intra-week sell-offs. Best Buy, CarMax, and Lowe's Shares Plummet, What You Need To Know
• Negative Sentiment: Local privacy reporting that license-plate–scanning cameras are operating at some Connecticut Lowe's and Home Depot locations raises reputational and potential regulatory risk — a negative headline that can attract short-term investor scrutiny. Cameras are scanning license plates at some Lowe's and Home Depot stores in Connecticut

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the company. Barclays raised Lowe's Companies from an "equal weight" rating to an "overweight" rating and set a $285.00 target price for the company in a research report on Wednesday, January 7th. Telsey Advisory Group increased their price target on Lowe's Companies from $285.00 to $295.00 and gave the company an "outperform" rating in a research note on Thursday, February 26th. Argus upped their target price on Lowe's Companies from $286.00 to $288.00 and gave the company a "buy" rating in a report on Monday, March 2nd. Evercore decreased their target price on shares of Lowe's Companies from $250.00 to $245.00 in a research report on Tuesday, March 31st. Finally, Piper Sandler restated an "overweight" rating and set a $300.00 price target (up from $294.00) on shares of Lowe's Companies in a report on Thursday, February 26th. Twenty equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $289.10.

Lowe's Companies Stock Performance

Shares of LOW stock opened at $233.12 on Thursday. Lowe's Companies, Inc. has a fifty-two week low of $210.33 and a fifty-two week high of $293.06. The stock has a 50 day simple moving average of $243.47 and a two-hundred day simple moving average of $249.80. The company has a market cap of $130.56 billion, a P/E ratio of 19.67, a PEG ratio of 4.89 and a beta of 0.91.

Lowe's Companies (NYSE:LOW - Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.94 by $0.04. The firm had revenue of $20.59 billion for the quarter, compared to analysts' expectations of $20.34 billion. Lowe's Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company's revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period 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. On average, research analysts predict that Lowe's Companies, Inc. will post 12.63 earnings per share for the current year.

Lowe's Companies Announces Dividend

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

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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