Lowe’s Companies (LOW) Soared Following Strong Results

2 days ago 5

Soumya Eswaran

Wed, November 19, 2025 astatine 7:32 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. The US equity marketplace continued the rally successful the 3rd quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The worth equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) successful the quarter, portion the Russell 1000 Value and S&P 500 returned 5.3% and 8.1%, respectively, during the aforesaid period. The strategy returned 13.0% (gross), YTD, compared to the Russell 1000 Value’s +11.7% instrumentality and the S&P 500’s +14.8% return. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, SCCM Value Equity Strategy highlighted stocks specified arsenic Lowe’s Companies, Inc. (NYSE:LOW). Lowe’s Companies, Inc. (NYSE:LOW) is simply a location betterment retailer. The one-month instrumentality of Lowe’s Companies, Inc. (NYSE:LOW) was -9.84%, and its shares mislaid 16.52% of their worth implicit the past 52 weeks. On November 18, 2025, Lowe’s Companies, Inc. (NYSE:LOW) banal closed astatine $219.57 per share, with a marketplace capitalization of $123.14 billion.

SCCM Value Equity Strategy stated the pursuing regarding Lowe’s Companies, Inc. (NYSE:LOW) successful its 3rd 4th 2025 capitalist letter:

"Our beardown banal enactment wrong the Consumer Discretionary assemblage benefitted comparative performance. Lowe’s Companies, Inc. (NYSE:LOW) (+13.9%) besides reported beardown 2nd 4th earnings, with comparable income up 1.1%, its strongest effect since 2022, driven by maturation successful some Pro and DIY segments. Gross margins expanded astir 40 ground points, aided by improved merchandise premix and outgo control, portion July comps roseate 4.7%. The institution besides announced the $8.8 cardinal acquisition of Foundation Building Materials, broadening its Pro lawsuit basal and advancing its Total Home strategy. Solid execution, borderline improvement, and portfolio enlargement supported affirmative capitalist sentiment."

The Lowe's Companies’ (LOW) Resilient Business Model and its Importance for Retail Dividend Stocks

Lowe’s Companies, Inc. (NYSE:LOW) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 75 hedge money portfolios held Lowe’s Companies, Inc. (NYSE:LOW) astatine the extremity of the 2nd quarter, up from 68 successful the erstwhile quarter. While we admit the imaginable of Lowe’s Companies, Inc. (NYSE:LOW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.