Reading the tape
NYSE: LOW
Lowe's Companies, Inc.
Consumer Cyclical · Home Improvement
Market Cap
$128.37B
52w High
$293.06
52w Low
$210.33
P/E
19.26
Volume
1.37M
Outstanding Shares
560.06M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 2.1%Revenue (TTM): 3.12%FCF (TTM): -0.61%P/FCF: 41st pct
What changed
The stock rose 2.1% over the last year. Revenue grew 3.12% over the trailing twelve months. Operating margin moved from 12.3% to 11.77%. Free cash flow declined 0.61% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher with no clear directional signal from operating metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 11.77%. A decisive move in revenue — currently up 3.12% — would be the clearest signal to resolve the ambiguity.
Company profile
Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States and internationally.
CEOMarvin R. Ellison
SectorConsumer Cyclical
IndustryHome Improvement
Employees300,000
IPO dateMar 17, 1980
Valuation
Forward P/E—
EV/EBITDA14.55
Enterprise value$155.49B
Stock splits
Jul 3, 2006↑ Forward
Every 1 shares became 2
Jul 2, 2001↑ Forward
Every 1 shares became 2
Jun 29, 1998↑ Forward
Every 1 shares became 2
Apr 4, 1994↑ Forward
Every 1 shares became 2
Jun 29, 1992↑ Forward
Every 1 shares became 2
Apr 29, 1983↑ Forward
Every 3 shares became 5
Nov 2, 1981↑ Forward
Every 2 shares became 3
Jun 2, 1976↑ Forward
Every 2 shares became 3
Profitability & growth
Revenue growth10.95%
Gross margin33.48%▲7.12%vs FY2025
Operating margin11.77%▼2.63%vs FY2025
ROE-67.1%▼37.25%vs FY2025
Analyst consensus
RatingBuy
Target price$288.25▲25.76%
31
Buy
19
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 20, 2026
Q2 FY26 · EPS est $2.96 · Revenue est $22.95B
View
Dividends
$4.80/shareQuarterlyDividend Aristocrat · 26yrSafeLOW pays a dividend with a 2.09% dividend yield, 26 consecutive years of growth, growing at 15.35% annually, covered 2.9× by free cash flow.
Dividend Yield
2.09%
Annual Div / Share
$4.80
5yr CAGR
+15.35%
Doubles every ~4.9yr
Payout Ratio
39.62%
Safe
Dividend Growth Rate
3yr CAGR
+4.55%
5yr CAGR
+15.35%
10yr CAGR
+15.67%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$4.80+4.3%
2025$4.60+4.5%
2024$4.40+4.8%
2023$4.20+31.3%
2022$3.20+36.2%
2021$2.35+6.8%
2020$2.20+14.6%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$21/yr
$2/mo
In 5 yrs
$37/yr+76%
$3/mo
In 10 yrs
$65/yr+211%
$5/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$21/yr $2/mo | $37/yr+76% $3/mo | $65/yr+211% $5/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 2.09% → 6.5% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
LOW has raised its dividend for 26 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 2.9× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 15.35% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.
Congressional Activity
Congress Trades in LOW
STOCK Act disclosures from senators and representatives.
- JH
John W. Hickenlooper
COsenateDemocratSale (Partial)Self2026-01-14$50,001 - $100,000+22d to disclose - JH
John W. Hickenlooper
COsenateDemocratSaleSelf2026-01-14$50,001 - $100,000+23d to disclose