Lowe’s Companies, Inc. $LOW Shares Sold by HighTower Advisors LLC

HighTower Advisors LLC trimmed its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 15.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 539,066 shares of the home improvement retailer’s stock after selling 99,524 shares during the period. HighTower Advisors LLC’s holdings in Lowe’s Companies were worth $118,859,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. California State Teachers Retirement System lifted its holdings in shares of Lowe’s Companies by 21,712.9% in the second quarter. California State Teachers Retirement System now owns 182,933,056 shares of the home improvement retailer’s stock valued at $40,334,910,000 after purchasing an additional 182,094,408 shares in the last quarter. Norges Bank acquired a new stake in Lowe’s Companies during the 4th quarter worth about $1,993,697,000. Price T Rowe Associates Inc. MD grew its stake in Lowe’s Companies by 45.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock valued at $1,580,941,000 after acquiring an additional 2,039,343 shares in the last quarter. J. Stern & Co. LLP grew its stake in Lowe’s Companies by 7,814.9% during the 4th quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock valued at $359,417,000 after acquiring an additional 1,471,539 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. acquired a new position in shares of Lowe’s Companies in the 4th quarter valued at about $308,683,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Juliette Pryor sold 9,330 shares of Lowe’s Companies stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total value of $2,097,477.30. Following the transaction, the executive vice president directly owned 16,142 shares in the company, valued at approximately $3,628,883.02. The trade was a 36.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Margrethe Vagell sold 2,500 shares of the stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $223.83, for a total value of $559,575.00. Following the sale, the executive vice president owned 20,220 shares of the company’s stock, valued at approximately $4,525,842.60. The trade was a 11.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 25,980 shares of company stock worth $5,796,937 over the last ninety days. Company insiders own 0.29% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on LOW. Guggenheim reduced their price target on shares of Lowe’s Companies from $300.00 to $275.00 and set a “buy” rating for the company in a research report on Friday, August 21st. BTIG Research downgraded shares of Lowe’s Companies to a “reduce” rating in a research report on Tuesday, May 12th. Bank of America dropped their price objective on shares of Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating on the stock in a research note on Thursday, May 21st. TD Cowen reiterated a “hold” rating and issued a $235.00 target price on shares of Lowe’s Companies in a research report on Thursday, August 20th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Lowe’s Companies from $279.00 to $252.00 and set an “overweight” rating for the company in a research note on Friday, July 31st. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average price target of $258.53.

Key Lowe’s Companies News

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

• Positive Sentiment: Retail earnings point to a “K-shaped” consumer economy, with Lowe’s and Home Depot benefiting from relatively solid home-improvement sales even as lower-income-focused retailers face greater tariff and margin pressure. Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy
• Positive Sentiment: Lowe’s plans to open three additional stores in 2026, supporting its long-term sales footprint and market expansion. Lowe’s opening 3 more stores in these states in 2026
• Positive Sentiment: The Lowe’s Foundation launched a large skilled-trades training coalition with NVIDIA, AT&T, Bank of America, Carrier, General Motors, DEWALT and Duke Energy. The effort could expand the contractor labor pool and support future Pro customer demand. Nvidia Is Now Paying to Train Plumbers
• Neutral Sentiment: Five new executive vice presidents were appointed across Pro, Home Services, stores, information and AI, strategy, and marketing. Lowe’s also maintained its $1.25 quarterly dividend, while expanding online offerings; the new leadership could improve execution, but a shelf registration for 2.5 million shares creates a potential future dilution overhang. Did Lowe’s New EVP Lineup and Shelf Filing Just Quietly Reframe the LOW Investment Narrative?
• Neutral Sentiment: The NFL-focused “Earn Your Sunday” campaign adds new star athletes and may strengthen brand engagement, although its direct financial impact is unclear. Lowe’s Kicks Off Year Two of Earn Your Sunday
• Negative Sentiment: Zacks Research cut its FY2027 EPS estimate for Lowe’s to $12.25 from $12.45, aligning it near the $12.26 consensus and signaling limited expected earnings growth. Zacks Research Issues Negative Estimate for LOW Earnings
• Negative Sentiment: Mortgage rates have reached a one-year high following a global bond sell-off. Higher borrowing costs could discourage housing transactions and large remodeling projects, pressuring demand at Lowe’s and Home Depot. Mortgage Rates Just Hit a 1-Year High

Lowe’s Companies Price Performance

Shares of LOW stock opened at $204.45 on Monday. Lowe’s Companies, Inc. has a 12 month low of $199.34 and a 12 month high of $293.06. The company has a market cap of $114.71 billion, a PE ratio of 17.28, a price-to-earnings-growth ratio of 2.72 and a beta of 0.85. The business’s 50 day moving average is $213.44 and its two-hundred day moving average is $227.51.

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

Lowe’s Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, November 4th. Shareholders of record on Wednesday, October 21st will be given a dividend of $1.25 per share. The ex-dividend date of this dividend is Wednesday, October 21st. This represents a $5.00 dividend on an annualized basis and a yield of 2.4%. Lowe’s Companies’s payout ratio is currently 42.27%.

About Lowe’s Companies

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.