Lowe's Companies, Inc. (LOW)

In the past six months, Lowe's stock has experienced some fluctuations. As of April 10, 2026, the stock traded at $248.03. Over the last 12 months, the stock price increased by 11.52%, with a year-to-date return of 2.36%, but decreased by 1.67% in the past month. On March 12, 2026, Lowe's shares decreased to $262.62, its lowest point since January 2026. The company reported Q4 2026 earnings on February 24, 2026, with an EPS of $1.98 and revenue of $20.58 billion, beating expectations, and declared a dividend of $1.20.

The retail business, including Lowe's, is subject to seasonal influences. Lowe's experiences its highest sales volume during its second fiscal quarter (May, June, and July), aligning with the spring selling season. The lowest sales volume typically occurs during the fourth fiscal quarter (November, December, and January). This seasonality impacts working capital requirements, which are historically greater in the fourth fiscal quarter as inventory is built up for the spring season. Unfavorable weather conditions can disproportionately impact sales of seasonal goods.

Lowe's Companies, Inc. is an American retail company specializing in home improvement, founded in 1921. It operates within the Retail Trade sector, offering a comprehensive selection of products and services for maintenance, repair, remodeling, and decorating. Major product categories include appliances, lumber, tools, paint, flooring, seasonal items, kitchens, bath, millwork, plumbing, electrical supplies, and décor. The company also provides installation services and extended protection plans.

Lowe's Companies, Inc. primarily operates in the United States and Canada. As of January 28, 2022, Lowe's operated 2,181 stores in North America, with 1,737 in the USA and 460 in Canada. The company previously operated in Mexico but closed its stores there. Approximately 99.93% of Lowe's revenue in fiscal year 2025 was generated from its operations in the United States.

Lowe's has received positive recognition for customer satisfaction, earning the highest score in the J.D. Power 2025 U.S. Home Improvement Retailer Satisfaction Study. However, some reports from late 2025 indicate challenges to Lowe's brand reputation and customer loyalty. The company reportedly experienced a significant drop in customer traffic in 2024 due to internal decisions focusing on cost control and efficiency, leading to understaffing and reduced customer service. The company is in a "reset phase" to stabilize the business and regain trust, with a renewed focus on the professional (Pro) customer segment.

Lowe's Companies, Inc. is largely controlled by institutional shareholders, who collectively own approximately 75% to 79% of the company's shares. As of December 2025, Lowe's had 2,642 institutional investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., JPMorgan Chase & Co, FMR LLC (Fidelity Management), State Street Corp, Geode Capital Management, LLC, Morgan Stanley, Bank Of America Corp, Wells Fargo & Company, and Norges Bank. Individual investors and insiders own a smaller percentage, with insiders owning under 1% of the company.