2,695 Shares in Lowe’s Companies, Inc. $LOW Acquired by Capital Square LLC

Capital Square LLC acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,695 shares of the home improvement retailer’s stock, valued at approximately $570,000.

Other hedge funds also recently made changes to their positions in the company. Swiss RE Ltd. purchased a new position in Lowe’s Companies in the fourth quarter valued at about $25,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies during the 4th quarter valued at approximately $27,000. Sankala Group LLC purchased a new stake in Lowe’s Companies during the 4th quarter worth approximately $33,000. Triumph Capital Management purchased a new stake in Lowe’s Companies during the 3rd quarter worth approximately $34,000. Finally, Ares Financial Consulting LLC acquired a new position in shares of Lowe’s Companies in the 4th quarter valued at approximately $36,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insider Transactions at Lowe’s Companies

In related news, EVP Margrethe R. Vagell sold 2,500 shares of the 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 sale, the executive vice president owned 20,220 shares of the company’s stock, valued at $4,525,842.60. This trade represents a 11.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of Lowe’s Companies stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the completion of the sale, the executive vice president owned 16,142 shares in the company, valued at approximately $3,628,883.02. This represents a 36.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 25,980 shares of company stock worth $5,796,937. Insiders own 0.29% of the company’s stock.

Analyst Upgrades and Downgrades

LOW has been the subject of a number of recent analyst reports. Guggenheim decreased 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. Citigroup cut their price target on shares of Lowe’s Companies from $267.00 to $260.00 and set a “buy” rating on the stock in a report on Thursday. Royal Bank Of Canada reiterated a “sector perform” rating and set a $231.00 price objective on shares of Lowe’s Companies in a research note on Thursday. Benchmark started coverage on shares of Lowe’s Companies in a report on Tuesday, May 12th. They set a “hold” rating for the company. Finally, Raymond James Financial lowered shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 12th. Twenty-three 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. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $258.53.

More Lowe’s Companies News

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

• Positive Sentiment: Lowe’s reported quarterly revenue growth of 8.3% year over year and highlighted continued support from professional-customer demand, digital sales and disciplined promotions. Analysts also noted progress on the company’s longer-term strategy. Lowe’s Fiscal Q2 Results Highlight Progress on Long-Term Strategy
• Positive Sentiment: The company plans to invest approximately $10.5 million in a new store near Joint Base San Antonio-Randolph, expanding its store footprint and reaching a new local market. Lowe’s Plans New Store Near Joint Base San Antonio-Randolph
• Neutral Sentiment: Lowe’s received an $80 million tariff refund, but management intends to use the funds for business purposes rather than broad price cuts. This may support profitability or investment, though it offers little immediate benefit to consumers. Lowe’s Gets $80 Million Tariff Refund
• Neutral Sentiment: Several analysts maintained Buy, Outperform or Overweight ratings, with targets generally remaining above the current share price. However, targets were lowered by UBS, Mizuho, Telsey, Truist and others as expectations were recalibrated. Analysts Revise Lowe’s Forecasts After Q2 Earnings
• Negative Sentiment: Soft DIY demand, weak housing activity and Lowe’s comparatively weaker DIY mix remain key concerns. The cautious outlook implies that a broader home-improvement recovery may take longer than investors hoped. Lowe’s Q2 Earnings Call Flags DIY Pressure
• Negative Sentiment: Unusually heavy put-option activity indicates that some traders are positioning for additional weakness or greater volatility. Traders Buy Large Volume of Lowe’s Put Options

Lowe’s Companies Trading Up 0.2%

NYSE:LOW opened at $216.53 on Monday. The stock has a 50 day moving average of $216.05 and a 200-day moving average of $232.74. The firm has a market capitalization of $121.41 billion, a PE ratio of 18.30, a price-to-earnings-growth ratio of 2.87 and a beta of 0.86. Lowe’s Companies, Inc. has a 52 week low of $199.40 and a 52 week high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.22 by $0.18. The business had revenue of $25.96 billion during the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, analysts predict that Lowe’s Companies, Inc. will post 12.29 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd were given a dividend of $1.25 per share. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Wednesday, July 22nd. 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.