Wealthcare Advisory Partners LLC Boosts Stake in Lowe's Companies, Inc. $LOW

Key Points

• Wealthcare Advisory Partners boosted its stake in Lowe's by 264.4% in Q4 to 30,481 shares valued at about $7.35 million, and institutional investors now own roughly 74% of the stock.
• Lowe's beat Q4 estimates with EPS of $1.98 (vs. $1.94 est.) and revenue of $20.59 billion (+10.9% YoY), set FY 2026 guidance of 12.25–12.75 EPS, and has seen several analyst price-target upgrades (average target ~$289.76).
• The company declared a quarterly dividend of $1.20 per share (annualized $4.80), with an ex-dividend/record date of April 22 and payment on May 6, implying a yield of about 2.1% and a payout ratio near 40.5%.

Wealthcare Advisory Partners LLC grew its position in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 264.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 30,481 shares of the home improvement retailer's stock after buying an additional 22,117 shares during the quarter. Wealthcare Advisory Partners LLC's holdings in Lowe's Companies were worth $7,351,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Howard Hughes Medical Institute purchased a new position in Lowe's Companies in the second quarter worth $27,000. Activest Wealth Management increased its position in shares of Lowe's Companies by 78.5% during the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer's stock valued at $29,000 after purchasing an additional 51 shares during the last quarter. United Financial Planning Group LLC bought a new stake in shares of Lowe's Companies during the 3rd quarter worth $31,000. Triumph Capital Management bought a new stake in shares of Lowe's Companies during the 3rd quarter worth $34,000. Finally, Guerra Advisors Inc purchased a new position in shares of Lowe's Companies in the 3rd quarter worth about $35,000. 74.06% of the stock is owned by institutional investors.

Lowe's Companies Stock Down 2.5%

NYSE LOW opened at $230.07 on Friday. The company has a market cap of $128.85 billion, a PE ratio of 19.42, a price-to-earnings-growth ratio of 5.13 and a beta of 0.98. Lowe's Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $293.06. The firm's 50-day simple moving average is $262.43 and its two-hundred day simple moving average is $252.23.

Lowe's Companies (NYSE:LOW - Get Free Report) last posted its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.04. The firm had revenue of $20.59 billion during the quarter, compared to the consensus estimate 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 was up 10.9% on a year-over-year basis. During the same quarter last year, the company earned $1.93 earnings per share. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, equities research analysts anticipate that Lowe's Companies, Inc. will post 11.9 EPS for the current year.

Lowe's Companies Dividend Announcement

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

Insider Activity

In other Lowe's Companies news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the sale, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.27% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

LOW has been the subject of several research reports. Guggenheim increased their price target on shares of Lowe's Companies from $280.00 to $300.00 and gave the company a "buy" rating in a research report on Thursday, February 26th. 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 research note on Wednesday, January 7th. Argus increased their target price on shares of Lowe's Companies from $286.00 to $288.00 and gave the company a "buy" rating in a research report on Monday, March 2nd. JPMorgan Chase & Co. raised their price target on shares of Lowe's Companies from $300.00 to $325.00 and gave the stock an "overweight" rating in a research note on Monday, February 9th. Finally, Jefferies Financial Group reaffirmed a "buy" rating and issued a $305.00 price target on shares of Lowe's Companies in a report on Wednesday, February 25th. Twenty-two research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $289.76.

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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