Lowe's Stock: Dividend Doesn't Lie

Summary

  • Lowe's faces near-term headwinds from soft sales, inflation, and tariff uncertainties.
  • LOW's cash generation and dividend growth remain resilient.
  • The latest dividend increase of 4.3% YOY may seem modest, but it already pushed the yield to the most attractive levels in 10 years.
  • I expect growth recovery to start in the next 1-2 years, supported by resilient Pro demand, online sales, and digital initiatives.
  • Looking for a helping hand in the market? Members of Envision Early Retirement get exclusive ideas and guidance to navigate any climate. Learn More »

The Lowe"s store in Warren, Pennsylvania, USA

Althom

LOW Stock: Latest Earnings and Dividend Declaration

We last covered Lowe's Companies (NYSE:LOW) stock more than a year ago, in August 2024. The article reviewed its Q2 2024 earnings and rated the stock as a buy

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This article was written by

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Envision Research, aka Lucas Ma, has over 20+ years of investment experience and holds a Masters with in Quantitative Investment and a PhD in Mechanical Engineering with a focus on renewable energy, both from Stanford University. He also has 30+ years of hands-on experience in high-tech R&D and consulting, housing sector, credit sector, and actual portfolio management.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of LOW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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