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Lowe’s beat earnings estimates in Q4 2026, raised guidance, and saw increased investor interest despite CEO share sales.
Strive Asset Management and Intech Investment Management increased their stakes in Lowe’s Companies, Inc. in Q3 2025 and Q3 2026, respectively, while the South Dakota Investment Council reduced its holding.
Lowe’s reported strong Q4 2026 earnings, with $1.98 EPS and a 10.9% revenue rise to $20.58 billion, exceeding estimates.
The company raised its fiscal 2026 EPS guidance to $12.25–$12.75.
Analysts maintain a “Moderate Buy” consensus with a $291.64 target.
The stock traded at $257.26, with a market cap of $144.31 billion and a P/E of 21.71.
CEO Robert Niblock sold 18,000 shares in January 2026.
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Lowe's superó las estimaciones de ganancias en el cuarto trimestre de 2026, elevó la previsión y vio un aumento en el interés de los inversores a pesar de las ventas de acciones del CEO.