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2026-07-21 14:02 4d ago
2026-07-21 03:58 5d ago
Andra AP fond snižuje podíl v Lowe’s
LOW Lowe's Companies
FMP Stock News 78
Original source text
Andra AP fonden cut its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 43.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 91,913 shares of the home improvement retailer’s stock after selling 71,607 shares during the quarter. Andra AP fonden’s holdings in Lowe’s Companies were worth $21,717,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Natixis Advisors LLC boosted its position in shares of Lowe’s Companies by 3.5% in the fourth quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock valued at $152,161,000 after acquiring an additional 21,119 shares during the period. Bridges Investment Management Inc. increased its stake in Lowe’s Companies by 6.1% in the fourth quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock valued at $107,664,000 after acquiring an additional 25,609 shares during the period. Glenview Trust Co grew its stake in shares of Lowe’s Companies by 9.0% in the 4th quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after purchasing an additional 17,225 shares during the period. Kathmere Capital Management LLC grew its position in Lowe’s Companies by 133.9% in the first quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock valued at $2,222,000 after acquiring an additional 5,383 shares during the period. Finally, LPL Financial LLC grew its holdings in shares of Lowe’s Companies by 2.3% in the 4th quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock worth $239,552,000 after purchasing an additional 22,175 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Wall Street Analyst Weigh In A number of equities research analysts recently weighed in on the company. Royal Bank Of Canada dropped their price target on Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating for the company in a report on Thursday, May 21st. HSBC dropped their price target on shares of Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research note on Thursday, May 21st. Telsey Advisory Group cut their target price on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating on the stock in a research note on Thursday, May 21st. Wells Fargo & Company cut their target price on shares of Lowe’s Companies from $260.00 to $255.00 and set an “overweight” rating on the stock in a report on Thursday, May 21st. Finally, UBS Group cut their price objective on Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $264.57.

View Our Latest Research Report on Lowe’s Companies

Insider Buying and Selling at Lowe’s Companies In other Lowe’s Companies news, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the transaction, the executive vice president owned 16,142 shares of the company’s stock, valued at $3,628,883.02. The trade was a 36.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Margrethe R. Vagell sold 2,500 shares of the company’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the sale, the executive vice president directly owned 20,220 shares in the company, valued at $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 25,980 shares of company stock worth $5,796,937 over the last ninety days. 0.29% of the stock is currently owned by corporate insiders.

Lowe’s Companies Stock Performance Shares of Lowe’s Companies stock opened at $204.76 on Tuesday. The firm has a market cap of $114.81 billion, a PE ratio of 17.31, a P/E/G ratio of 2.64 and a beta of 0.86. The business’s 50 day simple moving average is $216.62 and its 200 day simple moving average is $241.29. Lowe’s Companies, Inc. has a 52-week low of $203.40 and a 52-week high of $293.06.

Lowe’s Companies (NYSE:LOW – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.06. The firm had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business’s revenue was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, equities research analysts predict that Lowe’s Companies, Inc. will post 12.48 EPS for the current year.

Lowe’s Companies Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd will be given a dividend of $1.25 per share. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Wednesday, July 22nd. This represents a $5.00 annualized dividend and a yield of 2.4%. Lowe’s Companies’s payout ratio is presently 40.57%.

About Lowe’s Companies (Free Report)

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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2026-06-30 14:26 25d ago
2026-06-30 08:46 25d ago
Lowe’s i přes slabý trh s bydlením zvyšuje dividendu
LOW Lowe's Companies
FMP Stock News 78
Original source text
Wall Street had Lowe’s pegged as the next dividend story to wobble. Rising rates, a softer housing turnover backdrop, and a sluggish DIY consumer set up a narrative where management would have to choose between defending the balance sheet and defending the payout. Then on May 29, 2026, the board declared a $1.25 quarterly dividend, raising the payout from the $1.20 level held through Q1 2026 and Q4 2025. The check goes out August 5, 2026. The bears now have to explain why the cash flow statement disagrees with them.

Here is the framework: a dividend cut thesis on Lowe’s (NYSE:LOW | LOW Price Prediction) requires three things to be true at once. Free cash flow has to be compressing toward the payout. Earnings power has to be deteriorating faster than management can offset. And the board has to lose confidence in the medium-term recovery. Look at the numbers, and none of those three boxes get checked.

The Cash Flow Math Does Not Support a Cut Lowe’s generated $9.86 billion in operating cash flow and $7.65 billion in free cash flow in the fiscal year ended January 2026. The dividend cost the company $2.64 billion. That is 2.9x FCF coverage, in line with the 3.0x prior year and ahead of the 2.4x two years before that. Coverage is stable and holding.

On a per-share basis, trailing diluted EPS is $11.84 against an annualized dividend of $4.80. That puts the earnings payout ratio in the low-40s. Even on management’s own FY2026 adjusted EPS range of $12.25 to $12.75, the new $5.00 annualized run-rate would still leave roughly 60% of earnings retained. Dividend Kings have been cut from far tighter spots than this.

Management Backed Up the Truck Where It Counts The capital allocation signal worth watching is the mix. In FY2026, buybacks collapsed to $211 million from $4.05 billion the year before, while dividends grew. That is a defensive rotation, and it remains a rotation toward the most contractually visible return. Management is funneling shareholder returns into the most contractually visible form of cash distribution while building flexibility against the macro.

CFO Brandon Sink laid out the balance sheet plan on the Q1 call: “In the quarter, we paid $674 million in dividends at $1.20 per share. We also repaid $2.4 billion in bond maturities as we continue progressing towards our commitment to deleverage and return to a 2.75x leverage ratio by mid-2027.” Companies that are worried about dividend sustainability do not simultaneously commit $2.5 billion of full-year capex and accelerate debt paydown. They hoard.

Twenty-Six Years of Increases Is Not an Accident The dividend has risen every single year from 1999 through 2026, putting Lowe’s solidly in Dividend Aristocrat territory and within the broader Dividend King conversation. Annual per-share dividends went from $0.12 in 1999 to $4.70 in 2025. The 2022 jump from $3.00 to $3.95 happened straight through the post-pandemic inventory unwind. The 2026 raise happened with CEO Marvin Ellison calling this “the most difficult housing market I’ve faced in this business since the financial crisis”. Track record matters, and this one says management raises through pain, not just through prosperity.

What the Bears Are Right About The macro is genuinely ugly. Housing starts fell to 1.18 million in May 2026, down 15% from April and sitting at the boundary between healthy and weak. Existing home sales at 4.17 million remain in the soft zone the market has been stuck in since 2023. Ellison himself acknowledged the structural pressure: “With roughly 60% to 65% of our revenue coming from DIY and still being able to deliver positive comps, we take that as a win.” When the win bar is positive comps at all, you are not in a growth market.

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Q1 reinforced the caution. Revenue of $23.1 billion grew 10% YoY, but that includes the FBM and ADG acquisitions. Organic comparable sales rose only 1%, and adjusted EPS of $3.03 missed the $3.06 consensus. Gross margin compressed 70 basis points to 33%. Bears have the headwinds right. They are simply drawing the wrong conclusion about how Lowe’s responds to them.

The Insider Tell The insider tape is the one place where the cut thesis finds oxygen. In mid-June 2026, after the dividend raise was announced, EVP and CLO Juliette Pryor disposed of 19,768 shares across two transactions at roughly $220 to $225, and EVP of HR Janice Dupre sold 14,150 shares at $221.90. That is meaningful for two senior executives to do simultaneously, even allowing for 10b5-1 plans.

Cutting the other way: CEO Ellison net-acquired 29,417 shares on April 1 through RSU vesting after selling a portion for taxes, and no executive has bought open-market shares. The signal reads as ambiguous overall.

The Verdict on the Scorecard Grading the dividend on the metrics that matter:

Yield: 2%. Below the S&P average but rising. C+. Coverage: 2.9x FCF, payout ratio in the low-40s on earnings. A. Growth streak: 26+ consecutive years of annual increases. A+. Recent raise: Roughly 4% bump from $1.20 to $1.25, in a tough macro. A-. Balance sheet trajectory: Deleveraging to 2.75x by mid-2027 from 3.1x. B+. Net grade: A-. The yield alone holds the composite back, while durability remains intact.

What to Watch Next The stock is down 7% year to date and trades at 19 times trailing earnings with a forward multiple of 18. The $263.73 consensus analyst target sits well above the $220 area, and the 200-day moving average of $244.33 marks the gap shorts have been pressing.

If existing home sales can break above 4.5 million and mortgage rates normalize, the operating margin guide of 12% looks conservative and the dividend has clear runway to keep compounding. If housing turnover stays locked up through 2027, growth slows but the payout still gets funded out of the existing FCF base. Wall Street is betting on the worse outcome. The cash flow statement and 26 years of board behavior say management has earned the benefit of the doubt.

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Contact [email protected] for any questions or corrections.
2026-06-30 00:05 26d ago
2026-06-29 18:46 26d ago
Lowe's klesá před výsledky 19. srpna
LOW Lowe's Companies
FMP Stock News 72
Original source text
In the latest close session, Lowe's (LOW - Free Report) was down 1.31% at $219.57. This change lagged the S&P 500's daily gain of 1.18%. Meanwhile, the Dow gained 0.59%, and the Nasdaq, a tech-heavy index, added 2.07%.

The home improvement retailer's stock has climbed by 3.79% in the past month, exceeding the Retail-Wholesale sector's loss of 5.89% and the S&P 500's loss of 2.9%.

The upcoming earnings release of Lowe's will be of great interest to investors. The company's earnings report is expected on August 19, 2026. The company is predicted to post an EPS of $4.26, indicating a 1.62% decline compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $26.25 billion, showing a 9.54% escalation compared to the year-ago quarter.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $12.48 per share and a revenue of $93.09 billion, signifying shifts of +1.55% and +7.89%, respectively, from the last year.

Investors might also notice recent changes to analyst estimates for Lowe's. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been a 0.09% fall in the Zacks Consensus EPS estimate. Lowe's is currently a Zacks Rank #3 (Hold).

Investors should also note Lowe's's current valuation metrics, including its Forward P/E ratio of 17.83. This denotes a discount relative to the industry average Forward P/E of 23.24.

Investors should also note that LOW has a PEG ratio of 2.81 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. By the end of yesterday's trading, the Retail - Home Furnishings industry had an average PEG ratio of 2.04.

The Retail - Home Furnishings industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 232, positioning it in the bottom 5% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.