Nykredit A S Invests $45.79 Million in Lowe’s Companies, Inc. $LOW

Nykredit A S purchased a new stake in Lowe’s Companies, Inc. (NYSE:LOW) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 207,682 shares of the home improvement retailer’s stock, valued at approximately $45,792,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of LOW. Swiss RE Ltd. purchased a new stake in Lowe’s Companies during the fourth quarter worth about $25,000. Wilkerson Advisory Group LLC acquired a new stake in shares of Lowe’s Companies during the 4th quarter valued at approximately $27,000. Sankala Group LLC purchased a new stake in shares of Lowe’s Companies during the 4th quarter worth approximately $33,000. Triumph Capital Management purchased a new stake in shares of Lowe’s Companies during the 3rd quarter worth approximately $34,000. Finally, IAG Wealth Partners LLC grew its holdings in shares of Lowe’s Companies by 178.6% in the 1st quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock worth $37,000 after acquiring an additional 100 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

Insider Activity at Lowe’s Companies

In other Lowe’s Companies news, EVP Margrethe R. Vagell sold 2,500 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $223.83, for a total value of $559,575.00. Following the completion of the transaction, the executive vice president owned 20,220 shares in the company, valued at approximately $4,525,842.60. This represents a 11.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the sale, the executive vice president directly owned 39,785 shares in the company, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,980 shares of company stock worth $5,796,937 in the last ninety days. 0.29% of the stock is owned by insiders.

Lowe’s Companies Stock Down 0.2%

Shares of NYSE:LOW opened at $199.65 on Thursday. The company has a 50 day moving average of $214.20 and a two-hundred day moving average of $228.69. The company has a market capitalization of $112.02 billion, a price-to-earnings ratio of 16.88, a price-to-earnings-growth ratio of 2.66 and a beta of 0.85. Lowe’s Companies, Inc. has a 52-week low of $199.34 and a 52-week high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, beating analysts’ consensus estimates of $4.22 by $0.18. The firm had revenue of $25.96 billion during the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.Lowe’s Companies’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. On average, equities analysts anticipate that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current year.

Lowe’s Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 4th. Investors of record on Wednesday, October 21st will be issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Wednesday, October 21st. Lowe’s Companies’s dividend payout ratio (DPR) is 42.27%.

Wall Street Analyst Weigh In

LOW has been the subject of a number of research reports. Mizuho cut their target price on shares of Lowe’s Companies from $280.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday, August 20th. Craig Hallum raised shares of Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. UBS Group reduced their price target on Lowe’s Companies from $285.00 to $275.00 and set a “buy” rating on the stock in a research note on Thursday, August 20th. Benchmark assumed coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They issued a “hold” rating for the company. Finally, TD Cowen reiterated a “hold” rating and issued a $235.00 target price on shares of Lowe’s Companies in a research note on Thursday, August 20th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $258.53.

Trending Headlines about Lowe’s Companies

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Lowe’s Foundation launched the “Building Futures Skilled Trades Coalition” with more than 75 corporate and nonprofit partners, including NVIDIA, Bank of America and General Motors. The initiative aims to train and certify 1 million skilled-trades workers by 2035, potentially supporting Lowe’s brand, contractor relationships and future demand for home-improvement services. Morning Business Report: Lowe’s launches initiative to train 1 million skilled tradespeople
• Positive Sentiment: Management continues to highlight growth in its Pro customer business, digital sales and Home Services as longer-term offsets to softer DIY demand. The latest reported quarter also showed revenue growth of 8.3% year over year, while earnings per share exceeded analysts’ expectations. Can Lowe’s Pro Growth Justify Its Valuation Despite DIY Weakness?
• Neutral Sentiment: Some Zacks Research quarterly estimates were modestly raised, including Q2 2028 EPS to $4.56 from $4.55 and Q2 2029 EPS to $4.89 from $4.88. However, these small increases do not change the broader cautious estimate trend.
• Negative Sentiment: Zacks lowered several future forecasts, including FY2028 EPS to $12.94 from $13.60 and FY2029 EPS to $13.90 from $14.62. Estimates were also reduced for multiple 2027–2029 quarters, signaling weaker expected earnings momentum. Lowe’s Cuts 2026 Outlook as DIY Pressure Tests Its Growth Engines
• Negative Sentiment: The company’s reduced fiscal 2026 outlook reflects pressure from weak DIY spending and housing conditions. Although Pro and services are growing, investors remain concerned that these businesses may not fully offset sluggish consumer project demand. Dividend-focused investors are also scrutinizing Lowe’s payout coverage and the sustainability of future dividend increases. Home Depot vs. Lowe’s: One Dividend Looks Much Stronger Under the Hood

Lowe’s Companies Profile

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.